Terms & policies

Last updated: October 2026

These are the plain-language terms behind working with Balanced Books & Advisory. Before we start, you'll also receive a written engagement letter that spells out the details for your situation. If the two ever differ, the engagement letter controls.

What I provide

Balanced Books & Advisory provides bookkeeping and business advisory services for contractors and tradespeople: monthly bookkeeping, cleanup and catch-up projects, and advisory. The exact scope of each engagement is described in your engagement letter.

Fees and billing

  • One-time projects (such as cleanup and catch-up): 50% is due upfront, and the balance is due when the work is complete.
  • Monthly bookkeeping and advisory: billed in advance for the month.
  • Invoices are sent electronically, and the payment options are listed on each invoice.

Changes to scope

If I find something outside the agreed scope, such as accounts, transactions, or records that were not disclosed at the start, I'll tell you before doing the extra work, and we'll agree on any additional fee in writing. Additional work is billed in addition to the original fee.

Cancellation

There are no long-term contracts. You can cancel ongoing services at any time with 30 days' notice. Services continue through the notice period.

Refunds and billing questions

Fees for work already performed are not refundable. If you think an invoice is wrong, please contact me within 30 days of the invoice date at info@balancedbooksadvisory.com, and I'll review it promptly and work with you to resolve it.

Your books stay yours

Your books and records belong to you. You keep access to your own accounting file, such as your QuickBooks Online account, during and after our work together.

What these services are not

My services are not tax preparation, legal advice, or an audit, and they are not a substitute for a licensed CPA, tax preparer, or attorney. I'm glad to work alongside the professionals you already use.

Questions

Email info@balancedbooksadvisory.com or call (720) 646-1686.