Terms of Use

Last Amended: May 5, 2025

1. Acceptance of Terms
Welcome to FinVeritas Bookkeeping, LLC (“Company,” “we,” “us,” or “our”). By accessing or using our services, website, and platforms (“Services”), you agree to be bound by these Terms of Use (“Terms”). If you do not agree with any part of these Terms, you must discontinue using our Services immediately.

2. Services Provided
FinVeritas Bookkeeping offers comprehensive bookkeeping and financial support services tailored for small to mid-sized businesses. Our goal is to bring clarity, control, and confidence to your financial operations. Our services include:

  • Monthly Bookkeeping: Accurate, consistent, and up-to-date financials delivered regularly to keep you tax-ready and informed about your real-time profits.

  • Cash Flow Management: Monitoring and forecasting your cash flow to ensure you have the insights needed for confident decision-making.

  • Business Services:

    • Business Set-Up: Assistance with forming your business entity correctly, handling necessary paperwork, and ensuring a solid foundation for your operations.

    • 1099 Filings: Managing the process of filing 1099s accurately and on time to maintain compliance and smooth contractor relationships.

We are committed to providing dedicated support, ensuring you receive timely responses and proactive assistance to make smarter, faster business decisions.

3. Eligibility
You must be at least 18 years old and legally capable of entering into a binding contract to use our Services. By using our Services, you represent and warrant that you meet these eligibility requirements and agree to comply with all applicable laws and regulations centered in the state of Utah.

4. Client Responsibilities
As a client of FinVeritas Bookkeeping:

  • You are responsible for providing accurate and complete information necessary for us to perform our services effectively.

  • You agree to review and approve deliverables in a timely manner to facilitate ongoing service provision.

  • You must ensure that all financial activities and records you provide comply with applicable laws and regulations.

5. Fees and Payment Terms
Fees for services must be paid in accordance with the terms outlined in your agreement with us. These fees or payment requests will be made via invoice statements. Late payments may result in service delays, suspension, or termination. All fees are non-refundable unless explicitly stated otherwise in writing.

6. Intellectual Property Rights
All materials, including content, graphics, tools, software, and proprietary strategies, processes, methodologies, and tools used to provide the services remain the intellectual property of FinVeritas Bookkeeping, LLC or its licensors. You may use deliverables solely for their intended purposes. You may not reproduce, distribute, or use our materials for purposes other than those agreed upon. You may not resell, distribute, or modify our proprietary technology without explicit written permission.

7. Confidentiality & Data Protection
Both parties agree to maintain the confidentiality of any proprietary or sensitive business information shared during the course of business. We implement industry-standard data protection measures but do not guarantee absolute security. You must ensure that any data you provide complies with applicable data privacy laws. This obligation remains in effect even after termination of our engagement.

8. Service Level Agreements & Performance Guarantees
We strive to meet agreed-upon service levels but do not guarantee specific results due to the dynamic nature of financial management. Performance depends on multiple factors, including market conditions and compliance with industry standards. You acknowledge that financial success requires collaboration and adherence to recommended strategies.

9. Third-Party Platforms & Tools
Some services may rely on third-party platforms (e.g., accounting software). We are not responsible for changes, disruptions, or restrictions imposed by these third parties. Your use of third-party services is subject to their respective terms and conditions.

10. Limitation of Liability
We are not liable for indirect, incidental, special, or consequential damages arising from the use of our Services. Our total liability in any claim shall not exceed the amount paid by you for the specific service giving rise to the claim in the past 3 months.

10A. Indemnification
You agree to indemnify and hold us harmless from any claims, damages, or losses arising from:

  • Your misuse of our Services.

  • Legal issues stemming from the financial materials you provide.

  • Any claims made by third parties against us due to your representations.

11. Termination & Suspension
We reserve the right to terminate or suspend your access to our Services if:

  • You breach any of these Terms.

  • You fail to make payments as agreed.

  • We determine that your use of our Services is unlawful or harmful to our business.

Either party may terminate services with 30 days’ written notice, subject to contractual obligations.

12. Governing Law & Dispute Resolution
These Terms shall be governed by the laws of the state of Utah. Disputes shall be resolved through mediation first, and if unresolved, through binding arbitration in the state of Utah.

13. Modifications to Terms
We reserve the right to update these Terms at any time. Continued use of our Services after modifications constitutes acceptance of the updated Terms.

14. Contact Information
For questions or concerns regarding these Terms, please contact us at info@finveritas.io

By using our Services, you acknowledge that you have read, understood, and agreed to these Terms of Use.