Terms of Engagement
Last Updated: April 14, 2024
The following outlines the foundational terms under which Mesa CPA provides its accounting services.
Progress Updates
Efforts will be made to keep you updated on the progress of your file. We expect timely communication from your end regarding any new developments related to your file.
Confidentiality and Privacy
Your relationship with us and the information shared is treated with utmost confidentiality. All disclosed materials and information will be kept confidential and not shared with any third party without your prior written consent.
Email and Technology Usage
Information regarding your engagement may be transmitted via email over the Internet. We may also exchange electronic documents and communications using standard software or services. While precautions are taken against electronic threats, we cannot guarantee absolute security.
Estimations and Hourly Rates
Estimates provided for fees are approximate and not binding unless otherwise agreed upon. Hourly rates for our professionals may be reviewed and adjusted periodically.
Disbursements and Charges
Our services may include various costs and disbursements, some of which are incurred internally and others externally. Charges are designed to cover the actual costs incurred.
Subcontractors and Experts
We reserve the right to engage subcontractors, consultants, and experts at our discretion without prior approval.
Accounting Advice
Unless specifically outlined, this engagement does not include providing detailed accounting advice or issuing written reports on specific transactions. Such services require a separate engagement.
Ownership and Timeframes
Materials created during the engagement remain our property. We aim to complete the engagement within agreed timeframes but are not liable for delays beyond our control.
Legal Process Costs
You agree to compensate us for time spent and costs incurred in responding to legal processes related to information obtained during the engagement.
Tax Advice
We do not provide tax or fiscal advice beyond our expertise and recommend consulting a tax professional for comprehensive analysis.
Billing and Payments
Accounts are typically issued monthly and are due upon receipt. Interest may be charged on overdue amounts.
Lien
By engaging us, you grant us a lien over relevant funds and property as security for unpaid accounts.
File Retention and Privacy
We reserve the right to destroy files related to your engagement if they remain dormant for a specified period, except as required by law or agreed upon otherwise. Personal information provided to us may be used for representation purposes.
Corporate Information
Mesa CPA operates as a Canadian corporation registered under Mesa.cpa Inc.