Welcome to the website of Prime Bean Counters Bookkeeping (“we,” “our,” or “us”). By accessing or using our website [insert website URL] and our services, you agree to comply with and be bound by the following Terms & Conditions. If you do not agree with these terms, please do not use our site or services.

1. Services Offered

Prime Bean Counters Bookkeeping provides professional bookkeeping, cleanup, payroll, and financial reporting services. Specific service deliverables and timelines are outlined in separate engagement agreements.

2. Eligibility

By using our services, you confirm that you are at least 18 years of age and authorized to act on behalf of your business or organization.

3. Client Responsibilities

Clients agree to:

• Provide accurate, complete, and timely financial data and documents.
• Respond promptly to requests for additional information.
• Comply with all applicable local, state, and federal laws, including tax regulations.

4. Fees & Payment

Fees will be outlined in an engagement letter or service proposal. Invoices are payable per the terms specified, typically within 15 days. Late payments may incur fees or service suspension.

5. Refund Policy

Due to the nature of our services, we do not offer refunds for completed work or time spent. However, if you are dissatisfied with the quality of service, we encourage you to contact us directly so we can resolve the issue. Any refund or credit provided is at our sole discretion and will be documented in writing.

6. Engagement Agreements

All clients are required to sign a formal engagement agreement outlining the scope of services, responsibilities, timelines, and fees. No work will begin until the agreement is executed. Any changes in service scope must be mutually agreed upon in writing.

7. Data Retention

We retain client records and financial data for a period of seven (7) years or as required by law. Upon termination of service, clients may request copies of their data within 30 days. After the retention period, records may be securely deleted or archived at our discretion.

8. Confidentiality

We maintain the confidentiality of all client information. Your data will not be shared, sold, or disclosed without your consent, except as required by law or regulatory authorities.

9. Intellectual Property

All website content, branding, and documentation created by us remain our intellectual property. Clients may not reproduce or distribute any materials without written permission.

10. Limitation of Liability

We are not liable for:

• Indirect or consequential damages
• Financial losses due to client-provided errors or omissions
• Disruptions caused by third-party software, systems, or delays
• Our maximum liability is limited to the amount paid by the client for the relevant services.

11. Termination

Either party may terminate services with written notice, subject to the terms of the engagement agreement. Outstanding balances must be paid in full. We may terminate services for breach of contract, non-payment, or unethical conduct.

12. Third-Party Tools and Links

We may use or refer to third-party tools and platforms. While we strive to work with reputable providers, we are not responsible for their services, policies, or security.

13. Modifications

We may update these Terms & Conditions periodically. Any updates will be posted on this page, and continued use of our site or services indicates acceptance of the new terms.

14. Governing Law

These Terms are governed by the laws of [Insert State/Country], without regard to conflict of law provisions. Disputes will be subject to the exclusive jurisdiction of courts in that location.

15. Contact Us

For questions or concerns regarding these Terms & Conditions, please contact me using the Contact Form.