qb
Clarity in your books
QB Pro Services LLC

Terms of Service

Draft for business review. Effective date to be confirmed.

This is an editable pre-launch draft. Highlighted items require business details and review before publication. It is not a statement of finalized terms or verified operating practices.

1. Overview

These draft Terms of Service describe the proposed basis for use of the QB Pro Services LLC website and related service inquiries. They must be finalized before this website is used to accept client engagements.

Information on this website describes services that may be available. A website inquiry or call request alone does not establish a paid engagement.

2. Scope of services

Services may include QuickBooks setup, data migration, bookkeeping, cleanup, reconciliation, payroll assistance, training, and troubleshooting. The services, deliverables, schedule, fees, and responsibilities for an engagement will be set out in a separate written agreement.

Work outside the agreed scope requires a separate agreement. Tax preparation, legal advice, audit or assurance work, and tax filings are not included unless expressly covered by an appropriate written engagement.

3. Client responsibilities

Clients are responsible for providing complete and accurate information, responding to reasonable requests, reviewing work that requires their approval, and maintaining appropriate authority to share business records.

Clients remain responsible for their business decisions, underlying records, software subscriptions, and statutory obligations unless a separate written engagement expressly allocates a specific task.

4. Fees and payment

Fees, invoicing, due dates, additional charges, and any deposits must be agreed in writing before paid work begins. No pricing, guarantee, or payment term is implied by a website inquiry.

To finalize: payment terms, accepted payment methods, late-payment provisions, and applicable refund policy.

5. Changes and cancellation

Requests to change, pause, reschedule, or cancel work should be made through the contact method specified in the engagement. Any charges for completed work or reserved time must follow the written engagement terms.

To finalize: cancellation notice, rescheduling terms, refund eligibility, and termination process.

6. Access and confidentiality

Account access and document sharing must be arranged through agreed channels. Do not send passwords, bank account details, or sensitive payroll records through the website inquiry form.

Confidentiality, authorized access, data handling, and record-return obligations should be specified in the written engagement and applicable privacy notice.

7. Availability and limitations

Support may depend on software features, subscription level, third-party availability, and the quality of records provided. Outcomes and timing depend on the agreed scope and the facts of the engagement.

To finalize with counsel: warranties, permitted liability limitations, dispute process, and governing law. No liability cap or arbitration clause has been assumed in this draft.

8. Website use and content

Use the website lawfully and do not attempt to interfere with its operation or submit misleading inquiries. Website materials are general service information and do not replace advice based on an individual engagement.

People shown in campaign imagery are illustrative, AI-generated characters. They are not presented as identified staff members or testimonial clients.

9. Updates and contact

Finalized terms should show their effective date and describe how material changes are communicated. Questions may be directed to QB Pro Services LLC through the contact details provided at launch.

To finalize: business mailing address, legal contact email, and effective date.