Terms & Conditions

Terms and Conditions
Effective Date: 7/28/25
Business Name: Efficient Keeper
Contact: (Efficientkeeper@gmail.com) | [929-584-3692]

These Terms and Conditions ("Agreement") govern your use of our bookkeeping services and any related communication, tools, or digital platforms operated by [Your Business Name] ("we," "us," or "our"). By engaging our services, you agree to be bound by the following terms.

1. Services Provided

We provide professional bookkeeping services, including but not limited to:

• Transaction categorization

• Bank reconciliation

• Financial reporting

• Accounts payable and receivable tracking

• Tax preparation support (not tax filing, unless specifically agreed upon)

• Book cleanup and setup

• Support via phone, email, or video conferencing

The scope of services will be outlined in a separate service agreement or proposal.

2. Client Responsibilities

You agree to:

• Provide accurate, complete, and timely financial records

• Respond to our requests for clarification or documentation promptly

• Use secure methods to share sensitive data (e.g., encrypted email or secure portals)

• Maintain compliance with local, state, and federal financial regulations

Failure to provide necessary documents may delay services and affect reporting accuracy.

3. Payment Terms

• All payments are due in advance or as per the payment schedule outlined in your service agreement.

• Late payments may incur a [Late Fee % or Flat Fee], and services may be paused until the account is current.

• We reserve the right to terminate services due to non-payment.

4. Refund Policy

Refunds are only issued if no work has been started. Once any portion of the service has been performed, including consultations, setup, or document review, no refunds will be given. Please refer to our full [No Refund Policy].

5. Confidentiality

We take your privacy seriously. All information provided will remain confidential and will not be disclosed to third parties without your written consent, except as required by law. For more details, see our [Privacy Policy].

6. Data Security

We use secure platforms, encrypted storage, and industry-standard tools to protect your data. You are responsible for ensuring the security of your own access credentials when using any shared tools or portals.

7. Limitation of Liability

We are not responsible for any financial losses, penalties, or damages resulting from:

• Inaccurate or incomplete information provided by you

• Delays caused by client inaction

• Errors in third-party software or bank platforms

• Tax filing decisions made without our consultation

Our liability is limited to the amount you have paid for our services.

8. Termination

Either party may terminate this agreement with written notice. Upon termination:

• All outstanding fees become immediately due

• Work in progress will be halted

• Documents and records will be returned or destroyed as requested

9. Intellectual Property

Any templates, documents, guides, or tools created by us remain our intellectual property unless otherwise agreed in writing. You may use them only in connection with services provided.

10. Dispute Resolution

We strive to resolve issues amicably. If a dispute arises, both parties agree to attempt informal resolution before pursuing mediation or legal action. Any legal claims must be filed in [Your State/Country].

11. Modifications

We reserve the right to update these Terms and Conditions at any time. Updates will be posted on our website or sent via email. Continued use of our services after changes indicates your acceptance.

12. Contact

If you have questions about these Terms and Conditions, please contact:

📧 Email: [EfficientKeeper@gmail.com]
📞 Phone: [929-584-3692]
🏢 Business Name: [Efficient Keeper]