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Terms and Conditions

Last Updated: [06/01/2025]

1. Agreement to Terms

By accessing our website at https://driedgerbookkeeping.com/ or using any of our bookkeeping services, you agree to be bound by these Terms and Conditions (“Terms”). If you disagree with any part of these terms, then you may not access our services.

2. Description of Services

Driedger Bookkeeping provides professional bookkeeping services, which may include but are not limited to:

  • Monthly bookkeeping and financial record maintenance
  • Accounts payable and receivable management
  • Bank and credit card reconciliation
  • Financial statement preparation
  • Payroll processing
  • Sales tax filing
  • QuickBooks setup and support
  • Financial reporting and analysis
  • Document management and organization

3. Client Responsibilities

As our client, you agree to:

  • Provide accurate, complete, and timely information and documentation
  • Maintain the confidentiality of login credentials we may share with you
  • Review all work product and notify us promptly of any errors or concerns
  • Pay all fees according to the agreed-upon schedule
  • Respond to our requests for information within reasonable timeframes
  • Maintain appropriate business licenses and registrations
  • Comply with all applicable laws and regulations

4. Engagement and Scope of Services

  • Our specific services will be outlined in a separate Engagement Letter or Service Agreement
  • We are not responsible for services outside the agreed scope
  • Additional services may be provided upon mutual agreement and may incur additional fees

5. Fees and Payment Terms

Fee Structure

  • Our fees are based on the complexity and volume of work required
  • Fees may be structured as hourly rates, flat monthly fees, or project-based pricing
  • All fees will be clearly communicated before services begin

Payment Terms

  • Invoices are due upon receipt unless otherwise specified
  • Payment is accepted via [check, ACH transfer, credit card, etc.]
  • Late payments may incur a fee of [1.5%] per month or the maximum allowed by law
  • We reserve the right to suspend services for accounts more than 30 days past due

Additional Costs

  • Third-party software subscriptions required for our services are the client’s responsibility
  • Rush services may incur additional fees
  • Out-of-scope work will be billed separately

6. Confidentiality

  • We maintain strict confidentiality of all client information
  • We will not disclose client information except as:
    • Required by law
    • Authorized by you in writing
    • Necessary to provide our services
  • Our confidentiality obligations survive termination of our relationship

7. Data Security and Privacy

  • We implement reasonable security measures to protect your information
  • You acknowledge that no method of electronic transmission is 100% secure
  • Our detailed privacy practices are outlined in our Privacy Policy
  • We are not responsible for the security of third-party platforms you may use

8. Intellectual Property

Our Property

  • All templates, processes, and methodologies we develop remain our intellectual property
  • Our name, logo, and branding may not be used without written permission

Your Property

  • You retain ownership of your financial data and business information
  • We have a limited license to use your information solely to provide our services

9. Accuracy and Limitations

No Guarantee of Results

  • We provide bookkeeping services based on information you provide
  • We do not guarantee any specific financial outcomes or results
  • The accuracy of our work depends on the completeness and accuracy of information provided

Not Legal or Tax Advice

  • Our services do not constitute legal, tax, or investment advice
  • We recommend consulting with appropriate professionals for such advice
  • We may provide general information but not specific recommendations

10. Liability and Indemnification

Limitation of Liability

  • Our liability is limited to the fees paid for the specific services at issue
  • We are not liable for:
    • Indirect, consequential, or punitive damages
    • Lost profits or business opportunities
    • Damages resulting from your failure to provide accurate information
    • Issues arising from third-party software or services

Indemnification

You agree to indemnify and hold us harmless from claims arising from:

  • Your breach of these Terms
  • Your violation of any laws or regulations
  • Your provision of inaccurate or incomplete information
  • Disputes with tax authorities based on your business decisions

11. Term and Termination

Term

  • These Terms begin when you first use our services and continue until terminated

Termination

Either party may terminate services by providing 30 days written notice

Immediate Termination

We may terminate immediately if:

  • You breach these Terms
  • You fail to pay fees when due
  • You provide false or misleading information
  • Continued service would violate any law or regulation

Effect of Termination

  • You must pay all outstanding fees
  • We will return your records in our standard format
  • Confidentiality obligations survive termination

12. Third-Party Services

  • We may recommend or integrate with third-party services
  • We are not responsible for third-party services, terms, or privacy practices
  • Your use of third-party services is at your own risk

13. Electronic Communications

  • You consent to receive communications from us electronically
  • Electronic communications satisfy any legal requirement for written communications
  • You are responsible for maintaining current contact information

14. Dispute Resolution

Informal Resolution

We will attempt to resolve disputes informally through good-faith negotiations

Formal Resolution

If informal resolution fails:

  • Disputes will be resolved through binding arbitration
  • Arbitration will be conducted in [Your County, State]
  • Each party bears its own costs
  • Small claims court actions are exempted from arbitration

15. General Provisions

Governing Law

These Terms are governed by the laws of [Your State], without regard to conflict of law provisions

Entire Agreement

These Terms and any Engagement Letter constitute the entire agreement between us

Severability

If any provision is deemed invalid, the remaining provisions continue in full force

Waiver

Failure to enforce any provision is not a waiver of our right to enforce it later

Assignment

You may not assign these Terms without our written consent

Force Majeure

Neither party is liable for delays or failures due to circumstances beyond reasonable control

16. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes by:

  • Posting on our website
  • Email notification
  • Obtaining consent where required

Continued use of our services after changes constitutes acceptance of new Terms.

17. Professional Standards and Compliance

  • We adhere to professional bookkeeping standards and ethics
  • We maintain appropriate insurance coverage
  • We comply with all applicable laws and regulations
  • We participate in continuing education to maintain our expertise

18. Record Retention

  • We retain client records according to legal requirements and professional standards
  • You are responsible for maintaining your own copies of all financial records
  • We may destroy records after the retention period without further notice

19. Contact Information

For questions about these Terms and Conditions, please contact:

Driedger Bookkeeping
[Your Business Address]
[City, State ZIP]
Email: [[email protected]]
Phone: [Your Business Phone Number]

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