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Bookkeeping Spreadsheet & Set-Up

This Service Agreement is entered into and effective as of , by and between (“Client”), having an address of and NERDY CHIC (“Company”), having an address of 1668 Janes Road, Nanaimo, BC Canada V9X 1P3.

In consideration of Client retaining Company to perform BOOKKEEPING SPREADSHEET SET-UP services, it is agreed as follows:

1. SCOPE OF BOOKKEEPING SPREADSHEET & SET-UP

Client hereby retains Company to provide BOOKKEEPING SPREADSHEET SET-UP services and a BOOKEEPING SPREADSHEET digital product by purchasing BOOKKEEPING SPREADSHEET & SET-UP.

Project Start Date: Company will advise Client of the Project Start Date once Client's payment as well as all required information & files (see Paragraph 3, CLIENT DUTIES below) have been received.

Project Delivery Date: BOOKKEEPING SPREADSHEET SET-UP services are provided on a first-come, first-served basis with an average turn-around time of 10 business days from the Project Start Date. Company will advise Client of Project Delivery Date at the same time as the Project Start Date.

The BOOKKEEPING SPREADSHEET & SET-UP includes the following services & digital products:

One digital copy of the Canadian Small Biz Bookkeeping Spreadsheet ("Spreadsheet") for internal use by Client (see Paragraph 11, LIMITED LICENCE FOR INTERNAL USE below for scope of acceptable use)
Basic set-up of the Spreadsheet which includes set-up of:
- Applicable tax rates
- Payment processing fees
- Income & expense budgets
- Recurring amounts for business use of home & vehicle
- All of the above is based on Client-provided information
Data entry and categorization one (1) month of transactions based on Client-provided documents to be used as a visual reference to assist Client in completing the other eleven (11) months by themselves
Up to forty-five (45) minutes of email support for Spreadsheet questions post-delivery.

Additional services & products, beyond those described above, are not included.

2. DISCLAIMER OF TAX AND FINANCIAL ADVICE

The Company provides BOOKKEEPING services only, including data entry, reconciliation, and basic record-keeping as outlined in this Agreement. The Company is not a licensed tax professional, accountant, financial advisor, or lawyer, and does not provide tax, accounting, financial, legal, or investment advice of any kind.

Any documents, reports, statements, or information prepared or provided by the Company (including but not limited to financial summaries, ledgers, or reconciliations) are for the Client's internal use and record-keeping purposes only. They do not constitute, and should not be relied upon as: tax advice, financial planning, audit opinions, or recommendations for tax filings, deductions, credits, or compliance.

By signing this document, the Client acknowledges and agrees that:

(a) The Client is solely responsible for the accuracy, completeness, and timeliness of all tax filings, returns, remittances, and compliance with the Income Tax Act (Canada), Excise Tax Act (for GST/HST), and applicable provincial laws.

(b) The Client must consult and rely upon qualified professionals (e.g., a CPA or tax advisor) for all tax-related decisions, interpretations, and filings.

(c) The Company makes no representations or warranties regarding the suitability of its services or outputs for tax purposes or financial planning, and the Client assumes all risk related thereto.

Please check the box below to indicate agreement with the above statements:

I agree to the above statements

3. CLIENT DUTIES

(a) Compensation: In consideration for the services & digital products provided by Company to Client as set forth in paragraph 1 above, Client agrees to pay Company a total project fee of $599 CAD plus any applicable provincial and federal taxes. Company’s obligation to render services hereunder is conditioned upon Client’s payment of said fee on a timely basis. One hundred percent (100%) of the total project fee ($599 CAD plus applicable taxes) is due upon signing of this Service Agreement and no work will be done nor a Project Start Date provided prior to receiving the payment of one hundred percent (100%) of the total project fee.

