Terms of Service

Mr. Bookkeeper provides outsourced bookkeeping and accounting services to businesses and other clients. Depending on the engagement, services may include ongoing bookkeeping, accrual-basis accounting, catch-up bookkeeping, accounts payable and receivable, payroll support, financial reporting, controller services, and tax-related services.

The availability and scope of any particular service depend on the applicable written engagement agreement. Not every service described on the website is included in every engagement.

Tax-return preparation, tax advice, or representation before a tax authority is provided only when expressly included in an engagement and within the provider’s applicable professional authorization.

Unless expressly agreed in writing, our services do not include an audit, review, attestation engagement, legal advice, or other professional service outside the agreed scope.

You may use this website for lawful purposes, including learning about our services, requesting information, reviewing pricing, and contacting us.

You agree not to:

• Use the website in violation of applicable law.
• Attempt unauthorized access to the website, its systems, or another user's information.
• Introduce malicious code or interfere with website security or operation.
• Use automated methods to collect website content in a manner that violates applicable law or materially disrupts the website.
• Copy, republish, resell, or commercially exploit website content except as permitted by law or with our written permission.

We may restrict or suspend website access when reasonably necessary to protect the website, users, or our business, subject to applicable law.

Bookkeeping, accounting, payroll, and other professional services are provided under a separate written engagement agreement signed by the parties.

The engagement agreement establishes the applicable scope of work, deliverables, fees, billing arrangements, deadlines, client responsibilities, authorizations, confidentiality obligations, termination rights, and other service-specific terms.

If these Terms conflict with a signed engagement agreement, the signed engagement agreement controls with respect to the specific services covered by that agreement, to the extent permitted by law. These Terms continue to govern website use and other matters not superseded by the engagement agreement.

No professional engagement begins solely because you visit this website, submit an inquiry, use a calculator, or communicate with us through a website form or chat feature.

Fees and payment arrangements are established in the applicable service offer, order, or signed engagement agreement.

Depending on the engagement, fees may be recurring, monthly, project-based, milestone-based, or otherwise structured in writing.

Before an engagement begins, we will communicate the applicable pricing and material payment terms. The engagement agreement or applicable service offer will identify the services included, billing frequency, payment due dates, and any agreed additional charges.

You agree to pay fees properly due under your agreement. Any late fees, collection costs, suspension rights, or other payment remedies must be stated in the applicable agreement and comply with applicable law.

We may suspend or discontinue services for nonpayment only as permitted by the applicable agreement and law, taking into account any required notice and reasonable transition obligations.

Where a service is offered on a recurring or continuous basis, the applicable offer or engagement agreement will identify the recurring charge, billing frequency, renewal arrangement, and cancellation procedure.

Recurring services continue according to the agreed terms until canceled or terminated in accordance with the applicable agreement.

Where applicable law requires specific disclosures, affirmative consent, renewal notices, or cancellation methods, we will comply with those requirements.

Clients may cancel recurring services using the cancellation method identified in their agreement or service offer. Any cancellation confirmation, effective date, final invoice, and transition obligations will be handled in accordance with the applicable agreement and law.

Cancellation does not automatically eliminate fees earned, services already performed, or other payment obligations incurred before cancellation takes effect. Any applicable refund rights remain subject to the disclosed refund terms and applicable law.

Certain eligible new service engagements may qualify for a 30-day money-back guarantee, subject to the eligibility requirements and exclusions disclosed in the applicable offer or signed engagement agreement.

Before a customer enters an eligible engagement, the applicable terms will identify:

• The services and fees covered by the guarantee.
• When the 30-day period begins and ends.
• The process and deadline for submitting a refund request.
• Any applicable eligibility requirements, exclusions, or limits.
• The method and expected timing of any approved refund.

The guarantee applies only to the services and amounts identified as eligible under the applicable offer or engagement agreement. Refunds will be processed in accordance with those terms and applicable law.

We will not apply undisclosed exclusions or conditions to deny a refund otherwise required under the applicable guarantee or law.

Nothing in this section limits any non-waivable rights available under applicable law.

