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Accounting Services Proposal
1. Scope of Services & Explicit Exclusions
SCOPE OF SERVICES. ("Firm") agrees to perform the following services for ("Client") for the period (the "Engagement Period"):
☐ Bookkeeping Services. Record financial transactions into on a monthly basis using the accrual basis of accounting. Reconcile the following accounts: . Deliverables: provided by the of each following month.
☐ Preparation of Financial Statements (AR-C §70). Prepare financial statements in accordance with without audit, review, or compilation procedures. No assurance is provided. See Section [SSARS Standards] for applicable limitations.
☐ Compilation of Financial Statements (AR-C §80). Compile financial statements in accordance with . A compilation report will be issued. No assurance is provided. See Section [SSARS Standards] for applicable limitations.
☐ Review of Financial Statements (AR-C §90). Perform a review of financial statements in accordance with . A review conclusion will be issued providing limited assurance. See Section [SSARS Standards] for applicable limitations.
EXPLICIT EXCLUSIONS. The following services are expressly outside the scope of this engagement unless covered by a separate, signed engagement letter:
(a) Audit services. This engagement does not constitute an audit of any financial statements. The Firm will not express an opinion on whether the financial statements present fairly in all material respects.
(b) Fraud detection. The Firm's procedures are not designed to detect fraud, errors, illegal acts, or misappropriation of assets. The Firm has no obligation to report discovered irregularities beyond what applicable professional standards independently require.
(c) Tax preparation and tax advice. The Firm will not prepare any federal, state, or local tax returns under this engagement, and nothing in this engagement constitutes tax advice. Tax services, if desired, require a separate engagement letter.
(d) Legal advice. The Firm is not engaged to provide legal advice of any kind. Nothing in this engagement should be construed as legal counsel.
(e) Corporate Transparency Act / Beneficial Ownership Information reporting. Assistance with CTA compliance, including BOI reports required under 31 U.S.C. §5336, is excluded from this engagement. See Section [CTA Disclaimer].
(f) Payroll tax filings. Preparation or filing of Forms 941, 940, W-2, or any other payroll tax return is excluded unless separately engaged.
(g) Internal control design or assessment. The Firm will not design, assess, or opine on the adequacy of Client's system of internal controls.
(h) Financial forecasts or projections. Forward-looking financial statements are excluded unless covered by a separate engagement.
(i) Attestation services. No agreed-upon procedures or attestation engagements are included.
Services not listed above are excluded. Any additional services must be authorized by a signed amendment or change order.
2. Fee Basis, Billing Frequency, Late-Payment Interest & Collection Rights
FEE BASIS, BILLING FREQUENCY, LATE-PAYMENT INTEREST & COLLECTION RIGHTS
1. Fee Basis. Firm's fees for services performed under this engagement shall be billed on the following basis: hourly (hourly at Firm's standard rates set forth in Exhibit A; fixed fee as stated in the engagement letter; or blended/value-based fee as separately agreed in writing). Fees are based on the professional time, skill, and expertise required and are not contingent upon the findings of any engagement or the results obtained. The Retainer paid at engagement commencement (if any) is an advance against fees and disbursements and does not constitute an estimate of total fees; it does not bear interest and will be applied to the final invoice.
2. Billing Frequency. Firm will issue invoices (monthly / per milestone / upon completion). Each invoice will detail the services rendered, time incurred, and disbursements charged. Invoices are due and payable within 30 days of the invoice date.
3. Late-Payment Interest. Amounts not paid within 30 days of the invoice date will accrue interest at the rate of 1.5 per month (or the maximum rate permitted by law, whichever is lower) from the invoice date until paid in full. Interest accrues from the original due date and compounds monthly. Client acknowledges this rate is a reasonable estimate of Firm's cost of carrying overdue accounts and not a penalty.
4. Expenses and Disbursements. Client shall reimburse Firm for all reasonable out-of-pocket expenses incurred in connection with the engagement, including filing fees, courier charges, research database costs, and travel expenses pre-approved by Client. Expenses will be invoiced at cost without markup unless Firm's standard schedule states otherwise.
