Bookkeeping Setup Form
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Thank you for signing up for our Business Bookkeeping Program. We have made Outsourcing your Bookkeeping as easy as 1-2-3.

1. Complete this bookkeeping intake form below 

2. Pay your Invoice for Enrollment / Setup  

3. Start sending us your receipts / payment documents to the custom link that you will be provided

*** Please allow us 3 business days to set up your account 

Bookkeeping Enrollment Fee : 

$249.00 Setup Fee / $97.00 month

Bookkeeping Agreement

Review & Sign - Bookkeeping Agreement

BOOKKEEPING SERVICES AGREEMENT

This Bookkeeping Services Agreement ("Agreement") is entered between MyConnectz (the "Bookkeeper") and signer of this agreement (the "Client") (hereinafter collectively referred to as the "Parties" and individually to as the "Party") and sets forth the arrangement between the Parties relating to bookkeeper's services to be provided by the Bookkeeper to the Client on terms stipulated in this Agreement.

Bookkeeper Contact Information: MyConnectz -5900 Balcones Drive,Austin,Texas 78731

Scope of Services
The Bookkeeper agrees to provide the following services to the Client on terms of this Agreement:


Basic Bookkeeping Services:
Enrollment Fee: $249.00 includes (non-refundable):

1. Setup of Bookkeeping Software for company

2. 90 days retroactive bookkeeping from date of agreement

3. Setup of document submission portal

Monthly Plan (Data entry of 1- 150 transactions per month) - $97.00 month

** Please Note: Unused Transactions Do Not Roll Over to the Following Month

1. Data Entry of Receipts provided by business owner

2. Data Entry of Payment Statements provided by business owner

3. Monthly Profit & Loss - Income Statement

4. Monthly Balance Statement

5. Monthly Cash Flow Statement

6. End of Year Financial Statements

7. Discounted Tax Preparation Services


The aforementioned selections shall be referred to as the "Services" pursuant to the terms of this Agreement.

Material and data access

The Client agrees to provide the Bookkeeper with full access to all financial accounts and records. Furthermore, the Client assumes full responsibility for the accuracy of existing financial records. MyConnectz is not responsible for records not submitted for data entry for the month. All receipts / financial statements / payment statements MUST BE SUBMITTED by business owner by the 2nd day of every month.

Applied professional standards
The Bookkeeper shall conduct the Services within the specifications and instructions set by the Client. Such instructions may be communicated to the Bookkeeper by email support@myconnectz.com or via secure client portal.

The Bookkeeper shall, at all times, observe and comply with generally accepted bookkeeping and accounting practices and standards while complying with all applicable State laws, regulations, and procedures when providing the Services in accordance with this Agreement.
Fees

The Client agrees to pay the Bookkeeper for the Services performed under this Agreement as follows:


Payment

The Client shall pay the Bookkeeper:
Every Month on the 5th of the Month on a recurring schedule.

** You have the RIGHT to Cancel at anytime. If cancellation request is made between the 5th - 31st of the month - The billing will be cancelled for the following month. If cancelled between the 1st - 4th of the month - We will cancel recurring billing and you will not be charged for that month.

Late Submission Fee
The Client shall:

Pay a $49 late submission fee if records are submitted after the monthly deadline. The $49 late submission fee will be for entries of 1 -50 transactions that need to be submitted. We will provide updated Financial Reports when we update records. Please allow an additional 10 days to add late entries.
Retainer

The Client shall: Not Pay a Retainer - All services are Month to Month

Term

The Term of this Agreement shall be: Ongoing Period. The arrangement of the Services provided by the Bookkeeper shall be on-going beginning on the date this agreement has been signed. The terms of this agreement will end when the business owner chooses to discontinue bookkeeping services.

Termination
This Agreement shall be: Terminated by Both Parties Period. By providing the other party at least 3 day written notice to inform of the request to discontinue services.

Unless the Bookkeeper has not performed the Services in accordance with this Agreement, the Client shall pay the Bookkeeper, in-full, for any remaining balance owed following the termination of Services.

Client's Obligations
The Client shall be solely responsible for providing the Bookkeeper all financial information related to their personal and/or business affairs including, but not limited to: all materials, data, and documents required to perform the Services under this Agreement.

The Client acknowledges and agrees that the accuracy and timeliness of financial information provided to the Bookkeeper is the sole responsibility of the Client and the Bookkeeper shall be held harmless from any liability resulting from the accuracy of the financial information provided.

