Last updated: January 2026

Welcome to Davis Bookkeeping. By accessing or using this website, downloading resources, or purchasing services, you agree to the following terms and conditions. Please read them carefully.

1. General Information

This website is operated by Davis Bookkeeping (“we,” “us,” or “our”).
These terms apply to all visitors, users, and clients who access or use our website or services.

We reserve the right to update or modify these terms at any time. The most recent version will always be available on this page.

2. Services Provided

Davis Bookkeeping offers bookkeeping services and financial clarity resources for health and wellness coaches.
Services may include:

Monthly or quarterly bookkeeping support

Financial review and cleanup

Revenue Optimization Audits

1:1 consultations or coaching sessions

All services are delivered remotely unless otherwise stated.

3. Use of Free Resources

You may access free resources (such as the Revenue Optimization Audit) for personal or business use only.
These materials are the intellectual property of Davis Bookkeeping and may not be shared, resold, or reproduced without written permission.

4. Payments & Refunds

All paid sessions and bookkeeping services must be paid in full before services begin.
Payments are processed securely through Stripe or another approved payment processor.

Due to the customized nature of our work, all sales are final. However, if you experience a technical issue or billing error, please contact us at [email protected] for resolution.

5. Scheduling & Cancellations

If you need to reschedule a booked call or session, please provide at least 24 hours’ notice.
Missed sessions or cancellations with less than 24 hours’ notice may be forfeited.

6. Client Responsibilities

Clients are responsible for providing accurate and timely financial information to ensure effective bookkeeping and reporting.
We are not responsible for outcomes that result from incomplete or inaccurate data provided by the client.

7. Disclaimer

All information, resources, and advice provided by Davis Bookkeeping are for educational and informational purposes only.
We are not tax advisors or financial planners; clients should consult with a licensed accountant or tax professional for legal or tax-specific guidance.

8. Limitation of Liability

Davis Bookkeeping is not liable for any direct, indirect, incidental, or consequential damages that result from the use of our website, resources, or services.
By using this site, you agree to hold Davis Bookkeeping harmless from any claims arising out of your use or misuse of our materials or services.

9. Privacy

Your use of this website is also governed by our Privacy Policy, which explains how your personal data is collected, used, and protected.

10. Governing Law

These terms are governed by and construed in accordance with the laws of the State of Maryland, USA, without regard to conflict of law principles.

📧 Contact Us

If you have questions about these Terms & Conditions, please contact:

Davis Bookkeeping
Email: [email protected]
Website: www.ldavisbookkeeping.com