Terms of Service
Last updated: May 2026
These Terms of Service govern your use of clearbooksadvisory.net and any related digital content owned or operated by Clear Books Advisory, LLC ("Clear Books Advisory," "we," "us," or "our"). By using this site you agree to these terms. If you do not agree, please do not use the site.
About this site
This site is published by Clear Books Advisory, LLC, a bookkeeping and advisory firm based in New York. Information on the site, including blog posts, guides, calculators, and templates, is provided for general informational purposes only.
No accounting, tax, legal, or investment advice
Content on this site is general in nature and does not constitute accounting, tax, legal, financial, or investment advice. Specific situations require a relationship with a qualified professional who has reviewed your books, records, and circumstances. Reading an article on this site does not create a professional engagement, and you should not act or refrain from acting based solely on information published here. Clear Books Advisory does not currently provide tax preparation or tax advisory services.
Becoming a client
A professional engagement with Clear Books Advisory exists only after both parties sign a written engagement letter that describes the scope, fees, and term of the work. Until that engagement letter is signed, no obligation exists on either side. Sending us a contact form, an email, or a phone call does not create an engagement.
Use of the site
You may view, download, and print content from this site for personal and internal business use. You may not republish content, in whole or in part, on another website or in commercial materials without our written permission. You may not scrape, mirror, or systematically copy the site.
Calculators and templates
Calculators, spreadsheets, and templates downloaded from this site are provided as is. We make no warranty that any calculator or template is accurate or suitable for any particular use. You are responsible for verifying any number, formula, or workflow before using it in your business. We disclaim liability for losses arising from reliance on a calculator or template.
Affiliate and partner links
Some links on this site lead to third-party software or services with which we have an affiliate or referral arrangement. When you sign up for one of those tools through our link, we may receive a commission at no extra cost to you. Our recommendations are based on tools we use ourselves with clients. We are not, however, the publisher of those third-party tools and we do not control the terms or quality of their services.
Third-party links
This site may link to third-party websites for convenience. We do not endorse, review, or control the content or practices of those websites and are not responsible for them. Your use of any third-party site is governed by that site's own terms and policies.
Intellectual property
All content on this site, including text, graphics, logos, illustrations, and the design of the site, is the property of Clear Books Advisory or its licensors and is protected by copyright and trademark law. The Clear Books Advisory name and logo are trademarks of Clear Books Advisory, LLC.
Disclaimers
This site is provided on an as is and as available basis. To the maximum extent permitted by law, Clear Books Advisory disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, and noninfringement. We do not warrant that the site will be uninterrupted, error free, or free of harmful components.
Limitation of liability
To the maximum extent permitted by law, Clear Books Advisory and its members, employees, and contractors will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenues, or data, arising out of your use of this site or any content on it. Our total liability arising out of or relating to this site is limited to one hundred dollars.
The above limitations do not affect any rights you may have under applicable consumer protection laws that cannot be waived.
Indemnification
You agree to indemnify and hold Clear Books Advisory harmless from any claim, loss, or expense (including reasonable attorneys' fees) arising out of your misuse of the site, your violation of these terms, or your violation of any third-party right.
Governing law
These Terms are governed by the laws of the State of New York, without regard to its conflict of laws principles. Any dispute arising out of or relating to these Terms or your use of the site will be brought in the state or federal courts located in Nassau County, New York, and you consent to the personal jurisdiction of those courts.
Changes to these terms
We may update these Terms from time to time. The "Last updated" date at the top of this page reflects the latest version. Continued use of the site after a change constitutes your acceptance of the updated terms.
Contact us
Questions about these Terms can be sent to accountant@clearbooksadvisory.net or by mail to Clear Books Advisory, LLC, 183 Bellmore Road, East Meadow, NY 11554.