Let’s Talk

Terms of Service

Last Updated: February 20, 2026

Legal Notice:

Use of this site constitutes acceptance of our Terms of Service and Privacy Policy Last Updated: February 20, 2026

Summary

These Terms of Service (“Terms”) explain how Numbers In Sync (“we,” “our,” or “us”) provides professional accounting and advisory services, and how clients and visitors may use our website. By using our website, contacting us, scheduling a consultation, or engaging our services, you agree to these Terms. If you do not agree, please refrain from using our website or services.

About Numbers In Sync

Numbers In Sync is a professional accounting and financial advisory firm headquartered in the San Francisco Bay Area, California. We provide bookkeeping, accounting, fractional controller, fractional CFO, and related advisory services to small and mid-sized businesses under the leadership of licensed CPA professionals. Our work adheres to the professional standards of the American Institute of Certified Public Accountants (AICPA) and applicable state boards of accountancy.

Eligibility

Our website and services are intended for use by individuals aged 18 or older acting on behalf of a business or organization. By engaging with us, you confirm you have authority to bind your business to these Terms.

Services Offered

General Description

We provide a range of professional financial services, including:

  • Complete Accounting Services: Bookkeeping, monthly close, financial statements, and compliance Contact Information: Name, email address, phone number, business address
  • Fractional Controller Services: Strategic analysis, forecasting, KPI dashboards, internal controls
  • Fractional CFO Services: Executive-level strategy, capital planning, investor relations
  • Project-Based Services: QuickBooks implementation, cleanup, financial modeling, audit support, and other fixed-scope engagements

Not Tax Preparation Services

Unless specifically stated in a written engagement letter, our services do not include tax return preparation or filing. We collaborate with your tax CPA to ensure clean records and effective planning, but you remain responsible for engaging a qualified tax preparer

Detailed Engagement Terms

Specific deliverables, timelines, and fees are defined in your engagement letter. If any conflict arises between these Terms and a signed engagement letter, the engagement letter prevails.

Website Use

Permitted Use

You may use our website to:

  • Learn about our services
  • Contact us with inquiries
  • Schedule consultations
  • Access resources and insights

Prohibited Use

You may not:

  • Use the site for unlawful, harmful, or fraudulent purposes
  • Attempt unauthorized access to our systems or data
  • Transmit malware or malicious code
  • Copy, scrape, or reproduce content without permission
  • Impersonate Numbers In Sync or its representatives
  • Use automated tools to collect data without authorization

Intellectual Property

Our Content

All text, graphics, logos, and materials on this website are the property of Numbers In Sync or its licensors. You may not reproduce, distribute, or create derivative works without written consent.

Your Content

When you submit information through forms, messages, or uploads, you grant us permission to use it to provide services and communicate with you, in accordance with our Privacy Policy.

Client Engagement Terms

Engagement Process

  • Initial Consultation: Complimentary 30-minute discovery call
  • Proposal: Written proposal outlining scope, fees, and deliverables
  • Engagement Letter: Formal agreement signed by both parties
  • Onboarding: Collection of data and system access
  • Ongoing Service: Delivery per agreed schedule and scope

Client Responsibilities

You agree to:

  • Provide accurate, timely information and access to systems
  • Respond promptly to requests
  • Maintain internal controls and supporting documentation
  • Review and understand your financial statements
  • Notify us of significant business or financial changes
  • Pay fees per agreed terms

Our Responsibilities

We agree to:

  • Deliver services with professional competence and due care
  • Maintain strict confidentiality and data security
  • Communicate clearly and proactively
  • Meet agreed deadlines
  • Follow AICPA and state board ethical standards
  • Provide accurate, reliable financial insight

Fees and Payment

Fee Structure

Fees are customized based on:

  • Business complexity and transaction volume
  • Number of entities and accounts
  • Systems used and reporting needs
  • Scope of services

Exact pricing will be detailed in your engagement letter

Payment Terms

  • Invoices are issued monthly in advance
  • Payment is due within 15 days of invoice date
  • Accepted methods: ACH, credit card, or check
  • Late payments may incur interest or suspension of services
  • Client is responsible for applicable processing fees

Fee Adjustments

We may adjust fees with 30 days’ written notice if

  • Business complexity materially changes
  • Transaction volume increases significantly
  • Additional services are requested

Confidentiality

Our Obligation

We protect client confidentiality under:

  • The AICPA Code of Professional Conduct
  • State accountancy regulations
  • Our internal Privacy Policy

Information may be disclosed only:

  • With your consent
  • To approved service providers under confidentiality agreements
  • As required by law or regulatory order
  • To your professional advisors (with authorization)

Your Obligation

You agree to maintain the confidentiality of any proprietary tools or materials we provide.

