Creators Synergy Subscription Agreement
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Thank you for subscribing to our Services. This Subscription Agreement and the services listed herein are provided by Creators Synergy LLC, referred to in this agreement as “Creators”, “us”, or“we”. We may also engage related third-party entities, affiliates, and/or our subsidiaries to perform certain tasks and functions under this agreement.
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By agreeing to the Agreement on behalf of your Company, you are hereby representing that you are capable and legally allowed to accept these terms on behalf of your Company, referred to in this agreement as“you”,“your”,or“your Company”.

1. Services
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1.A Bookkeeping and Accounting Services
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We will perform the following bookkeeping tasks under the terms of this subscription.
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▪ Monthly cash basis transaction categorization.
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▪ Monthly, we will present an overall "books" review for any unusual balances or discrepancies
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▪ Reconcile bank and credit card account(s) and check register(s), identify errors and indicate needed adjustments, and present a list of adjusting entries so that you may make the necessary adjustments.

▪ Record all income and expenses, make any adjusting journal entries, and keep an up-to-date and balanced general ledger. We will not audit, verify, or certify the accuracy of your original documents.

▪ Monthly, we will present a balance sheet, profit and loss statements.

1.B QuickBooks® Online

Our exclusive bookkeeping software provider is Intuit Inc.’s QuickBooks Online, or “QBO”. A QBO subscription is required for us to provide bookkeeping services. We can assist with setting up and creating a QBO account on your behalf if you do not have one already. QBO subscription fees are not included in our subscription pricing and will be billed to your Company. Alternatively, we can pay the QBO subscription on your behalf and subsequently increase your subscription by the amount of the QBO subscription billed to us. By using QuickBooks Online, you will be agreeing toIntuit Inc.’s Terms of Service and Privacy Statement.

1.C Tax Services
Our Tax Services are based on the following terms and features:
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▪ We will prepare your federal and state business and personal income tax returns, as well as any applicable Schedules and/or Forms.

▪ We will make sure you take every tax credit and deduction you deserve based on careful analysis of your tax situation.

▪ We will help you set up a record keeping system that meets IRS requirements.

▪ We may provide tax planning and tax reduction strategies for your business. These tax planning and tax reduction strategies will only be communicated in writing. This ensures clearer communication and reduces any possible miscommunication regarding the tax plan or strategy.

1.D Payroll Services
Our Payroll Services included 1099 and salary payroll processing and filing. In addition, quarterly, annual, and W2 payroll tax returns are provided. All payroll services are provided by our third-party affiliate(s).
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1.E. Other Services
In addition to the above services, we provide (a) Insurance & Risk Management, (b) FinancialPlanning, (c) Business & Tax Consulting, and (d) Investment Management. These services are provided through our subsidiaries and affiliates and are subject to separate and distinct agreements, fee structures, and/or disclosures. Insurance & Risk Management, Financial Planning, and Investment Management are provided by Ascot Wealth Builders and Insurance Services dba L&W Ascot Insurance & Financial Services through C.E.F. Advisors Group. Business & TaxConsulting services are provided through our affiliate, L&W Ascot Business Management LLC.
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‍1.F Your responsibility
‍ Under this agreement, we rely on your cooperation for certain tasks to timely and successfully service your Company. You agree that you are: Responsible for safeguarding assets, for authorizing transactions, and for retaining supporting documentation for those transactions. In addition, on your business bank statements and credit card statements, you agree to not commingle personal income and expenses with your business income and expenses. Doing so will adversely affect your entity's legal protection. In addition, commingling of personal and business transactions in your business bank/credit card statements may result in additional fees for the additional time required to separate the personal and business transactions.

‍Responsible for informing us of your knowledge of any allegations of fraud or suspected fraud affecting you or your Company received in communications from employees, former employees, regulators, or others. In addition, you are responsible for identifying and ensuring that the entity complies with applicable laws and regulations.
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‍Responsible for giving us access to obtain the following documents:
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▪ Any financial information necessary for preparation of your accounting records, trial balance and tax returns;
▪ Prior year’s tax returns;
▪ Bank statements and credit card statements;
▪ Payroll records and quarterly payroll reports;
▪ Articles of incorporation, partnership agreements, formation records;
▪ Other documents necessary for correct account reporting

Any failure to provide such documents and information, and to do so on a timely basis, will impedeour services, and may require us to suspend our services or withdraw from the agreement. You agree to accept responsibility for any effect on your accounting records and financial statements for basic financial information or transaction documents not submitted to us for processing and entry, or losses that may result from their absence.