Prices, quotes, savings estimates, calculators, and service descriptions displayed on this website are provided to help prospective clients evaluate our services.

Unless expressly identified as a binding offer, website pricing and calculator results are estimates and do not constitute a final quote or guarantee of savings, financial results, or service availability.

Actual fees and deliverables may depend on transaction volume, the number of accounts and entities, payroll complexity, the condition of existing records, the amount of historical work required, and other engagement-specific factors.

The final scope, fees, and deliverables will be confirmed in writing before the applicable engagement begins.

Any specific service commitment or guarantee expressly included in an accepted offer or signed engagement agreement will be governed by that agreement.

The quality and accuracy of accounting and bookkeeping services depend in part on the completeness, accuracy, and timely delivery of client information.

Clients are responsible for providing accurate and complete records, including relevant bank and credit card statements, receipts, invoices, payroll information, tax documents, and responses to reasonable requests for clarification.

Clients are responsible for reviewing reports and other deliverables, notifying us of identified errors or discrepancies, and providing required approvals and instructions within applicable deadlines.

Where payroll, payments, or other financial transactions require client authorization, the applicable engagement agreement will specify the authorization process and each party’s responsibilities.

We will perform the services described in the applicable engagement agreement with reasonable professional care. If a discrepancy or error is identified, the parties will cooperate in investigating and addressing it in accordance with the engagement agreement and applicable law.

We are not responsible for delays or inaccuracies to the extent caused by incomplete, inaccurate, unauthorized, or untimely information or instructions supplied by the client or another party, except to the extent applicable law provides otherwise.

We recognize that bookkeeping, accounting, and payroll services may involve confidential business and personal information.

Client financial records and other confidential information will be handled in accordance with the applicable engagement agreement, our Privacy Policy, client instructions, and applicable law.

Depending on the services provided, we may access or process accounting records, financial transactions, bank and credit card activity, general ledgers, financial statements, accounts payable and receivable records, invoices, vendor and customer information, payroll records, employee compensation information, tax identification information, employee benefits information, and related business documents.

We may use accounting software, cloud storage and file-sharing services, payroll systems, email and communication platforms, and other service providers when reasonably necessary to provide contracted services.

We do not sell client financial records. Information may be disclosed to service providers as necessary to provide contracted services, as authorized by the client, or as otherwise permitted or required by law.

The Privacy Policy at https://www.mrbookkeeper.com/privacy provides additional information about website data collection, use, disclosure, and protection.

When you submit a contact form, request a consultation, subscribe to communications, or use a website chat feature, we may process the information you provide to respond to your inquiry, provide requested information, administer communications, or perform other disclosed purposes.

The handling of website information is described in our Privacy Policy.

Marketing emails, where applicable, will include an unsubscribe mechanism. Unsubscribing from marketing communications does not necessarily prevent service-related, transactional, security, or legally required communications.

You should not submit passwords, full payment-card numbers, or other highly sensitive information through a general website inquiry form or chat feature unless the relevant channel is specifically designated and secured for that purpose.

Our website and services may use or link to third-party platforms, including accounting software, payroll systems, cloud storage, payment services, and communication tools.

Third-party platforms are generally governed by their own terms, privacy policies, and security practices. We do not control the operation of independent third-party websites or services.

Where a third-party platform is used to provide contracted services, the applicable engagement agreement, client authorizations, and relevant provider arrangements govern its use in connection with the engagement.

Clients are responsible for reviewing applicable third-party terms and maintaining appropriate access permissions for their accounts, subject to any responsibilities expressly assigned to us under the engagement agreement.

A link to a third-party website does not necessarily constitute an endorsement of that website or its services.

Unless otherwise stated, website content—including text, graphics, logos, designs, downloadable materials, and software—is owned by the website operator or used under license and may be protected by intellectual property laws.

You may access and use website content for personal or internal business reference. You may not reproduce, distribute, modify, resell, or commercially exploit protected content without permission, except as permitted by applicable law.

