Aug 10, 2025

Terms of Service

Welcome to AgencyBooks. By accessing our website or engaging with our services, you agree to the following terms. Please read them carefully. These Terms of Service apply to all users, clients, and visitors.

1. Who We Are

AgencyBooks is a specialized bookkeeping firm dedicated to serving marketing agencies. We offer comprehensive financial services including bookkeeping, financial reporting, and account cleanup. Our goal is to deliver accurate, timely, and reliable financial management solutions tailored specifically for marketing agencies.

2. Use of This Website

By using our website, you agree to:

  • Use it only for lawful purposes

  • Not attempt to interfere with its operation or security

  • Avoid copying, distributing, or modifying any content without permission

We reserve the right to restrict or terminate access to our site if we believe you are violating these terms.

3. Client Engagements

When you choose to work with AgencyBooks:

  • A formal service agreement will outline the scope, service levels, and pricing

  • Services begin only after both parties agree in writing and, if applicable, an initial payment is received

  • All deliverables and reporting schedules will be clearly defined and subject to adjustments as agreed

We strive to deliver accurate financial records and reports on time and to the highest standard, but service timelines may shift depending on data availability, scope changes, or other factors.

4. Intellectual Property

All financial reports, templates, and proprietary processes created by AgencyBooks remain our intellectual property until full payment is received. After that:

  • Clients receive full rights to use deliverables as agreed

  • We retain the right to showcase anonymized case studies and general methodologies in our portfolio and promotional materials (unless a confidentiality agreement is in place)

5. Payments & Billing

  • Payment terms will be defined in the service agreement

  • Late payments may result in delayed service delivery or temporary suspension of services

  • Fees are non-refundable once significant work has been completed, unless stated otherwise

6. Limitation of Liability

While we aim to deliver accurate and reliable financial services, AgencyBooks is not liable for:

  • Business decisions made based on financial reports or analysis we provide

  • Issues caused by incomplete or inaccurate data provided by clients


  • Tax penalties or compliance issues resulting from client-side changes made after service completion

7. Modifications to These Terms

We may revise these Terms of Service from time to time. If we do, the changes will be reflected here with an updated effective date. Continued use of our site or services after updates means you accept the new terms.

8. Contact Us

For any questions or concerns related to these Terms, feel free to reach out at:

📧 support@agencybooks.io

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