BizSynk, LLC — Terms of Service
Effective Date: 18 July 2026
These Terms of Service ("Terms") govern the bookkeeping and related services ("Services") provided by BizSynk, LLC ("BizSynk," "we," "us") to the client engaging our services ("Client," "you"). By engaging BizSynk for Services, you agree to these Terms.
1. Services
BizSynk provides bookkeeping, payroll processing, catch-up and cleanup bookkeeping, sales tax return preparation, and related services as described on our Services page or in your individual service agreement. The specific scope, deliverables, and fee for your engagement are set out in your onboarding materials or invoice.
2. Fees and Payment
Services are billed and paid on a month-to-month basis unless otherwise agreed in writing (for example, an annual prepayment arrangement). Payment for the current month's Services is due by the 15th of that same month.
3. Late Payments
Any payment not received by the 15th of the month will accrue simple interest at a rate of 12% per annum (1% per month), calculated monthly on the outstanding balance, until paid in full. Interest under this section does not compound.
4. Suspension of Services
If payment is not received by the 25th of the month, Services will be suspended until payment is received in full. Suspension does not waive or reduce any fees, accrued interest, or notice obligations owed under these Terms.
5. Term and Cancellation
Either party may cancel Services by providing thirty (30) days' written notice to the other party. This notice requirement applies to all Clients regardless of billing arrangement, including Clients who have prepaid for a full year of Services — prepayment does not shorten or waive the notice period.
During the notice period, BizSynk will continue rendering Services and will use this time to prepare a formal letter of cancellation, organize and finalize Client's files and records, and give Client a reasonable opportunity to review those files for completeness and accuracy before the engagement ends.
Upon final termination of Services, BizSynk will: (a) return all original documents and records provided by Client; (b) permanently destroy any login credentials or account access information Client shared with BizSynk; and (c) retain BizSynk's own internal work product — including working papers, reconciliations, and records BizSynk prepared in the course of Services — for a period of seven (7) years, BizSynk's chosen record-retention period, consistent with the distinction between client-provided records and member-prepared records described in the AICPA Code of Professional Conduct's "Records Requests" interpretation (ET §1.400.200). After this period, such records will be securely destroyed.
Client is strongly encouraged to independently revoke or change access to any shared accounts, systems, or logins promptly upon termination of Services, in addition to BizSynk's destruction of such information under this section.
If Client's written cancellation notice is submitted on or after the 1st day of a calendar month, the following calendar month's fee will be prorated based on the number of days Services are actually rendered during the remainder of the notice period.
6. Refunds
Because Services are billed monthly, no refund will be issued for the current month once payment for that month has been made, and no refund will be issued for the thirty (30) day notice period described in Section 5, since Services continue to be rendered — including file review and hand-off — during that time.
If Client has prepaid for a full year of Services, BizSynk will issue a refund for any remaining full months left in the contract term after the 30-day notice period concludes. Fees for Services rendered through the end of the notice period will be deducted from the refund amount before it is issued. All refund requests require a written cancellation notice as described in Section 5 — this applies whether Services were paid monthly or in full for the year.
7. Client Responsibilities
Client agrees to provide all financial documents, records, and information reasonably requested by BizSynk in a timely manner sufficient to allow Services to be completed by any applicable deadline. BizSynk is not responsible for missed deadlines, penalties, interest, or other consequences resulting from Client's failure to timely provide requested documents or information.
8. Account Access and Security
If Client chooses to provide BizSynk with login credentials or access to any accounts or systems, Client is solely responsible for promptly notifying BizSynk in writing if that login information changes. BizSynk is not liable for any delay, error, or security issue arising from Client's failure to provide updated access information.
9. No Guarantee of Results; Limitation of Liability
BizSynk provides bookkeeping and related services only, and does not provide tax, legal, or financial advisory services. Client should consult a licensed CPA, attorney, or financial advisor for such matters.
BizSynk does not hold power of attorney and is not authorized to represent Client before the IRS or any state taxing authority. Where BizSynk prepares sales tax or payroll tax returns on Client's behalf, Client is responsible for reviewing and signing such returns unless applicable law permits BizSynk to sign as preparer; in such cases, BizSynk does not authorize any taxing authority to contact BizSynk directly regarding the return. All communications concerning tax matters, deadlines, or potential issues will be directed to Client. If Client wishes BizSynk to coordinate with Client's CPA or other representative on a tax matter, Client must provide written authorization for that specific coordination.
To the fullest extent permitted by law, BizSynk's total liability arising out of or related to these Terms or the Services shall not exceed the total fees paid by Client to BizSynk in the 3 months immediately preceding the event giving rise to the claim. In no event will BizSynk be liable for indirect, incidental, special, consequential, or punitive damages, including lost profits.
10. Confidentiality and Identity Verification
Consistent with the confidentiality standard described in the AICPA Code of Professional Conduct's "Confidential Client Information Rule" (ET §1.700.001), BizSynk works exclusively on Client's behalf and will not disclose, share, or release Client's financial records, account information, or other confidential information to any third party without Client's specific written consent.
Identity Verification: For any written request that would result in BizSynk releasing, deleting, or otherwise acting on Client's confidential information or account details — including a request that appears to come from Client — BizSynk will independently verify the request by telephone before acting on it. BizSynk will call the phone number on file from Client's original engagement or the most recent contact information Client has confirmed with BizSynk directly. BizSynk will not call any phone number provided within the request itself — this practice exists specifically to protect Client against impersonation, since a fraudulent request could otherwise supply its own "verification" number.
If BizSynk receives a validly issued and enforceable subpoena, summons, or warrant compelling disclosure of Client's records or information, BizSynk will notify Client before releasing any information, to the extent notifying Client first is legally permitted. Where the law does not permit prior notice, or compliance is otherwise legally required before Client can be reached, BizSynk will notify Client as soon as reasonably possible afterward.
11. Governing Law
These Terms are governed by the laws of the State of Tennessee, without regard to its conflict-of-law principles..
12. Changes to These Terms
BizSynk may update these Terms from time to time. Continued use of Services after an update constitutes acceptance of the revised Terms.
13. Contact
Questions about these Terms can be sent to Johanna@BizSynk.com.