Terms & Conditions

These Terms & Conditions govern your use of the Balance Works Bookkeeping website and services. By accessing this website or contacting us through it, you agree to these Terms & Conditions. If you do not agree, please do not use this website or our services.

This website is provided for informational purposes only. You agree to use this website for lawful purposes and in a manner that does not violate any applicable laws or regulations or infringe on the rights of others.

We reserve the right to restrict or terminate access to this website at any time without notice.

Balance Works Bookkeeping provides professional bookkeeping and related administrative services. Services are provided only under a separate written agreement or engagement. Information on this website does not create a client relationship.

Balance Works Bookkeeping provides bookkeeping services only. We do not provide tax preparation, tax filing, auditing, assurance, legal, or financial advisory services. We do not represent clients before the IRS or any taxing authority unless expressly agreed to in writing.

Clients are responsible for working with their own CPA, tax professional, or legal advisor regarding tax compliance, filings, and financial decisions. Information provided through this website or our services should not be considered tax, legal, or financial advice.

While we strive to keep information on this website accurate and up to date, we make no guarantees regarding the accuracy, completeness, or applicability of the information. Use of this information is at your own risk.

All content on this website, including text, graphics, logos, and branding, is the property of Balance Works Bookkeeping and may not be copied, reproduced, distributed, or used without prior written permission.

We retain personal information only for as long as necessary to fulfill business, legal, or regulatory purposes. We implement reasonable administrative, technical, and physical safeguards to protect personal information; however, no method of transmission or storage is completely secure. 

To the fullest extent permitted by law, Balance Works Bookkeeping is not liable for any damages arising from your use of this website or reliance on any information provided, including direct, indirect, incidental, or consequential damages.

This website may include links to third-party websites for convenience. Balance Works Bookkeeping is not responsible for the content, policies, or practices of third-party websites. 

You agree to indemnify and hold harmless Balance Works Bookkeeping from any claims, losses, damages, or expenses resulting from your use of this website or violation of these Terms & Conditions.

Your use of this website is also subject to our Privacy Policy & California Privacy Rights, which explains how personal information is collected and used. 

These Terms & Conditions are governed by the laws of the State of California, without regard to conflict of law principles.

We may update these Terms & Conditions from time to time. Any changes will be posted on this page and will be effective immediately upon posting.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

Balance Works Bookkeeping
Email: contact@balanceworksbookkeeping.com
Phone: (916) 886-0560
Website: www.balanceworksbookkeeping.com

                                                                                                  Last Updated: December 16, 2025