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Terms & Conditions
1. Acceptance of Terms
By accessing our website, engaging our services, or signing a service agreement with Balance Pro Bookkeeping ("we," "us," or "our"), the Client agrees to be bound by these Terms and Conditions. If the Client does not agree to these terms, please do not use our services.
These Terms and Conditions apply to all service arrangements, including month-to-month engagements, annual contracts, and project-based or one-time services. They are to be read alongside any separate service agreement signed between the Client and Balance Pro Bookkeeping. In the event of a conflict, the signed service agreement shall take precedence.
2. Services Provided
Balance Pro Bookkeeping provides professional bookkeeping and related financial services to small businesses and freelancers. The specific scope of services will be outlined in a separate service agreement executed between the Client and Balance Pro Bookkeeping prior to the commencement of work.
We reserve the right to modify, suspend, or discontinue any service at any time with reasonable written notice to the Client.
3. Service Agreements
Prior to the start of any engagement, Clients will be required to sign a separate service agreement detailing the specific services to be performed, applicable fees, timelines, and any other relevant terms. These Terms and Conditions are incorporated by reference into all service agreements.
Service agreements may cover one or more of the following engagement types:
• Month-to-month: Ongoing services billed on a recurring monthly basis with no long-term commitment, unless otherwise specified.
• Annual contracts: Services provided under a fixed-term agreement for a period of twelve (12) months, with terms for renewal outlined in the service agreement.
• Project-based / one-time: Services scoped and delivered for a single defined project or deliverable, with payment terms as specified in the service agreement.
4. Fees and Payment
Fees for services are set forth in the applicable service agreement. The Client agrees to pay all fees as outlined.
The following payment terms apply:
• Invoices are due upon receipt unless otherwise stated in the service agreement.
• Accepted payment methods will be specified in the service agreement or invoice.
• All fees are stated in U.S. dollars.
5. Late Payment and ACH Collection
Payments are collected via Automated Clearing House (ACH) transfer from the Client's designated bank account. If a payment is not made by the due date specified in the Service Agreement, the following penalties will apply:
• A late fee of 1.5% per month on the outstanding balance beginning 15 days after the due date.
• The Client is responsible for any returned payment fees charged by their financial institution in connection with a failed or rejected ACH transaction.
• The Client is responsible for any associated bank fees incurred as a result of the failed ACH transaction, including but not limited to insufficient funds fees and reversal charges.
• If payment remains outstanding for 30 days past the due date, Balance Pro Bookkeeping reserves the right to suspend services until the account is brought current.
All returned payment fees and bank charges will be added to the Client's account balance and are immediately due.
6. Use of Third-Party Tools
Balance Pro Bookkeeping uses QuickBooks, a third-party accounting software platform developed and maintained by Intuit Inc., to perform bookkeeping services on behalf of our Clients. By engaging our services, the Client acknowledges and agrees to the following:
• The Client's financial data may be entered into, stored in, or processed through QuickBooks in the course of providing services.
• The use of QuickBooks is subject to Intuit's own Terms of Service and Privacy Policy, which are separate from this document.
• Balance Pro Bookkeeping is not responsible for any data loss, service interruption, or security incidents arising from QuickBooks or Intuit's platform.
• If a Client account within QuickBooks is required, the Client may be responsible for maintaining their own subscription, as outlined in the service agreement.
We may also use other tools or platforms for communication, document sharing, or secure file transfer. Clients will be notified of any additional tools that involve the handling of their personal or financial data.
7. Client Responsibilities
To enable us to perform services effectively, the Client agrees to:
• Provide accurate, complete, and timely information and documentation as reasonably requested.
• Notify Balance Pro Bookkeeping promptly of any changes to their business structure, financial accounts, or other information relevant to the services.
• Review all work product and reports provided and notify us of any discrepancies within a reasonable timeframe.
• Maintain their own records and backups of financial data independently of Balance Pro Bookkeeping.
8. Confidentiality
Both parties agree to keep confidential all non-public information shared in the course of the engagement. Balance Pro Bookkeeping will not disclose Client financial information to third parties except as required to perform the contracted services, as required by law, or with the Client's prior written consent.
This confidentiality obligation survives the termination of any service agreement or engagement.
9. Limitation of Liability
Balance Pro Bookkeeping provides bookkeeping services and is not a licensed CPA, tax advisor, or financial planner. Our services do not constitute legal, tax, or financial advice. Clients are encouraged to consult with a qualified CPA or attorney for matters requiring professional licensure.
To the fullest extent permitted by law, Balance Pro Bookkeeping's total liability to the Client for any claim arising out of or related to these Terms or the services provided shall not exceed the total fees paid by the Client in the three (3) months preceding the claim.
We are not liable for any indirect, incidental, consequential, or special damages, including loss of profits or data, even if advised of the possibility of such damages.
10. Termination
Either party may terminate a month-to-month engagement with written notice as specified in the applicable service agreement (typically 30 days). Annual contracts and project-based agreements may be terminated only as outlined in the signed service agreement.
Upon termination, the Client is responsible for payment of all fees for services rendered up to the effective date of termination. Balance Pro Bookkeeping will make reasonable efforts to provide the Client with copies of their records upon request.
11. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Riverside County, California.
12. Changes to These Terms
We reserve the right to update or modify these Terms and Conditions at any time. We will notify Clients of material changes by updating the effective date at the top of this document and, where appropriate, by direct communication. Continued use of our services after any changes constitutes acceptance of the updated Terms.
13. Contact Us
Balance Pro Bookkeeping
Email: info@balanceprobook.com
Phone: (951) 768-9823
Address: 1973 Foothill Parkway, Ste 110 #2023, Corona, CA 92881