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Terms & Conditions

Last Updated: October 5, 2026

These Terms & Conditions (“Terms”) govern the professional services provided by AccountFirst Global LLC (“AccountFirst Global,” “we,” “us,” or “our”) to businesses, accounting firms, professional practices, and other organizations (“Client,” “you,” or “your”).

These Terms apply to services purchased from or performed by AccountFirst Global unless a separate engagement letter, proposal, statement of work, order form, or other written agreement (“Service Agreement”) states otherwise.

If there is a conflict between these Terms and a Service Agreement signed or otherwise expressly accepted by both parties, the Service Agreement will control for that engagement.

By engaging AccountFirst Global, approving a proposal, paying an invoice, or otherwise authorizing us to begin Services, you agree to these Terms on behalf of yourself and, where applicable, the organization you represent.

1. AccountFirst Global and Our Service Model

AccountFirst Global LLC provides outsourced accounting, bookkeeping, tax-support, financial operations, and related business services.

Our service delivery may involve personnel located in the United States and India. Depending on the engagement, our team may work directly with a business or operate as an extension of an accounting firm, CPA firm, bookkeeping practice, or other professional-services organization.

Services may be delivered on a project basis, monthly basis, hourly basis, dedicated-resource basis, seasonal basis, or under another arrangement specified in the applicable Service Agreement.

Unless expressly stated otherwise in writing, AccountFirst Global is an independent service provider and not an employee, partner, joint venturer, fiduciary, or agent of the Client.

2. Services

Services may include, depending on the applicable engagement:

  • Bookkeeping and transaction categorization;

  • Bank and credit-card reconciliations;

  • General-ledger maintenance;

  • Accounts payable support;

  • Accounts receivable support;

  • Month-end accounting support;

  • Catch-up and clean-up bookkeeping;

  • Journal-entry preparation;

  • Financial-report preparation and management reporting;

  • Payroll processing or payroll-support services;

  • Accounting-system setup, migration, and process support;

  • QuickBooks, Xero, Sage, NetSuite, Wave, Bill.com, and other accounting-software support;

  • Tax preparation, tax filing, and tax-compliance support where specifically included in the engagement;

  • Financial reporting and management-accounting support;

  • Back-office accounting services;

  • Dedicated accounting professionals or teams;

  • White-label accounting support for accounting and CPA firms; and

  • Other accounting or business-support services expressly agreed with the Client.

The precise scope, timing, deliverables, assumptions, pricing, and responsibilities for an engagement may be described in a proposal, engagement letter, statement of work, invoice, email confirmation, or other Service Agreement.

Services not included in the agreed scope may be quoted or billed separately.

3. Professional-Service Limitations

3.1 No Audit, Review, or Assurance Unless Expressly Agreed

Unless a Service Agreement expressly states otherwise, our bookkeeping, accounting, cleanup, reporting, and related services do not constitute an audit, review, examination, attestation engagement, or other assurance engagement.

We do not express an audit opinion or provide assurance that financial statements or underlying records are free from error, fraud, or misstatement.

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3.2 Management Responsibility

Client management remains responsible for all management decisions and functions, including:

  • Maintaining appropriate internal controls;

  • Authorizing transactions and payments;

  • Reviewing financial statements and reports;

  • Determining business policies;

  • Safeguarding assets;

  • Selecting and approving accounting treatments where management judgment is required;

  • Evaluating recommendations made by AccountFirst Global; and

  • Making all final business, legal, tax, investment, employment, and operational decisions.

AccountFirst Global may provide recommendations and accounting support, but we do not assume the Client's management responsibilities.

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3.3 No Legal or Investment Advice

Unless expressly permitted by applicable law and separately agreed in writing, our Services do not constitute legal, securities, investment, insurance, or other regulated professional advice outside the agreed accounting and tax-services scope.

Clients should consult appropriately qualified professionals where such advice is required.

