Bookkeeping Services Addendum

Effective date: July 21, 2026

This Bookkeeping Services Addendum ("Addendum") supplements the StashGrade Terms of Service (the "Terms") between you and However We Got Here, LLC, a Colorado limited liability company ("HWGH," "we," "us"). It applies when you purchase a bookkeeping service package through the Service (each an "Engagement"). By purchasing an Engagement, you agree to this Addendum. If this Addendum conflicts with the Terms, this Addendum controls for the Engagement; the Terms otherwise remain in full effect. Capitalized terms not defined here have the meanings in the Terms.

1. Definitions

"Package" means a bookkeeping service offering listed on our rate card (for example: Books Diagnostic, Transaction Cleanup, Catch-Up Cleanup, Chart of Accounts Rebuild, Monthly Close, Exit Readiness Books), with the scope, price, and billing structure presented to you at purchase.
"Engagement" means a single purchased instance of a Package for one company file.
"Change Set" means the itemized list of proposed modifications to your accounting file that we prepare for an Engagement, where each item shows the record as it currently exists, the proposed modification, and a plain-English reason.
"Approved Change Set" means a Change Set (excluding any items or groups you exclude) that you have expressly approved through the Service. Each approval is recorded with the approving user, a timestamp, and a cryptographic fingerprint of the exact approved content.
"Automated Work" means modifications to your accounting file executed by our software, including software that uses artificial intelligence, pursuant to an Approved Change Set.
"Reviewer" means a human bookkeeper engaged by us (as an employee or independent contractor) who reviews Engagement work before delivery and handles items flagged for human judgment.

2. What the Bookkeeping Services Are, and Are Not

What they are. Under an Engagement, we perform bookkeeping work in your connected accounting file (currently QuickBooks Online): for example, recategorizing transactions, creating or restructuring accounts, and preparing journal entries, using a combination of Automated Work and Reviewer work, always within the limits of Section 4.

What they are not. The Engagement is bookkeeping work on your records. It is not:

financial, investment, tax, or legal advice (Section 2 of the Terms applies in full);
the practice of public accountancy; we are not a CPA firm, we do not provide audit, review, attestation, or assurance services, and no Engagement output is an audited or reviewed financial statement;
tax preparation or tax positions. How a transaction is categorized can have tax consequences; your accountant or tax professional remains responsible for your tax treatment, and delivery reports will identify items we set aside for their attention;
a guarantee of any business, valuation, financing, or sale outcome.

3. Ordering, Pricing, and Billing

Priced offers. Package prices shown in the Service before purchase (including data-driven estimates computed from your own books) are estimates until we issue a priced offer. The price stated at checkout is the binding price for the Engagement.

Billing structures. Depending on the Package, billing is one or more of: (a) a one-time payment; (b) a recurring monthly subscription for the duration of a project; (c) an ongoing recurring monthly subscription (for recurring services such as Monthly Close); or (d) a split payment of 50% at purchase and 50% at delivery. All payments process through Stripe under Section 6 of the Terms.

Recurring minimum. Ongoing recurring Packages have a three (3) month minimum commitment, stated at checkout, after which they continue month-to-month until canceled.

Scope reductions do not reprice. If you exclude items or groups from a Change Set (Section 5), the Engagement price is unchanged. Pricing reflects the Engagement as scoped at purchase, not a per-item rate.

Late or failed payment. If a payment fails, we may pause the Engagement (including pausing all writes) until payment succeeds. For split billing, the final 50% is due at delivery.

Refunds. Fees are non-refundable except as stated in Section 9 (Corrections) or required by law. If we cancel an Engagement before performing any work, we will refund amounts paid for it.

4. Your Authorization to Modify Your Books

(a) Access. By purchasing an Engagement you authorize us to access your connected accounting file with the permissions granted through the provider's connection flow (for QuickBooks Online, Intuit's OAuth consent, which grants read and write access to accounting data). You represent that you are authorized to grant this access for the company file.

(b) Writes only with express approval. We will not create, modify, or delete any record in your accounting file except: (i) pursuant to an Approved Change Set; (ii) Reviewer corrections and restorations within the Engagement's scope under Sections 7 through 9; or (iii) at your separate written direction. Approval of a Change Set is never assumed, deemed, or defaulted. If you do not approve, nothing is written.

(c) Exact-set binding. Execution is bound to the cryptographic fingerprint of the Approved Change Set. If the proposed content changes after your approval, or if the underlying records change in your file between proposal and execution beyond a small tolerance, we re-propose and ask you to approve again before writing.

(d) Items needing judgment. Items our software is not confident about are flagged for a human Reviewer and are not executed automatically. The Reviewer may perform those items manually within the Engagement's scope, or set them aside for your accountant, identified in the delivery report.

(e) What we never do. Under an Engagement we do not: move, send, or receive money; initiate payments, transfers, invoices to your customers, or payroll; change your accounting-file users or permissions; or delete your company file.

