Terms of Service

Website and intake use

This website provides general information about bookkeeping and accounting support services. Submitting an intake form does not guarantee acceptance as a client or create a professional engagement until confirmed in writing.

Service scope

FirstLedger Accounting provides bookkeeping and accounting support services, including document organization, QuickBooks workflow support, transaction review support, reconciliation support, cleanup support, monthly close readiness, management summaries, and client reporting support. Tax filing, legal, audit, assurance, investment, lending, payroll tax filing, and CPA services are not provided unless separately agreed with a properly licensed professional.

QuickBooks connection

Clients who choose a QuickBooks-connected or hybrid service path may be asked to authorize a secure QuickBooks Online connection. Clients should not provide QuickBooks passwords. Access may be disconnected by the client or by FirstLedger Accounting when service ends or when continued access is no longer needed.

No professional advice through website

Website content is informational and should not be treated as tax, legal, audit, investment, lending, or financial advice for a specific situation.

Client responsibilities

Clients are responsible for providing accurate records, maintaining business records, responding to document requests, reviewing outputs for business accuracy, and consulting licensed professionals for tax, audit, legal, or regulated advice when needed.

Technology limitations

Workflow automation, document processing, and AI-assisted review may help organize and route bookkeeping information, but they do not replace human review or client responsibility for accuracy.

Contact

Contact support@firstledgeraccounting.com with questions.