A la carte services for a business refer to offering individual services, tasks, or products separately rather than as part of a pre-set package or bundle. This approach allows customers to choose, mix, and match specifically what they need, paying only for those selected items rather than a comprehensive, fixed-price service agreement.

Name
Address
Accounting Method
If Consumer selects Cash base accounting method and requests the accrual method at any time consumer will be charged the difference in cost.
what is as a transaction, (i.e) withdrawals, ACH, EFTPS, debit ,deposits, check entries, vendor payments, transfer, wires. Per. ea. monthly cost.
what is as a transaction, (i.e) withdrawals, ACH, EFTPS, debit ,deposits, check entries, vendor payments, transfer, wires. Per. ea. monthly cost.
what is as a transaction, (i.e) withdrawals, ACH, EFTPS, debit ,deposits, check entries, vendor payments, transfer, wires. Per. ea. monthly cost.
Drag & Drop Files, Choose Files to Upload You can upload up to 20 files.
Attach copies of each bank statement per bank and / or credit card account
Bank Reconciliations are per, each separate bank accounts. Total nbr of accounts to be reconciled.
Add Ons. (+) Per Month (Accrual Method)
Consumer understand, that the Add ons listed are for accrual accounting. Consumer must Chose the accrual & Cash Method (or) Accrual Method.
Add- Ons Un-Common
Un-Common Add - Ons are added to your monthly service cost.
Payroll Processing (per each run)
What is Payroll Processing: We process the payroll for hourly and Salaried Employees ONLY. This DOES NOT include employee onboarding. Any additional requests related to payroll (i.e.) Collections tracking, Garnishments, etc, are additional services, charged at the time of request.
1. SCOPE OF SERVICES AND FEES The services to be provided by McDonald Bookkeeping Services will be limited to the items selected. The consumer has chosen one or more services depending on the needs of their business. Each service selected forms part of the agreed scope of work for this engagement. The recurring service fee is based on the selected services and is calculated per individual financial month processed. If multiple months of financial records require reconciliation or cleanup, the fee will apply to each individual month of financial activity processed. Unless otherwise agreed in writing.
Clear Signature
What Month/Year would you like our firm to begin financial clean up / services. (Example) If you need your financial month cleaned up for Jan 2025, use date Jan 01, 2025
 ACCOUNTING METHOD The client may elect to maintain financial records using either the cash basis method or the accrual basis method of accounting, as indicated in the selected services section of this agreement. The accounting method selected will determine how financial transactions are recorded and reported in the client’s financial records. Under the cash basis method, income is recorded when payment is received and expenses are recorded when they are paid. Under the accrual basis method, income is recorded when it is earned and expenses are recorded when they are incurred, regardless of when payment is received or made. BOOKKEEPING CLEANUP OR CATCH UP SERVICES Where selected within the scope of services, bookkeeping cleanup or catch up services apply to financial records that have already been partially entered into the client’s accounting system. Under these services, we will review existing transactions, correct misclassified entries where necessary, and reconcile bank and credit card accounts to the financial records. These services are intended for situations where the majority of financial transactions have already been entered by the client. If transactions have not been entered into the accounting system, the work required may be treated as full bookkeeping services and may result in additional fees. Cleanup services do not include loan setup, depreciation calculations, chart of accounts restructuring, accrual accounting conversions, or sales tax reconciliation unless otherwise agreed. PAYROLL PROCESSING AND PAYROLL TAX REPORTING Where payroll services are included in the selected scope of services, McDonald Bookkeeping Services will process payroll based on the employee hours and payroll information provided by the client. This may include preparing payroll calculations, payroll reports, and submitting payroll related tax payments through the appropriate federal or state systems where applicable. The client is responsible for providing accurate employee hours, payroll information, and any required access credentials for payroll or tax filing systems. Payroll services are limited to processing the information provided and do not include verification of employee hours, payroll auditing, garnishment administration, unemployment claims, or custom payroll reporting unless those services are separately agreed. LIMITATIONS OF SERVICES Our services are limited to bookkeeping and financial record management as described in this agreement. We will make reasonable efforts to maintain records in accordance with generally accepted accounting principles where applicable; however, our services do not include audit, review, compilation, or attestation services. All financial reports and records prepared under this engagement will be based on information provided by the client, and we will not independently verify the accuracy or completeness of such information. We are not engaged in discovering fraud, illegal acts, or financial misrepresentations, and no procedures will be performed for the purpose of identifying such matters. CLIENT RESPONSIBILITIES To enable us to perform the services described in this agreement, the client agrees to provide timely access to all financial information and documentation necessary to complete the bookkeeping services. This may