Terms of Service

These Terms of Service ("Terms") govern your engagement with Wolf and Tiger Bookkeeping ("we," "us," or "our"). By requesting a consultation, entering into a service agreement, or otherwise engaging our services, you agree to be bound by these Terms. Please read them carefully.

1. Scope of Services

Wolf and Tiger Bookkeeping provides professional bookkeeping services to small and medium-sized businesses. Our services may include, but are not limited to: transaction categorization and recording, bank and credit card reconciliation, accounts payable and receivable management, financial statement preparation, payroll processing assistance, book clean-up and catch-up, and accounting software setup and support.

2. Service Agreements

The specific scope, deliverables, and fees for your engagement will be outlined in a separate Service Agreement or engagement letter. That agreement, together with these Terms, constitutes the complete agreement between you and Wolf and Tiger Bookkeeping. In the event of any conflict, the terms of the specific Service Agreement will take precedence. No verbal representations or promises shall modify or supersede these Terms unless agreed to in writing by both parties.

3. Client Responsibilities

To enable us to provide accurate and timely bookkeeping services, you agree to:

• Provide complete, accurate, and timely financial records, documents, and information as reasonably requested.
• Notify us promptly of any changes to your business structure, operations, or financial circumstances that may affect the services.
• Review and approve financial records and reports we prepare within a reasonable timeframe.
• Make timely payment of all fees as outlined in your Service Agreement.
• Maintain your own backup copies of all financial records provided to us.

The accuracy of our work product is dependent on the accuracy of the information you provide. We are not responsible for errors or omissions in our work product that result from inaccurate, incomplete, or untimely information provided by you.

4. Fees and Payment

Fees for our services are outlined in your Service Agreement. Unless otherwise agreed in writing:

• Monthly retainer fees are due and payable at the beginning of each service month.
• Project-based fees are due as specified in the applicable Service Agreement.
• Invoices not paid within fifteen (15) days of the due date may be subject to a late fee of 1.5% per month on the outstanding balance.
• We reserve the right to suspend services if your account becomes more than thirty (30) days past due.
• All fees are non-refundable unless otherwise stated in the Service Agreement or required by applicable law.

5. Confidentiality

Both parties agree to maintain the confidentiality of all non-public information shared in connection with the services. We will not disclose your financial or business information to any third party without your prior written consent, except as required by law or as necessary to perform the agreed-upon services with your knowledge. This confidentiality obligation shall survive the termination of any service engagement. You agree to keep confidential our pricing, proprietary processes, and any non-public information about our business operations.

6. Intellectual Property

Financial reports, statements, and records we prepare specifically for you using your data are your property. However, we retain ownership of our proprietary methodologies, templates, processes, and tools used to prepare such materials. You grant us a limited license to use your financial data solely for the purpose of providing the agreed-upon services.

7. Limitation of Liability

To the fullest extent permitted by applicable law:

• Our total liability to you for any claim arising out of or relating to these Terms or the services, whether in contract, tort, or otherwise, shall not exceed the total fees paid by you to us in the three (3) months preceding the claim.
• We shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising out of or relating to the services, even if advised of the possibility of such damages.
• We are not responsible for decisions you make based on financial reports or other work product we provide. All significant financial decisions should be made in consultation with appropriate licensed professionals.

8. Termination

Either party may terminate a service engagement by providing thirty (30) days written notice to the other party. We reserve the right to terminate services immediately and without notice if:

• You fail to make payment when due and do not cure such failure within ten (10) days of written notice.
• You request or direct us to engage in any unlawful or unethical activity.
• You materially breach these Terms or your Service Agreement.

Upon termination, you are responsible for all fees incurred through the effective termination date. We will provide you with all work product and records in our possession within a reasonable time following termination, subject to receipt of all outstanding fees.

9. Dispute Resolution

In the event of any dispute arising out of or relating to these Terms or the services, the parties agree to first attempt to resolve the matter through good-faith negotiation. If the dispute cannot be resolved through negotiation within thirty (30) days, either party may pursue resolution through binding arbitration in accordance with the American Arbitration Association's Commercial Arbitration Rules, or through the courts of competent jurisdiction in the State of Texas. These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions.

10. General Provisions

• Entire Agreement: These Terms, together with your Service Agreement, constitute the entire agreement between the parties regarding the subject matter herein.
• Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.
• Waiver: Failure to enforce any provision of these Terms shall not constitute a waiver of our right to enforce such provision in the future.
• Amendments: We reserve the right to update these Terms at any time. We will notify active clients of material changes with reasonable advance notice. Continued engagement of our services following such notice constitutes acceptance of the updated Terms.

11. Website Content

All content published on this website is provided for general information only. It does not constitute accounting, tax, financial, or legal advice, and it should not be relied upon as a substitute for professional guidance on your specific circumstances. Any engagement of our services is governed by a separate written Service Agreement.

12. Contact Us

Questions about these Terms of Service should be directed to: