Terms & Conditions

Effective Date: January 1, 2025

Welcome to Beyond the Books. By accessing or using our website at www.beyondthebooks.co, booking a service, or interacting with our content, you agree to the following terms and conditions.

If you do not agree with these terms, please do not use our site or services.

1. Who We Are

Beyond the Books, LLC is a service-based business that offers bookkeeping, tax preparation, and financial advisory services to small business owners. All services are delivered by experienced professionals, including Catherine Lane, EA.

2. Use of Website

You may browse our website for general information, book services, read blog content, or contact us. You agree not to:

• Use the site for any unlawful purpose

• Copy, reproduce, or distribute any site content without permission

• Attempt to access client-only areas without authorization

3. Booking and Payments

All services are booked through our scheduling portal or by request. Once booked:

• Invoices are delivered electronically

• Monthly services are billed via subscription

• One-time services (like tax prep) require payment prior to delivery of the final work

• Late payments may delay service delivery

We reserve the right to refuse service if payment terms are not met.

4. Cancellations and Refunds

All services are month-to-month unless stated otherwise. You may cancel any ongoing service with written notice. No refunds will be issued for partially completed services.

For tax preparation, if work has begun and you cancel, you may still be billed for time or work already completed.

5. Privacy

We respect your privacy and handle all data with care. Please review our Privacy Policy for full details.

We will never sell or share your data with third parties.

6. Client Responsibilities

To ensure smooth service, you agree to:

• Provide complete and accurate information

• Respond to requests in a timely manner

• Maintain secure access to the client portal

Notify us of any changes to your business or financial situation that may affect service

7. Intellectual Property

All content on this site — including text, branding, blog posts, graphics, and downloadable materials — is the property of Beyond the Books and may not be copied, reproduced, or redistributed without written permission.

8. Results and Guarantees

We do not guarantee tax savings, financial outcomes, or audit results. Our advice is based on the information you provide and current laws and guidelines. We are not liable for consequences resulting from incomplete or inaccurate information.

9. Third-Party Tools and Links

Our site may include links to tools, platforms, or third-party resources. These are provided for your convenience only. We are not responsible for the content or privacy practices of those external sites.

10. Changes to These Terms

We may update these Terms & Conditions periodically. Updates will be posted on this page with a revised effective date.

11. Contact

Questions about these terms? Please contact:

Beyond the Books, LLC

• Email: [email protected]

• Website: www.beyondthebooks.co

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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