Terms of Service

1. Acceptance of Terms and Relationship to Service Agreement

By accessing or using our website, submitting information through our website, scheduling a consultation, or otherwise interacting with BrightPath Bookkeeping through our general business systems, you acknowledge these Terms.

Bookkeeping services provided to an individual client are also governed by a separate written service agreement, engagement agreement, proposal, statement of work, or similar agreement between BrightPath Bookkeeping and the client (“Service Agreement”).

The applicable Service Agreement governs the specific:

• Scope of bookkeeping services;

• Fees and payment obligations;

• Service schedules;

• Client responsibilities;

• Deliverables;

• Termination rights; and

• Other terms specific to that client engagement.

If these Terms conflict with an executed Service Agreement regarding the provision of bookkeeping services, the Service Agreement will control with respect to that conflict.

Nothing contained on this website, in an automated communication, or in an initial inquiry or consultation modifies an executed Service Agreement unless BrightPath Bookkeeping expressly agrees to the modification in writing through an authorized representative.

2. Services Overview

BrightPath Bookkeeping provides professional bookkeeping services to businesses.

Services may include:

• Monthly bookkeeping;

• Transaction categorization;

• Bank and credit card reconciliation;

• Accounts payable bookkeeping;

• Accounts receivable bookkeeping;

• Payroll-related bookkeeping;

• Bookkeeping cleanup;

• Financial reporting; and

• Other bookkeeping services agreed upon in writing.

Services are generally performed remotely using cloud-based technologies, including QuickBooks Online and other approved systems.

The exact scope, pricing, responsibilities, timelines, and deliverables for a client engagement are established in the applicable Service Agreement.

BrightPath Bookkeeping may use artificial intelligence, automation, transcription, scheduling systems, customer relationship management systems, and other technologies to support communications, administrative functions, customer service, internal operations, and service delivery.

Use of these technologies does not expand or modify the professional services described in a client's applicable Service Agreement.

3. Website Use

The BrightPath Bookkeeping website is provided for informational purposes and to facilitate communication between BrightPath Bookkeeping and current or prospective clients.

You agree to use the website only for lawful purposes.

You may not:

• Interfere with or disrupt the operation, security, or integrity of the website;

• Attempt to gain unauthorized access to systems, accounts, data, or networks;

• Introduce malicious software, viruses, harmful code, or other disruptive technologies;

• Use automated systems to scrape, extract, copy, or collect website content without authorization;

• Impersonate another person or misrepresent your identity or authority;

• Submit false, fraudulent, misleading, or unlawful information;

• Use the website in a manner that violates applicable law; or

• Use BrightPath Bookkeeping intellectual property except as permitted by these Terms or with our written authorization.

We may restrict or terminate access to the website when we reasonably believe these Terms have been violated or when necessary to protect our systems, business, clients, or other users.

4. Consultations and Initial Inquiries

BrightPath Bookkeeping may offer a free or introductory consultation to discuss a prospective client's bookkeeping needs.

Scheduling or participating in a consultation does not:

• Create a client relationship;

• Create a fiduciary relationship;

• Require either party to enter into a Service Agreement;

• Guarantee acceptance as a client;

• Constitute bookkeeping work; or

• Constitute accounting, tax, legal, investment, or financial advice.

A consultation or initial inquiry may be scheduled, answered, documented, or initially facilitated using automated technologies or an AI-powered assistant.

Interaction with an AI assistant, scheduling platform, chatbot, automated telephone system, or other automated technology does not create a client relationship.

Information provided during an inquiry or consultation should not be relied upon as professional accounting, tax, legal, investment, or financial advice.

A client relationship begins only when BrightPath Bookkeeping and the prospective client enter into an applicable Service Agreement or otherwise expressly agree in writing that services have begun.

5. Client Responsibilities

If you engage BrightPath Bookkeeping to provide services, you are responsible for complying with the obligations contained in your Service Agreement.

Client responsibilities may include:

• Providing timely access to financial records, bank statements, transaction information, business records, and other documents reasonably necessary to perform services;

• Providing accurate and complete information to the best of your knowledge;

• Promptly notifying BrightPath Bookkeeping of errors or material omissions in information previously provided;

• Maintaining active subscriptions to required third-party software or systems when specified in the Service Agreement;

• Maintaining appropriate ownership, authority, and access rights for accounts or information you authorize BrightPath Bookkeeping to access;

• Communicating material changes to business operations, entity structure, accounts, financial processes, or other matters that could affect our services;

• Reviewing reports, reconciliations, questions, and requests submitted by BrightPath Bookkeeping in a timely manner;

• Maintaining responsibility for business decisions based on financial information; and

• Consulting appropriate licensed professionals regarding accounting, tax, legal, investment, payroll, or other matters outside the agreed scope of bookkeeping services.

