Terms of Service

By accessing and using the services of Optima Accountancy Services Limited, you accept and agree to be bound by these Terms of Service. If you do not agree to these terms, you should not use our services.

These terms apply to all visitors, users, and clients who access or use our website and services.

Optima Accountancy Services Limited provides professional accounting, bookkeeping, tax preparation, and related financial services to businesses and individuals.

Our services include but are not limited to:

• Business start-up advice and support

• Bookkeeping and management accounts

• VAT returns and compliance

• PAYE services and payroll processing

• Self-assessment tax returns

• Company formation and secretarial services

• Corporate tax compliance

The specific services provided to each client will be confirmed in a separate engagement letter or service agreement.

As a client of Optima Accountancy Services Limited, you agree to:

• Provide accurate, complete, and timely information necessary for us to perform our services

• Inform us promptly of any changes to your circumstances that may affect our services

• Maintain adequate records and documentation as required by law

• Respond to our requests for information in a timely manner

• Pay for services in accordance with our agreed fee structure

• Comply with all applicable laws and regulations

• Not use our services for any unlawful or fraudulent purposes

Optima Accountancy Services Limited is committed to maintaining the highest professional standards:

• We adhere to the ethical guidelines and professional standards of relevant accounting bodies

• We maintain professional indemnity insurance

• We comply with anti-money laundering regulations

• We follow UK GDPR and data protection requirements

• We maintain client confidentiality in accordance with professional obligations

• We operate with integrity, objectivity, and professional competence

• Our fees are based on the services provided and the complexity of your requirements

• Fee structures and payment terms will be agreed in advance and confirmed in writing

• Invoices are typically payable within 14 days unless otherwise agreed

• Late payment may result in suspension of services and interest charges

• Additional services beyond the agreed scope may incur additional fees

We are committed to maintaining the confidentiality of all client information. We will not disclose your information to third parties except:

• When required by law or regulation
• With your explicit consent
• To professional advisers bound by similar confidentiality obligations
• To subcontractors who assist in providing our services (under strict confidentiality agreements)

Whilst we endeavour to provide accurate and timely services, we cannot accept liability for:

• Losses arising from inaccurate or incomplete information provided by you
• Losses arising from your failure to act on our advice or recommendations
• Indirect or consequential losses
• Events beyond our reasonable control

Our liability is limited to the extent permitted by law and our professional indemnity insurance.

Either party may terminate our engagement by providing written notice. The notice period will be specified in your engagement letter or service agreement.

Upon termination:

• You remain responsible for payment of all fees for services provided up to the termination date
• We will return your documents and records as requested
• We may retain copies as required by professional standards and legal obligations
• Our confidentiality obligations continue after termination

All materials, advice, and work products provided by us remain our intellectual property unless otherwise agreed in writing. You may use them for your business purposes but may not reproduce, distribute, or sell them without our consent.

If you are dissatisfied with our services, please contact us immediately so we can address your concerns. We have a formal complaints procedure and will work to resolve any issues promptly and professionally.

We may update these Terms of Service from time to time. Updated terms will be posted on our website with a new "Last Updated" date. Continued use of our services after changes constitutes acceptance of the modified terms.

These Terms of Service are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from these terms will be subject to the exclusive jurisdiction of the courts of England and Wales.

If you have any questions about these Terms of Service, please contact us: