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Terms & Conditions

A legal disclaimer

Effective Date: July, 2025

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1. Introduction

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Welcome to Stearns Bookkeeping, a bookkeeping service provider. These Terms and Conditions govern your use of our services, including but not limited to bookkeeping, accounting, tax preparation, payroll services, and any related consultations, as well as our website.  By engaging our services or accessing our website, you agree to be bound by these Terms. If you do not agree, please do not use our services.

We may update these Terms periodically, with changes posted on our website or communicated via email. Your continued use of our services after updates constitutes acceptance.

Terms & Conditions - the basics

Having said that, Terms and Conditions (“T&C”) are a set of legally binding terms defined by you, as the owner of this website. The T&C set forth the legal boundaries governing the activities of the website visitors, or your customers, while they visit or engage with this website. The T&C are meant to establish the legal relationship between the site visitors and the website. 

 

2. Services

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  • Scope: We provide bookkeeping and related financial services as outlined in our agreement or service contract with you. Services may include maintaining financial records, preparing financial statements, processing payroll, and assisting with tax filings.

  • Limitations: Our services are not a substitute for professional accounting, legal, or tax advice unless explicitly stated. We are not certified public accountants (CPAs) unless specified in our agreement.

  • Custom Services: Specific deliverables, timelines, and fees will be detailed in a separate service agreement or proposal.

What to include in the T&C document

3. Client Responsibilities

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To ensure accurate and timely services, you agree to:

  • Provide complete, accurate, and timely financial records, including bank statements, invoices, receipts, and other relevant documents.

  • Respond promptly to our requests for information or approvals.

  • Notify us of any changes to your business operations or financial status that may affect our services.

  • Comply with all applicable laws, including tax obligations. Failure to meet these obligations may result in delays, additional fees, or termination of services.

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4. Fees and Payment

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  • Fees: Fees for services are outlined in your service agreement or invoice. Additional work outside the agreed scope may incur extra charges, communicated in advance.

  • Payment Terms: Payments are due [e.g., within 30 days of invoice receipt] via [e.g., bank transfer, credit card, or check]. Late payments may incur a [e.g., 1.5% monthly] late fee or interest as permitted by law. 

  • Refunds: Services are non-refundable except as specified in your service agreement or required by law.

  • Third-Party Fees: You are responsible for fees charged by third-party platforms (e.g., QuickBooks, payment processors) used in our services.

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5. Confidentiality

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We will treat your financial and personal information as confidential and only use it to provide our services, except as required by law or with your consent. See our Privacy Policy at for details.

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6. Intellectual Property

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Any templates, software, or materials we provide remain our intellectual property. You are granted a non-exclusive, non-transferable license to use them solely for the purposes of our services.

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7. Termination

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  • By You: You may terminate services with [e.g., 30 days’ written notice], subject to payment for all work completed.

  • By Us: We may terminate services for non-payment, failure to provide necessary information, or breach of these Terms, with written notice.

  • Effect of Termination: Upon termination, you must pay all outstanding fees. We will provide copies of your financial records upon request, subject to payment.

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8. Limitation of Liability

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To the fullest extent permitted by law:

  • Our services are provided “as is.” We do not guarantee specific outcomes (e.g., tax savings, financial performance).

  • We are not liable for errors caused by inaccurate or incomplete information provided by you.

  • Our liability is limited to the fees paid for the specific service causing the issue. We are not responsible for indirect, consequential, or incidental damages (e.g., lost profits).

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9. Contact Information

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If you have any questions about these Terms, please contact:

 

Stearns Bookkeeping

Email: lanastearns1@icloud.com

Phone: 772-925-4117

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