Client Responsibilities Policy

Understanding Client Responsibilities for Effective Service Delivery

Effective collaboration between clients and service providers is crucial for achieving successful outcomes in professional services. At Strategic Financial Reporting, Inc., our ability to deliver high-quality services hinges significantly on the timely and accurate provision of information by our clients. This policy elucidates the critical client responsibilities necessary for ensuring the smooth execution of our services and the potential consequences of non-compliance.

Timely and Comprehensive Information Submission

To provide our services effectively, we require clients to furnish specific information on a timely and periodic basis. Essential documents include but are not limited to, access to QuickBooks Online data files and supporting documents, previous years' tax returns, and responses to any questions we may pose. This information is fundamental to performing the necessary work and delivering accurate results. It is important to note that we rely heavily on the accuracy and completeness of the documents and information provided.

Responsibility for Accuracy and Completeness

Clients are primarily responsible for ensuring that all information provided to their advisor is reliable and complete. This encompasses disclosing all material and relevant information required to complete our services. By adhering to these standards, clients help maintain the integrity of the advice and recommendations provided. Furthermore, clients must facilitate reasonable access to relevant individuals and documents, enabling us to perform our duties effectively.

Importance of Cooperation and Timeliness

Client cooperation and adherence to timelines are pivotal in our engagement process. Specifically, we require that all requested information be submitted within the same month it is requested. This strict adherence to timelines ensures that our services are completed as scheduled and prevents delays in the process. Failure to provide the required information within the specified timeframe can lead to significant repercussions, including the suspension or disengagement of services. Additionally, deposits made may be considered non-refundable in such cases, underscoring the importance of timely compliance.

Implications of Non-Compliance

The repercussions of failing to meet these responsibilities can be substantial. Not only does it disrupt the service delivery process, but it also jeopardizes the quality and timeliness of the outcomes. Clients who do not adhere to these guidelines may face service suspension or termination, with the potential forfeiture of deposits. Such measures are in place to uphold the efficiency and effectiveness of our service provision.