Clients should not send passwords, authentication codes, Social Security numbers, full payment-card numbers, or other highly sensitive authentication information through ordinary email, text messaging, AI-powered telephone assistants, or other unsecured channels unless BrightPath Bookkeeping specifically directs the client to an approved secure process.

Delays, errors, or additional work caused by incomplete, inaccurate, late, or inaccessible client information may affect timelines, deliverables, or fees as permitted under the applicable Service Agreement.

6. Payment Terms

Fees, payment schedules, billing methods, deposits, recurring charges, late-payment provisions, and other financial terms applicable to bookkeeping services are established in the applicable Service Agreement.

By engaging BrightPath Bookkeeping, you agree to pay all fees and charges in accordance with that agreement.

Where permitted by the Service Agreement, BrightPath Bookkeeping may suspend or pause services when an account becomes past due.

Outstanding balances remain due regardless of whether services are suspended or terminated, except as otherwise required by law or expressly provided in the Service Agreement.

BrightPath Bookkeeping may use third-party payment processors to process payments. Those processors may maintain their own terms, privacy policies, and security practices.

7. Confidentiality and Privacy

BrightPath Bookkeeping treats client financial and business information as confidential and implements reasonable measures intended to protect information entrusted to us.

BrightPath Bookkeeping may disclose or permit access to information when reasonably necessary to:

• Provide contracted services;

• Operate and administer our business;

• Maintain and support technology systems;

• Communicate with clients;

• Comply with legal obligations;

• Protect BrightPath Bookkeeping, our clients, or others; or

• Carry out other activities described in our Privacy Policy.

Access may include authorized:

• Employees;

• Contractors;

• Offshore personnel;

• Professional advisors;

• Accounting and bookkeeping platforms;

• Cloud service providers;

• Communications providers;

• Artificial intelligence providers;

• Transcription services;

• Scheduling platforms;

• Payment processors; and

• Other third-party technology or service providers acting on our behalf.

Our use of QuickBooks Online, cloud technologies, AI systems, communications platforms, authorized offshore resources, and other service providers is further described in our Privacy Policy.

BrightPath Bookkeeping does not sell or rent client financial information or personal information for monetary consideration.

BrightPath Bookkeeping does not share mobile information, SMS opt-in information, or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.

The collection, processing, use, retention, and disclosure of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

8. Voice AI and Automated Communications

BrightPath Bookkeeping may use artificial intelligence (“AI”), automated telephone systems, AI-powered virtual assistants, transcription technologies, and other automated tools to assist with incoming telephone calls and other communications.

When contacting BrightPath Bookkeeping, you may interact with an AI-powered or automated assistant before or instead of interacting with a human representative.

AI and automated systems may be used to:

• Answer general questions about BrightPath Bookkeeping and its services;

• Identify the purpose of an inquiry;

• Collect information voluntarily provided by the caller;

• Schedule, confirm, modify, or cancel appointments;

• Route communications to an appropriate representative;

• Provide basic customer-service assistance;

• Create call summaries, transcripts, classifications, notes, or follow-up tasks; and

• Assist with administrative and service-delivery functions.

No Professional Advice Through AI

AI-powered assistants are provided primarily for administrative, informational, scheduling, communications, and customer-service purposes.

Statements generated by an AI assistant do not constitute:

• Accounting advice;

• Tax advice;

• Legal advice;

• Investment advice;

• Financial advisory services; or

• Other licensed professional advice.

Information generated by an AI assistant should not be relied upon as a substitute for advice from an appropriately qualified professional.

No Authority to Modify Agreements

Unless expressly confirmed in writing by an authorized BrightPath Bookkeeping representative, an AI-powered or automated system is not authorized to:

• Modify a Service Agreement;

• Modify the scope of services;

• Establish or change pricing;

• Waive fees or payment obligations;

• Approve credits or refunds;

• Make contractual guarantees;

• Commit BrightPath Bookkeeping to deadlines or deliverables;

• Settle disputes;

• Waive BrightPath Bookkeeping rights; or

• Enter into any binding agreement on behalf of BrightPath Bookkeeping.

