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Terms & Conditions

 

Last updated: 2 September 2025

1) Who we are & what these terms cover

These Terms & Conditions (“Terms”) govern the bookkeeping services (“Services”) provided by BookkeepingPackages.co.uk (“we”, “us”) to the client (“you”, “your”). By purchasing a package on our website and paying the first invoice, you agree to these Terms.

2) Scope & status (what we do / don’t do)

  • We provide bookkeeping only: processing transactions, bank/credit-card reconciliations, maintaining ledgers, and producing management summaries. Where included in your package, we also prepare and submit VAT Returns and PAYE filings.

  • We are not accountants. We do not provide tax or accounting advice, prepare statutory year-end accounts, corporation tax returns, or audit/assurance. Any general pointers we give are informational only.

  • We recommend you engage a qualified accountant to review and file your year-end statutory accounts and corporation tax.

3) Packages, fair use & upgrades (no add-ons)

  • Our Services are sold as fixed-fee packages with clear inclusions and fair-use caps (for example: monthly transaction volume, number of bank accounts, payroll headcount).

  • If your usage exceeds the fair-use caps, you agree we will upgrade you to the suitable package to continue the work.

  • We do not offer ad-hoc “out-of-scope” fees or add-ons; it’s packages only.

  • Where an upgrade is triggered mid-cycle, we may pro-rata the change from the date the higher usage began.

4) The deadline-rush protocol (stopping one-and-done jobs)

If your records are behind and a statutory filing deadline is within 60 days, we will first review the work in hand (triage). To proceed you agree to both of the following:

  1. a Catch-Up & Deadline engagement priced case-by-case and paid up-front (issued after triage), and

  2. a minimum 3-month initial term on the relevant monthly package.
    We do not accept one-off filing requests without both conditions in place.

5) Filings, authority & approvals

  • Standing authority. At onboarding you give us a standing filing authority to submit VAT Returns and PAYE filings that fall within your chosen package.

  • Pre-submission approval. Before each submission we’ll send you a summary; you must approve in writing (email or WhatsApp is fine). If we don’t receive approval by the cut-off, we won’t submit.

  • Agent authorisation. You’ll complete any HMRC agent/MTD authorisations so we can act for you where the package includes filings. GOV.UK+1

  • Your responsibility for deadlines. You remain responsible for statutory deadlines. We are not liable for penalties where information/approval is late, incomplete, or outside your package.

6) Your responsibilities

  • Provide complete, accurate records by the published cut-offs and keep originals.

  • Keep bank feeds and software access working; tell us promptly about changes.

  • Review and approve filing summaries we send you prior to submission.

7) Onboarding, identity checks & AML

  • We carry out customer due diligence (CDD/KYC) before work starts and maintain AML records. Professional bookkeeping is treated as an accountancy service provider activity in the UK and requires AML supervision and CDD. GOV.UK

8) Fees, VAT & payments

  • Prices are as shown on the site. We are not VAT-registered at present. When we become VAT-registered, future invoices will be plus VAT from the VAT registration date; we’ll notify you.

  • Subscriptions are billed in advance by standing order. Work begins/continues once payment is received.

  • If payment fails or is late, we may pause services and filings until resolved.

9) Cancellations, minimum terms & termination

  • After any minimum term (see §4 for deadline-rush cases), the service runs month-to-month.

  • You may cancel with 30 days’ notice. No pro-rata refunds for a month already in progress.

  • We may terminate on notice for persistent non-payment, AML/ethical concerns, loss of authorisation, or misuse of the Services.

10) Handover when you leave

  • Once all fees are settled, we will provide reasonable exports (e.g., trial balance, ledgers, bank reconciliations, VAT/PAYE submission proofs) covering the period we worked.

  • Our internal working papers remain our property.

  • Software licences we own or control may not transfer; we’ll help you export data where feasible.

11) Data protection, confidentiality & document exchange

  • We comply with UK data protection law.

  • Roles. For your customer/employee data we typically act as a processor; for AML/KYC we act as an independent controller.

  • Document exchange. You may send documents via WhatsApp (end-to-end encrypted) or upload directly to Xero or QuickBooks. You consent to using these third-party services and accept their terms.

  • We use secure methods for transmitting and storing information; avoid sending passwords by plain email. The ICO recommends using encrypted communications for personal data in transit. ICO

  • We keep your information confidential, except where disclosure is required by law or with your consent.

12) Software & third-party services

  • You will grant the access we reasonably need (accounting/payroll apps, bank feeds, HMRC accounts).

  • We are not responsible for third-party outages, changes to vendor terms, or connectivity issues outside our control.

13) Service levels & changes

  • Any turnaround times we share assume you’ve met the cut-offs and provided approvals.

  • Changes to scope, software, or volume may require a different package (see §3) and may affect timelines.

14) Liability & insurance

  • You are responsible for the accuracy and completeness of information you supply.

  • Our total liability under these Terms is capped at the total fees you paid to us in the 12 months before the event giving rise to the claim. We are not liable for indirect or consequential loss.

  • We maintain appropriate professional indemnity insurance.

15) Complaints & escalation

If you’re unhappy, please email us with the issue and any supporting information. We’ll review it at senior level and get back to you. If we cannot resolve it, we’ll explain your further options.

16) General legal

  • Governing law & jurisdiction: England & Wales.

  • Force majeure: we’re not liable for delays beyond our reasonable control.

  • No partnership or employment: these Terms do not create such relationships.

  • Assignment: you may not assign without our consent; we may assign to a successor business.

  • Entire agreement: these Terms and your chosen package constitute the entire agreement and supersede prior discussions.

  • Variations: we may update these Terms with notice by email and on our website; continued use of the Services after notice constitutes acceptance.

  • Notices: we may give notices by email to your last provided address.

17) Contact

For questions about these Terms, use the Request a callback button on our site or email the address shown on your invoice.

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