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Terms and Conditions
Effective Date: 1.1.2024
Last Updated: 8.26.2026
Welcome to the website of upWard Bookkeeping Solutions (“upWard,” “we,” “us,” or “our”). By accessing this website, contacting us, or engaging our services, you agree to these Terms and Conditions.
Website Use
You may use this website for lawful, personal, and business-related purposes only. You may not:
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Use the website in a way that violates applicable law or infringes another party’s rights.
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Attempt to interfere with the website’s security, functionality, or availability.
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Copy, reproduce, distribute, or exploit website content without written permission.
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Submit false, misleading, or unauthorized information through the website.
We may modify, suspend, or discontinue all or part of the website at any time.
Services
upWard Bookkeeping Solutions provides virtual bookkeeping and related support services, which may include monthly bookkeeping, bookkeeping cleanup, QuickBooks Online setup, payroll support, 1099 filing support, accounts receivable, and accounts payable services.
The specific scope, timing, fees, deliverables, responsibilities, and limitations of services will be governed by a separate written engagement letter, service agreement, proposal, or invoice accepted by the client. If there is a conflict between these Terms and a signed client agreement, the signed client agreement controls.
No Tax or Legal Advice
Unless expressly agreed in writing, upWard Bookkeeping Solutions does not provide legal, investment, financial-planning, tax-preparation, tax-advice, or audit services.
You are responsible for consulting qualified legal, tax, payroll, and financial professionals regarding decisions, filings, compliance obligations, and the interpretation of financial information. Bookkeeping records and reports are prepared from information provided by you and are not a substitute for professional tax or legal advice.
Client Responsibilities
To receive accurate and timely services, clients must:
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Provide complete, accurate, and timely records, account access, documents, and responses.
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Maintain ownership and control of their financial accounts and accounting software.
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Review financial reports, reconciliations, and deliverables promptly.
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Notify us quickly of suspected errors, fraud, unauthorized transactions, or changes that could affect bookkeeping records.
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Retain original records and documentation as required by law.
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Make final decisions regarding the operation, management, and financial affairs of their business.
We are not responsible for errors, delays, penalties, missed deadlines, or inaccurate reporting caused by incomplete, incorrect, delayed, or withheld client information.
Payments and Fees
Fees, payment terms, deposits, late fees, and cancellation terms will be stated in your applicable proposal, invoice, or service agreement. Unless otherwise agreed in writing, payments are due according to the terms shown on the invoice.
We may pause or terminate services for overdue balances, lack of required information, noncooperation, or conduct that prevents us from performing services safely and professionally.
Confidentiality
We will take reasonable steps to maintain the confidentiality of client information and use it only as necessary to provide services, operate our business, comply with law, or enforce our agreements. You authorize us to use approved third-party platforms and service providers reasonably necessary to perform agreed services.
Intellectual Property
The content on this website—including text, branding, graphics, design, and original materials—is owned by or licensed to upWard Bookkeeping Solutions and protected by applicable intellectual-property laws. You may not use our materials for commercial purposes without prior written consent.
Disclaimer
This website and its content are provided for general informational purposes. While we aim to keep information accurate and current, we do not guarantee that website content is complete, error-free, or suitable for every situation.
To the fullest extent permitted by law, upWard Bookkeeping Solutions disclaims warranties of any kind, express or implied, regarding the website and its content.
Limitation of Liability
To the fullest extent permitted by law, upWard Bookkeeping Solutions will not be liable for indirect, incidental, special, consequential, or punitive damages arising from use of the website or services.
Any liability related to paid services will be limited as set forth in the applicable written client agreement. If no written agreement provides a limitation, our total liability will not exceed the amount paid to us for the specific services giving rise to the claim during the three months preceding the event.
Governing Law
These Terms will be governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-law rules. Any dispute arising out of or relating to these Terms, the website, or our services will be brought exclusively in the appropriate state or federal courts located in Pennsylvania, unless another written agreement states otherwise.
Changes to These Terms
We may revise these Terms from time to time. Updated Terms will be posted on this page with a revised effective date. Continued use of the website after changes are posted means you accept the updated Terms.
Contact Us
upWard Bookkeeping Solutions
Jennifer Ward
215.264.6327