Financial Service Accounting Agreement

FINANCIAL SERVICE ACCOUNTING AGREEMENT

This Financial Service Accounting Agreement (the Agreement) is made and entered into as of (Effective Date), by and between the parties identified below.

Parties

Client Entity Type: Individual Corporation LLC Partnership Other

Provider Professional License / Registration No.:

Recitals

WHEREAS, Client desires to retain Provider to perform accounting, bookkeeping, tax preparation, payroll, and related financial services; and WHEREAS, Provider represents that it is duly qualified and experienced to provide such services and agrees to perform the services under the terms and conditions set forth in this Agreement.

Scope of Services

Provider will perform the services expressly set forth in the Fee Schedule and any attached exhibits. Services may include, without limitation, bookkeeping, preparation of financial statements, tax return preparation, payroll administration, accounts payable/receivable management, and advisory services as requested by Client and agreed in writing.

Subtotal: $    Tax: $    Other Charges: $    Total: $

Fees, Billing and Payment

Client agrees to pay Provider fees in accordance with the Fee Schedule. Provider may require an initial retainer, applied to final invoices. Fees for services performed on an hourly basis shall be billed at the rates set forth below unless otherwise agreed in writing.

Invoices will be rendered monthly unless otherwise agreed. Payment is due within days of invoice date. Late payments shall bear interest at and Client will be responsible for collection costs.

Accepted payment methods: ACH Wire Transfer Check Credit Card

Expenses

Client shall reimburse Provider for reasonable out-of-pocket expenses incurred in providing services, including filing fees, courier charges, third-party service fees, and travel. Provider will obtain Client approval for any single expense in excess of $ prior to incurrence where practicable.

Confidentiality and Data Security

Provider will maintain the confidentiality of Client’s nonpublic financial information and will implement reasonable administrative, physical, and technical safeguards to protect Client data. Provider may disclose confidential information only as required by law or with Client’s prior written consent.

Records, Retention and Access

Provider shall retain working papers and electronic records related to services for a period of from completion, unless otherwise required by law. Client may request access to original records upon reasonable notice.

Limitation of Liability; Indemnification

Provider’s total liability for claims arising from this Agreement, whether in contract, tort or otherwise, shall be limited to direct damages not to exceed the greater of actual fees paid under this Agreement or $ . Provider shall not be liable for consequential, incidental, punitive, or special damages. Client shall indemnify and hold Provider harmless from any third-party claims arising from Client’s breach of representations, improper reliance on prepared materials, or failure to supply accurate information.

Client Responsibilities

Client shall provide full, accurate, and timely information necessary for Provider to perform the services. Client is responsible for maintaining and supplying original records, signing required tax returns and authorizations, and reviewing deliverables promptly. Provider is not responsible for errors or delays caused by Client’s failure to provide required information.

Termination

Either party may terminate this Agreement upon written notice to the other. Termination will be effective after days’ advance written notice, or immediately for material breach. Client shall pay Provider for all services performed and expenses incurred through the effective date of termination.

Dispute Resolution; Governing Law

The parties shall first attempt to resolve disputes through good faith negotiation. If unresolved, disputes shall be resolved by binding arbitration (select if agreed): Arbitration. Governing law: , exclusive of its conflicts of law rules.

Notices

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to its subject matter. No waiver, amendment or modification shall be effective unless in writing signed by both parties. Neither party may assign this Agreement without the prior written consent of the other, except that Provider may assign this Agreement to an affiliate or successor in interest.

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