Terms of service

These terms are between CountCore LLC and the firm subscribing to the service. Using the application or the service means accepting them. If you are agreeing on behalf of a firm, you are confirming you may bind it.

Bookkeeping and financial reporting delivered against the accounting systems you connect. Depending on your plan that includes daily coding of transactions, reconciliation between your sources, exception review by a licensed CPA, month-end close and reporting. Plans and what each includes are on the plans page.

We are not your auditor, and this is not an audit, review or compilation engagement. We do not provide legal advice, and we do not provide investment advice. Tax filing is not included unless separately agreed in writing.

Automation does the routine work and a licensed CPA reviews the exceptions. Neither removes your responsibility for your own books: you remain the owner of your records and the final approver of your financial statements.

Access to the systems your books live in, granted as described in privacy, and answers when we ask about something we cannot resolve from the records. Work we cannot do because access was not granted or a question went unanswered is not a service failure, and we will say so rather than quietly close a month on incomplete information.

You are responsible for the accuracy and legality of what you give us. We reconcile what exists; we cannot detect what was never recorded anywhere.

Subscriptions are monthly, in advance, charged through Stripe from the date you first pay. Prices are those published on the plans page at the time you subscribe. Catch-up work on books that are behind is scoped and quoted before it starts, and is never charged without you agreeing to it first.

If a payment fails we will tell you and try again before anything is suspended.

You can cancel at any time, effective at the end of the period you have paid for. There is no notice period and no exit fee. You do not need our cooperation to cut us off — revoke our access in your own systems whenever you like.

We can end the engagement with thirty days’ notice, or immediately if we are asked to do something dishonest. Your records stay in your accounting system either way; they were never held hostage in ours.

Your financial information is confidential and we treat it that way. We will not disclose it except to the processors listed in privacy, to people at your own firm, or where the law requires it.

We will do this work with the care a competent professional would. Where we are liable, our total liability is limited to the fees you paid us in the twelve months before the claim. We are not liable for indirect or consequential losses.

Nothing here limits liability for fraud, or for anything that cannot lawfully be limited.

If these terms change materially we will tell the people on your workspace before it takes effect. Continuing to use the service after that is acceptance; if you would rather not, cancel and the change never applies to you.