top of page

Terms & Conditions

A legal disclaimer
 

Effective Date: May 6, 2025
Business Name: Simply Balanced Books, LLC

By engaging Simply Balanced Books, LLC for bookkeeping services, you agree to the following terms and conditions:

1. Services Provided

Simply Balanced Books provides bookkeeping and advisory services as outlined in the Services Overview. These may include but are not limited to transaction categorization, reconciliations, accounts payable and receivable tracking, financial reporting, and software support.

Note: We do not provide tax preparation, tax filing, legal services, or CPA-attested financial statements.

2. Client Responsibilities

The Client agrees to:

  • Provide accurate, complete, and timely financial documents and information.

  • Respond to communication requests in a reasonable time frame.

  • Maintain current access to software platforms used for bookkeeping (e.g., QuickBooks Online).

  • Review and approve financial reports in a timely manner.

3. Confidentiality

We treat all client information as confidential and will not share it with third parties without your consent, unless required by law.

4. Payment Terms

  • Pricing varies based on service complexity, time required, and business needs.

  • Clients will receive a custom quote after consultation.

  • Invoices are due upon receipt unless otherwise agreed.

  • Late payments may be subject to a late fee of [insert amount or percentage].

5. Termination of Services

Either party may terminate the engagement with written notice. In such cases:

  • All outstanding balances must be paid in full.

  • Work completed up to the date of termination will be billed accordingly.

6. Limitation of Liability

Simply Balanced Books is not liable for any indirect, incidental, or consequential damages resulting from the use or inability to use our services. The Client agrees to hold Simply Balanced Books harmless from any claims arising from the Client’s failure to meet tax or regulatory obligations.

7. Governing Law

These Terms and Conditions are governed by the laws of the state in which Simply Balanced Books, LLC is registered. (New Jersey)

8. Modifications

We reserve the right to update these Terms and Conditions at any time. Clients will be notified of material changes.

bottom of page