Terms of service.

Effective Date: Aug 25, 2025

Welcome to Gerton Financial Solutions, LLC (“GFS,” “we,” “our,” or “us”). These Terms of Service (“Terms”) govern your access to and use of our bookkeeping, accounting, and financial advisory services, as well as our website, tools, and resources (collectively, the “Services”). By engaging our Services, you agree to be bound by these Terms.

If you do not agree, please do not use our Services.

1. Services Provided

GFS provides bookkeeping, accounting support, financial reporting, and related services for small businesses, entrepreneurs, and organizations. Specific deliverables will be outlined in your engagement agreement, proposal, or invoice.

2. Eligibility

By using our Services, you represent that you are at least 18 years of age and legally able to enter into binding contracts.

3. Client Responsibilities

To ensure accurate and timely delivery of Services, clients agree to:

  • Provide complete, accurate, and timely financial records, documents, and information.

  • Maintain valid and active subscriptions to any required third-party software (e.g., QuickBooks Online).

  • Communicate promptly regarding questions, approvals, or additional documentation requests.

4. Fees & Payments

  • Fees are outlined in your service package, proposal, or invoice.

  • Payments are due as stated (monthly, quarterly, or per project).

  • Late payments may incur a [5–10%] late fee or suspension of Services until payment is received.

  • All fees are non-refundable unless otherwise stated in writing.

5. Cancellations & Termination

  • Either party may terminate Services with [30 days] written notice.

  • If you cancel before the end of a billing cycle, fees already paid are non-refundable.

  • We reserve the right to suspend or terminate Services for non-payment, misuse, or breach of these Terms.

6. Confidentiality

We respect the confidentiality of your financial data. All information shared with GFS will be kept secure and used solely for providing Services, except as required by law.

7. Third-Party Tools

Our Services may integrate with third-party platforms (e.g., QuickBooks Online). GFS is not responsible for the performance, policies, or availability of these platforms. Clients remain responsible for maintaining their own accounts and subscriptions.

8. Limitation of Liability

While we strive for accuracy and timeliness, GFS is not liable for:

  • Errors resulting from incomplete or inaccurate information provided by the client.

  • Any indirect, incidental, or consequential damages.

  • Business, financial, or tax decisions made by the client.

Our total liability shall not exceed the amount paid by you for Services in the 3 months preceding the claim.

9. Disclaimer

Our Services do not constitute legal or tax advice. We recommend consulting with an attorney or licensed tax professional for guidance outside the scope of bookkeeping.

10. Governing Law

These Terms shall be governed by and construed under the laws of the State of Georgia, without regard to its conflict of laws principles.

11. Updates to Terms

We may update these Terms periodically. Updated versions will be posted on our website with a new “Effective Date.” Continued use of our Services after updates constitutes agreement to the revised Terms.

12. Contact Us

For questions regarding these Terms, please contact us at:

Gerton Financial Solutions, LLC
📧 hello@gertonfinancial.com
📍 Based in Atlanta, GA | Serving Clients Nationwide