ROOF SAVVYS

ROOF SAVVYS
Basic Bookkeeping Services Onboarding Form

Please complete this form to allow Roof Savvys to begin bookkeeping and financial support services for
Company Name*
Full Name*
Address*

Company Address

Street Address Line 2

City State ZipState / Province

Postal / Zip Code
Phone Number*
Email Address*
example@example.com
Business Type LLC Corp Sole Prop*
Accounting Software QuickBooks etc*
Payroll Provider if applicable*
Bank Accounts Linked Yes No*
Sales Tax Filing Required Yes No*
Service Plan Monthly Cleanup YearEnd*
Billing Email*
example@example.com
Billing Contact Name*
Payment Agreement
Client agrees to pay all invoices issued by Roof Savvys for bookkeeping services. Payment is due upon receipt unless otherwise agreed in writing. Late payments may result in service pauses until the account is brought current.
Authorized Signature*

Clear
Date*

MonthDayYear
Date
Printed Name*
By signing below, you authorize Roof Savvys to perform bookkeeping and financial record management services on behalf of your company.
Printed Name*
Authorized Signature*

Clear
Date*

MonthDayYear
Date
Disclaimer, Accuracy & Limitation of Liability

Roof Savvys provides bookkeeping and administrative support services only and is not a CPA firm, law firm, or licensed financial advisory service. Roof Savvys does not provide tax filing, legal advice, audit services, or financial planning unless otherwise stated in a separate written agreement. Client is solely responsible for the accuracy, completeness, and legality of all financial information, documents, and data provided to Roof Savvys. Roof Savvys relies entirely on the information supplied by the client and is not responsible for errors, omissions, misstatements, or inaccuracies resulting from incorrect or incomplete information provided. To the maximum extent permitted by law, Roof Savvys shall not be held liable for any indirect, incidental, consequential, or punitive damages, including but not limited to lost profits, penalties, interest, or tax liabilities arising from the use of bookkeeping services. Client agrees to hold harmless and indemnify Roof Savvys from any claims arising from the client's financial records, tax obligations, or regulatory compliance.
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