Independent Contractor Relationship

Numbers In Sync acts solely as an independent contractor.

Nothing in these Terms or any engagement letter creates an employment, agency, or partnership relationship.

Work Product Ownership

You retain ownership of all original data and records you provide. Numbers In Sync retains ownership of proprietary templates, tools, and methodologies. Upon full payment, you receive a non-exclusive license to use deliverables internally for business purposes.

Limitation of Liability

  • Services are provided with professional skill and care.
  • We make no guarantee of specific outcomes or business results.
  • Our total liability for any claim shall not exceed the fees paid for affected services in the prior 12 months.
  • We are not liable for indirect, consequential, or punitive damages.
  • We are not responsible for third-party system failures (e.g., QuickBooks, Microsoft 365).
  • These limits do not apply in cases of fraud, gross negligence, or willful misconduct.

No Legal or Investment Advice

We provide accounting and advisory services only. We do not provide legal, tax filing, or investment advice unless explicitly stated in a signed engagement letter. You should seek appropriate licensed professionals for those areas.

Indemnification

You agree to indemnify and hold harmless Numbers In Sync, its owner, employees, and contractors against any losses or claims (including attorney fees) arising from:

  • Your breach of these Terms or engagement letter
  • Failure to provide accurate or timely information
  • Unauthorized use of deliverables
  • Violation of applicable laws or regulations

Term and Termination

Duration

Unless otherwise stated, services continue month-to-month. Either party may terminate with 30 days’ written notice.

Immediate Termination

We may terminate immediately if:

  • Payments are overdue
  • False or misleading information is provided
  • Continuing engagement violates professional standards
  • Conflicts of interest or ethical issues arise

After Termination

Upon termination:

  • All unpaid fees become due
  • Original client records are returned
  • Confidentiality obligations remain in force
  • Work product ownership follows Section Work Product Ownership

Data Protection and Privacy

Your engagement is governed by our Privacy Policy, which explains how we collect, use, and protect your information. By using our website or services, you acknowledge and consent to that policy

Professional Standards and Ethics

We adhere to:

  • AICPA Code of Professional Conduct
  • State Board of Accountancy Regulations
  • GAAP principles
  • Ongoing education and ethical standards

If conflicts of interest or independence issues arise, we will disclose them promptly and, if necessary, withdraw from the engagement.

Electronic Communications and Signatures

You consent to receive communications electronically. Electronic signatures (via DocuSign or similar platforms) are legally binding and equivalent to handwritten signatures.

Dispute Resolution

Governing Law

These Terms are governed by the laws of California, without regard to conflict of law principles.

Good-Faith Resolution

Both parties agree to attempt informal resolution in good faith before escalation.

Mediation and Arbitration

If unresolved, disputes will proceed to mediation, and if still unresolved, to binding arbitration under the American Arbitration Association (AAA) rules in the San Francisco Bay Area. Each party bears its own legal costs; mediation fees are shared equally.

Regulatory Complaints

These Terms do not limit your right to file a complaint with the California Board of Accountancy or other regulatory authorities.

No Class Actions

All disputes must be resolved individually; class-action proceedings are waived.

Force Majeure

We are not liable for delays or failures caused by events beyond our control, including:

  • Natural disasters
  • Government actions or regulations
  • Cybersecurity incidents
  • Labor disputes or vendor failures
  • Public health emergencies

If conflicts of interest or independence issues arise, we will disclose them promptly and, if necessary, withdraw from the engagement.

Survival

Sections on confidentiality, limitation of liability, indemnification, intellectual property, dispute resolution, and data protection survive termination.

Changes to Terms

We may update these Terms periodically. Revised Terms will be posted on our website with an updated “Last Updated” date. Material changes will be communicated to active clients via email. Continued use of our services constitutes acceptance of the revised Terms.

Severability

If any provision of these Terms is deemed invalid or unenforceable, the remaining provisions remain effective.

Entire Agreement

For website visitors, these Terms represent the full agreement with Numbers In Sync. For clients, these Terms and your signed Engagement Letter together form the entire agreement

Waiver

Failure to enforce any provision does not constitute a waiver of that or any other provision

Assignment

You may not assign these Terms or your obligations without our written consent. We may assign rights or obligations with reasonable notice to you.

Notices

All notices must be provided in writing to:

Numbers In Sync

Notices to you will be sent to your last known email or business address.

Disclaimer of Warranties

Our website and services are provided “as is” and “as available.” We make no express or implied warranties, including merchantability or fitness for a particular purpose, nor guarantee uninterrupted access or complete accuracy of website content.

Acknowledgment

By using our website or engaging our services, you acknowledge that:

  • You have read and understood these Terms
  • You agree to be bound by them
  • You have authority to accept on behalf of your business

Numbers In Sync

Sync. Scale. Succeed