Payment
- The fee structure will be determined upfront before the engagement begins and outlined in your personalised proposal. Fees are typically payable monthly based on the agreed package, which may include base services and custom add-ons as detailed in our pricing schedule, plus direct out-of-pocket expenses.
- For pay-as-you-go engagements, when agreed, fees will be tailored to your specific needs and may reflect the time required by professionals to complete the engagement, plus direct out-of-pocket expenses.
- Payment is due according to the agreed schedule, typically on a monthly basis, unless otherwise specified in your proposal.
Ownership of Documents
- Any documents specifically prepared for you, as well as original documents you provide, will remain your property.
- Any other documents, including working papers generated by us, will remain the property of Scale Suite Pty Ltd (“Scale Suite”).
Accounting Data File
Your accounting software file and the information it contains are your property. Should you wish to remove our access or transfer the file to another advisor, the process will occur 15 days after the final payment of dues.
Cancellation Policy
- Clients may terminate their engagement with Scale Suite at any time, provided a one-month notice period is given to finalise all work for handover.
- Upon termination, we will immediately cease access and/or discontinue engagements with third-party providers, if applicable.
Privacy Policy
Our current Privacy Policy is available on our website at scalesuite.com.au/privacypolicy.
Your Responsibilities
- To ensure a successful business relationship, your responsibilities include providing all requested information within the specified timeframes.
- If queries or information are not provided on time, we are not liable for any penalties or fines incurred due to delays caused by outstanding queries.
Third Parties
We may engage third-party contractors to assist with certain services, such as finance services, software development or specialised HR support. You authorise us to disclose relevant information to these contractors, and we remain responsible for their conduct and service delivery.
Directors Guarantee
- If the client is a company, trustee, trust, or superannuation fund, the directors and/or trustees are personally responsible for any fees owed.
- By signing this document, directors or trustees (“Guarantors”) agree to guarantee payment of all fees owed and indemnify Scale Suite for any associated losses, expenses, or legal costs.
Quality Assurance Program (Finance Services)
- We maintain high standards of data integrity through a quality assurance program specific to finance services (e.g., Financial Reporting), designed by Australian & New Zealand Chartered Accountants.
- Our finance services include a quality assurance process to ensure accuracy.
Terms of Engagement
This document serves as an ongoing outline of our business relationship unless changes in your service requirements—such as adjustments to base packages, add-ons, or service scope—necessitate an update.
Pricing Flexibility & Adjustments
- Our pricing is structured around monthly packages with optional add-ons, as outlined in your proposal. Pricing is variable per business and depends on factors such as the number of transactions, employees, and service complexity—this will be clearly detailed in your personalised proposal.
- While we aim to maintain stable pricing, certain variables may require annual reviews and adjustments, including but not limited to:
- Changes in your circumstances or service requirements (e.g., adding Website Maintenance or Employer Engagement).
- A review of work performed versus initial budgets.
- Adjustments to labour and other operational costs.
- Increases in transaction volume or employee numbers exceeding your current arrangement.
- If adjustments are needed, we will notify you in advance and provide an updated proposal reflecting the revised pricing, ensuring transparency and alignment with your business needs.
Contact Us
For any further inquiries, please contact Scale Suite Pty Ltd at rhys@scalesuite.com.au
