Agreement to Terms
By accessing or using the BalanceWise Books website and services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website or services.
Services Disclaimer
Important: BalanceWise Books provides bookkeeping services only. I am a certified bookkeeper, not a Certified Public Accountant (CPA), tax professional, attorney, or licensed financial advisor.
The services provided by BalanceWise Books include:
- Recording and categorizing financial transactions
- Bank and credit card reconciliation
- Financial report preparation (Profit & Loss, Balance Sheet, etc.)
- QuickBooks setup, training, and support
- Bookkeeping cleanup and catch-up
- Systems and operations consulting
What I Do NOT Provide
BalanceWise Books does not provide and is not licensed to provide:
- Tax preparation or tax advice — For tax matters, please consult a licensed CPA or tax professional
- Legal advice — For legal matters, please consult a licensed attorney
- Investment or financial planning advice — For investment decisions, please consult a licensed financial advisor
- Audit or attestation services — These services require a licensed CPA
Any general information or observations I share about your finances are for informational purposes only and should not be construed as professional tax, legal, or financial advice.
Client Responsibilities
When working with BalanceWise Books, you are responsible for:
- Providing accurate and complete financial information
- Granting necessary access to financial accounts and documents
- Reviewing reports and communicating any discrepancies promptly
- Maintaining your own backups of important financial data
- Consulting appropriate licensed professionals for tax, legal, and investment matters
Confidentiality
I take your privacy and the confidentiality of your financial information seriously. All client financial data is kept strictly confidential and is used solely for the purpose of providing bookkeeping services. I will never share your financial information with third parties without your explicit written consent, except as required by law.
Limitation of Liability
BalanceWise Books strives to provide accurate and reliable bookkeeping services. However:
- I am not liable for any errors resulting from incomplete or inaccurate information provided by the client
- I am not liable for decisions you make based on financial reports or information I provide
- I am not liable for any penalties, interest, or other costs resulting from tax matters
- My liability is limited to the fees paid for services in the relevant period
Website Use
The content on this website is provided for general informational purposes only. While I strive to keep the information accurate and up-to-date, I make no representations or warranties about the completeness, accuracy, or reliability of any information on this site.
Blog posts and educational content are meant to provide general guidance and should not be relied upon as professional advice for your specific situation.
Intellectual Property
All content on this website, including text, graphics, logos, and images, is the property of BalanceWise Books and is protected by copyright laws. You may not reproduce, distribute, or use any content without prior written permission.
Third-Party Links
This website may contain links to third-party websites. These links are provided for convenience only. BalanceWise Books is not responsible for the content or privacy practices of linked sites.
Changes to Terms
I reserve the right to update these Terms of Service at any time. Changes will be posted on this page with an updated "Last Updated" date. Continued use of the website or services after changes constitutes acceptance of the updated terms.
Contact
If you have questions about these Terms of Service, please contact me:
BalanceWise Books
Email: meta@balancewisebooks.com
Website: balancewisebooks.com