Client Engagement Letter

Purpose of This Letter

This Engagement Letter confirms the terms under which Precise Financials, LLC ("the Firm") will provide professional financial services to the above-named Client. This letter, once signed by both parties, constitutes a binding agreement and should be retained for your records.

Scope of Services

The following services have been selected for this engagement. Please check all that apply:

A detailed description of the services to be performed is as follows:

Bookkeeping Software

QuickBooks: If a new QuickBooks account is being set up as part of this engagement, Precise Financials, LLC will establish and manage the account under the Firm — the cost is built into the agreed service pricing. If the Client already has an existing QuickBooks account, the Client remains responsible for their own subscription, login credentials, and any associated fees. Accountant-level access will be required in either case.

Wave Accounting: If bookkeeping services are included in this engagement, Precise Financials, LLC is willing to work within Wave Accounting (wave.com) at the Client's request. The following terms apply:

• The Client is solely responsible for creating and maintaining their own Wave account.
• The Client is responsible for all fees charged by Wave, including any payroll or payment processing add-ons.
• Wave account costs are not included in the monthly service fee charged by Precise Financials, LLC.
• Precise Financials, LLC will require accountant-level access to the Client's Wave account to perform services.

Fees & Payment Terms

Payment is due upon receipt of invoice unless otherwise agreed in writing. Accepted payment methods: Venmo @PreciseFinancials, Cash App $PreciseFinancialsAZ, ACH transfer, or credit/debit card.

Client Responsibilities

To allow the Firm to perform services effectively, the Client agrees to:

• Provide accurate, complete, and timely financial records, documents, and information as requested.
• Notify the Firm promptly of any changes in business operations, ownership, or financial circumstances that may affect the services.
• Review all work product delivered and communicate any discrepancies or corrections within 10 business days.
• Maintain proper records and retain copies of all documents provided to the Firm.
• Respond to requests for information in a timely manner to avoid delays in deliverables.

Firm Responsibilities

Precise Financials, LLC agrees to:

• Perform the agreed-upon services with reasonable care, competence, and professionalism.
• Maintain strict confidentiality of all Client financial information in accordance with applicable professional standards.
• Communicate proactively regarding the status of work, deadlines, and any issues that arise.
• Retain Client records for a minimum of 7 years in accordance with standard record-keeping practices.

Confidentiality

All information shared by the Client with Precise Financials, LLC is held in strict confidence and will not be disclosed to any third party without written consent from the Client, except as required by law or regulatory authority. The Firm uses industry-standard data security protocols to protect all Client data.

Term & Termination

This engagement begins on the date signed below and continues until all agreed-upon services are completed, or until either party provides written notice of termination with at least 14 days notice. Upon termination, the Client is responsible for fees incurred through the termination date. The Firm will return all original Client documents upon request.

Limitation of Liability

Precise Financials, LLC's liability arising from this engagement is limited to the fees paid by the Client for the specific service giving rise to the claim. The Firm is not liable for decisions made by the Client based on work product, or for errors resulting from incomplete or inaccurate information provided by the Client. This engagement letter does not constitute legal or investment advice.

Entire Agreement

This letter constitutes the entire agreement between the parties with respect to the services described herein and supersedes any prior discussions or agreements. Modifications must be made in writing and signed by both parties.