5. Retainer — Not an Estimate; No Interest. Any retainer or advance on fees required by Firm: (a) is an advance deposit against future fees and disbursements, not an estimate of the total engagement cost; (b) does not bear interest for Client's benefit; (c) will be applied to the final invoice or, if the engagement concludes before the retainer is exhausted, the unused portion will be refunded within 30 days after Firm renders a final invoice and all fees are settled. Firm is not required to commence or continue work until an requested retainer has been received.
6. Suspension for Non-Payment. If any invoice remains unpaid for more than 15 days past its due date, Firm may, upon 5 days' written notice to Client, suspend all services under this engagement without liability to Client for any resulting delay, missed deadline, or regulatory consequence. Client agrees that Firm bears no responsibility for penalties, interest, or damages arising from a suspension triggered by Client's non-payment.
7. Collection Rights. Client agrees to pay all reasonable costs of collection incurred by Firm to recover unpaid fees and disbursements, including reasonable attorneys' fees and court costs, to the extent permitted by law. Client's right to dispute any invoice does not toll the accrual of interest on the undisputed portion of the invoice. Any dispute must be raised in writing within 10 days of the invoice date; failure to dispute within that period constitutes acceptance of the invoice as stated.
8. No Fee-Offset for Malpractice Claims. Client agrees not to withhold payment of undisputed fees as an offset or setoff against any claim, counterclaim, or dispute concerning the quality or outcome of Firm's services. Client's exclusive remedy for any claimed deficiency in services is set forth in Section 10 of this Agreement.
3. Client Responsibility for Accuracy & Completeness of Records
CLIENT RESPONSIBILITY FOR RECORDS AND DATA.
A. Accuracy and Completeness. Client is solely responsible for the accuracy, completeness, and legitimacy of all source documents, data, and information provided to the Firm, including but not limited to: bank statements, credit card statements, invoices, receipts, payroll records, loan documents, expense reports, and any other financial records (collectively, "Client Records"). The Firm will rely on Client Records without audit or independent verification.
B. Timeliness. Client agrees to deliver all Client Records necessary for the Firm to perform the services described herein by the of each month (the "Submission Deadline"). Time is of the essence with respect to the Submission Deadline. Failure to deliver Client Records by the Submission Deadline may result in delayed deliverables, additional fees, or suspension of services as described in Section [Stop-Work & Suspension].
C. Reliance and Proportionate Fault. The Firm's work product is based solely on Client Records provided by Client. The Firm is not required to independently verify, audit, or confirm the accuracy of any Client Records. If Client Records are inaccurate, incomplete, or fraudulent, the Firm's liability for any resulting errors, omissions, or misstatements in the work product shall be reduced proportionately to the extent that such errors, omissions, or misstatements result from inaccuracies in or omissions from Client Records. Client agrees to indemnify and hold harmless the Firm for any losses, claims, damages, or expenses arising from Client's failure to provide accurate and complete Client Records.
D. Notification. Client agrees to promptly notify the Firm of any facts or circumstances that may affect the financial statements or any other work product delivered under this engagement, including any discovered errors, fraud, or changes in Client's business operations or financial condition.
E. No Independent Investigation. Nothing in this engagement requires the Firm to investigate the propriety or legality of any transaction. If the Firm becomes aware of information indicating that a transaction may be improper or illegal, the Firm will consult with Client; however, the Firm is under no obligation to report such information to any third party except as required by applicable law or professional standards.
CONTINGENT FEE PROHIBITION & REFERRAL / COMMISSION DISCLOSURE
1. Prohibition on Contingent Fees. Firm's fees for this engagement are not contingent upon any finding, result, or outcome. Firm does not charge, and Client shall not offer, fees that are determined as a percentage of the tax savings achieved, refund obtained, value of a transaction, or any other result of the services performed. This prohibition applies to all services within the scope of this engagement, including any compilation, review, or tax engagement. This clause reflects Firm's obligations under AICPA Code of Professional Conduct Rule 1.510 and applicable state CPA licensing board rules. Any arrangement that purports to tie Firm's compensation to a result is void ab initio and will not be honored by Firm.
2. Commission and Referral Fee Disclosure. Firm discloses the following commission and referral fee arrangements, if any, that may exist in connection with this engagement or with recommendations Firm may make to Client: . If no disclosure is listed, Firm confirms it has no commission or referral-fee arrangement relating to this Client or this engagement as of the engagement commencement date. Firm will promptly disclose in writing any commission or referral arrangement that arises during the engagement, prior to acting on the recommendation to which it relates, consistent with AICPA Rule 1.520.
