Photo by Maksym Kozlenko, CC BY-SA, via Wikimedia Commons.
Your Business Bookkeeping Is a MessHow a first conversation works.
What these pages are, what a free call is, and when work actually starts.
Read the termsWho these terms are with
Using this site means you accept what is on this page. What is and is not signed here is set out on the disclosures page, and those limits are part of these terms.
What the pages here are, and are not
Everything published on this site is general information for business owners. It is not advice about your own numbers, and reading it does not make you a client. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
The four roles on these pages are a way to choose a first check. They are not a verdict on the person who spoke, and they are not a promise about your own file.
A free call is a conversation
The time offered on this site creates no engagement, no ongoing duty and no obligation on either side. We will say plainly what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. Work begins only when both of us sign a written engagement letter naming the scope and the fee.
Engagements, scope and fees
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement in writing. You remain responsible for fees earned to that date and your records are returned to you.
What the work depends on from you
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when something does not tie, and we will not build on a month that has not closed.
The site itself
The words, layouts and images on this site belong to the practice that publishes it. You may read, print and quote them with attribution. You may not republish the site or use it to train a product without written permission.
The site is provided as it is. We keep it accurate and available, and we do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.
Where this is governed
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.