Terms of Service

By accessing or using the Just Easy Books website, or by engaging us for advisory services, you agree to be bound by these Terms of Service. If you do not agree, please do not use the website or our services.

Just Easy Books (“we,” “us,” “our”) provides fractional CFO, accounting, tax planning and business intelligence services to small and medium-sized businesses.

The content on this website is provided for general information only. It does not constitute legal, tax, accounting or investment advice, and it should not be relied upon as a substitute for consultation with a qualified professional regarding your specific circumstances.

Any figures produced by the ROI calculator or similar tools on this website are estimates modelled from the inputs you provide. They are not a forecast, a quotation, or a guarantee of results. Your actual outcomes will depend on your industry, structure, execution and other factors outside our control.

The specific services we provide to you will be described in a separate written engagement letter or statement of work. That document, together with these terms, forms the agreement between us. Where the two conflict, the engagement letter controls.

We are not a CPA firm and do not provide audit, attestation or independent certification services. Tax preparation and filing, where required, is performed by or in coordination with appropriately licensed professionals.

You agree to:

• Provide accurate, complete and timely information we need to perform our services
• Maintain the confidentiality and security of any dashboard or system credentials issued to you
• Use the website and any client portal only for lawful purposes
• Not attempt to gain unauthorized access to our systems or another client's data
• Not reproduce, resell or redistribute our materials, dashboards or reports without written permission

Fees are quoted individually for each engagement and set out in your engagement letter. Unless stated otherwise, services are billed monthly and are payable on receipt.

Our engagements are month-to-month. Either party may terminate with thirty (30) days’ written notice. Fees for services already performed remain payable on termination, and we will provide reasonable transition assistance.

The content, design, code, dashboards, templates, methodologies and documentation on this website are owned by us or our licensors and are protected by applicable intellectual property laws. You receive a limited, non-exclusive, non-transferable licence to use our dashboards and reports for your internal business purposes while you are an active client.

Your financial data remains yours. You retain full ownership of and access to your accounting records at all times.

Each party agrees to keep the other’s confidential information confidential and to use it only for the purposes of the engagement. This obligation does not apply to information that is public through no fault of the receiving party, or that must be disclosed by law or court order.

Our services may integrate with third-party platforms such as accounting, payroll, banking or payment providers. We do not control those services and are not responsible for their availability, accuracy or terms. Your use of them is governed by your own agreements with those providers.

The website and our services are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including any implied warranties of merchantability, fitness for a particular purpose and non-infringement. We do not warrant that the website will be uninterrupted, error-free or free of harmful components.

To the fullest extent permitted by law, we will not be liable for any indirect, incidental, special, consequential or punitive damages, or for any loss of profits, revenue, data or business opportunity, arising out of or relating to your use of the website or our services.

Our total aggregate liability arising out of or relating to the engagement will not exceed the total fees you paid to us in the twelve (12) months preceding the event giving rise to the claim.

You agree to indemnify and hold us harmless from any claims, losses, liabilities and expenses (including reasonable legal fees) arising from your breach of these terms, your misuse of the website, or your violation of any law or third-party right.

These terms are governed by the laws of the State of [STATE], without regard to its conflict-of-law principles. Any dispute arising under these terms will be subject to the exclusive jurisdiction of the courts located in [COUNTY, STATE].

We may update these terms from time to time. When we do, we will revise the “last updated” date above. Continued use of the website or our services after changes take effect constitutes acceptance of the revised terms.

Questions about these terms can be sent to advisory@justeasybooks.com.