3. ERC and Tax Credit Referrals. If Firm refers Client to a third-party preparer, promoter, or advisor in connection with the Employee Retention Credit (ERC), research and development tax credits, cost segregation studies, or similar tax benefit programs, Firm discloses that: (a) Firm does not verify the third party's fee arrangement, which may be contingent; (b) the IRS has identified certain promoters of aggressive ERC claims for examination; and (c) Client bears sole responsibility for the accuracy of any claim filed by or on behalf of Client, regardless of who prepared the claim.
4. Independence Disclosure. Where this engagement involves attest services (compilation, review, or audit), Firm affirms that, to the best of its knowledge, no commission, referral fee, or contingent arrangement described in this Section impairs Firm's independence under applicable professional standards. If a conflict arises, Firm will notify Client in writing and will not continue attest services until the conflict is resolved or Client provides informed written consent.
5. Survival. This Section survives termination of the engagement and applies to referrals and recommendations made in connection with this engagement even after services conclude.
5. No Legal Advice; No Tax Advice (Unless Separately Engaged) — UPL Disclaimer
NO LEGAL OR TAX ADVICE.
A. No Tax Advice; No Tax Preparation. This engagement does not include the preparation of any federal, state, or local tax returns, or the provision of any tax advice. Tax services require a separate engagement letter governed by the applicable AICPA Statements on Standards for Tax Services (SSTS). Any oral or written communication during this engagement that touches on tax matters is incidental to the accounting services being performed and does not constitute tax advice on which Client may rely. Client is responsible for retaining qualified tax counsel or a tax preparer for all tax compliance and planning matters. The Firm expressly disclaims any responsibility for tax positions, tax elections, or tax consequences arising from this engagement.
B. No Legal Advice; Unauthorized Practice of Law Notice. This engagement does not include the provision of legal advice of any kind. The Firm is not a law firm. No communication, document, or deliverable produced under this engagement constitutes legal advice. Client should consult qualified legal counsel for all matters involving legal rights, obligations, contracts, regulatory compliance, litigation, or legal strategy. Providing legal advice is the exclusive province of licensed attorneys; reliance on any communication from the Firm as legal advice may constitute reliance on an individual not authorized to practice law.
C. Corporate Transparency Act. Without limiting the foregoing, this engagement does not include advice or services related to compliance with the Corporate Transparency Act (31 U.S.C. §5336) or the filing of Beneficial Ownership Information (BOI) reports. See Section [Corporate Transparency Act Disclaimer] for additional detail.
D. Referrals. The Firm is willing to refer Client to qualified tax and legal professionals upon request. Such referrals are a courtesy only and do not create any agency, partnership, or ongoing obligation on the part of the Firm.
REPRESENTATIONS AND WARRANTIES
(a) Mutual Representations. Each party represents and warrants to the other, as of the Effective Date and throughout the term of this Agreement, that:
(i) Authority. It has the full legal right, power, and authority to enter into this Agreement and to perform its obligations hereunder;
(ii) No Conflicts. Its execution, delivery, and performance of this Agreement do not and will not: (A) violate any applicable law, regulation, or court order; or (B) conflict with or result in a breach of any agreement to which it is a party;
(iii) Binding Obligation. This Agreement constitutes its legal, valid, and binding obligation, enforceable against it in accordance with its terms;
(iv) No Litigation. As of the Effective Date, there is no pending or, to its knowledge, threatened legal proceeding that would materially impair its ability to perform its obligations under this Agreement; and
(v) Compliance with Law. It will comply with all applicable laws and regulations in performing its obligations or exercising its rights under this Agreement.
(b) Agency Representations. additionally represents and warrants that:
(i) Professional Standards. It will perform the Services in a professional and workmanlike manner consistent with industry standards;
(ii) Non-Infringement. The materials, methodologies, and content created by (excluding Client-supplied content) will not, to 's knowledge, infringe or misappropriate any third party's copyright, trademark, patent, trade secret, or other intellectual property right;
(iii) Qualifications. It has the skills, experience, and qualifications necessary to perform the Services; and
(iv) No Deceptive Practices. It will not engage in deceptive, unfair, or fraudulent practices in connection with the Services, including practices that violate the FTC Act or any analogous consumer-protection law.
