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Terms & Conditions

Pier View Accounting Ltd
Company Registration Number: 16072278
Registered Address: 1 Longacre, Clevedon, BS21 7YX

1. Services Covered

These Terms & Conditions apply to the following services:

  • Bookkeeping

  • Payroll

  • Self-Assessment Tax Returns

  • VAT Returns

  • Year-End Accounts

  • Limited Company Accounts

2. Client Engagement

Clients will receive a formal engagement letter outlining the scope of services, fees, and terms. All services are quoted on a bespoke basis. Proposals and quotes will be issued prior to the commencement of any work.

3. Pricing & Payment Terms

Our fees vary depending on the specific services required. Unless otherwise agreed, invoices are due within 14 days of issue.

Late Payment Policy:

  • A late fee of £25 may be applied to overdue invoices.

  • Statutory interest will be charged at 8% above the Bank of England base rate, calculated daily.

If payment is not received within 90 days, we may pause all work, withhold deliverables, and refer the account to a collections agency.

4. Cancellation & Termination

Clients may cancel our services at any time, provided there are no outstanding fees due. Either party may terminate the engagement for any reason with written notice. Work will cease and final invoicing will be issued for all services delivered to date.

5. Client Responsibilities

To help us deliver the best service, clients agree to:

1. Provide Accurate and Timely Information

  • Submit complete, accurate records and respond to requests within 5–10 working days

  • Notify us promptly of any changes to business activities or contact details

2. Retain Responsibility for Records

  • Maintain original business records (receipts, bank statements, invoices) for at least 6 years

3. Meet Deadlines

  • Provide all required information at least 10 working days before statutory deadlines

4. Review and Approve Work

  • Review and e-sign draft tax returns or accounts before submission

5. Pay Promptly

  • Settle invoices in line with the terms above; late payment may delay further work

6. Use Secure Communication

  • Share sensitive data through secure channels (e.g. OneDrive, FreeAgent). We are not responsible for unencrypted emails sent at your request.

7. Act in Good Faith

  • Provide honest and accurate information. We reserve the right to terminate services if misleading or fraudulent information is supplied.

FreeAgent Users: If clients are responsible for their own entries in FreeAgent or other cloud software, they remain responsible for the accuracy of that data unless we are explicitly engaged to review or maintain the records.

6. Anti-Money Laundering (AML) and Identity Checks

As an ICB Licensed Practice, we are required to follow UK Money Laundering Regulations. We will request proof of identity and address for all clients and may conduct electronic verification checks.

If we cannot obtain satisfactory ID verification, we will be unable to act on your behalf.

Suspicious activity must be reported to the National Crime Agency (NCA) and, by law, we may not inform you of such disclosures.

7. Privacy & Data Handling

We are registered with the Information Commissioner’s Office (ICO). All personal and financial data is handled in line with UK GDPR requirements.

Client data is stored securely using encrypted systems such as Microsoft 365, OneDrive, and FreeAgent (hosted in the EU under GDPR-compliant standards).

8. Limitations of Liability

[To be inserted once Professional Indemnity Insurance is confirmed.]

9. Complaints Policy

We aim to deliver a professional, friendly and responsive service. If you’re unhappy, we want to resolve it informally wherever possible.

Step 1: Tell Us What’s Wrong
Contact us via:

  • Email: [email protected]

  • Phone: 0117 xxx xxxx

  • Post: Pier View Accounting Ltd, 1 Longacre, Clevedon, BS21 7YX

Please include:

  • A brief summary of your concern

  • The service it relates to

  • Any suggested resolution

Step 2: Our Response

  • We’ll acknowledge within 2 working days

  • Aim to resolve it within 10 working days

Escalation: If unresolved, you may refer the complaint to: The Institute of Certified Bookkeepers (ICB)
Website: www.bookkeepers.org.uk
Email: [email protected]

All complaints are handled in confidence. We will not share any details without your consent, unless required by law.

 

Last updated: 1st April 2025