Terms and Conditions

Terms and Conditions of Engagement

  • The terms and conditions of this agreement are subject to change by either party after due consultation and notice
  • Upon termination of the agreement for whatever reason by either party, payment for all services accrued up to and including the date of termination becomes immediately due and payable
  • If you fail to pay our account according to our terms then we reserve the right to suspend or cease work immediately without penalty and charge you in advance in 10 hour blocks. We reserve the right to charge 5% interest per month on all overdue accounts accruing daily until paid.  You agree to pay all fees and charges associated with the collection as well as our overdue account including but not limited to the services of an external debt collector and associated court costs.
  • We are not engaged to undertake a statutory audit of the financial records of any of your business entities and we will not express and auditor’s opinion as to the truth and fairness of the financial statements. In the event of an audit being conducted on your accounts our normal hourly rate will apply should you require our assistance.
  • The financial statements and any other documents that we are specifically engaged to prepare, together with any original documents given to us by you shall be your property. Any other documents brought into existence by us, including general working papers, draft documents and Checklists will remain our property at all times. If our services are terminated, we shall be entitled to retain your source documents and/or data file until payment is made in full of all outstanding fees.
  • All materials given by you to us are owned by you or you have the permission from the rightful owner to use such materials and you will hold harmless, protect and defend us from any claim or action which may arise from the use of such materials.
  • Upon mutual agreement the work can be completed onsite or offsite. When we are working at your premises, we will take all due care and consideration to ensure no loss and/or damage occurs. However, we shall not be held responsible for any loss and/or damage incurred while at your premises.
  • We assume no responsibility for any consequences resulting from the provision of information and services including but not limited to errors or omissions. We make every effort to provide you will accurate and reliable information and services, however all information provided is intended solely to provide general guidance and you accept full responsibility for its use. The information provided does not constitute legal, accounting, tax, financial planning or consulting services and we recommend you receive advice from professionals.
  • We are independent contractors not employees and as such we reserve the right to perform, direct and control the services we provide including hiring sub-contractors or employees to provide the services on our behalf
  • It is a breach of the agreement we have with our contractors that they approach you to work with you directly. Likewise, it is a breach of this agreement with you if you approach any of our staff or contractors and ask them to work for you directly. Penalties apply.




Jo, you are an analytical numbers expert. When other professional bodies complement me on your services, I know it’s equivalent to the best service Sydney can offer on the realm book-keeping and pre-tax auditing. There needs to be another name for what you do. I know I couldn’t do without you. Thank you

From an individual in relation to their large property protfolio

I am very happy to recommend Joanne Brooker from Pengwen Bookkeeping. I am so happy to have met her as she has been a breath of fresh air in my business. Any time I do not understand my numbers I can just call her and she will give me so much clarity. Thank you. Thank you.

From Amanda at Streamlined organisation


I struggled to put “Joanne fixes all of our messes” into words. I hope the following short paragraph will work: Pengwen Bookkeeping has provided our business with excellent support in the areas of Reconciling, chasing debts, Invoicing and all areas of accounting. Their work has been a major factor in our business’s success, helping it to operate smoothly.

From Laruen at Hogans Plumbing


It has been a struggle to find reliable bookkeeping services. Through a very fortunate casual conversation I was referred to Pengwen Bookkeeping. Joanne and the team at Pengwen have been amazing in helping me to become compliant with the many complex needs of record keeping for small business. Before we engaged Pengwen, trying to keep track of compliance was a constant stress that distracted me from running and growing the business. It’s no coincidence that since engaging Pengwen we have had our best two years of performance and we are up to date with all of our tax reporting, Superannuation, and other regulatory compliance issues, and I don’t have to worry that it has all been done to a high standard. After Pengwen undertook an audit of our award compliance we have made some adjustments to the way we do things to avoid the many traps with awards and pay standards that can trap the busy small business operator who is blissfully unaware of the creeping non compliances that can occur.

From Frank at Hills Bushcare


Dealing with the staff at Pengwen Bookkeeping is an honest pleasure. Questions or queries, no matter how big or small, are managed in a professional and prompt manner. We have always been delighted with the level of customer service received and services provided. – Stevie Walker, National Trade Supplier Pty. Ltd. Based in WA