Service Limitations please read.
Bookkeepers are NOT qualified Accountants or Financial Advisors and therefore will not give guidance or financial advice about financial investments or tax issues for which they are not qualified or registered with the appropriate body. Acting in accordance with this ruling with regard to Self Assessment Returns I am limited to only completing Self Assessment returns for individuals or business partnerships with simple income regimes. Clients seeking investment, mortgage or tax advice will be passed to a qualified accountant or financial advisor.
Should you wish to appoint me as your bookkeeper I will send you a letter of engagement, a copy of which should be kept by both parties which confirms my trading terms as stated below:
- I work on an hourly rate
- I will invoice at the end of each month and payment terms are 7 days from the date of invoice. All invoices should be settled by this date.
- Payment can be made by cash or BACS, quoting the appropriate invoice number.
- If payment is not made within the above agreed terms, I reserve the right to charge compound interest at 2% per calendar month, on all outstanding balances, until payment has been received in full. I reserve the right to stop work if you fail to make any payment as and when it falls due.
- This agreement can be ended by either party, giving 30 days notice in writing of cancellation.
My professional body, the Institute of Certified Bookkeepers, was given Supervisory Status by HM Treasury to regulate its members and ensure their compliance with the law under the Money Laundering Regulations 2007 and the Proceeds of Crime Act 2002.
In order to comply with the current Money Laundering Regulations it is necessary for me to formally verify the address and identification of all clients and retain documentary evidence in my records. Therefore, in order to comply with this law I will request photographic ID and proof of your current address prior to starting work for you.
Proprietor: S J Gwynn