TERMS & CONDITIONS

Last updated : August 21, 2025

1) Services

We provide bookkeeping and related services as described on our website or in your proposal.

2) Pricing & Billing

Recurring services are billed monthly in advance. One-time Diagnostic & Setup is $400 and credited to month 1 if you proceed. Taxes, if any, are additional.

3) Scope & Changes

Pricing assumes one entity and standard volume/complexity. Multi-entity, heavy construction workflows, or unusual transaction volumes may require a revised scope and price. We’ll confirm in writing before starting any out-of-scope work.

4) Communication & SLAs
  • Essential: Email + Client Portal only; replies within 2 business days

  • Growth: Email + Portal + 1 scheduled call/month; replies within 1 business day

  • Executive: Email + Portal + dedicated call/text line (business hours); priority same-day

  • Reasonable use applies.

5) Client Responsibilities

Provide timely access to records, statements, and requested documents. You are responsible for the accuracy and completeness of information you provide.

6) No Assurance / No Legal or Tax Advice

We do not provide audit, review, compilation, legal, or tax advisory services unless expressly agreed in writing. Our work is not intended to detect fraud or irregularities.

7) Confidentiality & Data Security

We keep your information confidential and use appropriate safeguards. You authorize us to use vetted service providers to deliver the services.

8) Termination

Either party may terminate at any time with written notice. We will complete the current month’s close if already in progress and provide a final export of your records upon request.

9) Liability

To the extent permitted by law, our total liability is limited to the fees paid to us for the month in which the claim arose. No consequential or indirect damages.

10) Governing Law

These terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Contact

Questions about these terms? Email legal@bluecollarledger.com.

Note

This is general information, not legal advice. Please have your counsel review.