Finance Prodigy

Appointment

Terms & Conditions

Effective Date: [Insert Date]

Welcome to Finance Prodigy. By accessing or using our website and services, you agree to comply with and be bound by the following Terms and Conditions. If you do not agree with any part of these terms, please do not use our services.

1. Services Provided

Finance Prodigy offers professional financial services including but not limited to:

  • Bookkeeping and financial reporting

  • Tax preparation and filing

  • QuickBooks and Xero setup and support

  • Financial migration and training

All services are rendered based on the information provided by the client. Accuracy and timely delivery depend on client cooperation and the completeness of submitted data.

2. Client Responsibilities

You agree to:

  • Provide accurate, complete, and timely information for processing financial records.

  • Maintain your own backup copies of all data and financial documents.

  • Comply with all applicable laws and regulations, including tax laws and deadlines.

We are not liable for issues resulting from inaccurate or delayed information provided by the client.

3. Payment Terms

  • All service fees will be communicated prior to engagement.

  • Payments must be made as per agreed milestones or recurring schedules.

  • Late payments may attract a delay fee or service suspension.

Custom pricing, subscriptions, and discounts are outlined in individual service agreements or proposals.

4. Confidentiality

We respect and protect the confidentiality of your data. All financial and personal data provided by you will be handled in accordance with our Privacy Policy.

We do not share your information with third parties except as required to perform our services or by law.

5. Intellectual Property

All content, training material, reports, templates, and documentation provided by Finance Prodigy remain the intellectual property of Finance Prodigy unless otherwise agreed in writing.

You may not copy, resell, or redistribute any proprietary content without our written consent.

6. Limitation of Liability

Finance Prodigy is not liable for:

  • Losses resulting from inaccurate information provided by the client.

  • Penalties or legal actions due to missed tax deadlines or non-compliance not caused by our team.

  • Any indirect, incidental, or consequential damages related to the use of our services.

We make reasonable efforts to ensure accuracy, but final responsibility rests with the client.

7. Termination of Services

Either party may terminate the agreement by giving written notice. Upon termination:

  • All unpaid dues must be cleared.

  • Final documents, reports, or handovers will be provided as per the exit process.

  • We reserve the right to discontinue service for breach of terms, non-payment, or unethical behavior.

8. Third-Party Tools

We may use third-party platforms (e.g., QuickBooks, Xero) to deliver our services. You agree to their respective terms of use. Finance Prodigy is not responsible for any downtime or errors caused by these external systems.

9. Modifications

We reserve the right to update or modify these Terms & Conditions at any time. Changes will be posted on our website and will become effective upon posting. Continued use of our services after any changes indicates acceptance.

10. Governing Law

These terms shall be governed by and interpreted in accordance with the laws of [Insert State/Country]. Any disputes shall be resolved in the jurisdiction of [Insert Location].

11. Contact Us

If you have any questions about these Terms & Conditions, please contact:

Finance Prodigy
Email: [Insert Email Address]
Phone: [Insert Contact Number]
Website: [Insert URL]