For the purposes of these Terms, the following definitions apply:
“Bookabl” means Bookabl LLC, a Member-Managed Limited Liability Company registered in the State of Wyoming.
“Client” means any individual, sole proprietor, business entity, or authorized representative thereof that engages Bookabl for services.
“Services” means the bookkeeping and financial management services provided by Bookabl as described in the Client’s Engagement Letter.
“Engagement Letter” means the client-specific agreement executed between Bookabl and the Client that defines the scope, pricing, and individual terms of the engagement.
“Subscription Term” means the three (3) month or twelve (12) month billing period selected by the Client as defined in the Engagement Letter.
“Deliverables” means the financial reports, reconciliations, and other work product produced by Bookabl in the course of providing Services.
“Account Verification PIN” means the six (6) digit code created by the Client at onboarding and used to verify the Client’s identity on any phone call with Bookabl involving sensitive account actions.
“Overflow Work” means any work requested by the Client that falls outside the scope of Services defined in the Engagement Letter, including but not limited to historical cleanup, custom reporting, and expedited turnaround requests.
2.1 Scope
Bookabl provides bookkeeping and financial management services as specifically defined in each Client’s Engagement Letter. The Services are limited to what is expressly described in the Engagement Letter. Bookabl does not provide tax advice, legal advice, financial planning, investment advice, or any other professional services beyond the scope of bookkeeping as defined in the Engagement Letter.
2.2 Deliverables
Bookabl will deliver monthly financial reports, quarterly financial reports, and an annual financial report as described in the Engagement Letter. All Deliverables are prepared based solely on the information provided by the Client. Bookabl makes no representation as to the accuracy or completeness of Deliverables where the underlying Client provided information is inaccurate or incomplete.
2.3 Overflow Work
Work requested outside the scope defined in the Engagement Letter is subject to Bookabl’s Overflow Fee of $65.00 per hour with a minimum charge of one (1) hour per request. Time exceeding a full hour is rounded up to the next full hour. Overflow Work must be agreed upon in writing and paid for in advance before Bookabl will commence work. Bookabl reserves the right to decline any Overflow Work request at its discretion.
2.4 Platform Access
Bookabl accesses Client financial platforms exclusively through authorization as defined in the Privacy Policy. Bookabl currently integrates with QuickBooks Online. Any additional platform requires explicit authorization from the Client prior to access. Bookabl does not collect, store, or request Client usernames, passwords, or login credentials under any circumstances.
2.5 Not a CPA or Legal Advisor
Bookabl is a bookkeeping services firm and is not a licensed Certified Public Accountant, tax advisor, attorney, or financial advisor. Nothing in the Services, Deliverables, or any communication from Bookabl constitutes tax, legal, investment, or financial advice. Clients are encouraged to consult licensed professionals for advice specific to their circumstances.
3.1 Subscription Structure
Bookabl’s Services are provided on a subscription basis. Clients may select either a quarterly (three month) or annual (twelve month) Subscription Term as specified in the Engagement Letter. The full subscription fee for the selected billing cycle is due in advance at the start of each billing period. Quarterly clients pay once every three months. Annual clients pay once per year.
3.2 Pricing
Subscription pricing is custom per Client and is set forth in the Client’s Engagement Letter. Annual billing clients receive a fifteen percent (15%) discount applied to the annual rate. Bookabl reserves the right to adjust pricing at the start of any new billing cycle with twenty-one (21) days written notice. Annual billing clients are protected from price adjustments for the duration of their paid annual period.
3.3 Payment Processing
All payments are processed through Stripe. Accepted payment methods are those supported by Stripe at the time of billing. By engaging Bookabl’s Services, the Client authorizes Bookabl to collect payment through Stripe in accordance with the billing cycle selected in the Engagement Letter. Payment is due upon receipt of invoice and is not subject to a grace period.
3.4 Disputed Charges and Chargebacks
In the event a Client initiates a chargeback, payment dispute, or reversal through Stripe or any financial institution for fees covering a period in which Services were rendered, Bookabl reserves the right to terminate the Engagement immediately. Bookabl will provide documented evidence of Services rendered to the relevant payment platform in support of the dispute resolution process. Completed work product through the date of termination remain accessible through the client portal. No further Services will be rendered following termination under this section.
3.5 Non-Payment of Overflow Fees
In the event of non-payment of Overflow Work invoices, Bookabl will notify the Client and suspend all further work until the outstanding balance is resolved. Bookabl reserves the right to pursue recovery of unpaid Overflow fees through available legal remedies.
By engaging Bookabl’s Services, the Client agrees to the following obligations:
• Provide timely, accurate, and complete financial records and documentation necessary for Bookabl to perform the Services. All source records must be delivered by the last day of each calendar month.
• Maintain Bookabl’s authorized access to all financial platforms necessary to perform the Services throughout the active Subscription Term.
• Notify Bookabl promptly of any changes to the Client’s business structure, financial accounts, banking relationships, or operations that may affect the Services.
• Maintain sole responsibility for all tax, legal, regulatory, and compliance obligations. Bookabl’s Services do not fulfill any tax filing, regulatory reporting, or compliance obligation.
• Ensure that the authorized representative signing the Engagement Letter has full legal authority to bind the Client to these Terms.
• Maintain the confidentiality of the Account Verification PIN and notify Bookabl immediately if the PIN is lost, forgotten, or compromised.
