Terms of Service

Services I provide

I provide remote bookkeeping and accounting support — including software setup, ongoing monthly bookkeeping, cleanup and catch-up work, migrations between platforms, e-commerce bookkeeping, payroll support, financial reporting, and AI-assisted automation.

The exact scope, deliverables, turnaround, and price for each engagement are confirmed at the time of order or in a written quote. That confirmed scope takes precedence over general descriptions on this site.

Work outside the agreed scope — additional periods, extra entities, or newly discovered issues requiring significant extra effort — will be quoted and agreed before it is carried out.

What I do not provide

I am an independent bookkeeper and accounting professional. I am not a CPA firm, a registered tax agent, an auditor, or a law firm.

I do not provide tax advice, tax filing or representation, audit or assurance services, legal advice, or investment or financial advice. Nothing on this site or in my deliverables should be relied on as such.

My work is designed to give you accurate, well-organised books that you and your CPA, tax preparer, or advisor can rely on. Where a matter needs a licensed professional, I will tell you and recommend you engage one.

Your account

Some features — order tracking, messages, and deliverables — require an account. You are responsible for the accuracy of your registration details and for keeping your password confidential.

You are responsible for activity that occurs under your account. Tell me promptly if you believe it has been accessed without your authorisation.

Accounts are for the business or person they were created for and should not be shared with unrelated third parties.

Orders, pricing and payment

Prices are shown in US dollars (USD). Prices marked 'from' are starting points; final pricing depends on transaction volume, the number of accounts, the condition of the records, and the period covered.

Payment is made by Wise payment link or by direct bank transfer — ACH or wire within the United States, or SWIFT internationally. No card processing is offered on this site.

Work begins once payment is confirmed, unless we have agreed a different arrangement in writing such as milestones or monthly billing in arrears.

Always include your order number as the payment reference so your payment can be matched to your order without delay.

You are responsible for any bank charges, intermediary fees, or currency conversion costs applied on your side, and for any taxes or duties applicable in your jurisdiction.

For ongoing monthly engagements, fees are payable for each period. Either of us may end an ongoing arrangement with reasonable notice as described under 'Ending an engagement'.

Turnaround and delivery

Turnaround times quoted for an engagement are estimates made in good faith and assume I receive complete records and any required software access promptly.

Delays in receiving records, access, or answers to queries will extend timelines accordingly.

Deliverables are provided in the agreed format — typically reports, reconciled accounts within your accounting software, or files delivered through your client portal.

If something in a deliverable is wrong because of an error on my part, tell me and I will correct it promptly at no additional charge.

Your responsibilities

You agree to provide complete, accurate, and timely information, records, and access to the accounting software needed to perform the work.

You remain responsible for the underlying accuracy and legitimacy of the source records you supply, for the business decisions you make, and for meeting your own filing and compliance deadlines.

You agree to review deliverables within a reasonable period and raise any questions or discrepancies promptly, so they can be resolved while the information is current.

You confirm that you are authorised to give me access to the accounts, records, and software you share with me.

My work necessarily relies on what you provide. I am not responsible for consequences arising from information that was incomplete, inaccurate, or withheld.

Confidentiality

I treat your financial records and business information as strictly confidential and use them only to deliver the agreed work, as described in the Privacy Policy.

This obligation continues after our engagement ends.

Where you share confidential information with me, or I share methods, templates, or working papers with you, each of us agrees not to disclose the other's confidential information without permission, except where required by law.

Deliverables and intellectual property

Your data is and remains yours. Once an engagement is paid for, the finished deliverables prepared specifically for you — your reconciled books, reports, and schedules — are yours to keep and use.

The underlying methods, templates, checklists, workflow designs, scripts, and automation components I use to produce that work remain mine. Where an automation is built and configured inside your own systems as part of a paid engagement, you may continue to use it for your business.

This website, its content, and its branding remain my property and may not be copied or reused without permission.

Third-party software and services

Engagements often involve third-party platforms such as QuickBooks, Xero, Wave, Zoho Books, or connected apps and automation tools.

Subscriptions, licences, and fees for those platforms are your responsibility unless we have specifically agreed otherwise, and your use of them is governed by their own terms.

I am not responsible for outages, data loss, pricing changes, or defects caused by third-party platforms, though I will work with you to find a practical way forward if they occur.

Refunds and cancellations

If work has not yet started, you may cancel your order for a full refund.

Once work is underway, fees for work already completed are non-refundable, and any unused balance will be refunded on a fair pro-rata basis.

If you are not satisfied with a deliverable, raise it with me first. I will correct genuine errors in my work promptly and at no extra cost, and I would always rather resolve a problem than argue about it.

Refunds are issued using the same method as the original payment where practical.

Ending an engagement

Either of us may end an ongoing engagement by giving reasonable written notice — normally 30 days for recurring monthly work — so that the books can be brought to a clean stopping point.

I may suspend or end an engagement if fees remain unpaid after a reminder, if the information needed to do the work is not provided, or if I am asked to do something inaccurate, misleading, or unlawful.

On termination, I will deliver completed work for periods paid for, and hand over or leave in place the records in your own accounting software. You agree to remove my access to your systems at that point.

Disclaimers

Services are provided in good faith and with reasonable professional skill and care.

Beyond that, and to the fullest extent permitted by law, the website and services are provided without further warranties of any kind, whether express or implied, including any implied warranty of merchantability or fitness for a particular purpose.

I do not warrant that the website will be uninterrupted or error-free, or that any particular financial or tax outcome will be achieved.

Limitation of liability

To the fullest extent permitted by law, my total liability arising out of or relating to an engagement is limited to the fees you paid for the specific service that gave rise to the claim.

I am not liable for indirect, incidental, special, or consequential losses, or for loss of profits, revenue, data, or business opportunity, even if the possibility of such loss was known.

I am not liable for penalties, interest, or assessments arising from information you supplied that was inaccurate or incomplete, from filings made by you or by another advisor, or from deadlines you did not meet.

Nothing in these terms limits liability for fraud, or for anything else that cannot lawfully be limited or excluded.

Indemnity

You agree to indemnify me against claims, losses, and reasonable costs arising from your breach of these terms, from your misuse of the services, or from information you provided that was inaccurate, unlawful, or that you were not authorised to share.

Changes to these terms

These terms may be updated from time to time. The current version is always published here with the date it was last updated.

Changes apply to new orders from the date they are posted. The terms in force when you placed an order continue to govern that order.

Resolving disputes

If something goes wrong, contact me first. Most issues are resolved quickly and informally, and that is always my preferred route.

If we cannot resolve a matter informally within 30 days, we will each act in good faith to settle it before starting formal proceedings.

These terms are governed by the laws applicable at my principal place of business, without regard to conflict-of-law rules, and nothing here removes any mandatory consumer protection rights you have where you live.

General

If any provision of these terms is found unenforceable, the rest remains in force.

A failure to enforce a provision is not a waiver of it.

These terms, together with the scope confirmed for your engagement and the Privacy Policy, form the entire agreement between us regarding the services.

I act as an independent contractor. Nothing in these terms creates an employment, partnership, or agency relationship.

Contact

Questions about these terms? Email me at contact@moshiursbookkeeping.com and I will be glad to clarify.