Terms of engagement.

We provide bookkeeping, cash flow management, credit control and debt recovery support, management accounts and related finance advisory services to UK businesses. The exact scope, deliverables and frequency for your engagement will be confirmed in writing before work begins.

We are not a regulated firm of statutory auditors and we do not provide statutory audit services, tax advice or regulated investment advice. We will refer you to a suitably qualified specialist where needed.

Fees are agreed in advance and quoted on a fixed monthly retainer or a fixed project basis. Standard retainers are billed monthly in advance by Direct Debit or bank transfer. One-off project work is invoiced 50% on acceptance and 50% on completion unless otherwise agreed.

Invoices are payable within 14 days. We reserve the right to pause work and withhold deliverables on overdue accounts and to charge statutory interest under the Late Payment of Commercial Debts (Interest) Act 1998.

To do our job well we need timely, accurate information. You agree to provide records, receipts, bank feeds and explanations as reasonably requested, and to keep us informed of material changes to your business. You remain responsible for the accuracy and completeness of the underlying records and for compliance with your statutory obligations.

We work primarily in Xero and QuickBooks Online and may recommend connected apps (for example, Dext, GoCardless or Chaser). You are responsible for your own subscriptions unless we have agreed otherwise in writing. Third-party software is governed by the providers' own terms.

We treat all client information as strictly confidential and only share it where you instruct us to, or where we are required to by law. We process personal data in line with UK GDPR — see our privacy policy for full detail.

Before we begin work, we will carry out identity and beneficial-owner checks as required under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017. We may ask for proof of identity and address and we will keep these records securely for the period required by law.

Nothing in these terms limits our liability for death or personal injury caused by negligence, fraud, or any liability that cannot lawfully be limited. Subject to that, our total liability to you in connection with any engagement is limited to an amount equal to the fees paid by you to us in the 12 months immediately preceding the event giving rise to the claim.

We are not liable for indirect or consequential loss, loss of profit, loss of business, loss of goodwill, or loss arising from inaccurate or incomplete information provided by you or third parties.

Either party may end the engagement by giving 30 days' written notice. On termination we will invoice for work completed up to the termination date and provide a reasonable handover to you or your incoming accountant, subject to all outstanding fees being settled.

If anything falls short of what you expected, please tell us. Email info@clarityaccounts.co.uk and we will respond within five working days and aim to resolve the matter within 30 days.

These terms are governed by the laws of England and Wales and the courts of England and Wales have exclusive jurisdiction over any dispute.

Clarity Accounts · Kings Hill, Kent, UK · info@clarityaccounts.co.uk · 07457 426296