Last updated: September 3, 2026
These Terms of Service ("Terms") govern your use of the Groundwork Books, LLC ("Groundwork Books," "we," "us") website and services, described in Section 2 below. By using our website, booking a consultation, or engaging our services, you agree to these Terms. If you are entering into these Terms on behalf of a business, you represent that you have authority to bind that business.
Groundwork Books provides bookkeeping, transaction reconciliation, financial reporting, systems setup (such as QuickBooks and Jobber), and related business advisory services for trade and small businesses. The specific scope, deliverables, and pricing for your engagement are set during your discovery call and confirmed in a separate service agreement, invoice, or order form, which forms part of your agreement with us alongside these Terms.
You agree to provide accurate, complete, and timely financial records, account access, and information reasonably requested to perform our services. Delays or inaccuracies in the information you provide may delay our work or affect the accuracy of our output, and we are not responsible for outcomes resulting from incomplete or inaccurate information you supply.
Fees are billed according to the plan or scope agreed to at signup, processed through our payment provider (Stripe) via the payment method you authorize. Recurring services are billed monthly in advance unless otherwise stated. One-time fees, such as onboarding or a cleanup project, are billed upfront at checkout and are non-refundable once work has begun, except for any portion of the project not yet started. If a payment fails, we will attempt to notify you and may retry the charge; if payment is not resolved within 10 days, we may pause services until your account is brought current. You are responsible for any fees your bank or card issuer charges in connection with a failed, returned, or disputed payment. Fees are subject to change with at least 30 days' notice to existing clients.
Standard monthly bookkeeping services are provided on a month-to-month basis. Either party may cancel with at least 30 days' written notice (email is sufficient). Certain advisory or project-based engagements may include a fixed term and early-termination terms, as specified in your service agreement. Fees already incurred for work performed are non-refundable. Upon cancellation or termination, we will provide you with your financial records and data in a common export format (such as CSV, PDF, or a QuickBooks/Jobber data export) within 30 days of your written request, and may charge a fee based on our then-current hourly rate for compilation or export work beyond a standard account export.
We treat your financial records and business information as confidential. We will not share your information with third parties except: as needed to provide our services (such as your accounting or scheduling software providers), with professionals you've asked us to coordinate with (such as a referred CPA or attorney), as required by law, or with your consent. See our Privacy Policy for details on what information we collect through our website and services and how we use it.
Groundwork Books provides bookkeeping and business advisory services. We are not a CPA firm, law firm, or licensed financial advisor. Nothing we provide constitutes tax advice, legal advice, or investment advice, and our services are not a substitute for consultation with a licensed CPA, tax preparer, or attorney. Our business advisory services are limited to analysis and recommendations based on your financial data, such as cash flow, pricing, or reporting trends, to support your own decision-making. They do not include tax, legal, or investment advice, and you remain responsible for your own business decisions. Referrals to a CPA, attorney, or other professional are provided as a courtesy only and are not an endorsement or guarantee of that professional's services. Any engagement with a referred professional is a separate agreement between you and that professional, and Groundwork Books is not responsible for their advice, fees, or work product.
We will perform our services with reasonable care consistent with generally accepted bookkeeping practices, and will correct any material errors in our work product that are identified and reported to us within a reasonable time, at no additional charge. That said, our services depend on the accuracy and completeness of the information, documents, and account access you provide. We do not independently audit or verify the underlying accuracy of the transactions, receipts, or records you supply, and we are not responsible for errors, omissions, or issues that result from inaccurate, incomplete, or fraudulent information provided to us.
Our services may involve or reference third-party platforms (such as QuickBooks, Jobber, Stripe, or Gusto). We are not responsible for the availability, performance, security, or terms of those third-party platforms.
You agree to indemnify and hold Groundwork Books harmless from any claims, damages, or expenses, including reasonable attorney's fees, arising from your breach of these Terms, your violation of any law, or inaccurate or fraudulent information you provide to us.
We perform our services on a reasonable-efforts basis. Except as expressly stated in these Terms, we make no warranties, express or implied, about our services. Our services are performed based on the information and documents you provide. To the maximum extent permitted by law, Groundwork Books is not liable for indirect, incidental, special, or consequential damages arising from our services, and our total liability for any claim is limited to the fees you paid us in the three months preceding the claim. This limitation does not apply to damages caused by our gross negligence, willful misconduct, or breach of the confidentiality obligations in Section 6.
The content, design, and branding of this website are owned by Groundwork Books, LLC and may not be copied or reused without permission. You retain ownership of your underlying financial data and records. Reports, dashboards, and other work product we create for you are yours to use for your business. Where accounts such as QuickBooks or Jobber are set up under your own login, we will transfer primary administrative access to you upon request; where set up under our account, we will assist in exporting your data to an account you control.
In addition to the cancellation terms above, we may suspend services immediately for a material breach of these Terms (including misuse of our services or your account), and may suspend or terminate services for non-payment as described in Section 4 above. Sections 6, 7, 8, 10, 11, 14, and 20 survive termination of these Terms.
If a dispute arises, please contact us directly first so we can try to resolve it informally. If we're unable to resolve a dispute informally within 30 days, either party may pursue any remedy available under these Terms and applicable law.
Neither party is liable for delays or failure to perform due to causes beyond their reasonable control, including natural disasters, acts of government, internet or utility outages, or other events of force majeure.
You may not assign or transfer your rights under these Terms without our written consent. We may assign these Terms in connection with a merger, acquisition, or sale of all or substantially all of our business.
Notices under these Terms should be sent to [email protected] (to us) or to the email address on file for your account (to you). Email notices are considered given one business day after being sent, unless the sender receives notice that the message could not be delivered.
If any provision of these Terms is found unenforceable, the remaining provisions will remain in full effect.
These Terms, together with any service agreement, invoice, or order form you've accepted, make up the entire agreement between you and Groundwork Books regarding our services, and supersede any prior agreements or understandings on the subject.
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles, and you agree to the exclusive jurisdiction of the state and federal courts located in Duval County, Florida, for any dispute arising under these Terms.
We may update these Terms from time to time. The "Last updated" date above reflects the most recent revision. For material changes, we will make reasonable efforts to notify active clients by email in advance. Continued use of our services after changes take effect constitutes acceptance of the updated Terms.
Questions about these Terms can be sent to [email protected].