Privacy Policy, Terms & Conditions and Cookie Policy

 Last updated: 27 August 2026

These Terms & Conditions set out the general terms under which Harvey Bookkeeping & Accounts provides bookkeeping, accounting, payroll and related services.

They should be read alongside your individual proposal, engagement letter, service schedule or fee agreement, which will set out the specific services we have agreed to provide to you.

1. About our services

Harvey Bookkeeping & Accounts provides services which may include:

• Bookkeeping
• Accounts preparation
• Ltd company annual accounts
• Self Assessment tax return preparation
• VAT support and VAT return services
• Payroll services
• Accounting software setup and training
• Bookkeeping catch-up and rescue work
• Other accounting or bookkeeping support agreed with you

Not every service is provided to every client. Your individual engagement or service agreement will confirm exactly what we have agreed to do for you.

We will not be responsible for services or work that have not been specifically agreed with you.

2. Starting our work

Our work will begin once you have accepted our proposal or engagement terms and we have completed any necessary onboarding, identification and compliance checks.

Unless otherwise agreed, we are not responsible for work relating to periods before the agreed start date.

3. Your responsibilities

You agree to provide us with accurate, complete and timely information that we reasonably require to carry out the agreed services.

You remain responsible for:

• Providing complete and accurate information
• Reviewing information we prepare for you
• Responding to questions and requests for information
• Meeting deadlines where information or approval is required from you
• Keeping your own records and supporting documents where required by law
• Informing us promptly of any changes that may affect your accounts, tax, payroll or other services

We will not be responsible for penalties, interest, additional tax or other losses resulting from inaccurate, incomplete or late information provided by you or from your failure to act on information or advice provided to you.

4. Deadlines

We will make reasonable efforts to complete agreed work and submissions within the relevant deadlines.

However, this depends on receiving all required information, records, approvals and authorisations from you in sufficient time.

Where you provide information late, incomplete or incorrectly, we cannot guarantee that a filing or submission will be completed by the relevant deadline.

You remain ultimately responsible for your legal and tax obligations, including ensuring that information provided to us is complete and accurate.

5. Fees

Our fees will be agreed with you before work begins wherever reasonably possible.

Your proposal, engagement letter or fee schedule will explain the services included and the agreed charges.

Additional work outside the agreed scope may be charged separately. Where reasonably possible, we will discuss additional work and any additional fees with you before carrying it out.

Unless otherwise agreed, third-party charges, software subscriptions, filing fees or other expenses incurred on your behalf are not included in our fees.

All fees are subject to VAT where applicable.

6. Payment

Invoices are payable by the date shown on the invoice.

If an invoice remains unpaid, we may contact you to request payment and may suspend work or cease acting for you where appropriate.

We will not normally be responsible for missed deadlines or resulting consequences where work has been suspended because agreed fees have not been paid.

If you believe an invoice is incorrect, please contact us as soon as possible so that we can discuss it.

7. Communication

We may communicate with you by email, telephone, video call, messaging platforms or other agreed electronic methods.

Electronic communication is convenient but carries some risks, including interception, delayed delivery, misdirection or technical failure.

We will take reasonable steps to protect confidential information, but we cannot guarantee that electronic communication will always be completely secure.

You should tell us if you have particular communication or security requirements.

8. Confidentiality

We will keep confidential information relating to your business and affairs confidential, except where:

• Disclosure is required by law
• Disclosure is required by HMRC or another relevant authority
• Disclosure is required by our professional, regulatory or legal obligations
• Disclosure is required for anti-money laundering or crime prevention purposes
• Disclosure is necessary to our professional advisers, insurers or service providers
• You have authorised the disclosure

Our confidentiality obligations continue after our engagement ends.

9. Data protection

We will process personal information in accordance with our Privacy Notice and applicable data protection legislation.

You agree to provide information reasonably required for us to provide the agreed services and to comply with legal and regulatory requirements.

Where you provide us with personal information relating to employees, contractors, customers or other individuals, you are responsible for ensuring that you are entitled to provide that information to us.

10. Anti-money laundering and identity checks

Where required by law, regulation or our professional obligations, we will carry out identity and anti-money laundering checks before or during our engagement.

You agree to provide the identification and other information reasonably required for these checks.

We may be unable to begin or continue work if the required checks cannot be completed satisfactorily.