4. Tax Services

Tax preparation, tax filing, tax planning, tax representation, or other tax services are included only when expressly stated in the applicable Service Agreement.

Where we provide tax services:

  • The Client remains responsible for providing complete and accurate information;

  • The Client must review and approve returns before filing where approval is required;

  • The Client remains responsible for paying taxes, government charges, assessments, interest, and penalties owed by the Client;

  • Filing deadlines depend on our timely receipt of all required information and approvals;

  • We are not responsible for penalties, interest, missed deadlines, or other consequences caused by incomplete, inaccurate, delayed, or withheld Client information; and

  • Changes in law, administrative guidance, or the Client's circumstances may affect previous advice or tax positions.

Unless specifically included in writing, an engagement does not include tax audits, appeals, notices, litigation, legal opinions, or representation before governmental authorities.

5. Client Responsibilities

The Client agrees to provide AccountFirst Global with timely access to information reasonably required to perform the Services, including as applicable:

  • Bank statements and transaction records;

  • Accounting-system access;

  • Payroll records;

  • Invoices and receipts;

  • Tax records;

  • Contracts and supporting documents;

  • Explanations regarding transactions;

  • Prior-period financial information;

  • Access to relevant employees, advisers, or systems; and

  • Approvals required to complete the Services.

The Client represents that information supplied to us is, to the best of its knowledge, complete and accurate.

We may rely on information provided by the Client or by third parties acting on the Client's behalf without independently verifying every item.

If information is incomplete, inaccurate, contradictory, or delayed, we may pause work, revise timelines, request additional information, or charge additional fees for work resulting from those circumstances.

6. Client Approval and Authority

Where AccountFirst Global prepares payments, filings, journal entries, reports, payroll information, tax returns, or other items requiring Client authorization, the Client remains responsible for reviewing and approving those items before submission or execution unless the parties have expressly agreed otherwise.

Access to a Client's bank account, accounting system, payroll platform, tax account, or other system does not by itself authorize AccountFirst Global to make discretionary business decisions on the Client's behalf.

7. Accounting Firms and White-Label Services

Where AccountFirst Global provides services to a CPA firm, accounting firm, bookkeeping practice, or other intermediary:

  • The professional firm remains responsible for its relationship with its underlying client unless otherwise agreed;

  • AccountFirst Global may work according to the firm's procedures, templates, systems, and review processes;

  • Work may be performed on a white-label or behind-the-scenes basis where agreed;

  • The professional firm remains responsible for final review, approval, professional judgments, and communications that it has retained responsibility for;

  • AccountFirst Global does not acquire ownership of the professional firm's client relationships merely by performing outsourced services; and

  • The professional firm is responsible for ensuring it has all permissions required to provide client information and system access to AccountFirst Global.

8. Fees and Payment

Fees are determined according to the applicable Service Agreement.

Pricing may include:

  • Monthly fees;

  • Hourly fees;

  • Fixed project fees;

  • Dedicated-resource or dedicated-team fees;

  • Seasonal or temporary-support fees; or

  • Other mutually agreed pricing structures.

Unless otherwise stated:

  • Invoices are payable according to the payment terms stated on the invoice or proposal;

  • Government filing fees, third-party software subscriptions, banking fees, registered-agent charges, taxes, and similar third-party expenses are not included unless specifically stated;

  • Fees are exclusive of applicable taxes;

  • Additional or out-of-scope work may be billed separately; and

  • AccountFirst Global may suspend Services if undisputed invoices remain materially overdue.

Any money-back guarantee, service credit, refund, or similar commitment applies only where expressly stated in writing and is subject to the conditions accompanying that commitment.

9. Changes to Scope

Accounting engagements often change as additional records, historical issues, transaction volume, filing requirements, or system problems are identified.

If work materially exceeds the original scope, we may:

  • Request approval for additional fees;

  • Issue a revised proposal or statement of work;

  • Adjust the delivery schedule; or

  • Exclude the additional work until separately authorized.

