Terms & Conditions

Effective Date: October 2025
Website: www.carolinabalance.com
Business Name: Carolina Balance Bookkeeping, LLC

1. Acceptance of Terms

By accessing or using this website, or by engaging with Carolina Balance Bookkeeping, LLC (“we,” “us,” “our”), you agree to be bound by these Terms and Conditions and our Privacy Policy.
If you do not agree with any part of these terms, you should not use this website or our services.

2. Services Provided

Carolina Balance Bookkeeping provides professional bookkeeping and related financial organization services.
Our services do not include tax preparation, legal advice, or financial auditing, unless explicitly stated in a written agreement.

Each client engagement will be defined by a separate Service Agreement outlining the scope of work, deliverables, and fees.

3. Client Responsibilities

Clients are responsible for:

• Providing complete and accurate financial records in a timely manner.
   
• Retaining copies of all original financial documents.
   
• Ensuring compliance with federal, state, and local tax regulations.
   

We rely on the accuracy of information provided by the client to perform our services.

4. Payment Terms

Payment terms will be outlined in your client Service Agreement or proposal.
Unless otherwise agreed, all invoices are due upon receipt.

We reserve the right to pause or discontinue services for accounts that remain unpaid after 15 days.

5. “As Is” Disclaimer

All website content is provided for informational purposes only.
Carolina Balance Bookkeeping makes no guarantees regarding the accuracy, completeness, or reliability of the information provided.
Nothing on this site constitutes accounting, legal, or financial advice.

Clients should always consult a qualified professional for tax or legal matters.

6. Limitation of Liability

To the maximum extent permitted by law, Carolina Balance Bookkeeping, LLC shall not be liable for any indirect, incidental, consequential, or special damages arising from the use of our website or services.

Our total liability for any claim related to services shall not exceed the amount paid by the client for those specific services.

7. Confidentiality

We maintain strict confidentiality of all client information.
Client data, records, and documents are stored securely and will not be disclosed to third parties without written consent, except as required by law.

8. Termination of Services

Either party may terminate services with written notice.
Any outstanding invoices must be paid in full prior to the release of final financial reports or files.

9. Intellectual Property

All materials, text, graphics, and designs on this website are the intellectual property of Carolina Balance Bookkeeping, LLC unless otherwise credited.
You may not reproduce, distribute, or use any content from this site without prior written permission.

10. Third-Party Links

Our website may contain links to third-party websites or software platforms (such as QuickBooks).
We are not responsible for the content, accuracy, or policies of those external sites.

11. Governing Law

These Terms & Conditions are governed by the laws of the State of South Carolina, without regard to conflict of law principles.
Any disputes shall be handled in the appropriate courts of Laurens County, South Carolina.

12. Updates to These Terms

We may update these Terms & Conditions at any time.
The most recent version will always be posted on our website with an updated effective date.

13. Contact Information

For questions regarding these Terms & Conditions, please contact us at:
📧 rbennett@carolinabalance.com
🌐 www.carolinabalance.com