If an AI-generated statement conflicts with an executed Service Agreement or written communication from an authorized BrightPath Bookkeeping representative, the applicable Service Agreement or authorized written communication will control.

Accuracy of AI-Generated Information

Artificial intelligence and automated technologies may generate information that is incomplete, inaccurate, delayed, misunderstood, or incorrect.

You should verify information that is material to a business, financial, contractual, or other important decision before relying upon it.

BrightPath Bookkeeping may review, correct, disregard, supplement, or replace AI-generated information when appropriate.

Recording, Transcription, and Processing

Telephone calls and other communications may be recorded, transcribed, summarized, classified, or otherwise processed through automated technologies as described in our Privacy Policy and as permitted by applicable law.

Where applicable law requires notice or consent regarding recording or similar processing, BrightPath Bookkeeping will provide notice or obtain consent as required.

By continuing an interaction after receiving any notice required by applicable law, you acknowledge that the interaction may be processed through the disclosed technologies to the extent permitted by law.

Human Assistance

You may request assistance from a human representative.

Human assistance may not be immediately available and may depend on normal business hours, staffing, and the nature of the request.

Sensitive Information

Unless BrightPath Bookkeeping specifically directs you to an approved secure process, you should not provide passwords, authentication codes, Social Security numbers, full payment-card numbers, or other highly sensitive authentication credentials through an AI-powered telephone assistant, text message, ordinary email, or other unsecured communication channel.

Our collection, processing, retention, and disclosure of information associated with AI-assisted communications is further described in our Privacy Policy.

9. Third-Party Platforms and Technology

BrightPath Bookkeeping relies on third-party technologies and service providers to operate our business and provide services.

These may include:

• QuickBooks Online and other accounting technologies;

• Cloud infrastructure and file-storage systems;

• Customer relationship management systems;

• Scheduling platforms;

• Email systems;

• Telephone and telecommunications providers;

• Text messaging providers;

• Artificial intelligence systems;

• Voice-processing and transcription providers;

• Automation technologies;

• Payment processors;

• Website platforms;

• Cybersecurity services; and

• Other software and technology providers.

BrightPath Bookkeeping does not control the infrastructure, availability, functionality, updates, security, data practices, or independent operations of third-party providers.

Temporary outages, software changes, telecommunications failures, API interruptions, security incidents, platform restrictions, third-party errors, or changes to third-party services may affect the availability or performance of BrightPath Bookkeeping services.

To the fullest extent permitted by law, BrightPath Bookkeeping is not responsible for the independent acts or omissions of third-party service providers, except to the extent that responsibility cannot legally be excluded.

Use of certain third-party platforms may also be subject to the provider's own terms, policies, and conditions.

10. Professional Services Disclaimer

BrightPath Bookkeeping provides bookkeeping services.

Unless expressly stated in a separate written agreement, BrightPath Bookkeeping does not provide:

• Certified public accounting services;

• Audits, reviews, or compilations requiring professional licensure;

• Tax-return preparation;

• Tax opinions or tax advice;

• Legal services or legal advice;

• Investment advice;

• Securities advice;

• Financial planning services; or

• Other services requiring professional licensure outside the agreed scope of our bookkeeping engagement.

Financial reports and bookkeeping records prepared by BrightPath Bookkeeping are based on information made available to us and are intended for bookkeeping and business-management purposes unless otherwise agreed.

Clients remain responsible for:

• Business decisions;

• Tax filings;

• Legal compliance;

• Regulatory filings;

• Financial representations to third parties; and

• Obtaining advice from appropriately licensed professionals when necessary.

Nothing on our website or in general communications should be construed as creating a CPA-client, attorney-client, investment-advisor, or similar professional relationship.

11. Limitation of Liability

To the fullest extent permitted by applicable law, BrightPath Bookkeeping will not be liable for errors, omissions, delays, losses, penalties, or other damages caused by or resulting from:

• Incomplete, inaccurate, misleading, or untimely information supplied by a client or third party;

• Failure by a client to provide required records or system access;

• Client decisions made without appropriate professional advice;

• Unauthorized changes made by a client or third party to financial records;

• Failures, outages, delays, errors, security incidents, or changes involving third-party technology providers;

• Telecommunications or internet failures;

• Circumstances outside BrightPath Bookkeeping's reasonable control; or

• Reliance upon AI-generated or automated information that has not been confirmed by an authorized BrightPath Bookkeeping representative.

