Terms of Service
Services
We provide services such as bookkeeping, accounting support, tax preparation, payroll support, reconciliations, financial document organization, and related advisory or administrative services.
The exact services provided will depend on the client’s request, engagement, and the information supplied.
Client Responsibilities
Clients are responsible for providing complete, accurate, and timely information, including statements, receipts, invoices, payroll records, tax documents, and other supporting records.
Clients are also responsible for reviewing summaries, reports, filings, questions, or classifications provided to them and notifying us of any errors, missing information, or required changes.
Accounting System Changes
We will not create, modify, categorize, reconcile, post, delete, or otherwise change records in an accounting system unless the client has authorized us to do so.
Where appropriate, we may provide a preview or summary before making accounting system updates.
No Legal or Tax Advice Unless Agreed
Unless specifically included in the engagement, our services do not constitute legal advice, audit services, assurance services, or tax planning advice. Clients should consult a qualified professional for advice specific to their circumstances.
Fees and Payment
Initial Fee and Commencement of Work
A fee or deposit, as agreed with the client, is required before work begins on the client's file. Once the client shares the required documents through the designated Google Drive folder or another agreed document-sharing method, the initial fee becomes payable to authorize the commencement of work.
The file will be considered accepted for processing once the required documents have been received and the agreed initial fee has been paid, unless otherwise agreed in writing.
Payment Terms
The applicable fees will be communicated to the client before work begins. Depending on the nature and complexity of the services requested, additional fees may apply if the scope of work changes or additional services become necessary. Any additional fees will be communicated to the client before the additional work is undertaken.
Cancellation and Refunds
If a client cancels a service after work has begun, the client remains responsible for fees applicable to work already performed and any expenses previously authorized. Any refund of an advance payment will be assessed in accordance with the agreed service terms, the work completed, and applicable law.
Any amount described as non-refundable will be identified clearly and agreed to by the client in advance, subject to applicable law.
Confidentiality
We take reasonable steps to protect client information and use it only for providing requested services, meeting legal obligations, or as otherwise authorized by the client.
Clients should not send passwords, banking login credentials, authentication codes, or access tokens through insecure channels.
Limitation of Responsibility
Our work depends on the accuracy and completeness of the information provided by the client. We are not responsible for errors, penalties, delays, or losses caused by incomplete, inaccurate, late, or misleading information supplied by the client.
Termination
Either party may end the service relationship with reasonable notice, subject to payment of outstanding invoices and completion or transfer of work already in progress where applicable.
Use of AI-Assisted Tools
We may use secure AI-assisted tools to help process documents, extract transaction details, organize records, classify transactions, identify possible issues, and prepare summaries or workbooks. AI-assisted outputs are used to support our work and may require review, correction, or client confirmation. Final accounting or tax treatment is not based solely on AI output.
Contact
Roxana Rodriguez Accounting Services
Website: https://roxanarodriguez.ca
Email: admin@roxanarodriguez.ca
Phone: 289-233-1904