Terms and Conditions

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.


1.1             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.


2.1             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.


3.1             Unless engaged Consol’s Bookkepping plan, the Client is to complete Xero reconciliation cording no later than the 10th of each month. In the event that details are not provide by the 10th of the month, Consol will not be held responsible for the delay in the filing.

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.


4.1             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.

  1. 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.


6.1          If you are on a Monthly Plan, the fee will be collected on the first working day of each month by direct debit and this must be paid by you within 10 days of the billing date. Invoices will be delivered to you via email. 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 debit fails due to insufficient funds, We do not take liability for overdue work.

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.


7.1            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. To discontinue you must provide 30 days notice period.

7.1.3         On paying yearly, this confirms you have accepted a 12 month plan.

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.


8.1            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.


9.1            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.

9.2          If you are unsatisfied with our service, for whatever the reason, notify us within 30 days and we will arrange a full refund of first monthly fee.

9.2.1        If we completed a Xero profile set up for your organisation and you have decided to exercise this clause, we will not arrange a subscription transfer. In order to prevent unfair exploitation of free service and training, the Registration fee of $95+GST is non-refundable to partially cover loss of departure.


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 opposed 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.

10.3          Fair and Reasonable. Consol is proud to provide extraordinary service in support of its clients, charging a reasonable fee for that service – we rarely charge extra for going beyond the call of duty. However, your subscription does not cover:

  • repeated training of staff
  • training in basic office procedures
  • training in basic computer operation (e.g. windows/mac shortcuts, using the TAB key correctly instead of clicking when completing forms, locating files and folders, using a browser) etc.
  • assistance with internal (to your location) issues such as networks, printers, internet connectivity issues, firewall and security issues or other technical issues that should be the domain of your IT support
  • customisation of the software
  • repeated calls about the same topic
  • assistance with activities not agreed previously