• Represent and warrant that all information provided to Bookabl is accurate and complete to the best of the Client’s knowledge. Bookabl bears no responsibility for errors in Deliverables arising from inaccurate or incomplete Client-provided information.
All internal processes, workflows, methodologies, templates, systems, and proprietary tools developed and used by Bookabl in the course of providing Services are and remain the exclusive intellectual property of Bookabl LLC. The Deliverables produced for each Client are provided for that Client’s use in connection with their business and do not transfer any intellectual property rights in Bookabl’s underlying methodologies or systems to the Client.
The Client retains ownership of all financial data and records provided to Bookabl. Bookabl’s right to access and use Client data is limited to performing the Services and as otherwise described in the Privacy Policy.
Both parties agree to treat all non-public information shared in connection with these Terms and the Engagement Letter as strictly confidential. Bookabl shall not disclose Client financial information to any third party except as required to perform the Services, as described in the Privacy Policy, or as required by applicable law.
Confidentiality obligations survive termination of the engagement indefinitely. The Client agrees to maintain the confidentiality of any proprietary information, processes, or methodologies of Bookabl that the Client becomes aware of in the course of the engagement.
7.1 Termination by Either Party
Either party may terminate the engagement in accordance with the termination provisions of the Client’s Engagement Letter. Termination notice must be provided at least fourteen (14) days prior to the end of the then current Subscription Term. Termination takes effect on the final day of the active Subscription Term. No refunds are issued upon termination as the full subscription fee has been collected in advance.
7.2 Late Notice Fee
If termination notice is received within the fourteen (14) day window prior to period end, a Late Notice Fee applies as defined in the Client’s Engagement Letter. The Late Notice Fee is cumulative and based on the number of days past the required notice deadline.
7.3 Termination by Bookabl
Bookabl reserves the right to terminate the engagement immediately in the event of:
(a) Client’s material breach of these Terms or the Engagement Letter;
(b) non-payment of subscription or Overflow fees;
(c) initiation of a chargeback or payment dispute for services rendered;
(d) early removal of Bookabl’s platform access; or
(e) any conduct that poses undue risk to Bookabl, its personnel, or its other clients. Written notice of termination will be provided and completed work product will be made available through the client portal.
7.4 Effect of Termination
Upon termination, Bookabl will prepare and deliver an offboarding package to the Client as described in the Engagement Letter, provided the Client has maintained Bookabl’s platform access through the effective termination date. Bookabl will remove its own platform access promptly following delivery of the offboarding package. Early removal of platform access by the Client prior to the effective termination date constitutes a material breach and relieves Bookabl of its obligation to deliver the offboarding package. The Client assumes full responsibility for the state of their financial records from the date access was removed.
Bookabl’s total aggregate liability to the Client under these Terms and any Engagement Letter shall not exceed the total subscription fees paid by the Client during the then-current billing period immediately preceding the claim. Bookabl shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from the Services, these Terms, or any Engagement Letter, even if advised of the possibility of such damages.
Bookabl is not liable for errors, omissions, or inaccuracies in Deliverables resulting from inaccurate, incomplete, or misleading information provided by the Client. Bookabl is not liable for any loss, penalty, or consequence arising from the Client’s failure to meet any tax, legal, or regulatory obligation.
The Client agrees to indemnify, defend, and hold harmless Bookabl LLC and its members, managers, employees, contractors, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable legal fees) arising out of or related to:
(a) the Client’s use of the Services;
(b) the Client’s breach of these Terms or any Engagement Letter;
(c) inaccurate or incomplete information provided by the Client; or
(d) the Client’s failure to comply with any applicable law or regulation.
Bookabl’s collection, use, storage, and sharing of Client information is governed by the Bookabl Privacy Policy, which is incorporated into these Terms by reference. By engaging Bookabl’s Services, the Client acknowledges having reviewed and agreed to the Privacy Policy. The Privacy Policy is available upon request and is provided to every Client as part of the onboarding package.
Bookabl reserves the right to update these Terms at any time. Clients will be notified of any material changes in writing with reasonable advance notice. Continued use of Bookabl’s Services following notice of an update constitutes acceptance of the updated Terms. If a Client does not agree to updated Terms, services for that Client will be temporarily paused and terminated at the end of the then-current Subscription Term. No refunds will be issued for any portion of the billing period during which services were paused pending termination.
These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of laws principles. Any legal action or proceeding arising under these Terms shall be brought exclusively in the state or federal courts located within the State of Wyoming, and both parties hereby consent to personal jurisdiction and venue therein.
These Terms, together with the Client’s Engagement Letter, Privacy Policy, and Client Intake and Authorization Form, constitute the entire agreement between Bookabl and the Client with respect to the Services. These Terms supersede all prior discussions, representations, or understandings between the parties. No amendment to these Terms shall be binding unless made in writing and acknowledged by Bookabl.
If any provision of these Terms is found to be unenforceable or invalid by a court of competent jurisdiction, that provision shall be modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible. The remainder of these Terms shall continue in full force and effect.
For questions, concerns, or notices related to these Terms, please contact Bookabl at:
Bookabl LLC
30 N Gould St Ste R, Sheridan, Wyoming 82801
General Support: support@bookabl.org
Executive & Legal Correspondence: arlintlogan@bookabl.org
Phone: (205) 538-3152
Website: bookabl.org