We will use reasonable efforts to communicate material scope changes before performing significant additional billable work.

10. Third-Party Software and Services

Our Services may involve third-party products such as accounting platforms, payroll providers, payment platforms, banks, document-management systems, tax software, communication tools, and cloud services.

The Client's use of those products is subject to the applicable third party's own terms, privacy practices, security controls, service availability, and fees.

AccountFirst Global is not responsible for a third-party platform's downtime, data loss, pricing changes, errors, security incident, account suspension, product changes, or other acts or omissions outside our reasonable control.

11. Data Access, Confidentiality, and Cross-Border Delivery

11.1 Confidential Information

Each party may receive confidential, financial, commercial, technical, personal, or proprietary information from the other.

Each party will use reasonable safeguards to protect the other party's Confidential Information and will use it only for purposes related to the engagement or as otherwise authorized.

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11.2 Client Financial Information

Because accounting services require access to sensitive business and financial information, AccountFirst Global may access Client accounting systems, supporting documentation, financial information, and other records required to perform the Services.

Access will be limited to personnel and service providers who reasonably require access for the engagement.

 

11.3 International Processing

AccountFirst Global uses a global delivery model. Client information may therefore be accessed, processed, or supported by authorized AccountFirst Global personnel in the United States, India, or other locations reasonably required to perform the Services.

By engaging AccountFirst Global, the Client acknowledges this cross-border service-delivery model.

Where specific data-protection, localization, confidentiality, or subcontracting requirements apply to a Client, those requirements should be identified before the engagement begins and may be addressed through a separate data-processing agreement or Service Agreement.

 

11.4 Privacy

Personal information will be handled in accordance with our Privacy Policy and applicable privacy and data-protection laws to the extent they apply to the relevant processing activity.

Nothing in these Terms should be interpreted as representing that every privacy law worldwide applies to every AccountFirst Global engagement.

12. Security and Credentials

The parties will use reasonable administrative, organizational, and technical measures appropriate to the nature of the information involved.

Clients are responsible for maintaining appropriate security over their own systems and user accounts.

Where practical, access should be provided using individual credentials, delegated access, role-based permissions, or other secure access methods instead of sharing master passwords.

The Client must promptly notify us if it becomes aware of compromised credentials, unauthorized system access, or another security issue relevant to our Services.

13. Ownership of Records and Work Product

The Client retains ownership of its original accounting records, business data, and documents.

Subject to full payment of applicable fees, the Client may use financial reports and other Client-specific deliverables prepared for the engagement for its internal business purposes and any other purpose contemplated by the applicable Service Agreement.

AccountFirst Global retains ownership of its pre-existing materials, methodologies, templates, workflows, processes, internal tools, know-how, software, checklists, and generalized professional knowledge.

Nothing prevents AccountFirst Global from using general skills, ideas, techniques, and experience retained in the unaided memory of its personnel, provided that Client Confidential Information is not disclosed.

14. Records and Retention

The Client remains responsible for maintaining legally required business, accounting, tax, payroll, and corporate records.

AccountFirst Global may retain engagement records for business, professional, security, backup, compliance, or legal purposes and may delete records in accordance with its internal retention practices after the engagement ends.

Unless expressly agreed otherwise, AccountFirst Global is not the Client's permanent document-storage provider.

Clients should maintain their own copies of important records.

15. Service Timing

Any delivery dates, bookkeeping close timelines, cleanup estimates, filing estimates, or similar timeframes depend on factors including:

  • Timely receipt of Client information;

  • Client responsiveness;

  • Volume and condition of records;

  • Third-party software availability;

  • Government processing times; and

  • Changes in scope.

Unless expressly guaranteed in writing, stated timelines are reasonable estimates rather than absolute deadlines.

16. Representations

AccountFirst Global agrees to perform the Services using reasonable professional care consistent with the agreed scope.

