Work Terms & Conditions
1. Scope of Services
I provide bookkeeping and accounting support services, including:
- Data entry and transaction recording
- Accounts receivable and accounts payable monitoring
- Bank reconciliation
- Inventory management
- Sales and expense recording
- E-commerce transaction reconciliation
- QuickBooks Online bookkeeping
- Financial report preparation
- Bookkeeping cleanup and catch-up services
2. Client Requirements
The client is responsible for providing complete and accurate source documents, including invoices, receipts, bank statements, sales reports, supplier records, and other relevant documents needed to complete the work.
3. Work Process
I will review the documents provided, record and categorize transactions, reconcile the relevant accounts, and provide the agreed-upon bookkeeping reports or deliverables.
4. Turnaround Time
The turnaround time will depend on the volume and complexity of the transactions and the completeness of the documents provided by the client. Any additional work outside the original scope may require additional time.
5. Revisions
Reasonable revisions related to the agreed scope of work are included. Corrections resulting from incomplete or inaccurate information initially provided by the client may require additional work.
6. Confidentiality
All client financial information, business records, and documents provided for the engagement will be treated as confidential and used only for the purpose of completing the agreed bookkeeping services.
7. Client Approval
The client is responsible for reviewing and approving the completed bookkeeping records and financial information before using them for business, tax, or other official purposes.
8. Professional Limitation
My services are focused on bookkeeping and accounting support. I do not provide legal, tax, investment, or audit services.
9. Additional Work
Requests outside the original scope, including substantial cleanup, additional transactions, new reports, or additional accounting requirements, may be quoted separately before the work begins.
10. Communication
Clear and timely communication is encouraged to ensure that the bookkeeping work is completed accurately and efficiently. Clients should provide requested information and clarification within a reasonable timeframe.
12. Acceptance of Terms
By engaging my bookkeeping services, the client acknowledges and agrees to the scope, requirements, and terms stated above.