Terms of Service

Effective Date: 4-22-25
Last Updated: 7-31-25

Welcome to Bookli! These Terms of Service (“Terms”) outline the rules and guidelines for using our website and bookkeeping services. By accessing our site or working with us, you agree to these Terms. If you have any questions, feel free to reach out to us at hello@bookli.co.

1. Who We Are

Bookli, LLC (“we,” “us,” or “our”) provides modern, judgment-free bookkeeping services for service-based business owners. Our goal is to help you feel confident about your finances with clean books, clear reports, and support you can count on.

2. Services We Provide

Our core services include (but are not limited to):

  • Monthly bookkeeping

  • Transaction categorization and reconciliations

  • QuickBooks setup and cleanup

  • Financial reporting

  • Collaboration with tax professionals (as requested)

We do not provide tax filing or CPA services, but we’re happy to partner with your tax advisor.

3. User Responsibilities

To work with us, you agree to:

  • Provide accurate and complete information

  • Grant timely access to financial accounts and documents

  • Respond to communication in a timely manner

  • Use our services only for lawful business purposes

You’re responsible for reviewing and approving your financial reports and final outputs.

4. Payment Terms

You agree to pay fees as outlined in your engagement agreement or service plan. Payments are typically due in advance of service, and we reserve the right to pause or terminate service for unpaid invoices.

Refunds are not typically provided once services have begun, but we’re committed to resolving any concerns.

5. Confidentiality

We take confidentiality seriously. All information shared with us is kept private and secure. We do not sell or share your data, and only use it to provide our services or as required by law.

Please review our Privacy Policy for more details.

6. Intellectual Property

All content on our website—including logos, graphics, and service descriptions—is owned by Bookli or licensed to us. You may not copy, reproduce, or use our materials without permission.

7. Termination of Services

Either party may terminate services with written notice. Upon termination, you’ll receive all completed deliverables up to the end of the paid service period. Any outstanding payments will still be due.

8. Limitation of Liability

While we aim to provide accurate and timely bookkeeping, Bookli is not liable for any indirect, incidental, or consequential damages. You agree that our total liability is limited to the amount you’ve paid for services.

9. Governing Law

These Terms are governed by the laws of the State of Texas. Any disputes will be resolved in the appropriate courts of Denton County, Texas.

10. Changes to These Terms

We may update these Terms as our services evolve. We’ll post updates on our website and notify active clients of any significant changes.

11. Contact Us

If you have questions about these Terms, please reach out:

Bookli, LLC
📧 hello@bookli.co
🌐 www.bookli.co