Guide & Thrive Bookkeeping provides professional bookkeeping services, subject to the scope outlined in each client’s signed engagement agreement.
Services may include monthly bookkeeping, account reconciliations, financial reporting, cleanups, A/R, A/P, and receipt management.
Our services do not constitute an audit, financial statement review, or independent verification of financial records.
We do not provide legal advice, tax preparation, investment advice, or financial guarantees under our standard bookkeeping services.
All services are limited to the responsibilities and deliverables agreed upon in writing.
Clients acknowledge and agree that:
Accurate and complete financial information must be provided in a timely manner.
Clients remain responsible for reviewing their financial records, reports, and business decisions.
Missing, inaccurate, or delayed information may affect the accuracy and completion of services.
Clients are responsible for their tax filings, regulatory compliance, and financial obligations unless otherwise expressly agreed in writing.
Guide & Thrive Bookkeeping is not responsible for losses directly caused by incorrect or withheld client information, except to the extent caused by our own failure to exercise legally required care.
Guide & Thrive Bookkeeping makes reasonable efforts to maintain accurate bookkeeping records within the agreed scope of services.
We do not guarantee the detection or prevention of fraud, theft, embezzlement, or financial misconduct.
Bookkeeping services are not designed to identify every error, irregularity, or unauthorized transaction.
Financial reports depend on the accuracy and completeness of the underlying records.
Any suspicious activity identified during normal bookkeeping procedures may be reported to the client for review.
Accounts Receivable (A/R): We enter and send customer invoices according to client-provided information and agreed instructions.
Accounts Payable (A/P): We enter vendor bills and assist with payments through QuickBooks Bill Pay when authorized.
Client approval is required before payments are released, following the authorization procedures established during onboarding.
Clients are responsible for verifying vendor information, payment amounts, available funds, and authorized transactions.
Guide & Thrive Bookkeeping does not guarantee customer payments, debt collection, or successful payment processing.
Invoice, bill, and receipt volume limits are established during onboarding and documented in the engagement agreement.
Services may rely on QuickBooks Online, Stripe, Google Workspace, and other approved platforms.
Guide & Thrive Bookkeeping cannot guarantee uninterrupted availability or performance of independently operated third-party systems.
Software outages, processing failures, or access restrictions may affect service timelines.
We use reasonable safeguards to protect confidential client information, consistent with applicable legal requirements.
No electronic system can guarantee complete protection against cybersecurity incidents or unauthorized access.
Guide & Thrive Bookkeeping remains responsible for obligations imposed by applicable law.
To the fullest extent permitted by applicable law:
Guide & Thrive Bookkeeping’s aggregate liability for claims arising from an engagement is limited to the fees paid by the client for that engagement during the 12 months preceding the event giving rise to the claim.
Guide & Thrive Bookkeeping is not liable for indirect, incidental, special, or consequential damages, including lost profits or business opportunities, to the extent legally permitted.
We are not responsible for financial losses directly resulting from unauthorized client actions, inaccurate information, or decisions made outside our agreed scope, except where our own legally actionable conduct contributes to those losses.
Nothing in this disclaimer excludes or limits liability that cannot legally be excluded or limited.
These limitations are subject to applicable law and the signed engagement agreement.
Guide & Thrive Bookkeeping may maintain professional liability (Errors and Omissions) insurance appropriate to its operations.
Any insurance coverage is subject to the applicable policy terms, exclusions, and limits.
Events beyond our reasonable control, including major internet outages, natural disasters, or widespread software disruptions, may delay services.
We will take reasonable steps to communicate material disruptions and resume services when practicable.
All clients must sign an engagement agreement before services begin.
The engagement agreement establishes the approved service scope, pricing, responsibilities, and applicable contractual protections.
Where this disclaimer conflicts with an executed engagement agreement, the signed agreement controls.
This disclaimer is governed by Wisconsin law, subject to applicable federal law.
Nothing in this disclaimer waives rights or obligations that cannot legally be waived.
Business Name: Guide & Thrive Bookkeeping LLC
Email: guideandthriveoffice@gmail.com
Phone: (920) 372-2368
Website: guideandthrivebk.com
