Terms & Conditions

Terms and Conditions

Last Updated: May 2026

1. Engagement of Services By engaging CPLC Virtual Finance Assistant and Bookkeeping (“the Service Provider”), the Client agrees to these Terms and Conditions. Services will be provided as outlined in the specific quote or retainer agreement provided to the Client.

2. Bespoke Quoting We do not offer fixed-hour service packages. All work is provided based on a bespoke quote tailored to the specific volume, complexity, and requirements of the Client's business.

3. Client Obligations To provide an accurate service, the Client must provide all necessary financial records, receipts, and access to software in a timely manner. We are not responsible for errors or delays caused by incomplete or late information provided by the Client.

4. Fees and Payment

Invoicing: Invoices are issued [Monthly/Weekly] and are due for payment within [e.g., 7 days] of the invoice date.

Late Payments: We reserve the right to suspend services if invoices remain unpaid beyond the due date.

Retainers: Retainer fees are payable in advance of the service month.

5. Cancellations and Termination Either party may terminate the service agreement by providing [e.g., 30 days] written notice. Any work completed up to the date of termination will be invoiced and payable in full.

6. Confidentiality We treat all client financial data and business information as strictly confidential. This obligation continues even after the service agreement has ended.

7. Liability While we strive for 100% accuracy, the final responsibility for the accuracy of tax returns and financial statements remains with the Client. We are not liable for HMRC penalties or interest charges resulting from the Client’s failure to provide information or meet deadlines.