As an Accountant we love rules and fairness. We don’t just offer the Best Prices.
Here you will find the terms and conditions for our services. We prioritize transparency and encourage you to read them carefully. If you have any questions, please feel free to reach out to us.
For procedures and policies relating to Anti-Money Laundering see https://faaccountancy.co.uk/anti-money-laundering-policies-procedures/
Friendly Assist Accountancy Ltd.
Company Number 16121429
71 Stanhope Way, Newcastle Upon Tyne, UK
Updated Terms of Business
Terms and Conditions
At Friendly Assist Accountancy Ltd we believe accounting should be clear, fair and supportive. These terms explain how we work with our clients and what both sides can expect.
These Terms of Business, together with your Letter of Engagement and our Anti Money Laundering policies, form the agreement between you and Friendly Assist Accountancy Ltd.
About Us
Friendly Assist Accountancy Ltd
Company Number 16121429
71 Stanhope Way
Newcastle Upon Tyne
United Kingdom
Friendly Assist Accountancy Ltd
Agreement
By signing the Letter of Engagement provided, you appoint Friendly Assist Accountancy Ltd as your accountants for the services listed in your Letter of Engagement.
This agreement becomes effective once we receive your signed Letter of Engagement and can only be changed through written agreement between both parties.
Monthly Retainer and Fees
Most of our services are provided through monthly retainers. This allows clients to spread the cost of annual accounts, tax returns and compliance work across the year instead of paying large upfront or one off fees near filing deadlines.
Your monthly retainer secures ongoing support and contributes towards the work and filings included within your agreed service package.
Your monthly fee depends on:
• the size of your business
• the services included
• the complexity of your records
• your compliance history
Our standard pricing can be viewed here:
All fees are exclusive of VAT unless stated otherwise.
Invoices are usually issued monthly unless otherwise agreed and are due upon receipt.
If additional work outside your agreed package is required, we will discuss any additional fees with you before proceeding where possible.
Examples of additional work may include:
• historic accounting work
• correcting incomplete bookkeeping
• urgent deadline work
• HMRC enquiries
• reconstruction of missing records
• additional advisory services
Payment Methods
Payments can be made through:
• bank transfer
• debit card
• credit card
• Apple Pay
• Google Pay
• payment links provided through SumUp
If payments become seriously overdue, we may temporarily pause work until the account is brought up to date.
For larger invoices we may offer instalment arrangements by agreement.
Client Responsibilities
You agree to:
• provide accurate and complete information
• provide requested records within reasonable timeframes
• approve accounts and tax returns before submission
• inform us about important business changes
• keep copies of your own business records
You remain legally responsible for the accuracy of information submitted to HMRC and Companies House.
Deadlines and Late Information
We work hard to meet all filing deadlines. To do this we require information from you in good time.
We cannot accept responsibility for penalties or late filing charges caused by delayed, incomplete or inaccurate information provided by the client.
If you join us shortly before a filing deadline, additional charges may apply due to urgent work requirements.
Confidentiality and Data Protection
We treat all client information confidentially and only share information where:
• authorised by you
• required by law
• required by regulatory bodies
We comply with UK data protection legislation.
For the purposes of data protection legislation, Steffen Kemmerzehl acts as Data Controller for client data supplied to us.
Bank Feeds and Manual Data Processing
Our fees assume that transaction data is available through functioning bank feeds or standard software-compatible import formats.
Where bank feeds are unavailable, incomplete, unsupported, disconnected, delayed, or otherwise fail to provide transaction data, the Client remains responsible for providing complete accounting records in a format suitable for processing.
Supported formats may include CSV, OFX, QFX, QBO, QIF, or other formats accepted by the relevant accounting software.
Where records require extraction, conversion, correction, restructuring, validation, reconstruction, manual import, or other preparation before they can be processed, such work falls outside the standard bookkeeping service and may be charged separately.
Reconciliation of imported transactions is included within the agreed service package. However, the preparation of transaction data for import is not included unless expressly agreed in writing.
Where ongoing manual imports create a material increase in bookkeeping workload, we reserve the right to review fees, apply a surcharge, move the Client to a more appropriate service package, or terminate the engagement in accordance with our Terms and Conditions.
We accept no responsibility for delays, errors, penalties, or additional costs arising from the Client’s failure to provide records in a suitable format or within the required timescales.
Anti Money Laundering Regulations
As a UK accountancy practice we are legally required to comply with Anti Money Laundering regulations.
We may request:
• photographic identification
• proof of address
• company ownership information
• additional verification documents where required
We may also be legally required to report suspicious activity to the relevant authorities without informing you.
Further information can be found here:
Anti Money Laundering Policies and Procedures
Limitation of Liability
Our liability is limited to the fees paid to us during the previous 12 months relating to the relevant service.
We are not responsible for:
• losses caused by inaccurate information supplied to us
• penalties caused by late information from the client
• issues relating to periods before becoming your accountant
• indirect or consequential losses
Nothing in these terms limits liability where such limitation is not permitted by law.
Termination
Either party may end the agreement at any time by providing written notice.
Any outstanding fees for work already completed remain payable.
We aim to make disengagements professional and straightforward and will cooperate with any new accountant once outstanding matters are settled.
Additional Work and Technical Support
Our fees are based on the scope of services set out in the Letter of Engagement and assume that the Client provides complete and suitable records in a timely manner.
Additional work outside the agreed service package may be charged separately.
Examples include, but are not limited to:
• software setup, troubleshooting and technical support
• extraction, conversion, correction, restructuring or reconstruction of accounting records
• preparation of records for import into accounting software
• additional advisory services and consultations
• HMRC enquiries and compliance checks
• repeated requests for assistance beyond routine support
• work arising from incomplete, inaccurate or unsuitable records provided by the Client
Where reasonably practicable, we will provide an estimate before undertaking additional chargeable work. Where this is not reasonably practicable, additional work may be charged at our standard hourly rate or a fixed fee based on the complexity and time involved.
Time spent investigating issues, reviewing records, preparing guidance, corresponding by email, liaising with software providers, troubleshooting technical difficulties, reviewing alternative solutions and providing bespoke support may be treated as additional chargeable work where it falls outside the agreed service package.
Where technical issues, software limitations or record keeping difficulties result in a material increase in support time, we reserve the right to charge separately for the additional work, increase the monthly fee, move the Client to a more suitable service package or terminate the engagement.
Complaints
We aim to provide a friendly and professional service at all times.
General complaints:
faa.katrin@gmail.com
AML related concerns:
faa.steffen@gmail.com
Professional Indemnity Insurance
Professional Indemnity Insurance is provided by Trafalgar Risk Management Ltd, 51 Eastcheap, London, EC3M 1JP.
Governing Law
These terms are governed by the laws of England and Wales.
Updates to These Terms
We may occasionally update these terms to reflect legal or business changes. The latest version will always be available on our website.
Friendly Assist Accountancy Ltd
Version updated May 2026