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We appreciate your interest in our services at . As part of our sales process, we offer a complimentary financial analysis to assist HVAC businesses in optimizing their financial operations. This analysis involves a thorough review of your QuickBooks and CRM software platform, with a focus on your chart of accounts and its alignment with the HVAC industry standards.

Terms and Conditions

To ensure a transparent and mutually beneficial engagement, we kindly request you to review and sign this agreement, which outlines the terms and conditions of the review process. By signing this agreement, you acknowledge and agree to the following:

1. Access to QuickBooks and CRM Software: You grant access to your QuickBooks and CRM software platform for the purpose of conducting the financial analysis. This access will be strictly limited to authorized personnel involved in the analysis.

2. Data Confidentiality: agrees to handle all client data with utmost confidentiality. We will not disclose or share any information obtained during the analysis process with third parties without your explicit consent.

3. Financial Analysis Scope: The financial analysis will focus on reviewing your chart of accounts and providing feedback on any incorrect items found between the profit and loss statement (PNL) and balance sheet. Additionally, we will provide a redesigned chart of accounts tailored to the HVAC industry.

4. Limited Liability: While we strive to provide accurate and valuable feedback, it is important to note that our financial analysis is based on the information provided by you and may not capture all possible errors or discrepancies. Therefore, cannot be held liable for any losses or damages incurred based on the findings and recommendations of the financial analysis.

5. Ownership of Analysis Results: The analysis results, including the redesigned chart of accounts, will be the sole property of . However, we may provide you with a copy of the analysis results for your internal use and reference.

Please sign and return a copy of this agreement to us, indicating your consent to proceed with the review of your QuickBooks and CRM software platform. If you have any questions or concerns, please do not hesitate to contact us.

Thank you for considering for your HVAC financial analysis needs. We look forward to working with you and assisting in optimizing your financial operations


I, , acknowledge that I have read and understood the terms and conditions outlined in this agreement. I voluntarily grant access to my QuickBooks and CRM software platform and agree to the terms specified herein.

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