(c) Client Representations. additionally represents and warrants that:
(i) Content Accuracy. All product descriptions, claims, pricing information, testimonials, and other materials supplied by to for publication or promotion are, to 's knowledge, truthful, accurate, and not misleading, and are substantiated by competent and reliable evidence where required by applicable law;
(ii) Ownership and Licenses. owns or has obtained all necessary rights, licenses, and permissions for all content, assets, images, trademarks, and data that provides to for use in the Services, and 's provision of such materials to does not violate any third party's intellectual property rights;
(iii) Regulatory Compliance. 's products, services, and business practices comply with all applicable laws and regulations, and is not aware of any pending or threatened regulatory investigation or enforcement action that would affect the permissibility of the Services;
(iv) Account Authority. has or will obtain all necessary rights, consents, and authorities to grant access to 's systems, accounts, and platforms required to perform the Services; and
(v) No Restricted Industry Violations. 's products and services do not violate the applicable policies of the platforms on which the Services will be performed.
(d) Disclaimer. EXCEPT AS EXPRESSLY STATED IN THIS SECTION, NEITHER PARTY MAKES ANY OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. DOES NOT WARRANT SPECIFIC BUSINESS OUTCOMES, REVENUE RESULTS, OR OTHER SPECIFIC RESULTS OR OUTCOMES FROM THE SERVICES.
7. Confidentiality / Non-Disclosure Obligation
CONFIDENTIALITY
(a) Definition. "Confidential Information" means all non-public information disclosed by one party ("Discloser") to the other ("Recipient") in connection with this Agreement that is designated as confidential at the time of disclosure, or that a reasonable person would understand to be confidential given the nature of the information and circumstances of disclosure. Without limiting the foregoing, Confidential Information includes: business plans, financial data, pricing, fee structures, customer and prospect lists, proprietary methodologies, software, technical specifications, and personnel information.
(b) Exclusions. Confidential Information does not include information that: (i) is or becomes publicly available through no fault of Recipient; (ii) Recipient already knew before receiving it from Discloser, as shown by written records; (iii) Recipient independently develops without use of or reference to the Confidential Information; or (iv) Recipient rightfully receives from a third party without restriction.
(c) Obligations. Recipient will: (i) use Discloser's Confidential Information solely to perform or receive the Services under this Agreement; (ii) disclose it only to its employees, contractors, and advisors who have a need to know and who are bound by confidentiality obligations no less protective than this clause; and (iii) protect it with at least the same degree of care it uses for its own confidential information of similar sensitivity, but in no event less than reasonable care.
(d) Compelled Disclosure. Recipient may disclose Confidential Information if required by law, court order, or regulatory authority, provided that Recipient: (i) gives Discloser prompt prior written notice to the extent legally permitted; (ii) cooperates with Discloser in seeking a protective order or other appropriate relief; and (iii) discloses only what is legally required.
(e) Trade Secrets. Obligations with respect to information that constitutes a trade secret under applicable law (including the Defend Trade Secrets Act, 18 U.S.C. § 1836) will continue for as long as such information remains a trade secret, notwithstanding any shorter survival period stated below.
(f) Subcontractors. may share 's Confidential Information with approved subcontractors solely to the extent necessary for them to perform work under this Agreement, provided each subcontractor is bound by written confidentiality obligations at least as protective as this clause.
(g) Return or Destruction. Upon termination or expiration of this Agreement, or upon Discloser's written request, Recipient will promptly return or securely destroy all of Discloser's Confidential Information (including copies) and certify such return or destruction in writing, except as required by law or for legal-hold purposes.
(h) Survival. This Section survives termination or expiration of this Agreement for a period of 3 years, except as provided in Section (e).
8. Limitation of Liability & Consequential Damages Exclusion
LIMITATION OF LIABILITY
(a) Exclusion of Consequential Damages. To the fullest extent permitted by applicable law, neither party will be liable to the other for any indirect, incidental, special, consequential, punitive, or exemplary damages — including lost profits, lost revenue, loss of business opportunity, loss of data, or harm to reputation — arising out of or related to this Agreement, even if the party has been advised of the possibility of such damages and even if a limited remedy fails of its essential purpose.
