Terms and Conditions

Effective Date: October 22, 2026

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Welcome to The Greener Book. These Terms and Conditions govern your access to and use of our website, www.greenerbook.com, including its content, appointment scheduling features, contact forms, and other online services.

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By accessing or using our website, you agree to these Terms and Conditions. If you do not agree, please discontinue use of the website.

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1. About Our Services

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The Greener Book provides professional bookkeeping and related business support services, which may include:

• Monthly Bookkeeping

• QuickBooks Setup and Catch-Up

• Bookkeeping Cleanup

• QuickBooks Training

• Financial Reporting

• Other related services offered by The Greener Book

 

Service availability, scope, pricing, and timelines may vary depending on individual business needs.

Information presented on our website is intended to provide a general overview of our services and does not constitute a binding offer or guarantee of service.

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2. Website Use

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You agree to use our website only for lawful purposes and in a manner that does not interfere with its operation or the experience of other visitors.

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You agree not to:

• Submit false, misleading, or fraudulent information.

• Attempt unauthorized access to website accounts, systems, or data.

• Disrupt website functionality or security.

• Copy, reproduce, or distribute website content without authorization, except as permitted by law.

• Use our website for unlawful or harmful activities.

 

We reserve the right to restrict access to our website when reasonably necessary to protect our business, users, and systems.

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3. Appointment Scheduling

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Our website offers online appointment scheduling through Wix Bookings.

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Appointments may include introductory consultations, phone consultations, virtual meetings, existing client check-ins, training sessions, and other services as they become available.

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When scheduling an appointment, you agree to provide accurate and complete information.

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Appointment availability is subject to scheduling capacity and may change.

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Free Consultations

Complimentary consultations are intended to discuss your bookkeeping needs, answer general questions, and determine whether our services may be a suitable fit.

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A free consultation does not establish an ongoing professional service relationship or guarantee acceptance as a client.

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Appointment Confirmations

After scheduling an appointment, you may receive a confirmation email containing appointment details, meeting instructions, and any applicable reminders.

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Please review your confirmation carefully and contact us if you notice an error.

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4. Appointment Changes and Cancellations

If you need to reschedule or cancel an appointment, please use the options provided in your booking confirmation or contact us as soon as possible.

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Rescheduling and cancellation options may vary by appointment type and any policies disclosed during booking.

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The Greener Book reserves the right to reschedule or cancel an appointment due to scheduling conflicts, technical difficulties, emergencies, or other reasonable circumstances.

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When possible, we will provide notice and offer an alternative appointment time.

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5. Existing Client Appointments

Certain appointment types, including monthly bookkeeping check-ins and ongoing service meetings, may be intended exclusively for current clients.

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Booking an existing-client appointment does not establish a new client relationship or entitle an individual to services not included in an existing agreement.

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We may cancel or redirect appointments booked under an inappropriate service category.

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6. Professional Service Agreements

Bookkeeping services are subject to a separate written service agreement or engagement agreement, where applicable.

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Such agreements may outline:

• Scope of services and deliverables

• Service fees and payment schedules

• Client responsibilities

• Required documentation and access

• Project timelines

• Confidentiality obligations

• Termination and cancellation provisions

 

If a separate signed agreement conflicts with these website Terms and Conditions regarding professional services, the signed agreement will control to the extent of that conflict.

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7. Pricing and Payments

Pricing for bookkeeping services may depend on the complexity of financial records, transaction volume, service frequency, and specific business requirements.

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Any estimates or general pricing information provided through our website or consultations are subject to confirmation.

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Fees, deposits, billing arrangements, payment deadlines, and any applicable refund terms will be communicated before paid services begin.

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Unless expressly stated otherwise, scheduling a free consultation does not create a payment obligation.

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8. Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information necessary for the services requested.

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This may include business records, transaction details, financial statements, software access, and supporting documentation.

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Clients remain responsible for reviewing their financial information, maintaining appropriate business controls, and making business decisions.

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Delays, incomplete information, or inaccurate records may affect service timelines and results.

