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Terms & Conditions

Welcome to Freelance Financial Services, LLLP. By accessing our website or engaging our services, you agree to these Terms and Conditions. Please read them carefully before proceeding.

1. Scope of Services

We provide the following professional services:

a. Bookkeeping Services:

  • Recording and categorizing financial transactions.

  • Preparing financial reports, including income statements, balance sheets, and cash flow statements.

  • Reconciling bank and credit card accounts.

b. Tax Preparation Services:

  • Preparing and filing individual and business tax returns.

  • Identifying applicable deductions and credits.

  • Providing year-round tax advice and planning.

c. Financial Consulting Services:

  • Offering strategic financial advice and planning.

  • Budgeting and cash flow management guidance.

  • Business performance analysis and forecasting.

2. Engagement and Payment Terms

a. Engagement Process:

  • A formal engagement agreement outlining the scope of services, timelines, and fees will be provided.

  • Services will commence upon acceptance of the agreement and receipt of any required deposit or retainer.

b. Fees and Billing:

  • Fees for services are based on the agreed scope of work and may be charged hourly, monthly, or per project.

  • Payment is due upon request.

  • Late payments may incur a fee of 1.5% per month or other penalties as outlined in the engagement agreement.

c. Changes in Scope:

  • Any requests for additional or modified services outside the original agreement will require a separate written agreement and may incur additional charges.

3. Client Responsibilities

  • Provide accurate, complete, and timely information necessary for performing the agreed services.

  • Retain copies of all records and documents submitted to us.

  • Review any deliverables provided (e.g., financial reports, tax returns) for accuracy and notify us of any discrepancies promptly.

  • Maintain compliance with applicable laws and regulations regarding your business.

4. Confidentiality

We prioritize protecting your confidentiality and privacy.

  • All client information will remain confidential and used solely for the purpose of providing the agreed-upon services.

  • We will not share your information with third parties unless required by law or with your explicit written consent.

  • Refer to our [Privacy Policy](Insert Link) for more details.

5. Limitations of Liability

  • Our services are provided based on the information you supply. We are not responsible for errors resulting from incomplete or inaccurate information.

  • We do not guarantee specific financial outcomes or results.

  • To the fullest extent permitted by law, we will not be liable for any indirect, incidental, or consequential damages arising from the use of our services.

6. Disclaimers

  • We do not provide legal advice. For legal matters, consult a licensed attorney.

  • Tax preparation services are performed with reasonable care, but you are ultimately responsible for the accuracy of your tax filings and compliance with applicable tax laws.

7. Termination of Services

  • Either party may terminate the agreement with [insert notice period, e.g., "30 days"] written notice.

  • Immediate termination may occur in cases of a breach of these Terms and Conditions.

  • Upon termination, all outstanding fees must be paid, and we will provide a final accounting of services rendered.

8. Intellectual Property

Any templates, tools, methodologies, or processes used in delivering our services remain our intellectual property. Clients may not reproduce, distribute, or modify these without our explicit consent.

9. Governing Law and Dispute Resolution

  • These Terms and Conditions are governed by the laws of the state of Georgia, United States

  • Bookkeeping Standards: Generally Accepted Accounting Principles (GAAP) or local accounting standards.

  • Tax Laws and Regulations: Compliance with the Internal Revenue Code (IRC), state tax laws, and other applicable tax preparation regulations..

  • Any disputes will be resolved through mediation or arbitration before litigation, as outlined in the engagement agreement.

10. Amendments

We reserve the right to update or modify these Terms and Conditions at any time. Updates will be posted on our website, and continued use of our services indicates acceptance of the updated terms.

11. Contact Information

If you have questions or concerns about these Terms and Conditions, please contact us:

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Terms & Conditions for Messaging Program

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Freelance Financial Services, LLLP offer a messaging program (the "Program") that allows us to communicate with you via text messages (SMS and MMS). By enrolling in or using the Program, you agree to these Terms & Conditions.

1. Program Description

The Program provides you with updates, promotional offers, and important notifications via text messages. The frequency of messages may vary depending on your interactions with us.

2. Opting In

By providing your phone number and agreeing to participate, you consent to receive automated and/or manual text messages from us. Consent is not a condition of purchase.

3. Opting Out

You may opt out of the Program at any time by:

Once you opt out, you will no longer receive text messages from us, except for messages confirming your opt-out request.

4. Fees and Charges

Message and data rates may apply based on your mobile carrier and plan. Check with your carrier for details.

5. Customer Care

For assistance, reply "HELP" to any message or contact our customer care team at:

6. Privacy

We are committed to protecting your privacy. Any information collected as part of the Program will be used in accordance with our Privacy Policy found here.

7. Changes to the Program

We reserve the right to modify or terminate the Program at any time. We will notify you of significant changes via text message or other communication methods.

8. Limitation of Liability

We are not responsible for:

  • Delays or failures in the delivery of messages due to carrier issues or other factors beyond our control.

  • Unauthorized access to your personal information, except as required by applicable law.

9. Eligibility

The Program is available to users who are at least 18 years old or have parental/guardian consent.

10. Governing Law

These Terms & Conditions are governed by the laws of [Insert Jurisdiction].

11. Contact Information

If you have questions about the Program or these Terms & Conditions, please contact us:

Freelance Financial Services, LLLP
info@freelancefinancialservices.com

770-282-9441

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Effective Date: 07/01/2024

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