Bookkeeping enquiry form

Bookkeeping Services Retainer Agreement

This agreement is between Averon Accounting ("we", "us") and the business named above ("you", "the Client").

1. Services. We provide bookkeeping services as agreed, which may include transaction recording and categorization, bank and credit card reconciliations, accounts payable/receivable support, GST/PST preparation and filing, payroll processing, and month-end/year-end reporting. The specific scope is confirmed in writing after your consultation.

2. Fees & retainer. Services are billed as a fixed monthly retainer based on the agreed scope, transaction volume and payroll requirements. Work outside the agreed scope — catch-up bookkeeping, CRA correspondence, audits, software migrations — is quoted separately before it begins. Invoices are due within 15 days; overdue balances may pause service.

3. Term & cancellation. This agreement runs month to month. Either party may cancel with 30 days' written notice. Fees for work completed up to the cancellation date remain payable, and we return your records in a standard exportable format.

4. Client responsibilities. You agree to provide complete, accurate and timely records (bank and credit card statements, receipts, invoices, payroll details) and secure access to your accounting software. We rely on the information you provide and do not audit or independently verify it.

5. Limitations. Bookkeeping services are not an audit, review or assurance engagement and do not include tax advice or CRA representation unless separately agreed in writing. You remain responsible for the accuracy of filings and for deadlines missed because information reached us late.

6. Confidentiality & privacy. We keep your financial information confidential and handle it in accordance with PIPEDA and our privacy policy. Records are stored securely and shared only as required by law or with your consent.

7. Governing law. This agreement is governed by the laws of British Columbia, Canada.