Terms & Conditions

General Terms

• Services are provided based on the information clients supply. Clients are responsible for ensuring all information submitted is complete and accurate.

• Payments must be made according to the terms for each service (outlined below).

• We reserve the right to update these terms as needed, with notice provided.

Notary Services

• Clients must present a valid driver’s license or government-issued photo ID.

• The fee is $12 per notarization plus $1 per mile for travel if applicable.

• Notary services are limited to verifying identity and witnessing signatures; they do not constitute legal or financial advice.

LLC Formation Assistance

• We can either prepare and file LLC documents directly on your behalf, or assist you with completing the filing.

• Clients are responsible for providing accurate and complete information.

• We are not a law firm and do not provide legal advice. If you need legal or tax guidance, please consult a qualified professional.

Proposal Support Services

• We assist businesses by preparing professional proposals and bids, based on information and pricing provided by the client.

• Our fee is 3% of the project value, payable only if the proposal results in a contract award.

• If awarded:

  • 50% of the fee is due upon the first project draw.

  • The remaining 50% is due upon project completion.

• During the project, we provide reasonable clerical and billing support.

• We do not guarantee a proposal will be awarded.

• Bookkeeping Subscription Terms & Conditions

  • Scope of Services

    • Our bookkeeping subscription plans provide professional bookkeeping services to help you maintain accurate financial records, reconcile accounts, and generate financial reports. Services included in your plan are described under each subscription tier.

• Service Plans and Hour Caps

  • Starter Plan
    This plan includes reconciliation of one bank or credit account monthly, categorization of business expenses, preparation of a monthly Profit & Loss statement and Balance Sheet, and email support for bookkeeping questions. The plan covers up to three hours of bookkeeping services per month. Additional hours or services beyond this scope may be billed separately at $45 per hour or by upgrading to a higher package. Optional preparation and filing of quarterly GRT or payroll taxes can be added for an additional fee per quarter.

  • Growth Plan
    This plan includes reconciliation of up to three accounts monthly, either accounts payable or accounts receivable support, preparation of monthly Profit & Loss, Balance Sheet, and Cash Flow reports, one quarterly financial review call, and support for up to three team members. Payroll support is available as an add-on. The plan covers up to six hours of bookkeeping services per month. Additional hours or services beyond this scope may be billed separately at $40 per hour or by upgrading to a higher package. Optional preparation and filing of quarterly GRT or payroll taxes can be added for an additional fee per quarter.

  • Professional Plan
    This plan includes reconciliation of up to five accounts monthly, accounts payable and accounts receivable management, payroll support for up to five employees, quarterly tax payment reminders and preparation support, monthly financial reporting with budget versus actuals, and one monthly financial review call. The plan covers up to ten hours of bookkeeping services per month. Additional hours or services beyond this scope may be billed separately at $35 per hour or by upgrading to a higher package. Optional preparation and filing of quarterly GRT or payroll taxes can be added for an additional fee per quarter.

  • Premium Plan
    This plan includes reconciliation of all business accounts monthly, full accounts payable and receivable management, payroll support for six or more employees, sales tax and quarterly tax compliance assistance, custom reporting such as job costing and contract profitability, priority response, and one monthly financial strategy call. The plan covers up to fifteen hours of bookkeeping services per month. Additional hours or services beyond this scope may be billed separately at $30 per hour. Optional preparation and filing of additional quarterly taxes beyond what is included in this plan can be added for an additional fee per quarter.

• Client Responsibilities
  Clients agree to provide accurate and timely financial records, account access, and any other information necessary to perform bookkeeping services. Delays in providing required information may impact the delivery and accuracy of services.

• Payment Terms
  Subscription fees are billed monthly in advance through Wix. Services will not be provided if payment is not current.

• Cancellations
  Clients may cancel their subscription at any time. Services already performed are non-refundable.

• No Accounting or Tax Advice
  We are not a Certified Public Accountant (CPA) or licensed accountant. Services provided are limited to bookkeeping. Clients should consult their CPA, tax preparer, or legal professional for guidance on taxes, legal matters, or accounting decisions.

• Scope of Optional Services
  Any optional services, including preparation and filing of quarterly GRT or payroll taxes, must be requested and billed separately. These services are not included in the monthly subscription fee unless explicitly added as an add-on.

• Changes to Services or Pricing
  We reserve the right to modify services, pricing, or subscription terms with prior notice. Clients will be informed of any changes before they take effect.

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