Terms of Service

Balanced Accounting Services (BAS)

Effective Date: October 17, 2026

1. Introduction

Welcome to Balanced Accounting Services ("BAS," "we," "us," or "our"). These Terms of Service ("Terms") govern your use of our website, www.balanced-as.com, and your interactions with BAS through our website, electronic communications, and related business services.

By accessing our website or using our services, you agree to these Terms, as applicable. If you do not agree, please discontinue use of our website.

Professional services provided by BAS may also be governed by separate engagement letters, service agreements, or other written contracts. If an executed agreement conflicts with these Terms concerning professional services, the executed agreement will control to the extent of that conflict.

2. Services Provided

Balanced Accounting Services provides professional accounting, financial, consulting, and outsourced business support services.

Depending on the applicable service agreement, services may include:

• Accounting, bookkeeping, and financial reporting

• Financial management, budgeting, and forecasting

• Business consulting and process improvement

• Tax preparation and related tax services

• Administrative and outsourced back-office management

• Billing, payment coordination, and financial reconciliations

• Staff and operational coordination

• Client support, service scheduling, and administrative communications

• Other agreed-upon business support services

Specific services, deliverables, fees, responsibilities, and limitations are established through individual service agreements.

BAS does not guarantee any particular financial, tax, regulatory, operational, or business outcome.

3. Website Use

Visitors agree to use our website only for lawful purposes and must not:

• Provide false or misleading information.

• Attempt unauthorized access to our website or systems.

• Interfere with website operations or security.

• Use website content for fraudulent or unlawful purposes.

• Misrepresent their identity or authority to act on behalf of another individual or organization.

BAS reserves the right to restrict access when necessary to protect its website, customers, or business operations.

4. Client Engagements and Responsibilities

Clients engaging BAS for professional services are responsible for providing accurate, complete, and timely information necessary to perform the agreed-upon work.

Clients retain responsibility for their business decisions, the accuracy of information they supply, and activities specifically excluded from their engagement agreements.

When BAS performs administrative services on behalf of client organizations, the respective client organization remains responsible for ensuring that BAS is appropriately authorized to access relevant records, communicate with individuals, and carry out assigned responsibilities.

BAS may request additional documentation, permissions, or authorization before performing certain activities.

5. Electronic Communications

BAS may communicate with clients, prospective clients, employees, representatives of client organizations, and other authorized individuals through email, telephone, SMS, video conferencing, and other business communication channels.

Communications may concern scheduling, administrative coordination, accounting matters, billing, operational inquiries, documentation, and general business support.

BAS may communicate on behalf of a client organization when authorized under an applicable service arrangement. Such communications do not automatically establish a separate professional-services relationship between BAS and the recipient.

6. SMS/Text Messaging Terms and Conditions

6.1 SMS Program Description

Balanced Accounting Services uses SMS messaging to facilitate two-way, conversational communications associated with its professional services and outsourced administrative operations.

Messages may be exchanged between BAS representatives and individuals who have appropriately consented to SMS communications, including:

• Business clients and their authorized representatives

• Prospective clients requesting information or assistance

• Employees and staff of client organizations

• Individuals receiving services from client organizations, where BAS is authorized to communicate with them

• Other individuals participating in authorized business and administrative communications

Messaging may include appointment scheduling, administrative coordination, document requests, billing and payment inquiries, staff coordination, customer support, service-related questions, operational updates, and responses to inquiries.

Both BAS and authorized message recipients may initiate and participate in ongoing conversations.

6.2 Consent to Receive SMS

By voluntarily opting in to BAS SMS communications through an applicable consent process, you authorize BAS to send text messages to the mobile number provided for the disclosed business and administrative purposes.

Consent may be collected through written or electronic authorization, website forms, documented verbal permission, or an individual initiating an SMS conversation, as appropriate to the circumstances and applicable requirements.

When BAS communicates on behalf of another organization, the appropriate authorization and SMS consent must be established before BAS initiates messages.

Providing a phone number to an unrelated third party does not automatically constitute consent to receive messages from BAS.

Consent to receive SMS messages is not a condition of purchasing BAS services.

6.3 Message Frequency

Message frequency varies according to individual inquiries, ongoing conversations, scheduling needs, and business activities.

BAS does not establish a fixed number of messages because communications are primarily conversational and responsive to operational needs.

6.4 Message and Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

BAS is not responsible for fees assessed by your wireless carrier for sending or receiving text messages.

