By accessing or using the Accounting Portfolio Services provided on this website, you (the “Client”) agree to be bound by these Terms & Conditions, along with any additional terms referenced herein or provided by [Your Company Name] (the “Company”). If you do not agree to these terms, discontinue use of our services immediately.

1. Scope of Services

The Company provides accounting portfolio services including (but not limited to): financial reporting (balance sheet, income statement, cash flow analysis), tax deduction guidance, bookkeeping support, and financial strategy consulting. Services are customized to Client needs and may be modified by mutual written agreement.

2. Client Responsibilities

  • Provide accurate, complete, and timely financial records, data, and documentation.
  • Comply with all applicable tax laws, regulatory requirements, and accounting standards.
  • Notify the Company promptly of changes to business operations, financial status, or legal structure.

3. Confidentiality

The Company treats all Client information as confidential, except where disclosure is required by law or court order. Clients acknowledge that misuse of shared data may result in legal action. Both parties agree not to disclose proprietary information of the other without prior written consent.

4. Intellectual Property

All accounting reports, templates, and proprietary tools created or provided by the Company remain the Company’s intellectual property. Clients are granted a non - exclusive, revocable license to use these materials solely for the purpose of engaging with the Company’s services.

5. Fees & Payments

Service fees are outlined in separate agreements or invoices. Payment is due within [X] days of invoice receipt. Late payments incur a [X]% monthly interest charge. The Company reserves the right to adjust fees with prior written notice.

6. Limitation of Liability

The Company is not liable for indirect, incidental, or consequential damages arising from service use (including lost profits or financial losses). Liability is limited to the total fees paid for services in the preceding 12 months. Neither party is liable for failures due to force majeure (natural disasters, regulatory changes, etc.).

7. Dispute Resolution

Any disputes shall be resolved through binding arbitration in [State/Country] in accordance with [Arbitration Association] rules. Litigation is limited to the courts of [Jurisdiction], and both parties waive trial by jury.

8. Termination

Either party may terminate services with [X] days’ written notice. Upon termination, the Client remains responsible for unpaid fees. The Company will return Client data within [X] days, subject to legal retention requirements.

9. Changes to Terms

The Company may amend these terms by posting updates on the website. Continued service use after changes constitutes acceptance of modified terms. Clients will be notified of material changes via email.

10. Governing Law

These Terms & Conditions are governed by the laws of [State/Country], without regard to its conflict of law provisions.

11. Contact Us

For questions or concerns, contact [Your Company Name] at support@example.com or [Phone Number].