These Terms of Service ("Terms") govern your use of the bookkeeping services provided by Handled ("we," "us," "Handled") at bookshandled.com. By subscribing to or using the service, you agree to these Terms.
Handled provides monthly bookkeeping services for independent professionals and small businesses, including:
Services not included: Tax preparation, tax filing, payroll processing, legal advice, financial planning, audit services, CFO or controller services, or any services not described above. Tax preparation is offered separately, subject to availability; separate terms apply when that service is engaged.
The following plans are currently offered:
| Plan | Monthly price | Description |
|---|---|---|
| Essential | $149 / month | Monthly bookkeeping for one business entity within defined account and transaction limits. |
| Plus | $199 / month | Everything in Essential, with higher transaction and account limits and additional monthly financial reporting. |
| Catch-Up Bookkeeping | Custom quote | Historical bookkeeping for periods prior to the start of an ongoing subscription. Priced per engagement based on scope. |
| Tax Preparation | Priced separately | Federal and applicable state tax preparation and e-filing. Available as a separate service, subject to availability. Separate terms apply. |
All prices are in USD. Subscriptions are billed monthly in advance through Stripe at the start of each billing period. We reserve the right to change pricing with 30 days' written notice to your registered email address.
New subscribers may be eligible for a first month free, subject to terms communicated at checkout. In all cases, your billing and cancellation rights are governed by the terms displayed at checkout via Stripe.
To receive accurate and timely bookkeeping services, you agree to:
Delays in providing required information may cause delays in your monthly report delivery. Handled is not responsible for late reports caused by late or missing client-provided information.
We commit to delivering your monthly financial report by the 5th of the following month, provided you have met your responsibilities under Section 4. If Handled fails to deliver your report by the 5th due to our own error, we will apply a one-month credit to your next billing period upon request.
You may cancel your subscription at any time by emailing [email protected]. There are no cancellation fees. Your subscription will remain active through the end of the current billing period; partial months are not refunded.
Upon cancellation, you retain ownership of your QuickBooks file and all reports delivered during your subscription. We will provide a copy of your records in a standard format within 30 days of a written request.
We may terminate or suspend your subscription with 30 days' written notice. We may terminate immediately, without notice, if you violate these Terms, engage in fraud, provide materially false information, or use the service for any unlawful purpose. In the event of termination by Handled without cause, we will refund any prepaid fees for unused service days.
Handled provides bookkeeping services and is not a licensed accounting firm, CPA firm, or tax preparer in connection with its standard bookkeeping plans. The information in your monthly reports is based on the transaction data and documents you provide.
To the fullest extent permitted by law, Handled's total liability for any claim arising out of or relating to these Terms or the services is limited to the amount you paid for the month in which the claim arose. Handled is not liable for indirect, incidental, special, or consequential damages.
We treat your financial and business information as confidential. We do not disclose your information to third parties except as described in our Privacy Policy or as required by law.
The Handled name, logo, and website content are proprietary to Handled. Your financial data and reports belong to you.
We may update these Terms from time to time. If we make material changes, we will notify you by email at least 14 days before the changes take effect. Continued use of the service after changes take effect constitutes acceptance of the updated Terms.
These Terms are governed by the laws of the State of New York, without regard to its conflict of law principles. Any dispute arising under these Terms will be resolved in the courts of New York State.
Questions about these Terms can be directed to:
Handled
[email protected]
bookshandled.com