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Terms and conditions

These Terms and Conditions are between Consol Accounting Limited ("Consol") and its client ("Client") taking on accounting and taxation services from Consol. These Terms and Conditions represent the entirety of the agreement between Consol and the Client.

1. OUR CONTRACT

1.1 By signing this Terms and Conditions and accepting our services, you agree to be bound by these terms and conditions. 1.2 We may change these terms and conditions or add new terms and conditions in any way at any time, effective from the posting of modified terms and conditions to you via email.

2. YOUR DISCLOSURE AND RECORD KEEPING OBLIGATIONS

2.1 You are required by law to keep full and accurate records relating to your tax affairs. 2.2 It is your obligation to provide us with all information that you reasonably expect will be necessary to allow us to perform work contemplated under this engagement within a timely manner or as requested. This includes providing accurate and complete responses to questions asked of you by us within a reasonable timeframe. Inaccurate, incomplete or late information could have a material effect on our services and/or our conclusions and may result in additional fees. We will not verify the underlying accuracy or completeness of information you provide to us. 2.3 You are also required to advise us on a timely basis if there are any changes to your circumstances that may be relevant to the performance of our services. Specifically, if any subsequent event results in the information you provided to us being inaccurate, incomplete or misleading, then you are obliged to advise us as soon as possible. We take no responsibility to the extent that our advice is inaccurate, incomplete or misleading because it is based on inaccurate, incomplete or misleading information being provided to us by the client.

3. GENERAL

3.1 The Client is to provide all Xero transaction coding/ description each month or the client to complete Xero reconciliation cording no later than the 15th of each month. 3.2 In the event that details are not provide by the 15th of the month, Consol will not be held responsible for the delay in the filing of any returns or the provision of the monthly report. 3.3 Fees for the Monthly Plan may be reviewed annually or at any time deemed necessary by Consol, where the volume or time taken to process accounts is greater than originally anticipated. 3.4 The client agrees to provide all information necessary for the proper completion of accounts. 3.5 All relevant original documentation to be retained by the client for at least seven years. 3.6 Consol reserves the right to withhold the filing of any returns until payment has been received.

4. CONFIDENTIALITY

4.1 We will not disclose any information related to your affairs to any third party without your consent, unless required by law. You may provide us with the permission to disclose your confidential information in certain circumstances, or place conditions on the disclosure of certain confidential information. If you do so, we will have permission to disclose the relevant information accordingly, in the performance of our services, unless you instruct us otherwise in writing.

5. FEES

5.1 Where fees have not been agreed on upon our engagement, our fees will reflect the time we spend on your matter. 5.2 The actual fees and rates charged by us reflect the seniority, expertise and experience of the persons involved, as well as factors such as the time frame in which this work is to be carried out, the particular nature of the retainer and the complexity and risks of the matter. Any works outside the scope of engagement will be charged separately and you will be notified prior to commencement. 5.3 If a fee estimate or quote is provided, it is given in good faith but is not contractually binding. 5.4 This fee arrangement will be subject to change if your instructions change or other circumstances come to our attention which necessitate us contacting you to discuss a revision of these fees.

6. PAYMENT

6.1 If you are on a Monthly Plan, the fee will be collected on the first working day of each month by automatically debiting your credit card and this must be paid by you within 10 days of the billing date. Invoices will be delivered to you via email. 6.2 If you are on a Yearly Plan, the fee must be paid by direct credit, in advance of the commencement of each year and must be paid by you within 10 days of the invoice date. If direct credit fails due to insufficient funds, We do not take liability for overdue work.

7. TERMINATION

7.1 This contract will continue: 7.1.1 in the case of a Yearly Plan, for successive 12 month periods, provided payment of the price for the Yearly Plan is made prior to the end of the current term of the Yearly Plan; 7.1.2 in the case of a Monthly Plan, for successive monthly periods, provided You continue to pay the Price when due. 7.1.3 from the date of termination, a 30 day leaving period will incur. If the last monthly payment falls within this 30 days, it must be paid if full and services will last to the end of this period. 7.1.3 On paying a yearly, this confirms you have accepted a 12 month plan. If terminated within the 12 months, Consol will provide no refund of fees. 7.1.4 Within each 12 month plan, you are entitled to one set of financial statements and tax returns. In the event that you require a second set within that 12 month period, you will then be deemed to have accepted another 12 month contract and will be advised of this. This 12 month contract will commence from the end of the previous one. 7.2 Termination of this contract is without prejudice to any rights and obligations of the parties accrued up to and including the date of termination. On termination of this Agreement You will: 7.2.1 remain liable for any accrued charges and amounts which become due for payment before or after termination. 7.3 All outstanding fees must be paid in full before information is disclosed to another accounting practice. 7.4 There shall be no refund or reimbursement of credit if the Yearly Plan contract is terminated due to Your breach of the terms of this contract.

8. LIMITATION OF LIABILITY

8.1 You agree that Consol liability hereunder for damages, regardless of the form of action, shall not exceed the total amount paid for the services described herein. This shall be your exclusive remedy. 8.2 You further agree that Consol will not be liable for any lost profit, or for any claim or demand against you by any other party. Under no circumstances will Consol be liable for incidental or consequential damages.

