Terms of Service

Terms of Service

By engaging Shiney Books, you agree to the following:

• Scope of Services: Shiney Books provides bookkeeping and financial recordkeeping support. We do not provide tax filing, legal, or investment advice.
• Client Responsibilities: You agree to provide accurate and timely information required to perform bookkeeping services.
• Payments: Fees must be paid according to the plan or agreement selected. Late payments may result in a pause of services.
• Confidentiality: Shiney Books agrees to keep your financial data strictly confidential, except as required by law.
• Termination: Either party may terminate services with written notice. Any outstanding balance must be paid before services are closed.

 

Refund & Cancellation Policy

• Service Plans: Monthly and annual bookkeeping plans are billed in advance.
• Refunds: Due to the time and expertise involved in financial recordkeeping, payments are generally non-refundable once services have begun. If you cancel before services start, you may be eligible for a full refund.
• Cancellations: Clients may cancel services by providing written notice at least 14 days before the next billing cycle. Services already rendered will not be refunded.
• Special Circumstances: Shiney Books may issue refunds at our discretion in cases of duplicate payments, billing errors, or service interruptions.

 

Payment Policy

1. Invoicing

• All services are billed through QuickBooks Online Invoicing.
• Clients will receive invoices by email from Shiney Books with secure payment options.

2. Payment Methods

• We accept payments via credit card, debit card, and ACH bank transfer through QuickBooks Payments.
• Cash or check payments are not accepted unless arranged in advance.

3. Due Dates

• Payment is due within 7 calendar days of the invoice date, unless otherwise specified in the service agreement.
• Recurring monthly service plans will be invoiced on the 1st of each month and are due by the 7th.

4. Late Payments

• Payments not received by the due date may incur a late fee of 5% of the outstanding balance.
• Continued late payments may result in suspension of services until the account is brought current.

5. Refunds & Disputes

• Payments are non-refundable once services have been rendered.
• If you believe there is an error on your invoice, please contact us within 5 business days of receipt for review.

6. Auto-Billing (Optional)

• Clients may elect to enroll in automatic recurring payments for monthly services to avoid missed due dates.

 

Data Security Policy

Shiney Books takes data security seriously.

• Technology Used: We use secure, encrypted systems such as QuickBooks Online, password-protected file sharing, and industry-standard safeguards to protect client data.
• Access Control: Only authorized Shiney Books staff and contracted professionals (as necessary) will have access to your data.
• Third-Party Systems: When using tools such as QuickBooks, Gusto, or Relay, your data is also protected under their respective security policies.
• Breach Response: In the unlikely event of a data breach, clients will be notified promptly with details and recommended next steps.

 

Disclaimer

• Shiney Books provides bookkeeping services only. We are not certified public accountants (CPAs), attorneys, or financial advisors.

For tax filing, audit, or legal matters, we may coordinate with qualified third-party professionals, but final responsibility lies with the client and their designated CPA or advisor.