The Client represents that:

  • It has authority to enter into the engagement;

  • Information it supplies may lawfully be provided to AccountFirst Global;

  • Instructions it gives us are lawful;

  • It will not use our Services to facilitate fraud, tax evasion, money laundering, sanctions violations, or other unlawful activity; and

  • It has obtained any permissions required for us to access information belonging to employees, customers, vendors, or its own clients.

17. Errors and Corrections

If the Client believes we have made an error, the Client should notify us promptly and provide sufficient information for us to investigate.

Where an error is attributable to AccountFirst Global, we will use commercially reasonable efforts to correct the affected work.

We are not responsible for errors resulting from inaccurate source information, unauthorized changes by another person, Client instructions, third-party software, or circumstances outside our reasonable control.

18. Disclaimer of Guarantees

Accounting and tax outcomes may depend on Client information, regulatory interpretations, governmental authorities, third-party platforms, and other circumstances outside our control.

Except for commitments expressly made in a Service Agreement, AccountFirst Global does not guarantee:

  • A particular tax result;

  • Approval or acceptance by a governmental agency;

  • Prevention of every tax notice, audit, penalty, or inquiry;

  • A particular financing, banking, or investment result;

  • A specific business outcome; or

  • Detection of every instance of fraud, theft, or internal-control failure.

19. Limitation of Liability

To the fullest extent permitted by applicable law, neither party will be liable to the other for indirect, incidental, special, punitive, exemplary, or consequential damages, including lost profits, lost opportunities, or loss of goodwill, arising from the Services.

Except for liabilities that cannot lawfully be limited, AccountFirst Global's aggregate liability arising from a particular engagement will not exceed the fees actually paid to AccountFirst Global for the affected Services during the twelve months immediately preceding the event giving rise to the claim.

This limitation does not excuse either party from its obligation to pay amounts properly due under an engagement.

20. Indemnification

The Client will indemnify and hold AccountFirst Global harmless from third-party claims, losses, liabilities, or expenses arising from:

  • Materially inaccurate or unlawful information supplied by the Client;

  • Unlawful Client instructions;

  • The Client's material breach of these Terms;

  • The Client's unauthorized disclosure of another person's confidential or personal information; or

  • Actions taken by AccountFirst Global in reasonable reliance on information or authorization supplied by the Client.

This provision does not require the Client to indemnify AccountFirst Global for losses to the extent finally determined to have resulted from AccountFirst Global's fraud, willful misconduct, or gross negligence.

21. Term and Termination

An engagement begins on the date specified in the applicable Service Agreement or, if none is specified, when AccountFirst Global begins performing authorized Services.

Either party may terminate an ongoing engagement according to the notice provisions in the applicable Service Agreement.

If no termination provision is stated, either party may terminate an ongoing monthly engagement by providing reasonable written notice.

Project engagements may be terminated before completion, but the Client remains responsible for work performed, committed third-party costs, and other amounts properly incurred through the termination date.

AccountFirst Global may suspend or terminate Services immediately where reasonably necessary because of:

  • Material nonpayment;

  • Unlawful instructions;

  • Fraud or suspected abuse;

  • Security concerns;

  • Material Client non-cooperation;

  • Professional or regulatory conflicts; or

  • Conduct that would make continued performance unlawful or professionally inappropriate.

Following termination and payment of outstanding amounts, we will reasonably cooperate in transferring Client-owned records in our possession.

22. Independent Contractors and Personnel

AccountFirst Global may use employees, contractors, specialists, affiliates, and service providers in delivering the Services.

AccountFirst Global remains responsible for managing personnel assigned by it to the engagement, subject to the allocation of responsibilities stated in the applicable Service Agreement.

Nothing in these Terms creates an employment relationship between the Client and AccountFirst Global personnel.

23. Compliance With Law

Each party is responsible for complying with laws applicable to its own activities and obligations under the engagement.

AccountFirst Global may decline to perform any requested action that it reasonably believes would violate law, professional obligations, regulatory requirements, sanctions, or ethical standards.

