At Maureen Oyarzo Bookkeeping, I am committed to simplifying your finances and empowering your dreams. My goal is to provide tailored bookkeeping solutions that streamline your financial processes and arm you with actionable data to drive profitable growth. To ensure a clear and successful partnership, please review my policies and disclaimers below.

Engagement and Services ♥

As your independent contractor and virtual bookkeeping professional, I offer highly specialized financial assistance. My services include tiered monthly bookkeeping packages, comprehensive file reviews, custom file creation, and book cleanup and catch-up services. Each solution is designed to help you gain a clear understanding of your finances so you can focus on scaling your business. I am a QuickBooks Online Advanced ProAdvisor and a Xero Certified Advisor and Partner, ensuring you receive expert-level support with these leading accounting software platforms.

Client Responsibilities ♥

For a truly effective partnership, your timely cooperation is essential. You are responsible for providing all necessary and accurate financial documentation in a timely manner. This includes, but is not limited to, bank statements, credit card statements, invoices, receipts, and any other relevant financial records. Delays in providing information may impact the timeliness and accuracy of my services. I will communicate clearly regarding any information needed to keep your financial journey on track.

Confidentiality♥

Your financial information is treated with the utmost confidentiality. I employ robust security measures and adhere to strict professional ethics to protect your sensitive data. I will not disclose any personal or business financial information to third parties without your express consent, unless required by law. My commitment is to ensure the freedom and clarity you deserve regarding your financial management.

Limitation of Liability♥

While I strive for the highest level of accuracy and provide expert guidance, Maureen Oyarzo Bookkeeping is not responsible for any financial decisions made by you based on the information provided. My services are designed to assist you in understanding your financial position, but I do not provide tax advice, legal advice, or investment advice. It is your responsibility to consult with appropriate professionals for these specialized areas. I will always explain complex financial concepts in simple, jargon-free language, providing you with clear insights to make informed decisions.

Payment Terms♥

Payment for services rendered is due as per the terms outlined in your specific service agreement. My tiered monthly bookkeeping service packages are designed for predictable billing, allowing you to budget with ease. For custom projects, cleanup, and catch-up services, terms will be clearly defined in your custom proposal. Late payments may be subject to a late fee as outlined in your agreement.

Cancellation and Termination♥

Should circumstances change, you may cancel your monthly bookkeeping services with a [X]-day written notice. Any outstanding fees for services rendered up to the cancellation date will be due immediately. I reserve the right to terminate services if there is a breach of the service agreement, lack of cooperation, or non-payment. My aim is always to foster a supportive partnership, and I believe in clear communication to resolve any issues.

Intellectual Property♥

All content on my website, including text, graphics, logos, and service descriptions, is the intellectual property of Maureen Oyarzo Bookkeeping. This content may not be used, reproduced, or distributed without my prior written consent. My innovative approach and unique insights are part of the value I bring to our partnership.

Changes to Policies♥

I reserve the right to update or modify these policies and disclaimers at any time. Any changes will be posted on this page, and I encourage you to review it periodically to stay informed. My commitment is to continuously adapt and provide you with the most effective and professional service.

I believe that simplified finances truly transform dreams into reality. Ready to unlock your full potential and thrive in your business? I'm here to help you navigate the chaos of financial management with ease.

If you have any questions about these policies or would like to discuss your specific needs, please don't hesitate to reach out!

You can reach me at:

♥ Email: hello@maureenoyarzo.com

♥Phone: +1 (510) 328-6328

♥Website: https://www.maureenoyarzo.com

Questions? Comments. Send me a message, I’d love to hear from you! Or sign up for the newsletter to receive my latest updates, promotions, and newly released content ♥