Effective Date: March 10, 2025

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These Terms and Conditions (“Agreement”) govern the provision of bookkeeping services (“Services”) provided by [Your Company Name], located at [Your Business Address] (“Service Provider,” “We,” “Us,” or “Our”) to you (“Client,” “You,” or “Your”). By engaging in our bookkeeping services, you agree to abide by these Terms and Conditions.

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1. Services Provided
We will provide bookkeeping services that may include, but are not limited to:

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• Recording and categorizing financial transactions.

• Preparing financial statements (Balance Sheet, Profit & Loss, Cash Flow).

• Managing accounts payable and accounts receivable.

• Payroll processing (if applicable).

• Reconciliation of bank and credit card accounts.

• Tax preparation assistance (if included in the services).
   

Specific services will be outlined in a separate service agreement or invoice, which may detail the scope, pricing, and deliverables of each project or ongoing work.

 

2.  Client Responsibilities
The Client agrees to:
 

• Provide accurate, complete, and timely financial information to us.

• Respond to requests for additional documentation or clarifications in a timely manner.

• Ensure all necessary legal and regulatory requirements (such as tax filings) are met, as we are not responsible for compliance outside of the bookkeeping process.

• Pay invoices for services rendered in accordance with the agreed-upon payment terms.
   

3. Fees and Payment Terms

• The fees for services will be outlined in the service agreement or invoice provided to the Client.

• All invoices are due [insert payment terms, e.g., within 30 days of receipt, etc.].

• Late payments may incur additional charges as outlined in the invoice.

• Payments can be made via [insert payment methods, e.g., bank transfer, credit card, etc.].

• We reserve the right to suspend services if payment is not received within the specified time frame.
   

4. Confidentiality
We understand the importance of confidentiality. All financial data provided by the Client will be kept confidential and will not be shared with any third parties without the Client's prior written consent, except as required by law.
 

5. Limitation of Liability

We will perform bookkeeping services with reasonable care and diligence. However, we are not liable for any errors or omissions in the information provided by the Client, nor are we liable for any losses resulting from inaccurate or incomplete information.

 

Our liability is limited to the amount paid by the Client for the services provided under this Agreement.

 

6. Termination

Either party may terminate this Agreement at any time with written notice. Upon termination, the Client agrees to pay for all services rendered up to the date of termination.

 

We may also terminate services immediately if the Client fails to make timely payments or provides incomplete or inaccurate information that severely impacts our ability to provide services.

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7. Independent Contractor Status
We are an independent contractor and not an employee of the Client. This Agreement does not create any employer-employee relationship, partnership, or joint venture between the parties.

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8. Dispute Resolution
Any disputes arising out of or related to this Agreement will be resolved through Arbitration. The laws of Pennsylvania will govern this Agreement.

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9. Force Majeure
Neither party will be held responsible for failure to perform its obligations under this Agreement if such failure is caused by circumstances beyond its reasonable control, including but not limited to natural disasters, acts of government, or technical failures.

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10. Changes to Terms and Conditions
We reserve the right to update or modify these Terms and Conditions at any time. Any changes will be communicated to the Client in writing and will become effective upon the Client’s continued use of the services.

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11. Contact Information
For any questions or concerns about these Terms and Conditions, please contact us at:

Atchison Bookkeeping, LLC
64 Uwclan Avenue
Unit 243
Exton, PA 19341
info@atchisonbookkeeping.com
610-908-9616

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By engaging our bookkeeping services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.

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