include bank statements, transaction records, customer invoices, sales records, vendor invoices, payroll information, employee data, tax identification numbers, and access credentials for financial institutions or tax filing systems. The client is responsible for the accuracy and completeness of all information provided. Delays, missing information, or inaccuracies in the information supplied may affect the timing or accuracy of the services performed. BILLING STRUCTURE AND ADDITIONAL CHARGES The monthly service fee under this agreement is a flat fee based on the scope of services selected and applies regardless of the number of transactions processed during that period. The fee applies to each financial month of records reconciled or processed and will remain the same whether the transaction volume is minimal or substantial. Additional charges may apply where services extend beyond the agreed scope of work, including the addition of new bank accounts, credit card accounts, financial activities, or other bookkeeping work not originally disclosed. Any such additional services or accounts may be billed separately at the discretion of McDonald Bookkeeping Services. DISCOUNTS From time to time, McDonald Bookkeeping Services may offer discounted pricing for bookkeeping services. Any such discount is contingent upon the client maintaining services for the agreed minimum service period. If the client cancels services before the agreed period has been completed, McDonald Bookkeeping Services reserves the right to recover the difference between the discounted price and the standard service fee. Any applicable discount and the conditions associated with it will be described within the agreement. SERVICES OUTSIDE THE SCOPE OF ENGAGEMENT Additional services requested by the client that fall outside the scope of this agreement may be provided upon request. These services may include consulting, custom reporting, financial analysis, or other accounting related work not originally contemplated in this engagement. Where additional services are requested, the client may request an estimate in advance. Such services will be billed separately at the time they are performed unless otherwise agreed in writing. CANCELLATION AND TERMINATION Either party may terminate this engagement by providing at least fifteen days' written notice to the other party unless the services relate to a specific project with a defined completion date. Services already performed or scheduled prior to termination will remain payable according to the terms of this agreement. Monthly service fees are not prorated once work for a financial month has commenced. Upon termination of services, the client remains responsible for all outstanding fees for services performed up to the date of termination. CONFIDENTIALITY McDonald Bookkeeping Services acknowledges that, in the course of providing bookkeeping and accounting services, it may receive access to confidential and proprietary information belonging to the client. Confidential information includes, without limitation, financial records, accounting data, tax information, payroll records, customer and vendor information, business plans, operational processes, and any other non public information provided or made available during the course of this engagement. All such information will be treated as confidential and will be used solely for the purpose of performing the services described in this agreement. McDonald Bookkeeping Services agrees not to disclose, distribute, or use the client’s confidential information for any purpose other than performing the agreed services, and will take reasonable measures to safeguard such information from unauthorized disclosure. Access to confidential information may be provided only to employees, contractors, or representatives who require such information in order to perform the services under this agreement and who are bound by similar confidentiality obligations. Confidential information does not include information that is publicly available through no breach of this agreement, information that was already lawfully known prior to disclosure, or information that must be disclosed pursuant to applicable law, regulation, or court order. In the event disclosure is legally required, McDonald Bookkeeping Services will, where permitted, notify the client in advance so that the client may seek appropriate protective measures. All documents, records, notes, summaries, or other materials containing confidential information will remain the property of the client. Upon termination of this engagement, and upon reasonable request, McDonald Bookkeeping Services will return or securely dispose of confidential information where practicable. The confidentiality obligations set forth in this section will survive the termination of this agreement. RECURRING PAYMENT AUTHORIZATION The client authorizes McDonald Bookkeeping Services to charge the payment method provided by the client for the bookkeeping services described in this agreement. Charges will be processed on a recurring basis in accordance with the service schedule and fee structure set forth in this agreement, including any applicable monthly service fees or additional fees for services requested outside the agreed scope. Charges may be processed through electronic funds transfer, ACH debit, credit card, or other authorized payment method provided by the client.Recurring payments are typically processed on or about the first day of each billing cycle, unless otherwise specified. The client acknowledges that services are billed in advance for the financial month being processed and agrees that the authorized payment method will be used for recurring service fees and any additional services requested by the client. A receipt or payment confirmation will be provided following each transaction.