(b) Documentation to be Provided by Client: Client agrees to provide complete, accurate, and timely information and documentation, including but not limited to:

Bank & credit card statements (all pages) for one (1) month
Accurate information regarding tax rates & payment processing fees
Guidance when requested on how to categorize various income & expenses
(Optional) Invoices, receipts, bills.

Client must provide all documents in digital format (ie.PDF, CSV) prior to the Project Start Date. Incomplete or inaccurate data may delay delivery or result in disclaimers on output accuracy.

(c) Additional Client Duties: In the case that Company has questions related to completing BOOKKEEPING SPREADSHEET SET-UP services, Client is expected to respond to emailed questions from Company within two (2) business days to be able to complete their BOOKKEEPING SPREADSHEET SET-UP service by the Project Delivery Date. Failure to respond to emailed questions within two (2) business days could result in the Spreadsheet being delivered later than the original estimate.

4. TERM

This engagement shall commence on Contract start and shall continue through completion of the project or cancellation by either party in accordance with Paragraph 5.

5. CANCELLATION

Client may cancel this Agreement for any reason by providing written notice to Company. Cancellation of this Agreement by Client will not extinguish Client’s obligation to pay the 100% fee specified in Paragraph 3(a) after notice is provided. Company may cancel this Agreement at any time for any reason by providing written notice to Client. In the event that Company cancels this Agreement, Company will provide a full refund of any project fees paid.

6. NO LIABILITY FOR TAXES OR PENALTIES

To the fullest extent permitted by law, the Company shall not be liable for any taxes, penalties, interest, fines, late filing fees, audit costs, or other consequences (including but not limited to CRA assessments or provincial tax authority actions) arising from the Client's use of the Company's services, documents, or any errors therein—whether due to Client-provided data inaccuracies, misinterpretations, or otherwise. The Client releases and indemnifies the Company from all such claims.

7. NO GUARANTEES

Company cannot guarantee any specific outcome based on information Client receives about their business as a result of BOOKKEEPING SPREADSHEET SET-UP services and Company’s comments about any outcomes are expressions of opinion only. Company makes no guarantees other than that the services & digital products described in Paragraph 1 shall be provided to Client in accordance with the terms of this agreement.

8. CONFIDENTIALITY

(a) Client Information: Any and all Client information and data of a confidential nature, including but not limited to any and all financial information, design, creative, marketing, sales, operating, performance, know how, business and process information (hereinafter referred to as “Confidential Information”), shall be treated by Company in the strictest confidence and not disclosed to third parties or used by Company for any purpose other than for providing Client with the services specified hereunder without Client’s express written consent. Confidential Information shall not include any information which (i) becomes available to the public through no breach of confidentiality by Company, (ii) was in Company’s possession prior to receipt from the disclosure, (iii) is received by Company independently from a third party free to disclose such information, or (iv) is independently developed by Company without use of the Client’s Confidential Information. Upon request, Company hereto will promptly return or destroy all documents containing Confidential Information and delete all electronic records of or containing the same. Company will store data securely using encryption and access controls, and delete all Client data from systems within 30 days of project completion (unless retained with consent for backups). Company complies with PIPEDA and applicable privacy laws

(b) Public Disclosure: Neither party may disclose the terms of this Agreement. Neither party shall make any formal or informal public statement, press release or other announcement regarding the existence or terms of this Agreement without the other party’s prior written approval.

(c) Non-Disparagement: Client shall, during and after the participation in and use of the Company’s services, refrain from making any statements or comments of a defamatory or disparaging nature to any third party regarding Company, or any of Company’s officers, directors, employees, personnel, agents, policies, services or products, other than to comply with law.

