Terms of service

TrueBalance Ledger Services
(A trade name of D. Johnson Enterprise, LLC)

1. Acceptance of Terms
By accessing this website or engaging the services of TrueBalance Ledger Services (“Company,” “we,” “us,” or “our”), you acknowledge and agree to be bound by these Terms of Service, our Privacy Policy, and all applicable federal and state laws and regulations.

If you do not agree with these Terms, you should not access or use our services.

Use of our services constitutes acceptance of these Terms in full.

 2. Nature of Services
TrueBalance Ledger Services provides bookkeeping, reconciliation, financial record maintenance, and related reporting services. Services are limited to the scope outlined in the applicable client engagement agreement.

Unless explicitly stated in a signed engagement agreement, services do not include:

• Tax preparation, filing, or representation before any taxing authority
• Legal advice or interpretation
• Investment or financial advisory services
• Audit or assurance services
• Forensic accounting or fraud investigation
• Internal control certification

All services are administrative and record-based in nature. Financial reports generated are based solely on information provided by the client and third-party data sources.

No opinion, certification, or assurance is expressed or implied.

 3. Engagement Requirement
Provision of services requires a separate written engagement agreement signed by both parties. In the event of a conflict between these Terms and an executed engagement agreement, the engagement agreement shall control.

Website content does not constitute a binding service agreement.

 4. Client Responsibilities
Clients are solely responsible for:

• Providing accurate, complete, and timely financial data
• Maintaining appropriate business bank accounts and segregation of funds
• Reviewing financial reports promptly upon delivery
• Notifying us of discrepancies or concerns in writing within a reasonable period
• Maintaining compliance with applicable laws and regulations

We are entitled to rely upon information provided by the client without independent verification.

Failure to provide timely or accurate information may affect deliverables and timelines, and the Company shall not be responsible for resulting impacts.

 5. Data & Third-Party Systems
Our services may rely on third-party software platforms, cloud systems, and financial institutions. While reasonable efforts are made to maintain secure and reliable operations:

• We do not control third-party platforms
• We are not responsible for service interruptions, data errors, or system failures beyond our direct control
• We are not liable for losses resulting from third-party outages or security breaches

Clients acknowledge that electronic systems carry inherent risk.

 6. Limitation of Liability
To the fullest extent permitted by applicable law:

• The Company shall not be liable for indirect, incidental, consequential, special, punitive, or exemplary damages
• This includes, without limitation, lost profits, lost revenue, business interruption, regulatory penalties, or reputational harm

Total liability for any claim related to services shall not exceed the total fees paid by the client to the Company for the services directly giving rise to the claim during the preceding three (3) months.

This limitation applies regardless of legal theory, including contract, tort, negligence, or otherwise.

 7. No Professional License Representation
Unless explicitly stated otherwise, the Company does not represent itself as a Certified Public Accounting (CPA) firm, tax advisory firm, or legal services provider.

Services are limited to bookkeeping and related financial record support.

 8. Indemnification
Clients agree to indemnify and hold harmless TrueBalance Ledger Services and D. Johnson Enterprise, LLC from any claims, liabilities, losses, damages, or expenses arising from:

• Inaccurate or incomplete client-provided information
• Misuse of financial reports
• Failure to comply with applicable laws
• Unauthorized third-party access to client systems

9. ConfidentialityWe maintain commercially reasonable safeguards to protect client information. However, confidentiality obligations do not apply to:

• Information already publicly available
• Information independently developed
• Information required to be disclosed by law or court order

Clients are responsible for safeguarding their own system credentials and access.

 10. Suspension or Termination of Services
We reserve the right to suspend or terminate services if:

• Fees remain unpaid
• Client cooperation materially declines
• Fraudulent or unlawful activity is suspected
• Continued engagement presents undue risk
• Termination does not relieve the client of outstanding financial obligations.

 11. Modifications to Terms
We reserve the right to update or revise these Terms at any time. Continued use of our services after revisions constitutes acceptance of the updated Terms.

It is the client’s responsibility to review Terms periodically.

 12. Governing Law and Venue
These Terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to conflict-of-law principles.

Any dispute arising out of or relating to services shall be resolved exclusively in the state or federal courts located within Colorado, and the parties consent to such jurisdiction.

 13. Severability
If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

14. Entire Agreement
These Terms, together with any executed engagement agreement, constitute the entire understanding between the parties regarding services.