The terms governing engagements with AGI Cloud Financials — fixed-fee services, client responsibilities, confidentiality, and liability under US jurisdiction.
These terms apply to all engagements with AGI Cloud Financials. A signed engagement letter may include additional terms; where they conflict, the signed letter controls. Questions? Email hello@agicloudfinancials.com.
These Terms & Conditions govern all engagements between you ("Client") and AGI Cloud Financials, a commercial trade division of AGI Tech Systems LLC (registered in New Mexico, USA). By engaging our services, signing a proposal or statement of work, or otherwise contracting with us, you agree to be bound by these terms. If a signed engagement agreement contains terms that conflict with this document, the signed agreement controls.
AGI Cloud Financials provides bookkeeping, financial operations, accounting platform migrations, e-commerce reconciliation (including A2X integration), financial workflow automation, and bookkeeping cleanup and catch-up services. All work is performed as bookkeeping and financial operations support under client supervision. We are not a CPA firm and do not provide attest, audit, assurance, or tax representation services. Where those services are required, we work alongside your existing CPA or Enrolled Agent, or under the supervision of a partner firm.
Each engagement is scoped and quoted at a fixed fee before work begins, as set out in your signed proposal or statement of work. Unless otherwise agreed in writing, fees are invoiced in USD and are payable per the schedule in your engagement letter. Setup, migration, and cleanup fees are typically billed upon completion of defined milestones. Monthly retainer fees are billed in advance.
You agree to provide timely access to your accounting platform, accurate financial data, supporting documentation, and any information necessary for us to perform the engagement. You are responsible for the accuracy of the data you provide and for reviewing completed work. You remain responsible for all business, tax, and financial decisions. We perform work under your direction and supervision.
A mutual non-disclosure agreement is executed before any file or credential is shared. We treat all client information as confidential, apply least-privilege access, use encrypted credential vaults (never email or chat), and require multi-factor authentication on every client system we touch. Access is revoked at engagement end via an offboarding checklist. Subcontracted staff operate under the same NDA and access controls.
Client data remains the property of the Client. We access your systems solely to perform the contracted engagement and do not use your data for any other purpose. Upon request, and subject to any legal retention requirements, we will return or securely delete your data at engagement close. See our Privacy Policy for full details on data handling.
Every engagement is covered by a $1,000,000 Errors & Omissions professional liability policy maintained by AGI Tech Systems LLC. Our aggregate liability for any claim arising out of an engagement is limited to the total fees paid by the Client for the specific engagement giving rise to the claim. We are not liable for indirect, incidental, or consequential damages, or for decisions made by the Client based on our work product.
Invoices are due within fifteen (15) days of the invoice date unless your engagement letter specifies otherwise. Overdue invoices may accrue interest at 1.5% per month. We reserve the right to pause ongoing work on an engagement if invoices remain unpaid beyond thirty (30) days.
Either party may terminate an engagement with written notice as specified in the engagement letter. Upon termination, the Client is responsible for fees for work completed up to the termination date. We will provide reasonable transition assistance and return or securely delete client data per section 6, subject to any legal retention requirements.
We warrant that services will be performed in a professional, workmanlike manner consistent with industry standards for bookkeeping and financial operations support. Except as expressly stated, we make no other warranties, express or implied. We do not guarantee specific financial outcomes, tax positions, or business results. Our work product is provided for the Client's internal use under client supervision.
These Terms & Conditions and all engagements are governed by the laws of the State of New Mexico, United States. Any dispute arising out of or relating to an engagement shall be resolved in the state or federal courts located in New Mexico, USA, and the parties consent to the exclusive jurisdiction of those courts.
We may update these Terms & Conditions from time to time. Material changes will be posted on this page with a revised effective date. Engagements in progress at the time of a change continue under the terms in effect when the engagement was signed, unless otherwise agreed in writing.
We scope the file, quote a flat rate, and sign an NDA before any data moves.
