Terms of Service

Effective Date: March 1, 2026

Welcome to True North Bookkeeping. By accessing or using this website and our services, you agree to the following terms and conditions.

1. Services

True North Bookkeeping provides bookkeeping and related financial support services. All services are customized based on each client’s needs and will be outlined in a separate agreement or proposal.

2. No Financial or Tax Advice

While we provide bookkeeping and general financial insights, True North Bookkeeping is not a licensed CPA firm and does not provide tax, legal, or financial advisory services. Clients are encouraged to consult with a licensed CPA, tax professional, or attorney for advice specific to their situation.

3. Client Responsibilities

Clients agree to:

  • Provide accurate and complete financial information

  • Respond to requests for information in a timely manner

  • Maintain access to necessary accounts and software (such as QuickBooks)

  • Review financial reports and notify us of any discrepancies

True North Bookkeeping is not responsible for errors resulting from incomplete, inaccurate, or delayed information provided by the client.

4. Payment Terms

Fees for services will be outlined in a separate proposal or agreement. Payments are due according to the terms specified in that agreement. Failure to make timely payments may result in suspension or termination of services.

5. Confidentiality

We take your privacy seriously. All client financial information will be kept confidential and will not be shared with third parties without your consent, except as required by law or as necessary to provide services.

6. Limitation of Liability

True North Bookkeeping is not liable for:

  • Decisions made by the client based on financial reports or insights

  • Any indirect, incidental, or consequential damages

  • Errors resulting from inaccurate or incomplete information provided by the client

Our total liability, if any, is limited to the amount paid for services provided.

7. Third-Party Services

We may recommend or work alongside third-party professionals such as CPAs or payroll providers. We are not responsible for the services or actions of any third-party providers.

8. Termination of Services

Either party may terminate services in accordance with the terms outlined in the client agreement.

Upon termination:

  • All outstanding invoices become due

  • Access to services may be discontinued

  • Client data will be returned or transferred as agreed

9. Website Use

All content on this website is for informational purposes only.

You agree not to:

  • Use this website for unlawful purposes

  • Attempt to gain unauthorized access to systems or data

  • Copy or distribute content without permission

10. Changes to Terms

True North Bookkeeping reserves the right to update these Terms of Service at any time. Updates will be posted on this page with a revised effective date.

11. Contact Information

If you have any questions about these Terms of Service, please contact:

True North Bookkeeping
Medford, Oregon
info@truenorthbookkeepingor.com
(541) 261-0887