Terms of Service

Effective Date: July 28, 2026

Welcome to Oholeguy Bookkeeping. These Terms of Service (“Terms”) govern your use of our website and any bookkeeping, bookkeeping cleanup, coaching, or related services provided by Oholeguy Bookkeeping (“we,” “our,” or “us”).

By using our website or engaging our services, you agree to these Terms.

Services

Oholeguy Bookkeeping provides professional bookkeeping services for service-based businesses, including but not limited to:

  • Monthly bookkeeping
  • QuickBooks cleanup and catch-up services
  • Financial reporting
  • Bookkeeping coaching and mentorship
  • Related bookkeeping support services

The scope of services for each client will be outlined in a separate proposal, engagement letter, or written agreement.

Client Responsibilities

To provide accurate bookkeeping services, you agree to:

  • Provide complete and accurate financial information.
  • Respond promptly to requests for documentation or clarification.
  • Maintain access to any accounting software or financial systems required to perform our services.
  • Notify us of material changes to your business or financial accounts.

You acknowledge that inaccurate or incomplete information may affect the quality and accuracy of our work.

Payments

Fees for services will be communicated before work begins.

Unless otherwise agreed:

  • Services are billed monthly.
  • Payment is due according to the terms stated on your invoice.
  • Late payments may result in suspension of services until the account is brought current.

Pricing is subject to change with advance notice.

No Tax or Legal Advice

Our bookkeeping services are intended to organize and maintain accurate financial records.

Unless expressly agreed in writing, we do not provide:

  • Tax preparation
  • Tax advice
  • Legal advice
  • Investment advice
  • Financial planning
  • Certified public accounting (CPA) services

Clients should consult qualified tax, legal, or financial professionals regarding those matters.

Confidentiality

We understand the sensitive nature of your financial information.

We will take reasonable measures to protect confidential information and will not disclose your information except:

  • As required by law
  • To trusted service providers assisting in delivering our services
  • With your authorization

Intellectual Property

All materials on this website, including text, graphics, branding, logos, and content, are the property of Oholeguy Bookkeeping unless otherwise noted.

You may not copy, reproduce, distribute, or republish website content without prior written permission.

Website Use

You agree not to:

  • Use the website for unlawful purposes.
  • Attempt to gain unauthorized access to our systems.
  • Introduce malware or malicious code.
  • Interfere with the operation or security of the website.

Third-Party Services

Our services may integrate with third-party platforms such as QuickBooks Online, secure client portals, scheduling software, payment processors, or cloud storage providers.

We are not responsible for the policies, availability, or performance of third-party services.

Disclaimer

We strive to provide accurate, professional bookkeeping services. However, we cannot guarantee specific financial outcomes, tax savings, business growth, profitability, or regulatory results.

Our recommendations and reports are based on the information provided by the client.

Limitation of Liability

To the fullest extent permitted by law, Oholeguy Bookkeeping shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising from the use of our website or services.

Our total liability for any claim relating to our services shall not exceed the amount paid by the client for services during the three (3) months preceding the event giving rise to the claim.

Indemnification

You agree to indemnify and hold harmless Oholeguy Bookkeeping, its owner, employees, and contractors from any claims, damages, losses, or expenses arising from:

  • Information you provide
  • Your misuse of our website
  • Your violation of these Terms
  • Your violation of applicable laws

Termination

Either party may terminate services at any time unless otherwise specified in a written agreement.

Upon termination:

  • Outstanding invoices remain due.
  • We may discontinue access to services after completion of any agreed work.
  • Clients remain responsible for maintaining copies of their financial records.

Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the State in which Oholeguy Bookkeeping operates, without regard to conflict of law principles.

Changes to These Terms

We may update these Terms from time to time. Updated versions will be posted on this page with a revised effective date.

Continued use of our website or services after changes constitutes acceptance of the revised Terms.

Contact Information

If you have questions regarding these Terms, please contact us:

Oholeguy Bookkeeping

Email: patricia@oholeguy.com

Phone: (301) 461-2876