Limitation of Damages

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, BRIGHTPATH BOOKKEEPING WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATING TO THE WEBSITE, SERVICES, COMMUNICATIONS, OR THESE TERMS, INCLUDING LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF BUSINESS OPPORTUNITY, LOSS OF GOODWILL, OR LOSS OF DATA, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Aggregate Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, BRIGHTPATH BOOKKEEPING'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO A CLIENT'S BOOKKEEPING SERVICES WILL NOT EXCEED THE FEES ACTUALLY PAID BY THAT CLIENT TO BRIGHTPATH BOOKKEEPING FOR THE SERVICES GIVING RISE TO THE CLAIM DURING THE SIX MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

For persons who have not entered into a paid Service Agreement with BrightPath Bookkeeping, BrightPath Bookkeeping's liability arising from use of the website, consultation, or other unpaid interaction will be limited to the fullest extent permitted by applicable law.

These limitations do not apply to liability that cannot lawfully be limited or excluded.

Nothing in these Terms is intended to limit liability for fraud, willful misconduct, or other liability that applicable law prohibits a party from limiting.

The limitations contained in this section are intended to allocate risk between the parties and form an important basis of the agreement between BrightPath Bookkeeping and its clients.

12. Termination and Suspension of Services

Termination rights applicable to paid bookkeeping engagements are governed primarily by the applicable Service Agreement.

Either party may terminate a client relationship as permitted by the Service Agreement.

BrightPath Bookkeeping may also suspend services as permitted by the Service Agreement, including in circumstances involving:

• Nonpayment;

• Failure to provide necessary records or access;

• Security concerns;

• Suspected fraud or unlawful activity;

• Abusive or inappropriate conduct;

• Material breach of agreement; or

• Circumstances that make continued service impracticable or inappropriate.

Upon termination, the handling of:

• Work in progress;

• Final deliverables;

• Client records;

• Account access;

• Transition assistance; and

• Outstanding fees

will be governed by the applicable Service Agreement, applicable law, and the circumstances of termination.

Termination does not eliminate payment obligations that accrued before termination.

Provisions that by their nature should survive termination—including confidentiality, intellectual property, payment obligations, limitations of liability, and dispute provisions—will survive termination where applicable.

13. Intellectual Property

The BrightPath Bookkeeping website and its original content, including:

• Text;

• Graphics;

• Logos;

• Branding;

• Design elements;

• Documents;

• Templates;

• Images;

• Written materials; and

• Other proprietary content

are owned by or licensed to BrightPath Bookkeeping LLC and may be protected by copyright, trademark, and other intellectual-property laws.

You may view and use website content for your personal or internal business purposes related to evaluating or obtaining BrightPath Bookkeeping services.

You may not reproduce, distribute, publish, commercially exploit, modify, sell, sublicense, or create derivative works from BrightPath Bookkeeping content without prior written permission, except as permitted by law.

Client ownership and permitted use of deliverables specifically prepared for a client are governed by the applicable Service Agreement.

14. Third-Party Links

Our website, communications, or materials may contain links to websites or services operated by third parties.

Links are provided for convenience or informational purposes.

BrightPath Bookkeeping does not control and is not responsible for:

• Third-party website content;

• Availability;

• Security;

• Terms;

• Privacy practices;

• Representations; or

• Products or services.

The inclusion of a link does not necessarily constitute endorsement of the third-party website or service.

You should review applicable third-party terms and privacy policies before using those services or providing information.

15. Disclaimer of Warranties

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE BRIGHTPATH BOOKKEEPING WEBSITE AND GENERAL COMMUNICATION SYSTEMS ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.

BRIGHTPATH BOOKKEEPING DISCLAIMS WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AND AVAILABILITY TO THE EXTENT PERMITTED BY LAW.

BrightPath Bookkeeping does not warrant that:

• The website will always be available;

• Communications systems will operate without interruption;

• Third-party platforms will remain available;

• AI-generated responses will be complete or accurate;

• Automated transcripts or summaries will be error-free;

• Technology systems will be free from technical defects;

• Telecommunications systems will operate without interruption; or

• Electronic systems can be guaranteed to be completely secure.

AI-generated responses, transcripts, summaries, classifications, and other automated outputs may contain errors and should be independently verified when material.

Specific warranties, if any, applicable to paid bookkeeping services are governed by the applicable Service Agreement.

16. SMS Terms and Conditions

Program Name: BrightPath Bookkeeping LLC SMS Communications

You must be 18 years of age or older to enroll in BrightPath Bookkeeping's SMS messaging program.