Where we are legally required to make a report or disclosure, we may do so without informing you where the law prevents us from doing so.

11. Conflicts of interest

We may act for more than one client operating in the same sector or market.

We will take reasonable steps to identify and manage conflicts of interest and will maintain confidentiality between clients.

If a conflict arises which cannot be managed appropriately, we may need to decline or terminate an engagement.

12. Reliance on information and advice

We will provide our services with reasonable care and skill.

Advice provided as part of our agreed services is based on the information available to us at the time.

Where important advice is provided verbally, we may confirm it in writing.

You should tell us if you require written confirmation of particular advice or instructions.

Advice provided for you is intended for your use and should not be relied upon by another person without our prior written agreement.

13. Third-party software and services

We may use third-party software and service providers to deliver our services, including accounting, payroll, bookkeeping, document management, communication and payment platforms.

We will take reasonable steps to select appropriate providers and use them in accordance with our data protection and security obligations.

However, we are not responsible for failures, outages, errors or changes caused by third-party providers outside our reasonable control.

14. Client records

You remain responsible for retaining your original business and financial records where required by law.

Where we hold records electronically as part of providing our services, we will retain them in accordance with our retention procedures and applicable legal and professional requirements.

At the end of an engagement, we will provide or return information belonging to you where appropriate and where reasonably requested.

15. Intellectual property

Unless otherwise agreed, templates, processes, systems, training materials and other materials created by Harvey Bookkeeping & Accounts for general business use remain our intellectual property.

You may use materials provided specifically for your business for your own business purposes but may not reproduce, resell or distribute them commercially without our written permission.

16. Liability

We will provide our services with reasonable care and skill.

We will not be responsible for losses, penalties, interest, additional tax or other costs resulting from:

• Inaccurate or incomplete information provided to us
• Information provided late
• Failure to provide information or approval when requested
• Failure to act on advice or recommendations
• Fraud, dishonesty or deliberate concealment by you or another person
• Acts or omissions of third parties
• Circumstances outside our reasonable control

Nothing in these Terms & Conditions is intended to exclude or limit liability where doing so would be unlawful.

Any agreed limitation of liability will be set out in your engagement letter or other agreement where applicable.

17. Events outside our control

We will not be responsible for delay or failure to perform our obligations where this results from circumstances outside our reasonable control.

This may include significant technology failures, software outages, internet or telecommunications failures, cyber incidents, natural disasters, serious illness, changes in law or government systems, or other circumstances that could not reasonably have been prevented.

We will take reasonable steps to minimise disruption and resume services as soon as reasonably possible.

18. Suspension or termination

Either party may terminate an ongoing engagement by giving the notice period specified in the individual engagement agreement.

We may terminate or suspend services immediately where:

• You fail to provide information reasonably required to complete the work
• You repeatedly fail to meet payment obligations
• Required identity or anti-money laundering checks cannot be completed
• We reasonably believe information provided is false, misleading or incomplete
• Continuing to act would place us in breach of legal, regulatory or professional obligations
• There is a serious conflict of interest
• You behave in a threatening, abusive or inappropriate manner towards us

On termination, fees for work completed up to the termination date remain payable.

19. Complaints

We want you to be happy with the service you receive.

If you have a complaint or are unhappy with any aspect of our service, please contact us as soon as possible so that we can investigate and try to resolve the matter.

Contact: Laura Harvey
Email: admin@harveybooks.co.uk

We will deal with complaints fairly and promptly and will provide further information about our complaints procedure where required.

20. No waiver

If we do not immediately enforce one of these Terms & Conditions, this does not mean that we have waived our right to enforce it later.

21. Severability

If any provision of these Terms & Conditions is found to be invalid or unenforceable, the remaining provisions will continue to apply.

22. Entire agreement

Your individual engagement letter, proposal, service schedule and these Terms & Conditions together form the agreement between us.

If there is a conflict between these Terms & Conditions and your individual engagement agreement, the terms of the individual engagement agreement will take precedence.

23. Governing law

These Terms & Conditions are governed by the laws of England and Wales.

Any disputes will be subject to the jurisdiction of the courts of England and Wales, subject to any rights you may have under applicable law.

24. Changes to these Terms & Conditions

We may update these Terms & Conditions from time to time.

Where changes materially affect an existing engagement, we will provide reasonable notice where appropriate.