Nothing in these Terms transfers ownership of a client’s accounting records or other client-provided materials to Mr. Bookkeeper. Ownership, access, delivery, and permitted use of client records and engagement deliverables are governed by the applicable engagement agreement and law.

We make reasonable efforts to maintain an accessible and functional website, but we do not guarantee that the website will always be available, uninterrupted, error-free, or compatible with every device or browser.

To the extent permitted by law, the website and its general informational content are provided on an “as available” basis.

Website content is for general informational purposes and is not a substitute for advice tailored to your particular accounting, tax, financial, or legal circumstances.

Nothing in these Terms excludes or limits any warranty, right, remedy, or liability that cannot lawfully be excluded or limited.

To the extent permitted by applicable law, neither party will be liable to the other for indirect, incidental, special, exemplary, punitive, or consequential damages arising from website use or an engagement, including lost profits or business interruption, except where such limitation is prohibited by law or where the applicable agreement provides otherwise.

Any limitations of liability relating to professional services, including bookkeeping, accounting, payroll, or tax-related services, will be governed by the applicable signed engagement agreement and applicable law.

Nothing in these Terms excludes or limits liability for matters that cannot legally be excluded or limited. No provision of these Terms is intended to waive nonwaivable statutory rights or remedies.

To the extent permitted by law, you are responsible for losses or claims arising from your unlawful use of the website, your material violation of these Terms, or your infringement of another party’s rights.

Any obligation to indemnify us or another party in connection with professional services, client records, or an engagement must be expressly established in the applicable signed agreement and will be subject to applicable law.

Nothing in this section requires you to indemnify a party for that party’s own conduct to the extent such an obligation is prohibited by law.

Except for disputes that applicable law excludes from arbitration or that the parties may lawfully bring in court, the parties intend that disputes arising out of or relating to these Terms or website use be resolved through binding arbitration under a written arbitration agreement that satisfies applicable law.

The final arbitration provision must identify the arbitration administrator and rules, the process for initiating arbitration, the location or method of hearings, the allocation of fees and costs, available remedies, and any required notices, exceptions, or procedures.

Any arbitration requirement must be mutual and enforceable under applicable law. It will not apply to a dispute unless a valid agreement to arbitrate has been formed and the dispute falls within its scope.

Nothing in these Terms prevents a party from seeking temporary or provisional relief from a court where permitted by law, or from exercising a right that applicable law makes nonwaivable.

If a dispute is permitted to proceed in court, the parties intend, subject to applicable jurisdiction and venue requirements, to use the state or federal courts located in Los Angeles County, California.

The final version of this section must be coordinated with any arbitration or dispute-resolution provision in a signed engagement agreement. If the provisions conflict, the applicable agreement and law will determine which provision governs.

These Terms are governed by the laws of the State of California, without regard to its conflict-of-law principles, except where applicable law requires otherwise.

Any court proceeding permitted under these Terms is subject to applicable jurisdiction, venue, and procedural requirements. The parties intend that any such proceeding be brought in a court located in Los Angeles County, California, where legally appropriate.

Nothing in this section limits any rights or protections that cannot be waived under applicable law.

We may update these Terms from time to time to reflect changes in our website, services, business practices, or applicable legal requirements.

The revised Terms will be posted on this page with an updated “Last Updated” date. Where required by law or contract, we will provide notice of material changes and obtain any necessary consent.

Changes to these Terms do not automatically amend a separate signed engagement agreement. Amendments to an engagement agreement must be made in accordance with that agreement and applicable law.

If any provision of these Terms is held invalid or unenforceable, the remaining provisions will remain effective to the extent permitted by law.

A failure or delay in enforcing a provision does not necessarily waive the right to enforce that provision later. Any waiver must be interpreted in accordance with applicable law.

Questions about these Terms may be directed to:

Mr. Bookkeeper
Email: info@mrbookkeeper.com
Telephone: (800) 413-0745
Support hours: Monday–Friday, 9:00 a.m.–6:00 p.m. Pacific Time (PT)

For information about the collection and use of personal information, please review our Privacy Policy at https://www.mrbookkeeper.com/privacy.