Engagement Terms

Effective date: June 15, 2026

These terms govern professional engagements with Acceles ("we," "us," or "our"). They are written in plain language on purpose. By purchasing a Readiness Assessment, or by signing a Statement of Work for an Implementation Oversight Retainer, you agree to the terms below.

1. General terms (apply to all engagements)

The nature of the work. Acceles provides independent advisory services for finance system transformations, ranging from a one-time Readiness Assessment to ongoing implementation oversight under a retainer. Our role is to give you candid, independent judgment on readiness, risk, and the decisions in front of you, so the project serves the people who have to run it. The specific scope of each engagement is defined in Section 2 (Readiness Assessment) or in your signed Statement of Work (Implementation Oversight Retainer).

What Acceles does not do. Acceles does not perform the hands-on technical build or configuration of your systems, and does not perform legal or contract review or provide legal, tax, or audit advice. We advise, challenge, and provide oversight; we do not replace your software vendor, your implementation partner, or your own legal, accounting, and technical professionals. Our findings and recommendations are professional judgment.

Independence. Acceles accepts no referral fees, commissions, or other compensation from software vendors or implementation partners. Our only financial interest in your project is the fee you pay us. This independence is the value of the work, and we protect it.

No guarantee of outcomes. We bring experience and a structured method, and we are candid about what we find. We cannot guarantee a specific project result, because the outcome depends on decisions and execution that involve you and your other partners.

Confidentiality. Each party will keep the other's non-public information confidential and use it only for the engagement. Acceles will treat your data, documents, and internal discussions as confidential. We may describe the engagement in general, anonymized terms to illustrate our work, but never in a way that identifies you without your permission.

Ownership. On receipt of full payment, you own the deliverables we produce for you and may use them freely inside your organization. Acceles retains ownership of its underlying methodology, frameworks, templates, and know-how, which we reuse across engagements.

Limitation of liability. To the extent permitted by law, Acceles's total liability arising from an engagement is limited to the fees you paid for that engagement. Acceles is not liable for indirect, incidental, or consequential losses.

Governing law. These terms are governed by the laws of the State of Arizona.

2. Readiness Assessment

Scope. The Readiness Assessment includes a structured intake questionnaire, a facilitated intake meeting, one integrated written Readiness Assessment report, and a live debrief to walk you through the findings.

Fee. $5,500 USD, a fixed one-time fee.

Payment and acceptance. Payment is made through the secure payment link before work begins. Completing that payment, including the terms acknowledgement at checkout, constitutes your acceptance of these terms and authorization for Acceles to begin.

Timeline. Acceles delivers the report within five business days of receiving your completed intake (questionnaire and intake meeting). If we need to confirm a few points before finalizing, we will send a short clarification request; the five business day clock pauses until your answers are returned.

Your part. The quality and speed of the assessment depend on timely intake completion, attendance at the intake meeting, and reasonable access to the information we request. None of this requires extra preparation or polished materials; we work from what already exists.

Cancellation and refund. If you cancel before the intake meeting takes place, 50% of the fee is refundable. Once the intake meeting has occurred, the fee is non-refundable, because the assessment is produced and delivered on a short, committed timeline.

3. Implementation Oversight Retainer

The Implementation Oversight Retainer is a separate, ongoing engagement governed by a signed Statement of Work (SOW). The general terms in Section 1 apply. The SOW defines the specific scope, duration, monthly fee, and invoicing schedule for that engagement. A retainer begins when the SOW is signed by both parties.

4. Contact

Questions about these terms can be directed to legal@acceles.com.