I understand that this authorization will remain in effect until I cancel it in writing, and I agree to notify McDonald Bookkeeping Services of any changes to my account information or termination of this authorization at least fifteen (15) days prior to the next billing date. If a payment is returned due to insufficient funds or other payment issues, McDonald Bookkeeping Services may attempt to process the charge again and may apply any applicable returned payment fees. PERSONAL GUARANTY The undersigned individual, acting as an authorized owner, officer, or principal of the client company identified in this agreement, personally guarantees the payment of all amounts owed to McDonald Bookkeeping Services for services performed under this engagement. In the event the client company fails to make payment when due, the undersigned guarantor agrees to be personally responsible for the payment of all outstanding balances, fees, and obligations arising from this agreement. This personal guaranty is intended to be a continuing guaranty and will remain in effect for all services provided under this agreement. The guarantor agrees that McDonald Bookkeeping Services may pursue collection of any unpaid amounts directly from the guarantor if the client company fails to satisfy its payment obligations. The guarantor further agrees to be responsible for reasonable collection costs, including legal fees where permitted by applicable law, incurred in connection with enforcing this guaranty. GOVERNING LAW This agreement shall be governed by and interpreted in accordance with the laws of the State of Nevada, without regard to conflict of law principles. Any legal action or proceeding arising out of or relating to this agreement or the services provided under it shall be brought in the courts located within the State of Nevada, and the parties agree to submit to the jurisdiction of such courts. MISCELLANEOUS PROVISIONS This agreement may be modified or amended only by a written document signed by both parties. If any provision of this agreement is determined to be invalid or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions of the agreement shall remain in full force and effect. This agreement may be executed electronically and in counterparts, and electronic signatures shall be deemed legally binding and equivalent to original signatures for all purposes. This agreement constitutes the entire understanding between the parties with respect to the services described herein and supersedes all prior discussions, proposals, agreements, or communications, whether written or oral, relating to the subject matter of this engagement. IN WITNESS WHEREOF, the parties acknowledge that they have read, understood, and agreed to the terms and conditions of this Engagement Agreement and hereby execute this agreement as of the date written below
We require a payment method for your recurring billing.
The client agrees to maintain valid and current payment information on file and to notify McDonald Bookkeeping Services in writing of any changes to the authorized payment method. If a payment is declined, returned, or rejected due to insufficient funds or invalid account information, McDonald Bookkeeping Services may attempt to process the payment again and may charge any applicable returned payment or processing fees as permitted by law. This authorization will remain in effect until cancelled by the client in writing, provided that written notice of cancellation is received at least fifteen days prior to the next scheduled billing date. The client acknowledges that recurring payments authorized under this section correspond to the services described in this agreement and are processed in accordance with the payment terms accepted by the client & authorize McDonald Bookkeeping Services to charge for the services described in this agreement (see Scope and Cost of Services) on or about the 1st day of each month, or as otherwise billed for each individual month of financial records reconciled and completed. Payments are due and charged in advance of services being provided and apply only to the accounts included within the agreed scope of work. Additional services requested outside the scope of this engagement may result in additional charges.