24. Governing Law and Disputes

Unless a Service Agreement expressly provides otherwise, these Terms and any dispute arising from them or the Services will be governed by the laws of the State of California, United States, without regard to conflict-of-law principles.

Before commencing formal proceedings, the parties will attempt in good faith to resolve a dispute through written notice and reasonable business discussions.

If the dispute cannot be resolved informally, the state and federal courts located in Los Angeles County, California will have exclusive jurisdiction, and each party consents to personal jurisdiction and venue in those courts, except where applicable law requires otherwise.

The parties may mutually agree in writing to mediation or arbitration for a particular dispute.

25. Clients Outside California or the United States

AccountFirst Global may serve clients located in other U.S. states, Canada, India, or other jurisdictions.

Providing Services to a Client in another jurisdiction does not automatically change the governing law of these Terms.

However, mandatory laws applicable to a particular Client, transaction, tax filing, professional service, or processing activity continue to apply where they cannot legally be excluded by contract.

Any jurisdiction-specific services requiring materially different terms may be governed by a separate Service Agreement.

26. UAE and Other International Services

These Terms are intended primarily for AccountFirst Global LLC's accounting and related services offered through accountfirstglobal.com.

UAE company formation, UAE VAT, or other UAE-specific regulatory services are not automatically included within these Terms merely because AccountFirst Global or an associated business operates or markets services in the UAE.

Any UAE-specific engagement should be governed by the applicable proposal, Service Agreement, local contracting entity, and jurisdiction-specific terms provided for that service.

27. Force Majeure

Neither party will be liable for failure or delay caused by circumstances beyond its reasonable control, including natural disasters, major infrastructure outages, governmental actions, war, civil disturbance, labor disruptions, widespread internet or cloud-service failures, or similar events.

The affected party will use reasonable efforts to resume performance when practicable.

28. Assignment

The Client may not assign an engagement without AccountFirst Global's prior written consent, which will not be unreasonably withheld where the proposed assignee can satisfy the Client's obligations.

AccountFirst Global may assign these Terms or an engagement in connection with a merger, acquisition, restructuring, sale of substantially all relevant assets, or transfer to an affiliated entity, subject to applicable law and confidentiality obligations.

29. Changes to These Terms

We may update these Terms from time to time.

Material changes will apply prospectively and will not retroactively alter an existing signed Service Agreement unless agreed by the parties or permitted under that agreement.

The version published on our website will state its effective or last-updated date.

30. Severability and Waiver

If a provision of these Terms is found unenforceable, the remaining provisions will continue in effect to the fullest extent permitted by law.

A party's failure to enforce a provision on one occasion does not waive its right to enforce that provision later.

31. Entire Agreement and Order of Precedence

These Terms, together with the applicable Service Agreement and Privacy Policy, constitute the agreement governing the applicable Services.

If the documents conflict, the following order applies unless expressly stated otherwise:

  1. A mutually executed Service Agreement or engagement letter;

  2. A mutually accepted statement of work or proposal;

  3. These Terms; and

  4. General website materials.

Marketing statements, case studies, estimates, website descriptions, or informal communications do not modify a Service Agreement unless expressly incorporated into it.

32. Electronic Communications and Acceptance

The parties may communicate, approve work, execute agreements, exchange documents, and provide instructions electronically.

Electronic acceptance, electronic signatures, written email approvals, payment of an agreed invoice, or another mutually recognized electronic method may constitute valid acceptance where permitted by law.

33. Contact Information

AccountFirst Global LLC

15422 Ventura Blvd
Sherman Oaks, CA 91403
United States

India Delivery Office:
6th Floor, Galaxy Blue Sapphire Plaza
Greater Noida (West), Uttar Pradesh
India

Email: info@accountfirstglobal.com
Telephone: +1 363 203 0054

For legal notices concerning these Terms, please use the contact information above unless a Service Agreement specifies a different notice address.

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