The terms we
work under

Agreement

By using this website you agree to these terms. If you do not agree, please do not use the site.

These terms govern website use only. If you engage us as a client, a separate engagement letter will govern that relationship and will set out scope, fees, responsibilities and termination in detail.

What we provide

We provide bookkeeping, financial reporting, payroll processing, tax preparation and planning, and advisory services to businesses in the United States. The specific services provided to any client are defined in that client's engagement letter.

Tax preparation and representation before tax authorities are performed only by appropriately credentialed personnel. [PLACEHOLDER — state the credential held and by whom.]

What this website is not

Nothing on this website constitutes accounting, tax, legal or financial advice for your specific situation. The content here is general information published to help you understand what we do and how we think.

Every business is different. Do not act on anything you read here without speaking to a qualified professional about your own circumstances, whether that is us or someone else.

Pricing

Prices shown on this site are starting prices and are accurate at the date of publication. Final pricing depends on transaction volume, complexity and the specific services engaged, and is confirmed in writing before work begins.

We reserve the right to change published pricing. Existing clients will be given at least 30 days' notice of any change to their fees.

Your responsibilities as a client

Accounting depends on the information you provide. You are responsible for:

• ›Providing complete and accurate records in a timely manner
• ›Responding to our questions and requests for information
• ›Reviewing reports and returns before they are filed
• ›Maintaining the accuracy of what you tell us about your business
• ›Meeting your own legal and tax obligations

We prepare returns and reports based on information you supply. We are not responsible for consequences arising from information that is incomplete, inaccurate or provided late.

Our responsibilities

We will perform our services with reasonable professional skill and care, in accordance with applicable professional standards. We will:

• ›Respond to communications within 48 hours on business days
• ›Close monthly books by the 15th of the following month, where records are provided on time
• ›Keep your information confidential
• ›Tell you promptly if we identify an error, including our own

Service guarantees

Where we state a guarantee on this site — such as replying within 48 hours or closing books by the 15th — the remedy is a credit of that month's fee. This is offered in good faith and is the sole remedy for a missed commitment.

These guarantees apply where you have provided the necessary records in reasonable time. We cannot close books by the 15th without the bank statements.

Fees and payment

Monthly fees are billed in advance. Project work such as cleanup and tax preparation is billed as agreed in writing before the work starts.

Late payment may result in work being paused. We will always tell you before pausing anything.

Monthly engagements run month to month with [NOTICE PERIOD — e.g. 30 days] notice to cancel. There is no annual commitment and no early termination fee.

Termination

Either party may end a monthly engagement with notice as set out in the engagement letter. On termination we will provide your books, records and files in a usable format within a reasonable period.

We may decline or end an engagement where we are asked to do something that would breach professional standards, applicable law, or our own judgment about what is defensible.

Limitation of liability

To the fullest extent permitted by law, our total liability arising from our services is limited to the fees paid by you in the twelve months preceding the event giving rise to the claim.

We are not liable for indirect or consequential losses, including lost profits, lost business opportunity, or penalties arising from information you provided that was inaccurate or incomplete.

Nothing in these terms limits liability where the law does not permit it to be limited.

Confidentiality

We treat all client information as confidential and will not disclose it except as set out in our Privacy Policy, as required by law, or with your permission.

Intellectual property

The content, design and code of this website belong to us. You may read and share it. You may not copy it wholesale for use on another website.

Reports, models and documents we prepare specifically for you as part of an engagement belong to you.

Third-party tools

We use third-party software to deliver our services. Those tools have their own terms and their own reliability. We select providers carefully but we are not responsible for outages or failures in software we do not control.

Governing law

These terms are governed by the laws of [STATE / JURISDICTION]. [PLACEHOLDER — confirm with your attorney, as this affects where disputes are heard and which consumer protection rules apply.]

Changes

We may update these terms. The date at the top of this page shows the current version. Continued use of the site after a change constitutes acceptance.

Contact

Questions about these terms go to [EMAIL ADDRESS].