Service Disclosures

Effective November 14, 2026

Service scope

Gates Ledger Partners LLC provides bookkeeping, financial oversight and financial management support for businesses, churches and nonprofits. We do not provide tax return preparation or filing, investment advice, securities trading, audit or assurance services. Website information and examples are general and illustrative. Reports and forecasts prepared for clients depend on the records provided and the assumptions used.

Pricing and engagement

Website prices are starting rates or estimates. We confirm fees and scope based on transaction volume, the condition of your books and the services you need. Your engagement agreement sets the services, fees, responsibilities and deliverables for your organization.

Portal access

Use your own sign-in and keep it private. If someone else at your organization needs access, contact us so we can confirm their role. Report suspected unauthorized access to gatesledgerpartners@gmail.com.