9. GUARANTEE

9.1 You are the judge of our performance. If you think the fee is excessive for the work done or if you are dissatisfied with our work we invite you to contact Andrew at andrew@consolgroup.co.nz, Director of the company, who will investigate without cost to you and suggest a remedy.

10. UNLIMITED SUPPORT

10.1 Because our fixed price agreement provides ongoing access to the accounting, tax and business advice you need on a fixed-price basis, you are not inhibited form seeking timely advice by the concern over a clock running endlessly. 10.2 Our services are designed around fixed prices, as oppose to hourly rates, and offer you access to the accumulated wisdom of the firm through Consol with substantial experience who can help enhance your company’s future and achieve its business goals.

Testimonials

"When I first found Consol accounting on Google I thought that they must be too good to be true. Then I talked to them on the phone and I was almost certain they were too good to be true. Luckily for us they weren’t. The customer service, price and ease of use make this company out of this world. I could not recommend them any more. They are utterly seamless to integrate and effective as can be. "

Curtis and Katie Hacon Director, FiTiki Limited

"I had put off finding an accountant for a while because of the cost and perceived hassle however after my first consult with Consol, I immediately wished I had connected with them sooner. Consol are responsive, affordable and easy to deal with. Being able to outsource this aspect of my business has allowed me to focus more energy on the parts of my work that I love. "

Dr Rebecca Herald Clinical Psychologist

"I have been most impressed with Consol accounting team since I made the switch last year. The ‘Switching over’ process was really simple, after the initial set up process I can track and log my company’s financial activity with ease and accuracy. By far the most efficient and helpful service I’ve had with accounting companies. Thank you"

Vivien Ye Aesthetic Nurse Specialist, Vivip Limited

"I started out in full-time private practice over a year ago and also registered as a limited company. I love doing my work and seeing my clients, but I soon discovered just how much time doing the financials could take up. In the first year, I worked on my own tax returns and company statements, but was unsure I had done them “right” and really wanted an accountant’s expertise and guidance. From my first phone call to Andrew Joo of Consol Accounting Limited, I could tell that this service would meet my needs. He has been quick to respond, patient with me, great at teaching lots and is a Xero master user. I find the system easy to use now, and feel encouraged to get the most out of my business and confident in knowing that I will meet my tax obligations. Compared to how long it took me to struggle at doing this on my own, there is clear value in getting the professionals to do my accounting."

Dr. T Melanie Lage, MNZCCP Clinical Psychologist, Lakes Psychology Limited

“I had been searching for an option for my accounting for my business I found Consol to be so easy to get started with the team being available at nearly every point in the day! Highly recommended all those that have busy lives and need to free up some time.”

Andre Stewart Tremains Real Estate, Bay of Plenty

"Consol are great to work with responsive when I have questions, quick to prepare any necessary document and always willing to help if there's anything I'm unsure of. Very happy to have found them."

Stefan Dyke Director, SLHE Consulting Limited

"I would genuinely recommend Consol for all your financial and accounting needs. I needed an accountant quickly to help me find my feet starting up a rapid business. I genuinely had hundreds of thoughts and questions and wanted to do things right first time ... it was all a bit daunting, exciting and a steep learning curve. Andrew Joo was so supportive as he instantly responded to all my needs and then coached me through a solution and helped me understand the minefields at first . It’s really easy now the business is booming and all my accounting is taken care of so I can enjoy the fruits of my labour. I still reach out occasionally and have the answer super quick.. thanks to Consol."

Karl Jones Director, Retail Resilience

"I had just started out in business and soon realised that someone was going to have to help me with my accounting and tax compliance functions. I was very conscious of the need to be vigilant about incurring any new costs, consequently I did a fair bit of research. I came up with the conclusion that I could get everything I wanted, under one roof, from Consol Accounting, at the most competitive rate I could find on the market. It was a win-win. After joining their team I discovered there were a lot of loose ends to sow-up before I could start functioning effectively, and focus solely on running the business side. Andrew, the Founder from Consol Accounting, was an absolute God-send. He was very personal and approachable, and made setting everything up from scratch so easy and so quickly. I’ve basically been running on auto-pilot each month ever since. Just as I had planned. Thanks for your service, guys, best decision I made."

Andre Illemann Like No Other Limited, trading as GoodMooty

"I operate 3 businesses. As a busy owner I needed reliable accountant. I have been using Andrew as my accountant almost for a year and this is my second accountant. I commited transition as one of my friends recommended him and now I thankful to him. Andrew and his team provide a prompt sound and reliable service that is always professional. Andrew is always on hand to answer my queries and it is very professional and prompt in replies even on weekends and publicholidays. He has wide range of knowledge and experience in service of accounting and taxation. He has been helping me out with tax deduction and meximisation of profit. I can highly recommend him to others as he is very motivated and trusted. I would like to make longtime relationship with him and his team."

Steve Kong Director, Katsubi Hamilton & Tauranga

"When I need to get help with my finances and taxation since starting my own business, Andrew at Consol Accounting has advised me on the right approach. Professional and a great experience overall, I strongly recommend Consol Accounting to everyone who needs to get support for taxation."

Michael Park Director, Renewcar East
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