HeyShay

This a month to month contract that can be cancelled at anytime.

All the services will be provided based on the information that you provide to us

regularly. You agree to provide us with all the documents and information required for

the preparation of these tasks on a timely basis. We will be available via e-mail for any

support requests or questions.

HeyShay will make no attempt to adjust the records to reflect Generally Accepted Accounting

Principles or to reflect tax record keeping. We will make no audit or other verification of

the data you submit. We will not verify source documents.

HeyShay may provide reports that contain financial information, these reports are for internal

use only. We will not provide any financial statements and will not perform any

compilation, review, or audit of any of the financial information.

HeyShay does not, at any time provide legal or tax advice services of any type and nothing we

say can be construed as such. We have not been requested to discover errors,

misrepresentations, fraud, illegal acts, or theft. Therefore, we have not included any

procedures designed or intended to discover such acts, and you agree we have no

responsibility to do so.

To perform services, HeyShay will need to obtain information on a timely and periodic

basis from you. These items include accountant access to your accounting file,

view-only bank access or electronic copy of all bank statements, credit card statements,

documents concerning asset acquisitions and dispositions, liabilities, and notes

payable, receipts, transaction detail, payroll registers, employee, vendor, and customer

information, and any other items that we may require to complete the work in this

engagement.

All payments are final.

HeyShay will charge a monthly or annual fee for software and access to HeyShay's support team. 

Once this document is signed, HeyShay will begin work immediately. HeyShay will charge the payment method provided immediately upon accepting this agreement.

HeyShay requires client to use ACH, credit card, or debit card, for payment. 

The pricing shown in this proposal is subject to change from the original price listing if the proposal is not agreed upon in at least 14 days from the date of this document.

I agree to provide HeyShay with information about new bank and credit accounts, loans,

leases, and any other changes to your business in a timely manner during the duration

of this agreement.

I agree to review work and notify HeyShay of any changes necessary in the

classification or distribution of income and expenses. Unless you tell us of a change

within 15 days of completion of the work for that period, we will assume that all

transactions have been properly coded and have been posted to the correct accounts.

All work will be based on information provided by client and will be used by HeyShay without verification.

I am responsible for designing and implementing controls to prevent and detect fraud and informing us about all known or suspected fraud impacting the company. 

I am responsible for identifying and ensuring that my entities complies with applicable laws and regulations.

Monthly bookkeeping services will be completed by the end of the following month

unless a different timeline was specified in your proposal (for example, December's

bookkeeping will be completed by the end of January) provided that we have received

all information from you by no later than the 15th of the month. We will notify you in

advance of any changes to this timeline.

If we don't receive the documentation needed within 60 days of the end of the month in

question, the bookkeeping for that month may, at our sole discretion, be subject to

additional catch-up rates.

HeyShay is not responsible for any missed deadlines due to your failure to provide the

information needed in a timely manner. Note that adverse consequences such as

interest or penalties from government agencies may apply in these situations.

HeyShay is not be liable for loss, damage, or delay of your project due to circumstances

beyond our control. Such circumstances may include (but are not limited to) acts of

God, public unrest, power outages, pandemic, mandatory evacuations, and inability to

contact you. In the event of such loss, damage, or delay, we will make every effort to

notify you via email as soon as possible.

HeyShay will treat all information that you provide us with complete confidentiality and will

only share it with your business partner(s), designated employee(s), tax preparer, any

third-party service providers required to provide the services in this agreement, the

required government entities (if applicable) as part of the reporting process, or upon

receipt of a valid order of a court or other governmental authority. We will not share any

information with anyone else unless authorized in writing by you.

The integrity and security of email communications cannot be guaranteed over the

Internet. Therefore, HeyShay will not be held liable for any damage caused by compromised

email messages. Any documents containing confidential information such as social

security numbers should not be shared via email. Secure document sharing is

available through our Client Portal. 

The service portion of the fee will not increase for the first 12 months from the date of

this agreement as long as the scope of the project remains the same and matches what

was outlined in your accepted proposal. After 12 months, the service fee will be subject to an annual increase of no less than 5%.

HeyShay will provide you with 30 days’ notice via email of any service fee changes with the

exception of changes to the scope of service, the volume of work, and 3rd party vendor

service fees.

All amendments to the scope of services and/or fees will be automatically approved if

you don’t manually approve them within 30 days.

If your monthly bookkeeping falls behind by 2 months or more due to your failure to

provide us with the information required to complete your books for that period, the

bookkeeping for that month may, at our sole discretion, be subject to a 20% catch-up

surcharge.

If corrections are needed due to you not providing us with the necessary information

regarding new accounts, changes to your business, or any documents not provided that

inform us of how a transaction should be recorded, such corrections will incur a fee to

be determined by the extent of the work to be done and shall be no less than $75.

Corrections to periods previously reconciled by us due to you adding, changing, or

deleting transactions in that period will incur a separate clean-up fee. The fee will be

determined by the extent of the clean-up necessary and shall be no less than $75.

In the event we are required to respond to a subpoena, court order, audit, or other legal

processes for the production of documents and/or testimony relative to information we

obtained and/or prepared during the course of this engagement, you agree to

compensate us at our standard hourly rates then existing for the time we expend in

connection with such response, and to reimburse us for all out-of-pocket costs incurred

in that regard upon receipt of our invoice.

In the event of a returned ACH transfer due to non-sufficient funds, a $25 fee will apply,

and checks/ ACH payments will no longer be accepted. All work will be suspended until

a credit card authorization is provided for future payments and the account is brought

current. If a credit card charge is declined or disputed, a $25 fee will apply and all work

will be suspended until the account is brought current.

If your invoice is unpaid, all work will cease until it is paid. If we have not received

payment from you more than 30 calendar days after the date of the invoice, this

agreement will be canceled.

If your accounting software, payroll, and/or app subscription is paid by us and your

payment is more than 15 days late, your subscription will be canceled and you will lose

any promotional discount that you may have. If you wish to reinstate your subscriptions

through us after it’s been canceled the new price for the subscription will be the

then-current retail rate set by the vendor.

You acknowledge and agree that we are not required to continue work in the

event of your failure to pay on a timely basis for services as required by this

agreement. You further acknowledge and agree that in the event we stop work or

withdraw from this engagement because of your failure to pay, we shall not be liable for

any damages that may occur as a result of ceasing to render services.

This agreement is valid until terminated in writing by either party. Each party agrees to

give the other party 30 calendar days written notice by e-mail or mail before terminating

the agreement. This agreement may be canceled without prior notice for non-payment if an invoice is

outstanding for 31 days or longer. All fees paid to the date of the cancellation are non-refundable. We are not responsible for any incomplete work due to you not providing the requested information prior to the date provided in your cancelation notice.

Upon cancellation of this agreement, we will provide you a final email update on the

effective date of cancellation or when all pending work is completed, whichever occurs

first. After you receive this email, it is your responsibility to revoke our access to any

apps or financial institutions that you may have set up for us.

Any service/software subscriptions paid by us on your behalf will be canceled upon

termination of this agreement. If we pay for your accounting software subscription, the

billing will be transferred to you and you will lose all promotional discounts. You will

need to log on to your accounting software account and enter your payment information

to continue using your software. We will transfer Master Admin privileges to you, if

applicable, once all outstanding balances due to us are paid in full.