Terms of Service
Last Updated: September 2, 2026
These Terms of Service (“Terms”) govern the bookkeeping and related services provided by Advance Bookkeeping (“Advance Bookkeeping,” “we,” “us,” or “our”) to our clients (“Client,” “you,” or “your”).
By engaging Advance Bookkeeping for services, you agree to these Terms.
1. Services
Advance Bookkeeping provides bookkeeping and related administrative services as agreed upon with each Client.
Services may include:
Monthly bookkeeping
Recording and categorizing transactions
Bank and credit card reconciliations where applicable
Accounts receivable and accounts payable support
Catch-up and bookkeeping clean-up
Payroll support
GST/HST bookkeeping support
Preparation and filing of GST/HST returns where specifically included in the Client's service agreement
Financial reports
Other bookkeeping services agreed upon in writing
The specific services included, pricing, frequency, and scope of work will be outlined in the Client's service agreement, proposal, or other written arrangement.
2. Services Outside the Agreed Scope
Services not included in the Client's agreed package may be subject to additional fees.
Examples may include:
Significant catch-up or clean-up work
Additional transaction volume
Additional accounts
Extensive accounts receivable or accounts payable work
Additional payroll processing
Historical bookkeeping
Additional reporting or administrative work
Urgent or expedited requests
Advance Bookkeeping will communicate additional work and applicable fees where reasonably possible before completing the work.
3. Client Responsibilities
The Client is responsible for providing Advance Bookkeeping with complete, accurate, and timely information necessary to perform the agreed services.
This may include:
Bank and credit card information
Receipts, invoices, bills, and other supporting documents
Sales information
Payroll information
GST/HST information
Information regarding unusual or unclear transactions
Information regarding business expenses paid personally by an owner
Any other information reasonably required to maintain accurate books
Advance Bookkeeping relies on information supplied by the Client and is not responsible for errors, omissions, or delays resulting from incomplete, inaccurate, or late information provided by the Client.
4. Client Review and Approval
The Client remains responsible for reviewing information provided to Advance Bookkeeping and notifying us of any known errors or omissions.
Where a GST/HST return is prepared for filing, the Client is responsible for reviewing and approving the return before submission unless otherwise agreed in writing.
5. GST/HST Filing
Where GST/HST filing is included in the Client's services, Advance Bookkeeping will prepare the applicable return using the information and records available to us.
The Client is responsible for providing complete and accurate information necessary to prepare the return and for reviewing the return before filing.
Advance Bookkeeping does not provide legal or tax-planning advice. Clients should consult their accountant, CPA, lawyer, or other qualified professional for tax advice, tax planning, or matters outside the agreed bookkeeping services.
6. Accounting and Tax Advice
Advance Bookkeeping provides bookkeeping and related services and does not provide legal advice, investment advice, or tax planning unless expressly agreed in writing and legally permitted.
Bookkeeping information and reports prepared by Advance Bookkeeping should not be considered a substitute for professional tax, legal, or financial advice.
Clients remain responsible for obtaining professional advice where appropriate.
7. Deadlines
Advance Bookkeeping will make reasonable efforts to complete agreed services and filings by applicable deadlines when the Client provides all required information in sufficient time.
Advance Bookkeeping is not responsible for missed deadlines resulting from information, documents, approvals, or responses that are not provided by the Client in a timely manner.
8. Fees and Payment
Fees will be communicated to the Client before services begin.
Invoices are payable according to the payment terms stated on the invoice or service agreement.
Additional work outside the agreed scope may be billed separately.
Advance Bookkeeping reserves the right to pause or suspend services where invoices remain unpaid.
9. Confidentiality
Advance Bookkeeping will treat Client information as confidential and will use reasonable safeguards to protect information received in connection with the provision of services.
Information may be disclosed where necessary to provide the agreed services, to authorized representatives or professional advisors, to service providers used by Advance Bookkeeping, or where disclosure is required or permitted by law.
10. Third-Party Software
Advance Bookkeeping may use third-party software and services, including accounting, cloud-storage, communication, scheduling, and payment-processing platforms.
These services may have their own terms, privacy policies, security measures, and limitations.
Advance Bookkeeping will take reasonable steps to use reputable services and appropriate security practices but cannot guarantee the uninterrupted availability or security of third-party platforms.
11. Client Access and Communication
Clients are responsible for maintaining the security of their own email accounts, passwords, QuickBooks Online accounts, and other credentials.
Clients should not share passwords or account credentials with unauthorized individuals.
Advance Bookkeeping may communicate with Clients electronically, including by email and through secure document-sharing or client-management systems.
12. Limitation of Responsibility
Advance Bookkeeping will perform services with reasonable care and diligence based on the information provided by the Client.
To the extent permitted by law, Advance Bookkeeping is not responsible for losses, penalties, interest, or other consequences resulting from:
Incomplete or inaccurate information provided by the Client
Missing documents or transactions
Undisclosed business activity
Personal transactions represented as business transactions
Delayed responses or approvals
Client failure to review information or returns
Changes made by the Client or another third party to the accounting records
Errors or outages involving third-party software or services
Circumstances outside Advance Bookkeeping's reasonable control
Nothing in these Terms is intended to exclude or limit any liability that cannot legally be excluded or limited.
13. Termination
Either the Client or Advance Bookkeeping may terminate services by providing written notice in accordance with the Client's service agreement.
Advance Bookkeeping may terminate or suspend services where there is non-payment, repeated failure to provide required information, inappropriate conduct, or another material issue affecting the professional relationship.
Outstanding fees for services already provided remain payable following termination.
14. Return of Client Information
Upon termination of services, Advance Bookkeeping will provide or make available Client records in its possession where appropriate, subject to outstanding fees, applicable legal requirements, and reasonable administrative requirements.
Advance Bookkeeping may retain records where required by law or reasonably necessary for legitimate business or legal purposes.
15. Changes to These Terms
Advance Bookkeeping may update these Terms from time to time.
Where a material change affects an existing Client relationship, reasonable notice will be provided.
16. Governing Law
These Terms will be governed by the laws applicable in the Province of Ontario and the applicable laws of Canada.
17. Contact
Questions regarding these Terms may be directed to:
Advance Bookkeeping
isabelle@advancebookkeeping.ca
705-796-8894
Barrie,ON