5. Your Responsibilities

Review before approving. You are responsible for reviewing the Change Set, including the summary, the itemized detail, and the before-and-after financial impact shown, before approving. You may exclude any group of items you want left untouched, and you may ask questions through the Service, which pauses all work until we answer.
Accurate records and authority. Our work is only as good as your records. You represent that the data in your accounting file is yours, that connecting and modifying it does not violate any third-party right or agreement, and that the person approving a Change Set is authorized to do so for your company.
Timely response. If a Change Set awaits your approval for fifteen (15) business days, the Engagement is marked stalled; we may cancel a stalled Engagement after notice, and Section 3's refund rules apply to unperformed work.
Keep the connection alive. Execution requires an active accounting-file connection. If you disconnect mid-Engagement, work pauses until you reconnect.
Concurrent changes. Avoid making your own changes to records in an Approved Change Set between approval and execution; affected items will be skipped or re-proposed rather than executed.

6. How Execution Works; Records; Suspension

Pre-write snapshot. Before we modify any record, we capture and store a complete copy of that record as it exists at that moment (the "Snapshot"). Snapshots are retained for at least twelve (12) months after the Engagement ends and exist so work can be reversed (Section 9).
Audit log. Every write we perform is recorded in an append-only log, including what was requested, what the provider returned, and which Snapshot backs it.
Suspension. We may pause execution at any time (globally or per Engagement) for safety, suspected error, security, provider instability, or nonpayment. Pausing mid-Engagement extends our delivery timeline correspondingly and is not a breach.
No writes to unrelated data. Execution touches only the records in the Approved Change Set, plus Reviewer work under Sections 7 through 9.

7. Human Review; Subcontractors

Every Engagement includes review by a human Reviewer before delivery. Reviewers may be independent contractors. We remain responsible to you for the Engagement regardless of who performs it, and every Reviewer is bound by confidentiality obligations at least as protective as the Terms. You consent to Reviewers accessing your Customer Data and accounting file solely to perform and review Engagement work.

8. Delivery and Acceptance

Delivery report. When work passes review, we deliver a report describing what was changed (counts, categories, before-and-after financial summaries), anything you excluded, anything that failed or was skipped, and items set aside for your accountant. The report describes work performed; it is not advice (Section 2).

Acceptance of completed work. An Engagement's delivered work is accepted when you accept it in the Service, or, if you neither accept nor report a specific problem, automatically ten (10) business days after delivery. Deemed acceptance applies solely to completion and billing of delivered work. It never substitutes for the express approval required before anything is written (Section 4(b)).

9. Corrections and Rollback

Correction window. If, within thirty (30) days after delivery, you identify a specific record we modified incorrectly under the Approved Change Set, we will, at our option and at no charge: correct it, restore it from its Snapshot, or refund the portion of the Engagement fee fairly attributable to it.
Rollback. For any record we modified, we can restore the pre-write state from its Snapshot during the Snapshot retention period.
Exclusive remedy. The remedies in this Section 9, plus the liability terms in Section 12, are your exclusive remedies for defects in Engagement work.
What corrections don't cover. Changes you approved that were executed as approved (a categorization you approved and later dislike is a new work request, not a defect); changes made by you or third parties after execution; and consequences of inaccurate source records.

10. Automatic Conversion of Project Packages

Some project Packages (for example, Catch-Up Cleanup and Chart of Accounts Rebuild) are designed to hand off into an ongoing Monthly Close subscription. If your Package includes conversion, we will state it clearly at purchase, including the Monthly Close price. The conversion activates when you accept delivered work (including deemed acceptance under Section 8), at the price stated at your original purchase, cancellable per the Terms after the Section 3 minimum. We will send you notice before the first converted charge.

11. Third-Party Dependence (Intuit / QuickBooks)

The Engagement depends on Intuit's QuickBooks Online platform and APIs. We are not affiliated with, or endorsed by, Intuit. Provider outages, API limits, or changes may delay or prevent execution; affected timelines extend accordingly. QuickBooks Online has no native undo for record modifications; our Snapshot mechanism (Sections 6 and 9) exists for that reason, and you acknowledge restoration depends on the provider's API continuing to permit it. Your use of QuickBooks Online remains governed by your agreement with Intuit, and you are responsible for maintaining your own backups and exports of your accounting data independent of the Service.

12. Warranties, Disclaimers, and Liability for Engagements

Our warranty. We warrant that Engagement work will be performed in a diligent, workmanlike manner and that Automated Work will execute only Approved Change Sets.

Disclaimers. Except as stated above, Section 12 of the Terms (Disclaimers) applies to Engagements, including to AI-assisted proposals. Proposed categorizations are prepared by software and reviewed as described here; they may still contain errors. That is why approval, review, Snapshots, and the Section 9 remedies exist.

Liability cap. For claims arising out of or relating to an Engagement, our total liability will not exceed the greater of the fees you paid for that Engagement or the cap in Section 13 of the Terms. Section 13's exclusion of indirect and consequential damages applies.

13. Term, Termination, and Effect

This Addendum applies for as long as any Engagement is active plus the Snapshot retention period. You may cancel an in-progress Engagement at any time; work already performed and non-refundable amounts under Section 3 survive. Section 11 of the Terms (Termination) otherwise governs. Sections 6 (records), 8 and 9 (acceptance, corrections), 11 and 12, and this Section survive termination.

14. Changes; Order of Precedence; Contact

We may update this Addendum prospectively for future Engagements per Section 16 of the Terms; the version in effect when you purchase an Engagement governs that Engagement. Questions: mike@howeverwegothere.com.