Terms of Service

1. Services

Evergreen Bookkeeping Partners provides bookkeeping and financial administration services to businesses, which may include:

• Monthly bookkeeping, transaction categorization, and account reconciliation
• QuickBooks setup, catch-up, and cleanup
• Financial reporting, including profit and loss, balance sheet, and cash flow statements
• Accounts payable and accounts receivable management
• Payroll processing and administration
• Preparation of year-end, tax-ready books for delivery to your tax professional

The specific services, deliverables, timelines, and fees applicable to your engagement will be set out in a separate written proposal, engagement letter, or service agreement. If any term of that agreement conflicts with these Terms, the engagement agreement controls.

2. Services We Do Not Provide

To avoid any misunderstanding, Evergreen Bookkeeping Partners does not provide:

• Tax return preparation or tax filing
• Tax, legal, investment, or financial planning advice
• Audit, review, or compilation services, or any attestation engagement
• Certified public accounting services

We are not a CPA firm. Information and reports we prepare are for management and recordkeeping purposes and to support your tax professional. They should not be relied on as tax or legal advice. We recommend you engage a qualified CPA, tax preparer, or attorney for those matters, and we are glad to coordinate with them at your direction.

3. Client Responsibilities

You agree to:

• Provide complete, accurate, and timely records, statements, and documentation
• Provide necessary access to accounting systems, bank feeds, and payroll platforms
• Review deliverables and notify us promptly of any discrepancies
• Retain ultimate responsibility for the accuracy of your financial records and for all business, tax, and financial decisions
• Maintain your own backup of source records

Our work depends on the information you supply. We are not responsible for errors resulting from incomplete, inaccurate, or untimely information provided to us.

4. Fees and Payment

Fees are as stated in your engagement agreement. Unless otherwise agreed:

• Recurring services are billed monthly in advance
• Catch-up, cleanup, and project work may require a deposit
• Invoices are due upon receipt unless another term is stated
• We may suspend services on accounts that remain past due after written notice

Services are month-to-month. No long-term contract is required.

5. Term and Termination

Either party may terminate services with written notice as specified in the engagement agreement, or with thirty (30) days' notice if no period is specified.

Upon termination, we will complete work through the effective termination date, invoice any outstanding balance, and provide your financial records and files in a standard, usable format. Fees for work already performed are non-refundable.

6. Text Messaging (SMS) Terms

By providing your mobile telephone number and opting in, you consent to receive text messages from Evergreen Bookkeeping Partners LLC.

Program description. Messages are service-related and may include appointment and consultation reminders, document and information requests, deadline notifications, account updates, service alerts, and support communications. Where you have separately opted in to promotional messaging, messages may also include service announcements and offers.

How to opt in. You may opt in by submitting your mobile number through a form on our website with the applicable consent checkbox selected, by providing written consent during onboarding, or by texting us directly.

Message frequency. Message frequency varies based on your account activity and service needs.

Cost. Message and data rates may apply. These charges come from your mobile carrier and are your responsibility.

How to opt out. You may cancel at any time by replying STOP to any message from us. After you send STOP, we will send one confirmation message and will not send further text messages unless you opt in again. You may also request removal by contacting us using the information in Section 13.

How to get help. Reply HELP to any message for assistance, or contact us at andrea@evergreenbookkeepingpartners.com or [INSERT REAL BUSINESS PHONE].

Carriers. Supported carriers include AT&T, Verizon Wireless, T-Mobile, Sprint, Boost, U.S. Cellular, MetroPCS, and others. Carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission by your carrier and is not guaranteed.

Eligibility. You must be at least 18 years old and the account holder or authorized user of the mobile number you provide.

Consent is not a condition of purchase. You are not required to agree to receive text messages in order to purchase any product or service from us.

Mobile opt-in data and consent are never shared with third parties for marketing or promotional purposes. See our Privacy Policy for details.

7. Confidentiality

We treat all client financial information as confidential. We will not disclose your information except as necessary to perform services, as directed or authorized by you, or as required by law. This obligation continues after the engagement ends.

8. Ownership of Records

Your original source documents and financial records remain your property and will be returned or made available to you upon request. Working papers, templates, checklists, and internal processes we develop remain our property.

9. Website Content and Intellectual Property

All content on evergreenbookkeepingpartners.com — including text, graphics, logos, and branding — is the property of Evergreen Bookkeeping Partners LLC and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from this content without our written permission.

10. Disclaimers

Website content is provided for general informational purposes only and does not constitute bookkeeping, accounting, tax, legal, or financial advice. No client relationship is created by visiting our website or submitting a contact form.

Our services are provided with professional care, but we make no warranty that services will be uninterrupted or error-free. Except as expressly stated in these Terms or your engagement agreement, services are provided "as is."

11. Limitation of Liability

To the fullest extent permitted by law, Evergreen Bookkeeping Partners LLC and its owners, employees, and contractors will not be liable for indirect, incidental, consequential, special, or punitive damages, including lost profits, lost business, or penalties or interest assessed by taxing authorities, arising out of or relating to our services.

Our total aggregate liability for any claim arising from our services will not exceed the total fees you paid to us in the three (3) months immediately preceding the event giving rise to the claim.

12. Indemnification

You agree to indemnify and hold harmless Evergreen Bookkeeping Partners LLC from claims, losses, and expenses arising from information you provided that was inaccurate or incomplete, from your business decisions, or from your violation of these Terms or applicable law.

13. Governing Law and Contact

These Terms are governed by the laws of the State of [INSERT STATE], without regard to conflict of law principles. Any dispute will be brought in the state or federal courts located in [INSERT COUNTY/STATE].

We may update these Terms from time to time. The revised version will be posted on this page with an updated Effective Date, and continued use of our services constitutes acceptance.

Evergreen Bookkeeping Partners LLC
Email: andrea@evergreenbookkeepingpartners.com
Phone: (540) 684-5499
Mailing Address: [INSERT BUSINESS MAILING ADDRESS]
Website: evergreenbookkeepingpartners.com