‍2. Confidentiality & Privacy Policy
‍ Types of Nonpublic Personal Information We Collect
▪ We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.

Parties to Whom We Disclose Information:

▪ For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

▪ Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In addition, we may be required by law to disclose certain information to law enforcement agencies. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information:
‍▪ We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.

▪ To guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Electronic Data Communication and Storage:
▪ In the interest of facilitating our services to your company, we may send data over the Internet, store electronic data via computer software applications hosted remotely on the Internet, or allow access of data through third-party vendors’ secured portals or clouds
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‍▪ We use reasonable efforts to keep such communications and data access secure in accordance with our obligations under applicable laws and professional standards, and we require all of our third-party vendors to do the same.

▪ You recognize and accept that we have no control over the unauthorized interception or breach of any communications or data once it has been sent or has been subject to unauthorized access, and consent to our use of these electronic devices and applications during this agreement.

Outsourcing Services:
▪ We may use third-party service providers in serving your account. We may share confidential information about you with these service providers but remain committed to maintaining the confidentiality and security of your information.

▪ Accordingly, we maintain internal policies, procedures and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information.
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▪ In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third-party service provider. Furthermore, we will remain responsible for the work provided by any such third-party service providers.

3. Fees and Payment

Our subscription fees for Services are based on the plan that you choose. The “Spark Plan”,“Amplify Plan, and “Synergy Elite Plan” are our current plan offerings. Please refer to the Pricing page on our website for the specific features and deliverables under each plan.

All plans will be billed on an automatic recurring monthly basis. Billing can be set up using traditional payment methods, including debit cards, credit cards, ACH, or CashApp. Subscription payments unpaid 30 days past the billing date may be deemed delinquent and are subject to an. interest charge of 1.0% per month. If billings are past due in excess of 45 days, we will stop all work until your account is brought current.

As a condition of signing this agreement, you acknowledge and agree that we are not required to continue work in the event of failure to pay on a timely basis for services rendered as required by this agreement letter. You further acknowledge and agree that in the event we stop work or withdraw from this agreement as a result of your failure to pay on a timely basis for services rendered as required by this agreement letter, we shall not be liable for any damages that occur asa result of ceasing to render services.
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Any Services that are not included in your subscription, will be billed at our current hourly rate for the Service.

We may increase our subscription prices from time to time. In the event that we increase oursubscription fees, you will be notified at least 60 days prior to such increase.
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‍4. Other Terms

▪ This Agreement shall be governed in all respects by the laws of the United States of America and by the laws of the State of California.

▪ Each of the parties irrevocably consents to the exclusive personal jurisdiction of the federal and state courts located in California, as applicable, for any matter arising out of or relating to thisAgreement, except that in actions seeking to enforce any order or any judgment of such federal or state courts located in California, such personal jurisdiction shall be nonexclusive.

▪ In conformity with the IRS requirements, we suggest that you adopt a seven (7) year policy to keep all the accounting records and work papers related to the agreement. When records are returned, it is your responsibility to retain and protect them for future use, potential examination by any government or regulatory agency, prospective buyers of your business, acquiring business loans, etc. We are required by law to keep documentation for up to seven (7) years.

▪ If any dispute arises (between/among) the parties hereto, the parties agree first to try in good faith to settle the dispute through non-binding mediation. The costs of mediation shall be shared equally by the parties.

▪ The parties agree that, if any dispute cannot be settled through mediation, the dispute may then be brought before a court of competent jurisdiction, but the matter will ultimately be decided by the court, sitting without a jury. The parties recognize they have knowingly and voluntarily agreed to waive all rights to have any such dispute determined by a jury, but otherwise retain all rights afforded under the applicable civil justice system.

▪ We reserve the right to withdraw from this agreement without rendering services for any reason, if you fail to comply with the terms of this agreement letter, if we determine professional standards required our withdrawal for any other reason.

▪ You may request that we perform additional services at a future date not contemplated by this agreement letter. If this occurs, we will communicate with you regarding the scope and estimated cost of these additional services. Agreement letters for additional services will necessitate that we issue a separate agreement letter to reflect the obligations of both parties.
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