Plain English. These terms apply to this website and, until a signed engagement letter says otherwise, to work I do for you.
BooksSteady LLC provides monthly bookkeeping and financial reporting for small businesses. That means recording and categorizing transactions, reconciling accounts, closing the books each month, and giving you a written plain-English read on what the numbers show.
I do not prepare or file tax returns. I do not run payroll. I am not a CPA, and I do not perform an audit, a review, or a compilation. No assurance of any kind is provided on the financial information I prepare. Nothing I give you is tax advice or legal advice, and nothing on this website is either. You keep your CPA for tax and your payroll provider for payroll.
The work depends on you getting me complete and accurate records by the date your plan specifies. I rely on what you give me. I do not independently verify it, and I am not responsible for errors that trace back to incomplete or inaccurate information, or to information that arrives late.
Fees are monthly and set in writing before work begins. Prices shown on this site are starting points; your exact price depends on your volume and the service level you choose. Any QuickBooks Online subscription is billed separately from my fee. Onboarding and catch-up work are quoted separately.
Thirty days, on the pay-the-setup-fee path. If you are not satisfied in your first thirty days, tell me and I will refund your first month’s fee. That is the remedy: the first month’s fee. It does not cover onboarding, catch-up work, or the QuickBooks subscription, because those are third-party or already-performed costs. This applies whether you paid the setup fee or had it waived for a three-month commitment.
Your close date. If I am going to miss your close date, you hear it from me before the date, with a new date. No surprises and no silence.
Month to month. Cancel with thirty days’ notice and you are billed through the end of that notice period, nothing further. If onboarding was waived in exchange for a three-month commitment and you leave before the third month, the waived onboarding fee becomes payable.
I treat your financial information as confidential and use it only to do your work. I do not sell it, rent it, or share it for marketing. How I handle it, who else touches it, and how long I keep it are set out in the privacy policy.
Bookkeeping is a monthly service at a monthly fee, and my liability is scaled to that. To the fullest extent the law allows, my total liability for any claim arising from this engagement is limited to the fees you paid me in the twelve months before the claim arose. I am not liable for indirect, incidental, consequential, or punitive damages, or for lost profits, in any circumstance. Nothing here limits liability that cannot be limited by law, including liability for fraud.
The monthly read is information and perspective to help you run your business. It is not a recommendation to take any specific action, and it is not investment, tax, or legal advice. The decisions are yours.
If these terms change, the date below changes with them. A signed engagement letter takes precedence over anything on this page.
Last updated July 27, 2026. Questions: doug@bookssteady.com or (901) 350-4009.