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The below outline of the Client’s Rights and Responsibilities is designed to summarize expectations for both Innovation Bookkeeping & Consulting (“Innovation” or “Firm”) and the Client (“You”) for the length of the agreement. Innovation reserves the right to amend this outline without prior notice.

Client Rights:

You have the right to receive polite and respectful service from all members of our firm, including your consultants and other associates.

You have the right to transparent and consistent communication, with information presented in clear and understandable terms.

You have the right to collaborate with a reliable consultant who possesses professional competence, personal dedication, and maintains regular communication regarding your business needs.

You have the right to expect recommendations that are tailored to your unique needs and goals, aiming to enhance your business's well-being. While your business's performance may not always meet expectations, recommendations should strive for superior performance based on the available facts at the time of assessment.

You have the right to access and retain ownership of your company's records and data. You should be able to retrieve this information independently, even in situations where our assistance may not be readily accessible. In the event that you decide to terminate our services, primary access to your software and apps will be transferred to you within a period of thirty (30) days.

You are entitled to receive projections of results that are both reasonable and achievable. It is important to acknowledge that unforeseen factors, including possible short-term losses, can influence these expectations.

You have the right to consider reasonable customization alternatives that align with your individual business objectives. These alternatives should be presented with full disclosure of associated risks and benefits.

You have the right to be fully informed about all costs related to our services, including the individual fees charged by our firm.

You have the right to experience frustration with technology. Software can encounter occasional issues, and the constant evolution of technology may involve a learning curve for both you and our team. It is acceptable to feel frustrated, stressed, or discouraged, and we will make efforts to ensure the software we employ is as user-friendly as possible.

You have the right to have any errors rectified completely and have your complaints addressed promptly. If a problem remains unresolved to your satisfaction, you may contact the owner of Innovation to discuss potential solutions.

You have the right to strict confidentiality, absolute discretion, and comprehensive protection of your personal and business information. We do not sell your information to any third parties. While we may use your business name, testimonials, and other non-financial information for networking and referrals, we will not disclose any financial or industry-sensitive information without your explicit request or permission. Innovation only shares information with external organizations when legally mandated, regulated, or necessary to provide the services you have requested. Unless stated otherwise, your information may be shared within your organization, including with any contracted team members you have authorized, to facilitate informed and efficient service.

You have the responsibility to communicate your current business objectives, needs, and financial situation, as well as any changes in your personal circumstances, and promptly responding to all correspondence and requests from our team. This includes providing unrestricted access to all documents concerning your financial transactions including but not limited to bank statements, canceled checks, summaries of deposits and sales, a listing of accounts payable and accounts receivable, leases, loans and any other financial information necessary that impacts your accounting records in order for us to complete our engaged services in a timely and efficient manner.

You have the responsibility to adopting sound accounting policies, for maintaining an adequate and efficient accounting system, for safeguarding assets, for authorizing transactions, for retaining supporting documentation for those transactions, and for devising a system of internal controls that will, among other things, help assure the preparation of proper financial statements. This includes designating a competent employee to oversee any of the services Innovation provides, and for evaluating the adequacy and results of those services.

You have the responsibility to schedule and keep regular meetings with your consultant to review and update your company's financial status and business plan as necessary. To include the implementation of agreed upon and scheduled business growth strategies, taking into consideration evolving circumstances, and ensuring all team members are engaging in suggested strategies per milestone schedule.

You have the responsibility to understand and acknowledge that all business decisions involve some level of risk, and therefore holds the possibility of financial losses resulting from those decisions. Innovation is engaged for bookkeeping and consulting purposes, but you retain sole decision-making authority for your business. Innovation cannot be held responsible for the outcomes of business decisions.

You have the responsibility to refrain from disclosing Innovation’s personal or business contact information related to your business without prior discussion with us. We will not engage in discussions regarding your business with your vendors, customers, or employees without clear written instructions from you. Innovation is not liable for, nor should be named, in payments owed to your vendors, employees, subcontractors, or government tax agencies. However, you may provide Innovation’s contact information to third parties strictly for business referral purposes.

You have the responsibility to thoroughly review all statements, reports, and correspondence in their entirety. It is important to ensure a comprehensive understanding of all risks and costs involved, seek clarification before making decisions, follow up to ensure proper execution of instructions, and promptly report any potential errors identified to our team.

You have the responsibility to make timely payments for Innovation services. Some projects may require an advance deposit of funds, and all fixed-price contracts must be paid in advance. Invoices for other services are due upon receipt. Payments should be made through ACH or your bank's online bill payment tools. Please note that a convenience fee may apply if you choose to pay by credit card. Innovation does not accept cash payments, and a service fee of $25.00 will be charged for any returned checks.

You have the responsibility to understand that if you have entered into a fixed-price relationship with Innovation, the price is predetermined and not tied to the extent of service utilization. This price may differ from the rates of other consulting service providers. It is your responsibility to ensure your satisfaction with the agreed-upon price for the services rendered.

You have the responsibility to seek appropriate advice from management accountants, tax professionals, CPAs, or attorneys. Financial matters inherently involve potential tax and legal implications. Innovation team members are not licensed as lawyers or CPAs and cannot provide specific legal or tax advice.

You have the responsibility to safeguard your confidential business information, including statements, login credentials, and account passwords, to ensure the security of your financial and personal data. Occasionally, Innovation may require software passwords for technical support purposes. In such cases, we encourage you to create a separate Accountant login that can be deleted or deactivated when our agreement ends. However, Innovation associates will never request passwords that grant access to your funds, and you should not share this information with anyone unless you authorize them to access your accounts.

You have the responsibility to respect our time. Cancellation of any scheduled appointment with Innovation requires a minimum notice of one (1) full business day. Please consider holidays and our regular business hours (Monday through Thursday from 11:00 AM to 7:00 PM) when planning cancellations. Persistent cancellations of scheduled appointments, by you or any member of your team, within less than one (1) full business day of the appointment start time, will incur a cancellation fee of $85.00. We kindly ask that you allocate your undivided attention during appointments with Innovation, making arrangements in advance for the care of children, pets, or any potential distractions. Please plan your schedule accordingly to ensure focused collaboration during our important time together.