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Terms and Conditions

Last revised as of June 16, 2025
Acceptance of Terms 

By accessing or utilizing the services provided by Avalon Bookkeepers (“Avalon,” “we,” “us,” or “our”), you (“Client,” “you,” or “your”) acknowledge and agree to be legally bound by these Terms and Conditions (“Terms”). Should you disagree with these Terms, you are not permitted to access or utilize our services.

 

Services Provided

Avalon Bookkeepers is a remote accounting and outsourcing firm based in Florida. We offer a comprehensive range of virtual, cloud-based services throughout the State of Florida, including the following:  

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  • Bookkeeping  

  • Controller services  

  • Tax preparation and filing  

  • Sales tax compliance  

  • Back-office support for accounting firms  

  • Business incorporation and structuring

  • Financial analysis and reporting  

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All services are delivered remotely.

 

Client Obligations 

Clients are obligated to:  â€‹

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  • Provide timely, accurate, and complete financial documents and business records  

  • Respond promptly to our communications and requests  

  • Comply with all applicable local, state, and federal regulations relevant to their business operations

  • Maintain secure access to the cloud platforms utilized for service delivery  

 

Avalon shall not be held liable for any delays or errors that arise from incomplete or inaccurate information provided by the client.

 

Fees and Payment Terms 

The fees for services are outlined in individual engagement letters or service agreements. In the absence of an alternative agreement, all invoices are due upon receipt. Failure to remit payment may result in the suspension or termination of services, and interest may accrue on overdue balances at the maximum rate permitted by law.

 

Confidentiality

​We uphold a strict confidentiality policy regarding all client information. Avalon will not disclose your data to third parties except in the following circumstances:  

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  • With your written consent  

  • As mandated by law  

  • To fulfill contractual obligations, such as the use of secure third-party software or cloud services  

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All information is stored and transferred employing commercially reasonable data protection practices.

 

Intellectual Property

Unless otherwise agreed upon in writing, any documents, templates, tools, software configurations, or deliverables provided by Avalon shall remain the intellectual property of Avalon. Clients are granted a non-exclusive, non-transferable license to utilize such materials solely for their internal business purposes.

 

Disclaimer and Limitation of Liability  

While Avalon endeavors to deliver accurate and timely services, we provide no legally binding guarantees regarding the completeness or accuracy of the information supplied. To the fullest extent permissible by law:

  • We disclaim all warranties, whether express or implied  

  • We shall not be liable for any indirect, incidental, special, consequential, or punitive damages  

  • Our total liability for any claim shall not exceed the total fees paid for the services related to the claim  

 

Termination

Either party may terminate the service relationship by providing written notice in accordance with the terms specified in the service agreement. Upon termination:  

  • Any outstanding fees shall become due immediately  

  • Avalon will return all client-provided documents within a reasonable timeframe  

  • Access to shared platforms or tools may be revoked  

 

Governing Laws

Since we serve clients remotely throughout the State of Florida, these Terms—along with any disputes arising therein—shall be governed by the laws of the State of Florida.

 

Modifications to Terms  

We reserve the right to update or modify these Terms at any time. Any amendments will be posted on our website along with a revised effective date. Continued use of our services following such changes constitutes your acceptance of the updated Terms.

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Contact Information

For questions, concerns, or to request a copy of your service agreement, please contact:

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Avalon Bookkeepers LLC.  

480 North Orlando Ave. Suite 236  

Winter Park, FL 32789  

407-850-8830  

Dpereda@AvalonBookkeepers.org

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