Terms of Service

1. Scope of Bookkeeping Services

Accounting Lodge agrees to provide remote bookkeeping and accounting support services as outlined in the client's individual Statement of Work (SOW) or Service Order. These services may include Accounts Receivable management, Accounts Payable management, payroll transaction bookkeeping, bank and credit card reconciliations, general ledger maintenance, month-end closing procedures, and financial reporting compilation.

2. Professional Classification & Non-Attest Status

Accounting Lodge is a specialized remote bookkeeping and operational accounting provider. We do not provide CPA attest opinions, statutory financial audits, or formal tax advice. All records and reports compiled by our team are intended for internal management use and for review and filing by the client's licensed CPA or tax professional.

3. Client Responsibilities & Data Access

To enable timely and accurate bookkeeping, the Client agrees to:

• Provide timely access to cloud accounting systems, bank feeds, statements, invoices, and billing documentation.
• Promptly review and approve accounts payable disbursements and payroll summary submissions.
• Ensure that all transaction documents and information supplied to Accounting Lodge are authentic, complete, and accurate.

4. Separation of Duties & Disbursement Approvals

Accounting Lodge staff will never serve as authorized check signers or independent disbursement agents. All payment releases, vendor wire transfers, and payroll approvals must be independently authorized by the Client's designated managers.

5. Confidentiality & Intellectual Property

Each party agrees to maintain the strict confidentiality of all proprietary and financial information disclosed during the engagement. Accounting Lodge maintains strict internal security controls, MFA protocols, and role-based data permissions.

6. Billing, Fees & Payment Terms

Services are billed according to the agreed-upon recurring monthly retainer or hourly rate specified in the client contract. Invoices are due upon receipt or via automated recurring payment methods (ACH/Credit Card).

7. Termination of Engagement

Either party may terminate the bookkeeping agreement by providing 30 days written notice to the other party. Upon termination, Accounting Lodge will complete ongoing reconciliations for the paid period and assist with an orderly transition of accounting software credentials.

8. Contact & Notice

Formal notices and inquiries regarding these Terms of Service may be addressed to:

Accounting Lodge Legal & Operations
Email: hello@accountinglodge.com
Phone: +1 (669) 245-2316