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9. No Tax, Legal, or Investment Advice

Unless expressly agreed in writing and performed by an appropriately qualified professional, The Greener Book does not provide tax preparation, legal advice, investment advice, or financial planning services.

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Bookkeeping reports, training materials, and general website information should not be treated as substitutes for advice from a licensed tax professional, attorney, or financial adviser.

Clients should consult appropriate professionals regarding tax filings, legal compliance, investment decisions, and other specialized matters.

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10. Financial Information and Confidentiality

We recognize the importance of protecting client financial and business information.

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Information provided in connection with professional services will be handled according to applicable agreements, our Privacy Policy, and relevant legal requirements.

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Clients should not submit sensitive banking credentials, passwords, Social Security numbers, or confidential financial documents through general website contact forms or public appointment forms.

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Where necessary, secure methods for sharing documents and accessing financial systems should be used.

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11. Third-Party Platforms and Software

Our website and services may integrate with third-party platforms, including Wix, Google Meet, QuickBooks, and other business technology providers.

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These platforms operate under their own terms, policies, and technical requirements.

We are not responsible for interruptions, outages, or technical issues caused by third-party systems outside our reasonable control.

Clients may be responsible for maintaining their own software subscriptions, licenses, and access permissions when required for the services purchased.

12. Website Content and Intellectual Property

Unless otherwise stated, the text, graphics, branding, logos, website design elements, and original materials displayed on this website belong to The Greener Book or are used with appropriate authorization.

You may view and use website content for personal or internal business informational purposes.

Unauthorized reproduction, redistribution, modification, or commercial use of protected content is prohibited except as permitted by law or with prior written permission.

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13. Educational and Informational Content

Articles, newsletters, QuickBooks tips, downloadable resources, and other educational materials provided through our website are intended for general informational purposes.

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While we aim to provide useful and accurate information, business requirements, software features, and financial practices may change.

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We do not guarantee that general educational content will apply to every business situation.

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14. No Guarantee of Business Results

The Greener Book strives to provide accurate, organized, and professional bookkeeping support.

However, we do not guarantee specific financial outcomes, profitability, business growth, financing approval, tax savings, or other business results.

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Results depend on factors including the accuracy of client information, business operations, and circumstances outside our control.

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15. Disclaimer of Warranties

We make reasonable efforts to maintain an accurate, functional, and accessible website.

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However, the website and its general informational content are provided on an "as available" basis.

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To the extent permitted by applicable law, we disclaim warranties regarding uninterrupted website access, error-free operation, and the completeness or suitability of general website content for any particular purpose.

Nothing in this section limits warranties or rights that cannot lawfully be excluded.

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16. Limitation of Liability

To the extent permitted by applicable law, The Greener Book will not be liable for indirect, incidental, special, or consequential damages arising solely from use of, or inability to access, this website.

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This provision does not override liability obligations established under a separate professional service agreement or exclude liability that cannot legally be limited.

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17. Third-Party Links

Our website may contain links to third-party websites, tools, or resources.

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These links are provided for convenience and informational purposes.

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We do not control or endorse every third-party website and are not responsible for its content, availability, or privacy practices.

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18. Privacy

Your use of our website is also subject to our Privacy Policy, which explains how personal and business information may be collected, used, shared, and protected.

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Please review our Privacy Policy for additional information.

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19. Changes to These Terms

The Greener Book may update these Terms and Conditions to reflect changes in website features, services, business practices, or applicable laws.

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Revised terms will be posted on this page with an updated effective date.

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Continued use of the website after updated terms take effect constitutes acceptance to the extent permitted by applicable law.

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20. Governing Law

These Terms and Conditions will be governed by the laws of the U.S. state in which The Greener Book is legally established, without regard to conflict-of-law principles, except where applicable law requires otherwise.

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21. Contact Information

For questions about these Terms and Conditions, our services, or appointment scheduling, please contact:

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The Greener Book

Website: www.greenerbook.com

Email: info@greenerbook.com

Phone: 954-300-3567