6.5 Opting Out

You may opt out of BAS SMS communications at any time by replying STOP to a message received from BAS.

After opting out, you will receive a confirmation message where supported, and BAS will discontinue SMS communications to that number for the applicable messaging program, except as permitted or required by law.

You may request to resume SMS communications through an appropriate opt-in process.

6.6 Assistance

For assistance with SMS communications, reply HELP to a BAS text message.

You may also contact:

Email: info@balanced-as.com

Website: www.balanced-as.com

6.7 Delivery and Availability

SMS delivery may be delayed or unsuccessful due to carrier restrictions, mobile network availability, device settings, or technical difficulties.

Wireless carriers are not responsible for delayed or undelivered messages.

BAS does not guarantee uninterrupted or error-free SMS delivery.

6.8 Privacy and Confidentiality

BAS respects the privacy and confidentiality of information exchanged through its communication systems.

SMS is not always an appropriate channel for sensitive personal, medical, financial, or confidential information. BAS may direct recipients to a more secure communication method when necessary.

For information about how personal information and SMS consent are handled, please review our Privacy Policy at:

www.balanced-as.com/privacy-policy

6.9 Marketing Communications

The SMS communications described in this section are intended primarily for conversational, transactional, administrative, and customer support purposes.

Marketing or promotional SMS communications, if introduced, will be subject to applicable consent and disclosure requirements and any necessary separate messaging registration.

7. Fees, Payments, and Billing

Fees for professional services are established through proposals, engagement letters, invoices, or written service agreements.

Unless otherwise agreed in writing, clients are responsible for paying invoices according to the payment terms stated on the applicable invoice or agreement.

Additional work outside an agreed service scope may require separate authorization and may result in additional fees.

Refunds, cancellations, and service termination provisions are governed by the applicable service agreement.

8. Confidentiality and Information Security

BAS takes reasonable steps to protect confidential business and personal information received in connection with its services.

Confidential information may include financial records, employee information, business operations data, client records, and other nonpublic information.

BAS may use authorized software vendors, communication providers, and professional service providers to support business operations, subject to applicable confidentiality, security, and contractual requirements.

Clients and other users are responsible for using appropriate security precautions when transmitting sensitive information.

9. Intellectual Property

Unless otherwise agreed in writing, the content, branding, logos, website materials, and proprietary tools developed by BAS remain the property of BAS or its respective licensors.

Website materials may not be reproduced, distributed, or commercially exploited without prior written permission, except as permitted by law.

Ownership and permitted use of specific client deliverables are governed by the applicable service agreement.

10. Third-Party Services and Links

Our website and services may use or link to third-party platforms, including scheduling systems, accounting applications, payment processors, communication providers, and other business software.

BAS does not control the availability, privacy practices, or independent terms of third-party websites or platforms.

Use of those services may be governed by their respective policies and agreements.

11. No Professional Advice Through Website Content

Information published on our website is provided for general informational purposes and does not, by itself, constitute individualized accounting, tax, legal, financial, or regulatory advice.

Professional recommendations depend on the relevant facts, applicable laws, and the services formally agreed upon.

Visitors should not rely solely on general website information when making significant business, tax, or legal decisions.

12. Limitation of Liability

To the fullest extent permitted by applicable law, BAS will not be liable for indirect, incidental, special, consequential, or punitive damages arising solely from the use of its website or general website content.

Nothing in these Terms excludes liability that cannot lawfully be excluded.

Liability associated with professional services is governed by the applicable service agreement and applicable law.

13. Service Modifications and Termination

BAS may modify, suspend, or discontinue website features and general communication channels when reasonably necessary.

The modification or discontinuation of professional services is governed by the relevant engagement agreement.

BAS may decline or discontinue unauthorized, abusive, fraudulent, or unlawful communications.

14. Governing Law

These Terms are governed by the applicable laws of the State of Florida, United States, without regard to conflict-of-law principles, except where mandatory laws provide otherwise.

Specific client contracts may establish additional or different governing-law provisions.

15. Changes to These Terms

BAS may update these Terms periodically to reflect changes in services, business practices, legal requirements, or communication procedures.

Updated Terms will be posted on this website with a revised effective date.

16. Contact Information

For questions about these Terms or BAS services, contact:

Balanced Accounting Services (BAS)

Website: www.balanced-as.com

Email: info@balanced-as.com