Employment Status
The Parties agree that the Bookkeeper shall provide the Services to the Client as an independent contractor and shall not be acting or determined to be an employee, agent, or broker. As an independent contractor, the Bookkeeper shall be required to follow all legislative requirements, which includes, and is not limited to, payment of all taxes levied for fees collected by the Client for payment of their employees, agents, brokers, and subcontractors. The Bookkeeper understands that the Client shall in no way withhold any amounts for payment of any taxes from the Bookkeeper's accumulated fees for Services.

Confidential information
The Bookkeeper shall in the course of performing the Services hereunder, may have access to certain confidential information of the Client or its commercial secrets. Such "Confidential Information" shall include, but not limited to all information concerning the business, affairs, products, marketing, systems, technology, customers, end-users, financial affairs, accounting, statistical data, documents, discussion, or other information developed by the Bookkeeper hereunder and any other proprietary and trade secret information of the Client whether in oral, graphic, electronic or machine-readable form.

The Bookkeeper agrees to hold all such Confidential Information of the Client in strict confidence and shall not, without the express prior written permission of the Client, disclose such Confidential Information to third parties or use such Confidential Information for any purposes whatsoever, other than the performance of its obligations under this Agreement.
Assignment
The Bookkeeper shall have no rights to assign any of their rights under this Agreement, or delegate the performance of any of the obligations or duties hereunder, without the prior written consent of the Client. Any attempt by the Bookkeeper to assign, transfer, or subcontract any rights, duties, or obligations to anyone outside of the MyConnectz Staff shall void this contract.

Notices
Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on the day of delivery or by the 2nd of every month if delivered by e-mail, facsimile , uploaded to portal during the receiving Party's regular business hours.

Office Hours:

Monday - Friday 10:00 am to 5:00 pm

Saturday 10:00 am to 2:00 pm

Sunday Closed 


Governing Law

 This Agreement will be interpreted according to the laws of the State of Texas and any legal action must be filed in the County of Travis in the State of Texas.
Dispute Resolution

If a dispute arises during or after the term of this Agreement between the Parties, they shall agree to negotiate amongst themselves, in "good faith", before any litigation.

In case of impossibility to resolve the dispute by negotiation, all disputes under this Agreement shall be settled by arbitration in the State of governing law before a single arbitrator pursuant to the commercial law rules of the American Arbitrator Association or another arbitration company selected by MyConnectz. Arbitration may be commenced at any time by any party hereto giving written notice to the other party to a dispute that such dispute has been referred to arbitration. Any award rendered by the arbitrator shall be conclusive and binding upon the parties hereto. This provision for arbitration shall be specifically enforceable by the parties and the decision of the arbitrator in accordance herewith shall be final and binding without right of appeal.

Severability
If any provision of this Agreement shall be held to be illegal, invalid or unenforceable under present or future laws, such provisions shall be severable, this Agreement shall be construed and enforced as if such illegal, invalid or unenforceable provision had never comprised a part of this Agreement; and, the remaining provisions of this Agreement shall remain in full force and effect.

Limitation of Liability
In no event shall either party be liable to the other party for any indirect, incidental, consequential, special or exemplary damages, including without limitation, business interruption, loss of or unauthorized access to information, damages for loss of profits, incurred by the other party arising out of the services provided under this Agreement, even if such party has been advised of the possibility of such damages. In no event will neither party's liability on any claim, loss or liability arising out of or connected with this Agreement shall exceed the amounts paid to the Bookkeeper during the period immediately preceding the event giving rise to such claim or action by the Client.

Indemnification

Each party shall at its own expense indemnify and hold harmless, and at the other party's request defend such party affiliates, subsidiaries, and assigns its respective officers, directors, employees, sub-licensees, and agents from and against any and all claims, losses, liabilities, damages, demand, settlements, loss, expenses, and costs, including attorneys' fees and court costs, which arise directly or indirectly out of or related to any breach of this Agreement or the gross negligence or willful misconduct of a Party's employees or agents.

Entire Agreement

This Agreement is the final, complete and exclusive agreement of the parties with respect to the subject matter hereof and supersedes and merges all prior or contemporaneous representations, discussions, proposals, negotiations, conditions, communications, and agreements, whether written or oral, between the parties relating to the subject matter hereof and all past courses of dealing or industry custom. No modification of or amendment to this Agreement shall be effective unless in writing and signed by each of the Parties.

Waiver

The waiver by either Party of a breach of or a default under any provision of this Agreement shall not be effective unless in writing and shall not be construed as a waiver of any subsequent breach of or default under the same or any other provision of this Agreement, nor shall any delay or omission on the part of either party to exercise or avail itself to any right or remedy that it has or may have hereunder operate as a waiver of any right or remedy.

IN WITNESS WHEREOF the parties have duly executed this Agreement as of the date agreement signed.