These Terms and Conditions of Service (“Agreement”) govern the bookkeeping services provided by Terrain Bookkeeping (“Company,” “we,” “us,” or “our”) to you, our client (“Client,” “you,” or “your”).
By engaging our services, signing a service agreement or engagement letter, or continuing to receive services after being notified of these terms, you acknowledge that you have read, understood, and agree to be bound by this Agreement in its entirety.
This Agreement applies to all service engagements regardless of structure, including month-to-month arrangements, project-based engagements, and annual contracts. Where a separate engagement letter or statement of work exists, that document is incorporated herein by reference. In the event of a conflict, the specific engagement letter will govern.
The specific services provided to each Client are detailed in your individual Service Agreement. Please refer to that document for a complete description of your contracted services, applicable rates, and deliverable timelines.
Services not expressly included in your engagement are considered out of scope and may require a separate agreement and additional fees.
Terrain Bookkeeping integrates artificial intelligence (AI) tools and technologies into our workflows to enhance the accuracy, efficiency, and quality of services we deliver. We believe in full transparency with our clients regarding how these tools are used.
AI tools support our team across several areas of service delivery, including:
AI tools support our team, not replace professional judgment. All AI-assisted outputs, including categorized transactions, financial reports, and client communications, are reviewed, verified, and approved by a qualified Terrain Bookkeeping team member before being finalized or delivered. We take full professional responsibility for the accuracy and quality of all work product delivered under your engagement.
When AI tools process your financial data, that data may be transmitted to third-party AI platforms in accordance with those platforms’ privacy and security policies. We take reasonable steps to select AI providers with appropriate data handling standards.
We do not use your confidential financial data to train AI models, and we do not sell your data to third parties. See Section 6 for our full data handling commitments.
By entering into a service agreement with Terrain Bookkeeping, you acknowledge and accept that AI tools are an integrated component of our service delivery. The use of AI as described in this section does not require separate consent for each instance of use. Clients are not able to opt out of AI-assisted workflows, as these tools are fundamental to how our team operates efficiently on your behalf.
Should our AI practices change in a material way, we will notify clients in writing with reasonable advance notice.
Fees for services are outlined in your Service Agreement. Unless otherwise specified, the following payment terms apply:
Fees are subject to review and adjustment. Future changes to monthly rate will be shared via email with 60 days notice and will be valid unless services are terminated. Continued use of services after the effective date of a fee change constitutes acceptance of the new rates.
Out-of-scope work requested by the Client will be quoted separately.
Accurate and timely bookkeeping depends on your participation. You agree to:
Delays in fulfilling Client responsibilities may result in delays to deliverables. Terrain Bookkeeping is not liable for errors, missed deadlines, or penalties arising from incomplete, inaccurate, or late information provided by the Client.
Terrain Bookkeeping treats all Client information as strictly confidential. We will not disclose your information to any third party except:
We implement reasonable administrative, technical, and physical safeguards to protect your data, including:
In the event of a confirmed data breach affecting your information, we will notify you in writing as promptly as reasonably possible and will cooperate with you to address the situation.
We retain Client records for a minimum of 7 years following the termination of the engagement in accordance with standard professional practice and applicable law.
You may terminate your engagement by providing written notice via email in accordance with the notice period stated in your engagement letter. Where no notice period is specified, a minimum of 60 days written notice via email is required. You remain responsible for all fees incurred through the end of the notice period.
Terrain Bookkeeping reserves the right to terminate an engagement at any time by providing written notice, including in circumstances of non-payment, repeated failure to provide required information, conduct that is abusive or threatening toward our team, or any other material breach of this Agreement.
Upon termination, we will make reasonable efforts to provide transition support, including delivery of your records and files in a standard format.
Terrain Bookkeeping provides bookkeeping services and does not provide legal, tax, or certified public accounting advice. Nothing in our work product constitutes tax advice or legal counsel.
To the maximum extent permitted by applicable law, Terrain Bookkeeping’s total liability to you for any claim arising from or related to our services shall not exceed the total fees paid by you in the three (3) months immediately preceding the event giving rise to the claim.
We are not liable for indirect, incidental, special, or consequential damages, including lost profits, even if advised of the possibility of such damages. We are not liable for errors or penalties resulting from inaccurate or incomplete information provided by the Client, software platform errors, or events outside our reasonable control.
If a dispute arises, we ask that you first contact us directly so we can work toward a resolution in good faith. If a dispute cannot be resolved informally, both parties agree to first attempt resolution through mediation before pursuing any formal legal action.
Any unresolved disputes shall be governed by the laws of the State of New Jersey, and the parties consent to the jurisdiction of the courts of Morris County, New Jersey.
Terrain Bookkeeping may update these Terms and Conditions from time to time. We will provide written notice of any material changes no less than 30 days before they take effect. Continued use of our services after the effective date of updated terms constitutes your acceptance of those changes. The most current version of this Agreement is always available at bookkeeperforvets.com/service-terms-and-conditions.
