1. Who’s agreeing to what
These terms form a contract between you (or the firm you represent) and Simply Outsourced Accounting (“SOA,” “we,” “us”). By engaging us for any service — booking a discovery call doesn’t count, signing a Service Agreement or paying an invoice does — you agree to these terms.
If you’re signing on behalf of a firm, you confirm you have authority to bind that firm.
2. Services we provide
SOA offers three main services, governed by a Service Agreement (SA) for each engagement:
Offshore staffing placement
- We match your firm with vetted offshore accountants. Average placement is 14 days from the discovery call.
- You interview and approve every hire. You make the final decision.
- If the placement doesn’t work in the first 30 days, we replace at no additional charge.
AI workflow automation
- We design, build, and deploy custom AI workflows for your firm. Typical deployment is 14 days.
- Includes audit, build, training, and 30-day post-launch support.
- Monthly support retainer for ongoing maintenance and adjustments.
AI chat for firm websites
- We deploy a branded AI chat assistant on your firm’s website. Typical setup 2–3 business days.
- Configured with strict guardrails: it does not give tax advice or financial advice. Period.
- Monthly retainer for hosting, training updates, and conversation review reports.
The specific scope, deliverables, and timelines for your engagement are set out in your Service Agreement, which takes precedence over anything generic in these terms.
3. Fees and payment
- Pricing is set out in your Service Agreement. Published prices on our website are starting prices and may vary by scope.
- Invoicing: setup fees are invoiced at the start of the engagement; monthly fees are invoiced on the 1st of each month.
- Payment terms: net 15 days from invoice date.
- Late payment: 1.5% per month interest on overdue balances. We may suspend services after 30 days overdue.
- Currency: USD by default. We can invoice in CAD on request.
- Taxes: prices are exclusive of GST/HST/VAT/sales tax, which is added where applicable.
4. Cancellation and notice
Offshore staffing placements
- Placements are month-to-month after the initial 90-day commitment.
- 30 days written notice required to cancel.
- No long-term contracts. No early-termination penalties after the initial 90 days.
AI workflows and AI chat
- Initial setup fee is non-refundable once work has started.
- Monthly retainers are month-to-month with 30 days notice to cancel.
- On cancellation, we’ll hand off documentation, configurations, and data. You retain ownership of your data.
5. Liability and professional responsibility
This section matters. Read it.
Offshore placements
- The accountants we place work under your firm’s supervision and quality control. You are the professional services provider to your end clients. We do not provide accounting or tax advice to your clients.
- You’re responsible for review, sign-off, and any required CPA/professional designation requirements.
AI workflows
- AI workflows automate operational tasks. You remain responsible for the accuracy of work product delivered to your clients.
- We are not responsible for losses caused by client data your firm provides being incorrect, or for decisions your firm makes based on workflow output.
AI chat
- The AI chat is configured to not give tax or financial advice. If a chat ever does despite our guardrails, that’s a defect on our side and we’ll fix it; but reasonable use of the assistant by your clients is not professional advice from your firm.
- Final liability for client communications rests with your firm’s policies and supervision.
General limit of liability
To the maximum extent permitted by law, SOA’s aggregate liability for any claim arising from our services is limited to the fees you paid us in the 12 months preceding the claim. We are not liable for indirect, consequential, special, or punitive damages.
6. Intellectual property
- Your data, your IP: anything you give us — client data, firm processes, branding — remains yours.
- Our IP: our methods, vetting processes, AI workflow templates, and chat guardrail frameworks remain ours. We grant you a perpetual licence to use the specific workflow or chat we build for you, even after you leave SOA.
- Anonymous improvements: we may use anonymised, aggregate insights from engagements to improve our service. We never use your client data to train AI models.
7. Confidentiality
- We protect your firm’s confidential information — client lists, fees, strategies, etc. — with the same care we use for our own.
- Our team and the accountants we place sign confidentiality agreements before they touch your data.
- You agree to keep our proposals, pricing schedules, and methodology confidential.
- Confidentiality obligations survive the end of our engagement for 3 years.
8. Disputes and governing law
- These terms are governed by the laws of British Columbia, Canada.
- For disputes, we’ll first try to resolve directly. If that fails, mediation in Vancouver, BC. If mediation fails, exclusive jurisdiction in BC courts.
- If you’re a US firm, we’ll discuss US-state alternatives in your Service Agreement.
9. Changes to these terms
We may update these terms occasionally. The “Last updated” date at the top reflects the current version. Material changes — anything that meaningfully changes your rights or our obligations — will be emailed to active clients with at least 30 days notice before taking effect.
Questions about these terms? Email info@contactsoa.com or call 604-262-9601.