9. INDEPENDENT CONTRACTORS

(a) Independent Contractor Relationship: This Agreement shall not render Company an employee, partner, agent of or joint venturer with the Client for any purpose. Company is and will remain an independent contractor in its relationship to the Client. Company is or remains open to conducting similar tasks or activities for entities other than the Client and holds itself out to the public to be a separate business entity. Company shall retain sole and absolute discretion in the manner and means of carrying out the activities and responsibilities under this Agreement. Company shall be responsible to the ownership and management of the Client, but Company will not be required to follow or establish a regular or daily work schedule. Company will not rely solely on the equipment or offices of Client for completion of tasks and duties set forth pursuant to this Agreement. Any advice given to Company regarding services performed for the Client shall be considered a suggestion only, not an instruction. Client retains the right to inspect, stop or alter the work of Company to assure its conformity with this Agreement and Client needs. Company and Client agree to conform to any and all CRA tests necessary to establish and demonstrate the independent contractor relationship between Client and Company.

(b) Taxes & Benefits: Company will be responsible for filing its own tax returns and to pay taxes in accordance with all provisions of applicable Federal and Provincial law. Client shall not be responsible for withholding taxes with respect to Company’s compensation. Company shall have no claim against Client for vacation pay, sick leave, retirement benefits, social security, worker’s compensation, health or disability benefits, unemployment insurance benefits or employee benefits of any kind.

10. INTELLECTUAL PROPERTY – SPREADSHEET

The Client acknowledges that the Spreadsheet and any related templates, tools, formulas, and documentation provided by Company are proprietary to and remain the exclusive intellectual property of Company. No ownership rights in the Spreadsheet are transferred to the Client. Client is granted a limited licence for internal use of the Spreadsheet as per Paragraph 11.

11. LIMITED LICENCE FOR INTERNAL USE

Subject to the Client’s full and ongoing compliance with this Agreement, Company grants the Client a non‑exclusive, non‑transferable, revocable licence to use the Spreadsheet solely for the Client’s own internal bookkeeping and financial record‑keeping purposes. The Client may make copies of the Spreadsheet for backup purposes and for use in future years, provided such copies are used only by the Client and only for the Client’s internal business or personal records.

12. PROHIBITED USES OF SPREADSHEET

Except as expressly permitted above, the Client shall not, and shall not permit any third party to:

(a) share, distribute, gift, sell, sublicense, rent, lease, lend, or otherwise make the Spreadsheet (or any copy of it) available to any other person or entity;

(b) use the Spreadsheet to provide services to third parties on a hosted, service bureau, or similar basis;

(c) create, sell, or distribute any product, service, or template that is based on, derived from, or substantially similar to the Spreadsheet; or

(d) remove, alter, or obscure any copyright notice or proprietary marking on or within the Spreadsheet.

13. WARRANTIES

(a) Company’s Warranties: Company represents, warrants and covenants that Company has full authority to enter into this Agreement and that all of the services, whether performed by Company or any of its subcontractors, will be rendered using sound, professional practices and in a competent and professional manner by knowledgeable and qualified personnel.

(b) Client’s Warranties: Client represents, warrants and covenants that Client has full authority to enter into this Agreement and has or will obtain, during all times relevant hereunder, all of the necessary consents, rights, licences, clearances, releases or other permissions to lawfully consummate the transactions and lawfully discharge, in all material respects, each and every of Client’s obligations or duties set forth hereunder, whether performance is due now or hereafter during the Term.

(c) EXCEPT FOR THE EXPRESS WARRANTIES PROVIDED THROUGHOUT THIS AGREEMENT, NEITHER PARTY MAKES ANY OTHER WARRANTIES, EXPRESS OR IMPLIED.

14. LIMITATION OF LIABILITY

(a) IN NO EVENT SHALL EITHER PARTY HAVE ANY LIABILITY TO THE OTHER PARTY FOR ANY LOST PROFITS, LOSS OF USE, BUSINESS INTERRUPTION, COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR FOR ANY INDIRECT, SPECIAL, INCIDENTAL, MULTIPLE, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES HOWEVER CAUSED AND, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, WHETHER OR NOT THE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE; AND

(b) IN NO EVENT SHALL A PARTY’S LIABILITY EXCEED THE FEES PAID UNDER THIS AGREEMENT, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY.

