Terms & Conditions

Terms & Conditions

Last Updated: 3/1/2025

1. Introduction

Welcome to JW Financial Solutions. These Terms & Conditions ("Terms") govern your use of our website and our bookkeeping services. By using our services, you agree to these Terms.

2. Scope of Services

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

• Transaction categorization and reconciliation

• Financial reporting

• Accounts payable and receivable tracking

• QuickBooks Online support

We do not provide tax preparation, legal advice, or financial advisory services.

3. Client Responsibilities

Clients agree to:

• Provide accurate and complete financial records in a timely manner

• Respond to information requests necessary for bookkeeping services

• Review financial reports and notify us of any discrepancies

We are not responsible for errors resulting from incomplete or incorrect financial data provided by the client.

4. Payment Terms

• Invoices are due upon receipt unless otherwise agreed.

• Late payments may incur a [X]% late fee after [X] days.

• No refunds are issued for completed services.

5. Confidentiality & Data Security

We maintain strict confidentiality regarding all client financial information. Data is securely stored and never shared with third parties except as required by law or with client authorization.

6. Limitation of Liability

We provide bookkeeping services on a best-effort basis. We are not liable for:

• Any financial decisions or actions taken by the client

• Any penalties, fees, or losses incurred due to financial mismanagement

• Third-party software errors (e.g., QuickBooks glitches)

7. Termination Policy

Either party may terminate services with [X] days' written notice. Any outstanding payments for work completed must be settled upon termination.

8. Governing Law

These Terms are governed by the laws of the State of Alaska. Any disputes shall be resolved in the appropriate courts of [Your City], Alaska.

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