TERMS & CONDITIONS
Effective Date: September 10, 2024
Welcome to Effortless Bookkeeping! These terms and conditions outline the rules and regulations for the use of our services. By engaging with Effortless Bookkeeping, you agree to these terms. Please read them carefully.
1. Definitions
Client: The individual or business entity engaging Effortless Bookkeeping for services.
Services: The bookkeeping, accounting, payroll, and related financial services provided by Effortless Bookkeeping.
2. Services Provided
Effortless Bookkeeping offers a range of services, including but not limited to:
Bookkeeping (including accounts payable/receivable, general ledger management, etc.)
Payroll processing and management
Tax preparation and filing (where applicable)
Financial reporting and analysis
Reconciliation of bank statements and financial accounts
We reserve the right to modify or discontinue any service with or without notice at any time.
3. Client Responsibilities
To provide our services effectively, the Client agrees to:
Provide accurate, complete, and up-to-date financial information as requested by Effortless Bookkeeping.
Respond promptly to any requests for documents, records, or clarification.
Review the work and financial statements provided and notify us of any discrepancies or concerns.
Maintain compliance with any tax or regulatory requirements specific to their business.
Effortless Bookkeeping is not responsible for any errors, omissions, or financial penalties arising from incorrect or incomplete information provided by the Client.
4. Fees and Payments
Service Fees: Service fees will be outlined in the proposal or agreement provided before work begins. Effortless Bookkeeping reserves the right to adjust fees for ongoing services with prior notice to the Client.
Payment Terms: Invoices will be issued based on the agreed billing schedule (e.g., monthly, quarterly). Payment is due within 5 days of receipt of the invoice.
Late Payments: Late payments may incur interest at a rate of $500 per month on any unpaid balance.
Termination for Non-Payment: Effortless Bookkeeping reserves the right to suspend or terminate services if payments are not received on time.
5. Confidentiality
Effortless Bookkeeping acknowledges the importance of protecting the confidentiality of all Client information. We will not disclose any financial, personal, or business data to third parties except:
As required by law.
With the Client’s explicit consent.
To third-party service providers who assist us in delivering services (under strict confidentiality obligations).
6. Data Security
We use industry-standard practices to protect Client data from unauthorized access, disclosure, or loss. However, no system is completely secure, and we cannot guarantee absolute security.
7. Limitation of Liability
Effortless Bookkeeping will not be liable for any direct, indirect, incidental, or consequential damages that result from the use of our services, including but not limited to:
Errors or delays caused by the Client’s failure to provide accurate or timely information.
Penalties or fees arising from tax filings, missed deadlines, or regulatory compliance.
In any case, the total liability of Effortless Bookkeeping for any claims arising under these terms will not exceed the amount paid by the Client for services in the 12 months prior to the event giving rise to the claim.
8. Termination of Services
Either party may terminate the agreement at any time by providing 30 days written notice. Effortless Bookkeeping may also terminate services immediately in the event of:
Non-payment of fees.
Client failure to provide necessary information.
Violation of these terms and conditions.
Upon termination, the Client is responsible for payment of any outstanding fees for services rendered up to the termination date.
9. Intellectual Property
All materials, documents, reports, and deliverables provided by Effortless Bookkeeping as part of the services are for the Client's use only and may not be copied, distributed, or used for any other purposes without our prior written consent.
10. Governing Law
These terms and conditions will be governed by and construed in accordance with the laws of [insert state or country], and any disputes will be subject to the exclusive jurisdiction of the courts in that jurisdiction.
11. Amendments
Effortless Bookkeeping reserves the right to update or modify these terms and conditions at any time. Clients will be notified of significant changes via email or the Client portal.
12. Contact Information
For any questions regarding these Terms and Conditions, please contact us at:
Effortless Bookkeeping
Katie@effortlessbks.com
Santaquin, Utah