AP Solutions Agreement

This Agreement is governed by the Master Services Agreement.

Please review the entirety of this agreement to understand the terms of your service. These terms are in place to ensure your success when working with our team. 

AP Solutions Includes

• Entering payables (such as vendor invoices, owner and management company bills) 
• 30 days onboarding with dedicated Account Manager to help set up processes and ensure appropriate workflows are in place
• Dedicated team of experienced bookkeepers who will review all payables to ensure no duplicates are entered
• Triple Tied Out Daily Audits tool

AP Solutions does NOT include

• Entering receivables (such as tenant payments or vendor reimbursements)
• Corporate transactions (AP Solutions is for trust and property management transactions only)
• Daily Bank Reconciliations 
• A dedicated Account Manager after the initial 30 day period. Please note that an Account Manager will not be reviewing what is being entered. It's your responsibility to do a final review before running all payables.
• Assist with any additional help outside of AP data entry. (If additional help is needed, it will be billed at our Consulting rate).

Client Responsibilities

• Clear and complete communication of tasks via Asana. You should include all relevant details when reaching out to your team (vendor name, GL account number, property, remarks, invoice attachments, etc.)
• Respectful communication with our team (no use of slurs, foul language, aggressive tone of voice, etc.) 
• Willingness to adjust processes based on best practices suggested by our team
  
  

If any company is in violation of this, we reserve the right to terminate services. You will be notified if any of these terms are violated and presented with a warning.