𝒟𝓮𝓁𝓌𝓎𝓃 QuickBooks Pro Advisor G-Whiz Business Solutions (Pty) Ltd. 🌐www.gwhiz.co.za 📆 https://calendly.com/delwyn-gwhiz ᴊᴏyꜰᴜʟ ɴᴜᴍʙᴇʀꜱ – ᴛʜʀɪvɪɴɢ ꜰɪɴᴀɴcᴇꜱ #SmallBusinessSA #BookkeepingServices #QuickBooksOnline #ServiceBusinessSA #WomenInBusinessSA #BusinessHumour #JoyfulNumbers #FinanceConfidence #EntrepreneurSA #SmartBookkeeping

📅 Effective Date: January 2025

📅 Last Update: January 2026

By accessing, browsing, or using my website [www.gwhiz.co.za] (the “Site”) or engaging in my services, you agree to the following Terms and Conditions (“Terms”).

If you do not agree, please refrain from using my Site or services. Please review these Terms regularly, as I may update them periodically.

# G-Whiz Business Solutions (Pty) Ltd

**TERMS & CONDITIONS**
**Effective: January 2025**

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## I specialise in:

**Financial Record-Keeping**
Preparing and maintaining accurate financial records.

**Bookkeeping Services**
Ongoing monthly bookkeeping services using cloud-based accounting software.

Any changes to these services will be communicated via email or on my website.

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## 1️⃣ SCOPE OF SERVICES

I provide professional **bookkeeping services**, which include:

* Monthly processing of receipts, invoices, and slips uploaded or supplied by the client
* Matching and processing of bank transactions
* Reconciliation of bank accounts
* Compiling and issuing Management Reports

All services are strictly **subject to the client supplying complete, accurate, and timeous supporting documentation**, including receipts, invoices, and **monthly bank statements**.

I reserve the right to **suspend services** if the required documentation or bank statements are not provided within **three (3) months**, or if the information supplied is incomplete or inaccurate.

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## 2️⃣ YOUR RESPONSIBILITIES AS A CLIENT

As my client, you are responsible for:

* **Submitting Timely Information:** Providing accurate, complete data, including receipts, invoices, and bank statements.
* **Ensuring Legal Compliance:** Ensuring that all information supplied complies with South African laws and regulations.
* **Reviewing My Work:** Reviewing reports promptly and notifying me of any inaccuracies or concerns without delay.

Failure to meet these responsibilities may result in the suspension or termination of services.

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## 3️⃣ SERVICE FEES AND PAYMENT TERMS

**Fees:** Fees are determined based on the **average number of monthly transactions**, the scope of work, and the complexity of your business.

Pricing is based on the transaction volume agreed to at the commencement of services and as outlined in my **Pricing Schedule**.

Should the average monthly transaction volume increase, I reserve the right to **adjust the monthly fee accordingly**, in line with my Pricing Schedule. Any fee adjustment will be communicated in writing with **one (1) month’s notice**.

**Invoicing:** Invoices are issued monthly in advance.

**Payment Terms:** Payment is due on receipt of the invoice and must be made via EFT. A **company name or surname must be used as the payment reference**.

**Late Payment:** Interest at **1.5% per month** will be charged on overdue amounts. An **administration fee of R100.00** may be charged for late payment. Persistent non-payment will result in service termination.

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## 4️⃣ CONFIDENTIALITY AND DATA PROTECTION

I am committed to protecting your information and maintaining confidentiality.

Your information will not be disclosed except:

* Where required by law (and you will be notified unless legally prohibited), or
* To trusted third-party service providers necessary for service delivery, who are bound by confidentiality obligations.

All personal information is handled in accordance with the **Protection of Personal Information Act (POPIA)**.

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## 5️⃣ LIMITATION OF LIABILITY

My liability is limited as follows:

* **Data Accuracy:** I rely on the accuracy of the information you provide and accept no liability for errors or penalties arising from incorrect or incomplete data.
* **Tax and Compliance:** I am not responsible for penalties or fines arising from delays in receiving required information. You remain fully responsible for your **personal and business tax obligations, including all SARS submissions and CIPC returns**.
* **Service Interruptions:** I am not liable for disruptions caused by third-party providers, including banks or software platforms.

My total liability for any claim is limited to the **total professional fees paid to me** in the **three (3) months preceding the event** giving rise to the claim. **This limitation expressly excludes any amounts paid for, or relating to, QuickBooks Online subscriptions or other third-party software or services.**

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## 6️⃣ TERMINATION OF SERVICES

**Notice Period:** Either party may terminate this agreement by providing **one (1) calendar month’s written notice**.

**Immediate Termination:** I reserve the right to terminate services immediately if:

* Illegal or unethical activities are identified
* Fees remain unpaid
* Required documentation is not provided

Upon termination, I will return any original financial documents belonging to you (if applicable). **Electronic data is not included.**

**QuickBooks Subscription:** Upon termination, the **QuickBooks Online subscription will be transferred to the client**. Once transferred, all accounting data is transferred in full to the client, and I will no longer have access to the data.

The client is solely responsible for deciding whether to continue or cancel the QuickBooks subscription, and for any subscription fees from the date of transfer.

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## 7️⃣ INTELLECTUAL PROPERTY

All content, templates, documents, and materials remain my intellectual property unless otherwise agreed in writing.

No content may be copied, distributed, or reused without prior written consent.

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## 8️⃣ AMENDMENTS TO TERMS

These Terms & Conditions may be amended from time to time. Amendments take effect immediately upon publication on my website.

Continued use of my services constitutes acceptance of the amended Terms & Conditions.

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## 9️⃣ GOVERNING LAW AND DISPUTE RESOLUTION

These Terms & Conditions are governed by the laws of the **Republic of South Africa**.

The parties agree to attempt to resolve disputes amicably. If unresolved, disputes may be referred to arbitration under the rules of the **Arbitration Foundation of Southern Africa (AFSA)**.

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## 🔟 CONTACT INFORMATION

**G-Whiz Business Solutions (Pty) Ltd**
Director: Delwyn Stafford
Cellphone: 071 688 2768
Email: [delwyn@gwhiz.co.za](mailto:delwyn@gwhiz.co.za)
Address: 39 Aftonwold Way, Aston Manor, Kempton Park, Gauteng, 1619
G-Whiz Business Solutions (Pty) Ltd Intuit QuickBooks Online Subscriptions Blue Spacer

Joyful Numbers, Thriving Finances

delwyn@gwhiz.co.za

+(27) 071 688 2768

G-Whiz Business Solutions (Pty) Ltd.

2020/895897/07