Terms of Service

1. Acceptance of Terms

By visiting our website, submitting an inquiry, scheduling a consultation, or engaging Clever Growth Partners for any services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service and our Privacy Policy.

If you do not agree to these terms, please do not use our website or services.

2. Description of Services

Clever Growth Partners provides professional bookkeeping, financial organization, and financial operations services to small business owners. Our services may include, but are not limited to:

• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliations
• Financial reporting (Profit & Loss, Balance Sheets)
• Accounts receivable and accounts payable support
• QuickBooks Online setup and management
• Catch-up and cleanup bookkeeping
• Ongoing financial organization and reporting

The specific scope of services for each client will be outlined in a separate written proposal or service agreement. These Terms of Service govern the general relationship between Clever Growth Partners and all clients and website visitors.

Our services are intended to provide organized financial record-keeping. We are not a licensed CPA firm, tax preparation service, legal services provider, or financial advisory service regulated by applicable securities laws, unless explicitly stated otherwise in a separate agreement.

3. Client Obligations

To enable us to deliver services effectively, clients agree to:

• Provide accurate, complete, and timely financial information and documentation as reasonably requested
• Maintain access credentials and grant necessary permissions to relevant accounts (e.g., bank feeds, QuickBooks Online)
• Review and approve deliverables within agreed timeframes
• Notify us promptly of any changes to business structure, accounts, or financial circumstances that may affect our services
• Use our services for lawful purposes only

Clever Growth Partners is not responsible for delays, errors, or omissions resulting from a client’s failure to provide accurate or timely information.

4. Fees & Payment

Service fees are customized for each client based on the scope and complexity of work required. Pricing will be outlined in your written proposal prior to engagement.

Unless otherwise agreed in writing:

• Invoices are due upon receipt or within the timeframe specified in your service agreement
• Late payments may result in a suspension of services until the outstanding balance is resolved
• Fees are subject to change with reasonable advance notice

All fees are in U.S. dollars unless otherwise specified.

5. Confidentiality

We understand that the financial information you share with us is sensitive. Clever Growth Partners agrees to:

• Treat all client financial data as strictly confidential
• Not disclose client information to third parties except as necessary to deliver services or as required by law
• Use reasonable security measures to protect your data

Clients agree to treat any proprietary processes, systems, templates, or methodologies shared by Clever Growth Partners as confidential and not to reproduce or share them without written consent.

6. Intellectual Property

All content on the Clever Growth Partners website—including text, graphics, logos, design elements, and materials—is the property of Clever Growth Partners and is protected by applicable intellectual property laws.

You may not copy, reproduce, distribute, or create derivative works from any website content without our prior written permission.

Financial reports, templates, and deliverables created specifically for a client during an active engagement are provided for that client’s business use. Underlying methodologies and systems remain the intellectual property of Clever Growth Partners.

7. Disclaimers

Our website and services are provided “as is” without warranties of any kind, either express or implied. We do not warrant that our website will be uninterrupted, error-free, or free of viruses or other harmful components.

8. Limitation of Liability

To the fullest extent permitted by law, Clever Growth Partners shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services or website, including but not limited to loss of profits, loss of data, or business interruption.

Our total liability to any client for any claim arising from our services shall not exceed the total fees paid by that client in the three (3) months preceding the claim.

Some jurisdictions do not allow the exclusion of certain warranties or limitations of liability. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

9. Termination

Either party may terminate a service engagement by providing written notice as specified in the applicable service agreement. In the absence of a written agreement, either party may terminate services with thirty (30) days’ written notice.

Upon termination:

• All outstanding fees for services rendered become immediately due
• We will provide you with copies of your financial records and reports completed through the termination date
• Each party’s confidentiality obligations shall survive termination

We reserve the right to suspend or terminate services immediately for non-payment, misuse of services, or violation of these Terms.

10. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, without regard to its conflict of law provisions.

Any disputes arising under these terms shall first be attempted to be resolved through good-faith negotiation. If unresolved, disputes shall be submitted to binding arbitration or the applicable courts located in Massachusetts.

11. Changes to These Terms

We reserve the right to update or modify these Terms of Service at any time. Changes will be effective upon posting to our website with an updated “Last updated” date.

Your continued use of our website or services after any changes constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.

12. Contact Us

If you have any questions about these Terms of Service, please contact us at:

We will respond to all inquiries within a reasonable timeframe.