(b) Aggregate Cap. Each party's total aggregate liability to the other arising out of or related to this Agreement — whether in contract, tort (including negligence), strict liability, or otherwise — will not exceed the total fees actually paid or payable by to during the -month period immediately preceding the event giving rise to the claim, or , whichever is greater.
(c) Exceptions. The limitations in Sections (a) and (b) do not apply to: (i) a party's obligation to indemnify the other for third-party claims of intellectual property infringement under the Mutual Indemnification clause; (ii) liability arising from a party's gross negligence or willful misconduct; (iii) a party's obligations under the Data Protection and Confidentiality clauses with respect to a data breach caused by that party's failure to maintain reasonable security; or (iv) a party's obligation to pay amounts owed under this Agreement.
(d) Basis of the Bargain. Each party acknowledges that the limitations in this Section reflect a reasonable allocation of risk, are an essential element of the basis of the bargain between the parties, and that would not have entered into this Agreement without these limitations.
9. Governing Law, Jurisdiction & Venue
GOVERNING LAW; JURISDICTION; VENUE
(a) Governing Law. This Agreement and any dispute arising out of or related to it — including its formation, interpretation, performance, breach, or termination — will be governed by and construed in accordance with the laws of the State of , without regard to its conflict-of-law provisions.
(b) Consent to Jurisdiction. Each party irrevocably submits to the exclusive personal jurisdiction of the state and federal courts located in County, for any action or proceeding arising out of or relating to this Agreement that is not subject to arbitration under the Dispute Resolution clause (if any).
(c) Venue. Each party waives any objection to the laying of venue in the courts identified in Section (b), and waives any claim that such courts are an inconvenient forum.
(d) Service of Process. Service of process in any such action may be made by any method authorized by the applicable court rules or by mailing a copy of the summons and complaint by registered or certified mail, return receipt requested, to the party's address set forth in this Agreement.
(e) Prevailing Party. In any dispute arising under this Agreement, the prevailing party is entitled to recover its reasonable attorneys' fees and costs from the non-prevailing party, unless the parties have agreed to a different allocation in the Dispute Resolution clause.
DISPUTE RESOLUTION
(a) Good-Faith Negotiation. Before initiating any formal dispute proceeding, the parties will attempt to resolve any dispute, controversy, or claim arising out of or relating to this Agreement ("Dispute") through good-faith negotiation. Either party may initiate this step by delivering written notice to the other describing the Dispute in reasonable detail ("Dispute Notice"). Senior representatives of each party with authority to resolve the Dispute will meet (in person, by phone, or by videoconference) within 10 business days of the Dispute Notice and attempt to resolve the matter in good faith for a period of 30 business days from the date of the Dispute Notice (or longer, if agreed in writing).
(b) Mediation. If the Dispute is not resolved through negotiation within the timeframe in Section (a), either party may submit it to non-binding mediation administered by (or, if the parties cannot agree on a provider, by the American Arbitration Association under its Commercial Mediation Procedures). The mediation will take place in , . The parties will share mediator fees equally. Each party will bear its own legal fees for the mediation.
(c) Binding Arbitration. If the Dispute is not resolved through mediation within 60 days after the appointment of the mediator, either party may demand binding arbitration. Arbitration will be administered by under its then-current , before a single arbitrator. The arbitration will take place in , . The arbitrator's decision will be final and binding and may be entered as a judgment in any court of competent jurisdiction. The parties agree that the arbitration — including its existence, proceedings, and any award — is confidential.
(d) Exceptions to Arbitration. Either party may seek emergency injunctive or other equitable relief from a court of competent jurisdiction without first completing the negotiation or mediation steps, to prevent irreparable harm — including to protect Confidential Information or intellectual property — pending the outcome of arbitration.
(e) Small Claims. Either party may bring a Dispute in small claims court if the amount in controversy falls within that court's jurisdictional limit.
(f) Class Action Waiver. Each party waives any right to bring or participate in any class action, class arbitration, or representative proceeding relating to this Agreement.
(g) Governing Law for Arbitration. The arbitration will be governed by the Federal Arbitration Act (9 U.S.C. §§ 1–16) and, where not preempted, by the laws of .
