Joey D's Solutions Inc – Bookkeeping Services
These Terms of Service ("Terms") govern the relationship between Joey D's Solutions Inc ("Company", "we", "us", or "our") and the client ("Client", "you", or "your") for bookkeeping and related financial support services.
By engaging our services, you agree to the following Terms.
1. Scope of Services
Joey D's Solutions Inc provides professional bookkeeping services including but not limited to:
• Transaction recording and categorization
• Bank and credit card reconciliations
• Financial statement preparation
• Accounts payable and receivable tracking
• General ledger maintenance
• Financial reporting support
Services will be performed according to the Letter of Engagement and Scope of Work agreed upon with the Client.
Any services not explicitly listed in the Scope of Work are not included unless agreed to in writing.
2. Not a CPA Firm / No Tax or Legal Advice
Joey D's Solutions Inc is a bookkeeping service provider and is not a Certified Public Accounting firm.
The Company does not provide:
• Tax preparation
• Tax planning advice
• Legal advice
• Financial investment advice
• Auditing or assurance services
Clients should consult a licensed CPA, tax professional, or attorney for those matters.
3. Client Responsibilities
The Client agrees to:
• Provide accurate and complete financial information
• Provide requested documents in a timely manner
• Maintain ownership and responsibility for their financial records
• Review financial reports provided by the Company
• Notify the Company of any discrepancies
Joey D's Solutions Inc relies entirely on the accuracy of information provided by the Client and is not responsible for errors resulting from incomplete or inaccurate documentation.
4. Independent Contractor Relationship
Joey D's Solutions Inc operates as an independent contractor.
Nothing in this agreement shall be interpreted to create:
• A partnership
• A joint venture
• An employer-employee relationship
• A fiduciary relationship
5. Fees and Payment Terms
Fees for services will be outlined in the Client Engagement Agreement.
Unless otherwise stated:
• Invoices are due within 7 days of issuance
• Late payments may incur a late fee of 1.5% per month or the maximum permitted by New York law
• Services may be suspended for unpaid invoices exceeding 15 days
The Client agrees to pay all reasonable collection costs, including legal fees, incurred by the Company in recovering unpaid balances.
6. Confidentiality
Joey D's Solutions Inc will maintain the confidentiality of all Client financial information in accordance with professional standards and applicable laws.
Client information will not be shared with third parties except:
• With the Client's written authorization
• As required by law or court order
• With service providers necessary to perform bookkeeping services
The Client also agrees not to disclose proprietary processes or internal business methods used by the Company.
7. Data Security and Third-Party Software
The Company may utilize third-party software platforms such as:
• accounting software
• cloud storage platforms
• financial data aggregation services
While reasonable security measures are used, Joey D's Solutions Inc cannot guarantee the security of third-party systems and shall not be held liable for breaches originating from those providers.
Clients are responsible for maintaining their own backups and security practices.
8. Limitation of Liability
To the fullest extent permitted by New York law, Joey D's Solutions Inc shall not be liable for:
• indirect damages
• consequential damages
• loss of profits
• business interruption
The Company's total liability for any claim arising out of services shall not exceed the total fees paid by the Client for services in the preceding three months.
9. Indemnification
The Client agrees to indemnify and hold harmless Joey D's Solutions Inc from any claims, damages, or losses resulting from:
• inaccurate financial information provided by the Client
• misuse of financial reports
• failure to comply with tax or regulatory obligations
10. Record Retention
The Company will retain Client records for a period of three (3) years unless otherwise required by law.
After this period, records may be securely deleted or destroyed.
Clients remain responsible for maintaining their own permanent financial records.
11. Termination of Services
Either party may terminate services with 14 days written notice.
Immediate termination may occur if:
• The Client fails to pay invoices
• The Client provides fraudulent or misleading information
• The Client engages in illegal activity
Upon termination:
• All outstanding invoices become immediately due
• Work completed up to the termination date will be billed
12. Governing Law
These Terms shall be governed by and interpreted under the laws of the State of New York, without regard to conflict of law principles.
Any legal disputes shall be resolved in the courts located within the State of New York.
13. Dispute Resolution
Before initiating litigation, both parties agree to attempt to resolve disputes through good-faith negotiation.
If resolution cannot be reached, disputes may proceed through the appropriate courts in New York.
14. Force Majeure
Joey D's Solutions Inc shall not be liable for failure or delay in performing services due to events beyond reasonable control including:
• natural disasters
• cyberattacks
• government actions
• power outages
• internet service disruptions
15. Modifications
The Company reserves the right to update or modify these Terms at any time.
Clients will be notified of material changes.
Continued use of services constitutes acceptance of the updated Terms.
16. Acceptance
By engaging services from Joey D's Solutions Inc, the Client acknowledges that they have read, understood, and agree to these Terms of Service.