Effective as of 05/01/2025

Welcome to Balancia Books. By accessing or using this website and our services, you agree to be bound by the following terms and conditions. If you do not agree with any part of these terms, please do not use our services.

1. About Balancia Books
Balancia Books provides remote bookkeeping services to small business owners across the United States. We support clients with ongoing bookkeeping, clean-up work, and select additional services related to financial organization.

2. Use of Website
The content on this website is provided for informational purposes only. While we aim to keep everything accurate and up to date, we do not guarantee that all information is error-free or current. Any reliance you place on information from this website is at your own risk.

3. Client Relationship
Engaging with Balancia Books as a client requires a signed engagement letter. Services, fees, and deliverables will be outlined in that agreement. Visiting this website or submitting an inquiry form does not establish a client relationship.

4. Payments & Refunds
All service fees are clearly outlined in proposals or estimates and are due according to the terms provided. Balancia Books does not offer refunds for completed work or time-based services.

5. Cancellations & Termination
Clients may terminate services at any time with written notice. Any outstanding payments for services rendered up to the date of termination remain due. Details of cancellation or early termination are outlined in our engagement agreement.

6. Confidentiality
We take your privacy and confidentiality seriously. Any financial data, documents, or conversations shared with Balancia Books will be kept secure and confidential, and will not be disclosed to third parties unless required by law or authorized by you.

7. Intellectual Property
All content, branding, and materials on this site—including logos, graphics, and service descriptions—belong to Balancia Books and may not be copied or used without written permission.

8. Third-Party Tools
We may use third-party software (such as QuickBooks Online or Gusto) to provide services. While we make every effort to work with trusted tools, we are not responsible for their performance, terms, or security.

9. Governing Law
These terms are governed by the laws of the State of California. Any disputes arising from these terms will be resolved in the appropriate courts located in Riverside County, California.

10. Changes to These Terms
Balancia Books reserves the right to update these Terms & Conditions at any time. The most current version will always be posted on this page with the effective date listed at the top.

Questions?
If you have any questions about these terms, please reach out to: office@balanciabooks.com