11. Force Majeure
FORCE MAJEURE
(a) Definition. A "Force Majeure Event" means any event beyond a party's reasonable control that prevents or materially impairs that party's ability to perform its obligations under this Agreement, including: acts of God; natural disasters; fire; flood; earthquake; epidemic or pandemic; war; terrorism; riots or civil unrest; actions or inactions of governmental authorities (including government-mandated service restrictions or platform-access bans); internet or telecommunications infrastructure failures (including widespread outages of major technology or infrastructure platforms affecting substantially all users); power outages; and cyber-attacks on the party's systems not caused by the party's own negligence (each, individually a "Force Majeure Event"). Economic downturns, changes in market conditions, and changes in third-party platform features or algorithms do not constitute Force Majeure Events.
(b) Effect. The party affected by a Force Majeure Event ("Affected Party") will be excused from performance of the affected obligations during the continuance of the Force Majeure Event, provided that the Affected Party complies with the notice and mitigation obligations below.
(c) Notice. The Affected Party will give the other party written notice of the Force Majeure Event as soon as reasonably practicable after the event begins, describing the nature of the event, the expected duration, and the obligations affected.
(d) Mitigation. The Affected Party will use commercially reasonable efforts to mitigate the impact of and to overcome the Force Majeure Event, and will resume performance as soon as reasonably practicable after the event ends.
(e) Suspension and Termination. If a Force Majeure Event prevents a party's material performance for more than 30 consecutive days, either party may terminate this Agreement on written notice without further liability, except for: (i) amounts already earned and owing; and (ii) obligations that survived the term of the Agreement (including confidentiality and IP assignments).
(f) No Payment Excuse. A Force Majeure Event does not excuse from paying for Services already performed before the event or for Services is able to perform notwithstanding the event.
12. Assignment
12.1 General Restriction. Neither Party may assign, delegate, or transfer any of its rights or obligations under this Agreement, in whole or in part, without the other Party's prior written consent, which will not be unreasonably withheld or delayed.
12.2 M&A Exception. Notwithstanding Section 12.1, either Party may assign this Agreement without consent in connection with a merger, acquisition, change of control, or sale of all or substantially all of the assets to which this Agreement relates, provided that: (a) the assignee assumes all obligations of the assigning Party under this Agreement; and (b) the assigning Party provides the other Party written notice within thirty (30) days of the assignment.
12.3 Void Assignment. Any purported assignment in violation of this Section is void.
12.4 Binding Effect. This Agreement is binding upon and inures to the benefit of the Parties and their permitted successors and assigns.
13. Notices
13.1 Form. All notices, requests, demands, consents, and other communications required or permitted under this Agreement ("Notices") must be in writing.
13.2 Delivery Methods. Notices may be delivered by: (a) personal delivery; (b) nationally recognized overnight courier (e.g., FedEx, UPS); (c) certified or registered mail, return receipt requested, postage prepaid; or (d) email to the address specified below, provided that the sender retains proof of transmission and does not receive an automated bounce or delivery-failure notification within twenty-four (24) hours.
13.3 Effectiveness. Notices are effective: (a) upon personal delivery; (b) one (1) business day after deposit with overnight courier; (c) three (3) business days after deposit in the mail; or (d) on the day of email transmission if sent by 5:00 PM recipient's local time on a business day, or on the next business day if sent after 5:00 PM or on a non-business day.
13.4 Addresses.
To Provider: , , Email:
To Customer: , , Email:
Either Party may change its notice address by providing written notice to the other in accordance with this Section.
14. Severability
If any provision of this Agreement is held by a court of competent jurisdiction to be invalid, illegal, or unenforceable under applicable law, that provision will be: (a) modified to the minimum extent necessary to make it valid, legal, and enforceable while preserving the Parties' original intent; or (b) if modification is not possible, severed from this Agreement. The validity, legality, and enforceability of the remaining provisions will not in any way be affected or impaired. The Parties agree to negotiate in good faith a replacement provision that, to the greatest extent possible, achieves the intended commercial purpose of the severed provision.
15. Entire Agreement (Integration)
15.1 Integration. This Agreement, together with all SOWs, Change Orders, and exhibits executed hereunder, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, negotiations, representations, warranties, and understandings, whether written or oral, relating to the same subject matter.
15.2 No Oral Modifications. No oral statement, prior course of dealing, trade usage, or conduct will be used to supplement, interpret, or contradict the written terms of this Agreement.