(c) THE FOREGOING LIMITATIONS IN THIS SECTION 14 SHALL NOT APPLY TO A BREACH OF CONFIDENTIALITY BY A PARTY HEREUNDER OR THE OBLIGATIONS UNDER PARAGRAPHS 8, 10, 12 AND 22.

15. EFFECT OF HEADINGS

The subject headings of the paragraphs and subparagraphs of this Agreement are included for convenience only and shall not affect the construction or interpretation of any of its provisions.

16. ENTIRE AGREEMENT; MODIFICATION; WAIVER

This Agreement constitutes the entire agreement between the parties pertaining to the subject matter contained in it and supersedes all prior and contemporaneous agreements, representations, and understandings of the parties. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing by all the parties. No waiver of any of the provisions of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any waiver constitute a continuing waiver. No waiver shall be binding unless executed in writing by the party making the waiver.

17. NEUTRAL CONSTRUCTION

This Agreement was prepared by Company and/or Company’s legal counsel. It is expressly understood and agreed that this Agreement shall not be construed against Company merely because it was prepared by its counsel; rather, each provision of this Agreement shall be construed in a manner which is fair to both parties.

18. COUNTERPARTS

This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.

19. ASSIGNMENT

This Agreement shall be binding on, and shall inure to the benefit of, the parties to it and their respective heirs, legal representatives, successors, and assigns; provided, however, that Client may not assign any of its rights under this Agreement, except to a wholly owned subsidiary entity of Client. No such assignment by Client to its wholly owned subsidiary shall relieve Client of any of its obligations or duties under this Agreement.

20. NOTICES

All notices, requests, demands, and other communications under this Agreement shall be in writing and shall be deemed to have been duly given on the date of service if served personally on the party to whom notice is to be given, or on the day after mailing if mailed to the party to whom notice is to be given, by first class mail, registered or certified, postage prepaid, and properly addressed as follows:

To Company at: 1668 Janes Road, Nanaimo, BC Canada V9X 1P3

To Client at:

Any party may change its address for purposes of this paragraph by giving the other parties written notice of the new address in the manner set forth above.

21. GOVERNING LAW; VENUE; MEDIATION

This Agreement shall be construed in accordance with, and governed by, the laws of the Province of British Columbia as applied to contracts that are executed and performed entirely in British Columbia. The exclusive venue for any court proceeding based on or arising out of this Agreement shall be Canada, British Columbia. The parties agree to attempt to resolve any dispute, claim or controversy arising out of or relating to this Agreement by mediation, which shall be conducted under the then current mediation procedures of The CPR Institute for Conflict Prevention & Resolution or any other procedure upon which the parties may agree. The parties further agree that their respective good faith participation in mediation is a condition precedent to pursuing any other available legal or equitable remedy, including litigation, arbitration or other dispute resolution procedures.

22. RECOVERY OF LITIGATION EXPENSES

If any legal action or any arbitration or other proceeding is brought for the enforcement of this Agreement, or because of an alleged dispute, breach, default or misrepresentation in connection with any of the provisions of this Agreement, the successful or prevailing party or parties shall be entitled to recover reasonable attorneys’ fees and other costs incurred in that action or proceeding, in addition to any other relief to which it or they may be entitled.

23. SEVERABILITY

If any term, provision, covenant or condition of this Agreement is held by an arbitrator or court of competent jurisdiction to be invalid, void or unenforceable, the rest of the Agreement shall remain in full force and effect and shall in no way be affected, impaired or invalidated.

24. SIGNATURES

IN WITNESS WHEREOF, the parties to this Agreement have duly executed it on the day and year first above written.

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Signed by Lisa Noble
Signed On: February 23, 2026

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February 23, 2026 12:39 pm EDT

Bookkeeping Spreadsheet & Set-Up Uploaded by Lisa Noble - nerdychicweb@gmail.com IP 187.189.50.168