Terms and Conditions
Effective Date: 11/10/2025
Last Updated: 11/10/2025
Welcome to Bloom Bookkeeping (“we,” “us,” “our”). These Terms and Conditions (“Terms”) govern the use of our bookkeeping services, website, and all related communications. By engaging our services, you agree to these Terms in full.
1. Services Provided
We provide professional bookkeeping services, including but not limited to:

• Financial recordkeeping

• Account reconciliations

• Payroll processing

• Financial reporting

• Accounts payable and receivable management

• Sales tax filings (if applicable)

All services will be performed with reasonable care and skill consistent with standard bookkeeping practices.
2. Client Responsibilities
You agree to:

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

• Maintain sole responsibility for the accuracy of your financial records and compliance with applicable laws.

• Review all reports, statements, and filings promptly and notify us of any discrepancies.

Failure to provide required information in a timely manner may delay completion of services and/or incur additional fees.
3. Fees and Payment

• Fees are outlined in your engagement agreement or proposal.

• Invoices are due within [X] days of issuance unless otherwise stated.

• Late payments may incur a [X%] monthly finance charge.

• We reserve the right to suspend services for overdue accounts.

Any changes in scope or additional work outside the agreed terms will be billed at our standard hourly rate or as mutually agreed upon in writing.
4. Confidentiality
We take confidentiality seriously. All information you provide will be kept strictly confidential and used solely for the purpose of delivering our services.
Exceptions include:

• When required by law, court order, or regulatory authority.

• With your written consent.

We follow secure data handling practices and use encrypted communication methods where possible.
5. Data Protection
We comply with applicable privacy and data protection laws. By using our services, you consent to the collection and processing of your information as outlined in our Privacy Policy.
6. Limitation of Liability
While we take great care in our work, bookkeeping services rely on information provided by you. Therefore:

• We are not responsible for errors, omissions, or inaccuracies arising from incomplete or false information provided by the client.

• Our total liability, whether in contract, negligence, or otherwise, shall not exceed the total fees paid for the specific service giving rise to the claim.

• We are not liable for any indirect, incidental, or consequential loss (e.g., tax penalties, lost profits, or business interruption).

7. Ownership of Records
All original source documents remain your property.
Our working papers, templates, and internal records remain our property.
Upon request and full payment of all fees, we will return your data and documentation in a mutually agreed format.
8. Termination of Services
Either party may terminate the engagement at any time with written notice.
You will be billed for all work completed up to the date of termination.
We reserve the right to terminate services immediately if:

• You fail to pay invoices when due, or

• We determine a conflict of interest or ethical concern.

9. Compliance and Legal Responsibility
We are not legal or tax advisors. You should consult your accountant or tax professional for formal advice on tax strategy or compliance matters.
Our services do not include audit or assurance services unless explicitly agreed upon in writing.
10. Governing Law
These Terms shall be governed by and construed in accordance with the laws of [Your State], without regard to its conflict of law principles.
Any disputes will be handled in the courts of [Your County, Your State].
11. Amendments
We may update these Terms periodically. The most recent version will always be posted on our website or provided upon request. Continued use of our services after changes take effect constitutes acceptance of the new Terms.
12. Contact Information
If you have any questions about these Terms, please contact:
Bloom Bookkeeping
heatherwaits614@gmail.com