15.3 Purchase Orders. Any terms set forth in Customer's purchase orders, vendor registration forms, or similar documents are of no force or effect and do not modify this Agreement unless expressly incorporated into a signed SOW or Change Order.
15.4 Results Representations. Customer acknowledges that no employee, agent, or representative of Provider has authority to guarantee specific results or outcomes, and that any such representation made outside this Agreement is not binding on Provider.
16. Amendments & Waiver
16.1 Amendments. This Agreement may not be amended, modified, or supplemented except by a written instrument signed by authorized representatives of both Parties.
16.2 No Waiver. No failure or delay by either Party in exercising any right, remedy, power, or privilege under this Agreement operates as a waiver thereof. No single or partial exercise of any right, remedy, power, or privilege precludes any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.
16.3 Written Waivers Only. Any waiver of a provision of this Agreement must be in writing and signed by the waiving Party to be effective. A written waiver of any particular breach or right is effective only for the specific instance and purpose for which it was given.
17. Electronic Signature & Counterparts
17.1 Electronic Signatures. This Agreement and any SOW or amendment may be signed by electronic signature, including signatures created through or any other electronic signature service compliant with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act), 15 U.S.C. § 7001 et seq., and the Uniform Electronic Transactions Act (UETA) as enacted in the applicable jurisdiction. Electronic signatures have the same legal effect as original handwritten signatures.
17.2 Counterparts. This Agreement may be executed in one or more counterparts, each of which will be deemed an original, and all of which together will constitute one and the same instrument. Delivery of an executed counterpart by electronic transmission (including PDF or electronic signature platform delivery) is equally effective as delivery of a manually executed counterpart.
18. Reliance & Limitation of Use — Third-Party Distribution Restriction
LIMITATION OF USE AND THIRD-PARTY RELIANCE.
A. Permitted Use. All work product delivered by the Firm under this engagement — including bookkeeping records, prepared financial statements, compiled financial statements, and any reports or summaries — is prepared solely for (the "Permitted Use") and for the exclusive use of (the "Permitted Users"). The work product is not intended for use by any other person or entity.
B. Third-Party Reliance Disclaimer. The Firm does not assume any duty of care to, and shall have no liability to, any person or entity other than Client. No third party (including lenders, investors, creditors, shareholders, regulatory agencies, or other parties) is entitled to rely on the Firm's work product. Client shall include the following legend on any copy of the Firm's work product distributed to any third party:
"This [document type] was prepared by solely for the internal use of and is not intended for use by, and should not be relied upon by, any third party. assumes no duty of care to any third party and disclaims all liability for any reliance by third parties."
C. Prohibition on Named Addressees and Lender Packages. Client shall not, and the Firm will not, address any cover letter, transmittal letter, comfort letter, consent to use, or lender information package to any named third party (including banks, investors, lenders, creditors, or regulatory agencies) in connection with the Firm's work product under this engagement. If Client requests that the Firm provide any such communication or package to a named third party, the Firm may, in its sole discretion, agree to do so only pursuant to a separate written engagement letter and upon payment of a separate engagement fee of not less than $. This prohibition applies regardless of whether the underlying work product carries a use-restriction legend.
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Change orders and deposit terms
Model, talent, and property releases
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Is an accounting services proposal a legally binding contract?
A proposal is a pre-sale document. It becomes binding once the client accepts and both parties sign an engagement letter or service agreement. ContractMaker is a document tool, not legal advice. Follow the proposal with a signed agreement before starting any billable work.
Should I include pricing tiers in my accounting proposal?
Yes. Offering two or three options, such as basic bookkeeping, full-service accounting, and advisory, gives the prospect a meaningful choice instead of a single take-it-or-leave-it number. ContractMaker lets you lay out multiple tiers with clear descriptions of what each includes, so the comparison is easy to read.
Is the document ready to send?
Yes. You get a clean, formatted document you can download, print, and send right away. No watermark, no signup.
Do I need a lawyer?
ContractMaker is a document tool, not legal advice. The base templates are vetted and openly licensed, but for high-stakes or unusual situations you should have a lawyer review your final document.
Is it really free?
Yes. Every document is free to generate and download, with no watermark and no signup. Fill the fields, download the file, and send it.
Can I edit the wording?
You control every field, so the scope, payment terms, and clauses always match how you work.