Terms of Service & Refund Policy

Effective Date: May 31, 2025
Business Name: Dailey Precision Bookkeeping, LLC

1. Acceptance of Terms

By accessing this website or using our services, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree, please do not use this site or our services.

2. Services Offered

Dailey Precision Bookkeeping & Notary Services provides professional bookkeeping, notary services, payroll assistance, QuickBooks support, and financial record management. Services are offered remotely and/or in person based on client needs and agreement.

3. Client Responsibilities

Clients agree to:

  • Provide accurate and complete financial information

  • Respond in a timely manner to requests for documents or clarifications

  • Review reports and records provided, and notify us of any discrepancies

  • Maintain secure login access and provide authorized access to any software or platforms necessary for delivering services (e.g., QuickBooks Online, payroll systems, file-sharing tools, etc).

4. Payment Terms

  • Fees for services will be agreed upon in writing before work begins.

  • Payment is required in full prior to the start of any services. Work will not commense until payment has been received and confirmed. No exceptions will be made unless agreed to in writing in advance.

  • Late or returned payments may incur additional fees and/or service suspension until resolved.

5. Appointment & Cancellation Policy

We kindly request at least 24 hours’ notice for cancellations or rescheduling. Missed or late appointments without notice may be subject to an additional service fee.

6. Confidentiality

We respect your privacy and confidentiality. All client information, financial data, and documents are treated as confidential and will not be shared without your written consent, except as required by law.

7. Limitation of Liability

While we take great care to ensure accuracy and compliance, Dailey Precision Bookkeeping & Notary Services is not liable for:

  • Financial losses due to errors in client-provided data

  • Tax penalties due to client delays or misinformation

  • External software malfunctions (e.g., QuickBooks issues outside our control)

8. Third-Party Tools

We may use trusted third-party platforms (e.g., QuickBooks, secure cloud storage, eSignature apps, etc.) to provide services. By using our services, you agree to the terms and policies of those platforms.

9. Notary Disclaimer

Notary services are provided in accordance with local state laws and regulations. We are not attorneys and cannot offer legal advice or interpret legal documents.

10. Modifications to Terms

We reserve the right to modify these Terms at any time. Updates will be posted on this page with a revised effective date. Continued use of our site or services after changes constitutes acceptance of those changes.

11. Refund Policy

a). No Refunds for Completed Work
Because bookkeeping services involve time, expertise, and labor, we do not offer refunds for work that has already been completed and delivered.

b). Upfront Payment Requirement
All services must be paid in advance before work begins. This ensures mutual commitment and reserves time on the calendar.

c). Refunds for Unused Prepaid Services (Optional)
If a service has been prepaid but not yet started, a partial refund may be issued upon written request, minus any time or administrative fees already incurred.

d). No Refunds for Monthly Retainer Work (if applicable)
Monthly retainers secure a reserved amount of service hours. Because that time is blocked off exclusively for the client, retainers are non-refundable even if unused.

e). Client Satisfaction Commitment
While refunds are not issued for services already rendered, we are committed to your satisfaction and will work with you to resolve concerns or clarify any questions.

f). Policy Updates
This refund policy is subject to change. The most current version will always be made available on this website.

12. Contact Information

If you have questions about these Terms & Policies, please contact us HERE.