By opting in to receive text messages from BrightPath Bookkeeping LLC, you agree to receive messages related to:

• Appointment reminders;

• Appointment confirmations;

• Responses to inquiries;

• Service-related communications;

• Customer-support communications;

• Account-related updates; and

• Marketing or promotional communications where separately authorized.

Transactional or service-related communications and marketing communications may be subject to separate consent mechanisms.

Consent to receive marketing text messages is not a condition of purchasing goods or services from BrightPath Bookkeeping.

Message frequency may vary.

Message and data rates may apply.

For questions regarding your wireless plan, contact your wireless carrier.

Opting Out

You may cancel SMS messages at any time by replying STOP to (832) 742-7675.

After you send STOP, we may send a confirmation message indicating that you have been unsubscribed.

After the opt-out process is completed, you will no longer receive SMS messages covered by that opt-out unless you subsequently opt in again.

Help

For assistance, reply HELP or contact BrightPath Bookkeeping LLC at:

Phone: (832) 742-7675

Email: [email protected]

Wireless carriers are not liable for delayed or undelivered messages.

Mobile information, SMS opt-in data, and messaging consent are handled in accordance with our Privacy Policy and are not shared with third parties or affiliates for their own marketing or promotional purposes.

For additional information regarding privacy and SMS communications, please review our Privacy Policy at:

https://brightpathbookkeeping.com/privacy-policy

17. Changes to These Terms

BrightPath Bookkeeping may update these Terms periodically to reflect changes in:

• Our website;

• Business practices;

• Technology;

• Communications systems;

• Artificial intelligence technologies;

• Legal requirements; or

• General operations.

When these Terms are updated, BrightPath Bookkeeping will post the revised version on the website and update the “Last Updated” date.

Changes to these Terms will apply prospectively to use of the website and general interactions with BrightPath Bookkeeping after the revised Terms become effective.

Posting revised website Terms does not, by itself, modify material terms contained in an existing executed Service Agreement.

Material changes affecting an existing client engagement will be handled in accordance with the applicable Service Agreement and applicable law.

BrightPath Bookkeeping may provide additional notice of material changes when appropriate or required by law.

18. Governing Law and Venue

These Terms are governed by and construed in accordance with the laws of the State of Texas, without regard to conflict-of-law principles.

To the extent permitted by applicable law and except where an applicable Service Agreement provides otherwise, any dispute arising out of or relating to these Terms, the website, or general interactions with BrightPath Bookkeeping will be brought in a court of competent jurisdiction located in Brazoria County, Texas.

Each party consents to the personal jurisdiction and venue of those courts to the extent permitted by law.

Any dispute arising from a client Service Agreement will be governed by the dispute-resolution, governing-law, and venue provisions contained in that agreement, if applicable.

19. Electronic Communications

By communicating with BrightPath Bookkeeping electronically, including through email, website forms, electronic signatures, client portals, scheduling tools, or other electronic systems, you consent to receive communications electronically where permitted by applicable law.

Electronic records and signatures may be used in connection with agreements and transactions with BrightPath Bookkeeping where the parties agree to conduct the applicable transaction electronically.

You are responsible for maintaining an accurate email address and other contact information where reasonably necessary for our communications.

This section does not require either party to conduct all transactions electronically where applicable law permits the party to use another method.

20. Severability and No Waiver

If any provision of these Terms is determined to be invalid, illegal, or unenforceable, that provision will be enforced to the maximum extent permitted by law, and the remaining provisions will remain in effect.

BrightPath Bookkeeping's failure to enforce any provision of these Terms on one occasion does not constitute a waiver of that provision or BrightPath Bookkeeping's right to enforce it in the future.

Any waiver by BrightPath Bookkeeping must be expressly made in writing by an authorized representative.

21. Entire Agreement for Website and General Use

These Terms, together with the Privacy Policy and any other policies expressly incorporated by reference, constitute the agreement governing use of the BrightPath Bookkeeping website and general interactions covered by these Terms.

For paid bookkeeping services, these Terms supplement but do not replace the applicable Service Agreement.

If a Service Agreement contains terms governing a specific subject addressed by these Terms and the provisions conflict, the Service Agreement will control with respect to the applicable client engagement.

22. Contact Information

If you have questions regarding these Terms of Service, please contact:

BrightPath Bookkeeping LLC

Phone: (832) 742-7675

Email: [email protected]

Address: Houston Area (Pearland), Texas