Terms & Conditions, Privacy Policy, and Refund Policy

Books Pro Advisor LLC provides professional accounting, bookkeeping, financial reporting, payroll support, compliance assistance, and advisory services. The scope of each engagement is governed by a separate engagement letter, proposal, or service agreement.

• Provide complete and accurate financial information.
• Submit documents within agreed timelines.
• Notify us promptly of any changes affecting your financial records.
• Review reports and notify us of any discrepancies within a reasonable time.

Books Pro Advisor LLC is not responsible for errors resulting from inaccurate, incomplete, or delayed information provided by the client.

Service fees are outlined in the engagement letter or proposal. Invoices are payable according to the agreed payment terms. Late payments may result in suspension of services until outstanding balances are cleared. Any applicable taxes are payable by the client unless otherwise specified.

We maintain strict confidentiality of all client information and use commercially reasonable measures to protect your financial data. Information is disclosed only where required by law or with your authorization.

All templates, reports, documentation, methodologies, website content, branding, and materials prepared by Books Pro Advisor LLC remain our intellectual property unless otherwise agreed in writing.

Our liability is limited to the amount of fees paid for the specific services giving rise to the claim. We are not liable for indirect, incidental, special, or consequential damages.

Our services may involve third-party software such as accounting, payroll, banking, or payment platforms. We are not responsible for outages, security incidents, or operational issues arising from third-party providers.

Either party may terminate services by providing written notice as specified in the engagement agreement. Outstanding invoices remain payable upon termination.

We may update these Terms & Conditions at any time. Updated versions will be published on our website with the revised effective date.

These Terms are governed by the laws applicable to the jurisdiction specified in the engagement agreement or, where applicable, the laws of the United States and the state in which the firm is organized.

• Name
• Company name
• Email address
• Phone number
• Billing information
• Financial records provided for bookkeeping or accounting services
• Tax-related information
• Website usage information through cookies and analytics

• Deliver accounting and bookkeeping services.
• Prepare financial reports and tax-related documentation.
• Communicate regarding your account.
• Process invoices and payments.
• Improve our website and customer experience.
• Comply with legal and regulatory obligations.

We implement reasonable administrative, technical, and organizational safeguards to protect your information. However, no method of electronic transmission or storage is completely secure.

We do not sell your personal information. Information may be shared only with trusted service providers assisting in service delivery, when legally required, or with your consent.

Our website may use cookies to improve user experience and analyze website traffic. You may disable cookies through your browser settings.

We retain records only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

• Access your information.
• Correct inaccurate information.
• Request deletion where legally permissible.
• Withdraw consent where applicable.

Our website may contain links to external websites. We are not responsible for their privacy practices.

Clients may cancel ongoing services by providing written notice via email. Monthly recurring services will continue until the end of the current billing period unless otherwise agreed in writing. Any work completed before cancellation will be billed accordingly.

For one-time or fixed-price projects, cancellation after work has commenced will result in charges for work completed up to the cancellation date.

• Fees paid for completed services are non-refundable.
• No refunds will be issued for services already delivered.
• Advance payments for work not yet performed may be refunded after deducting charges for work already completed and any applicable administrative costs.

Where recurring subscriptions are offered, cancellation will stop future billing. Previously billed periods are generally non-refundable unless required by law or specifically agreed.

Refund requests arising from duplicate payments, billing errors, or exceptional situations will be reviewed individually. Approved refunds are generally processed within 7–14 business days through the original payment method, subject to banking or payment provider processing times.