Effective Date: 10/18/2025
Last Updated: 10/18/2025

1. Introduction

Welcome to 369 Consulting LLC (“we,” “us,” “our”). These Terms of Service (“Terms”) govern your access to and use of our bookkeeping, accounting, and related financial services, as well as our website and communications.

By engaging our services or accessing our website, you agree to be bound by these Terms. If you do not agree, please do not use our services.

2. Scope of Services

Aurora Coates Bookkeeping provides professional bookkeeping, financial recordkeeping, and related consulting services as described in service agreements or communications with each client.
We do not provide legal, investment, or tax advice unless explicitly stated in a written agreement.

Our services may include:

General bookkeeping and reconciliations

Payroll preparation and processing

Financial report generation

Accounts receivable/payable tracking

Liaison with accountants or tax professionals

All services are provided in accordance with professional standards and applicable laws.

3. Client Responsibilities

Clients agree to:

Provide accurate, complete, and timely financial information and documentation.

Maintain lawful business practices and financial transparency.

Respond promptly to requests for information or clarification.

Ensure that login credentials or software access (e.g., QuickBooks, Xero, etc.) are provided securely.

We are not responsible for errors or omissions resulting from incomplete, inaccurate, or delayed client information.

4. Fees and Payment

Fees will be clearly outlined in your proposal, service agreement, or invoice.

Payments are due on the terms specified on the invoice (typically within 15–30 days).

Late payments may incur a late fee or suspension of services until the balance is paid.

For ongoing services, recurring payments or retainers may be required.

All fees are quoted in [insert currency] and may be subject to applicable taxes.

5. Confidentiality

We treat all client information as strictly confidential. Your financial records and personal details will not be shared with third parties except:

With your written consent;

When required by law; or

With trusted service providers under confidentiality agreements (e.g., cloud accounting platforms, payment processors).

Confidentiality continues indefinitely, even after termination of our engagement.

6. Data Protection

We follow strict data protection and privacy standards, as described in our Privacy Policy.
By using our services, you acknowledge and agree that your data may be processed and stored in secure third-party platforms necessary for providing bookkeeping services.

7. Limitation of Liability

While we take great care in performing our services, Aurora Coates Bookkeeping is not liable for:

Any indirect, incidental, or consequential damages arising from your use of our services;

Financial losses due to errors caused by incomplete or inaccurate client-provided information;

Decisions made by you or third parties based on reports or information we provide.

Our total liability for any claim related to our services will not exceed the total amount paid by the client for the services rendered in the three (3) months preceding the claim.

8. Professional Judgment

Bookkeeping involves interpretation of data provided by the client. While we strive for accuracy, our work is dependent on the integrity and completeness of client submissions. Final responsibility for the accuracy of financial statements remains with the client.

9. Termination of Services

Either party may terminate the engagement at any time with written notice.
Upon termination:

All outstanding fees become immediately due;

We may retain copies of work completed to date for recordkeeping;

You will receive any deliverables or records that are rightfully yours upon settlement of the account.

We reserve the right to suspend or end services immediately for non-payment, unethical conduct, or misuse of our work.

10. Intellectual Property

All materials, templates, processes, and tools used in our services remain the intellectual property of Aurora Coates Bookkeeping unless otherwise agreed in writing.
You may use any reports or outputs we prepare solely for your internal business purposes.

11. Third-Party Services

We may use or recommend third-party tools (e.g., QuickBooks, Xero, Dext, Google Workspace). We are not responsible for their performance, data handling, or outages. Use of these tools is subject to each provider’s own terms and conditions.

12. Governing Law

These Terms are governed by the laws of [Insert Jurisdiction – e.g., State of [State], United States / Province of [Province], Canada].
Any disputes will be resolved in the courts located in that jurisdiction.

13. Amendments

We may update these Terms from time to time. Updates will be posted on our website with a revised “Last Updated” date. Continued use of our services after changes constitutes your acceptance of the revised Terms.

14. Contact Us

If you have any questions or concerns regarding these Terms, please contact: