TERMS OF SERVICE

Lyon Bookkeeping Solutions LLC

Effective Date: October 21, 2026
Last Updated: October 21, 2026
Business Location: Palm Coast, Florida 32137

1. Introduction

Welcome to Lyon Bookkeeping Solutions LLC ("Company," "we," "our," or "us").

These Terms of Service govern your access to and use of our website, online forms, marketing funnels, downloadable resources, consultation scheduling systems, and related services.

By accessing our website or using our services, you agree to these Terms of Service. If you do not agree, please discontinue using our website and services.

2. Services Provided

Lyon Bookkeeping Solutions LLC provides professional bookkeeping and business financial support services, including:

Monthly bookkeeping and financial record management

Bookkeeping cleanup and catch-up services

QuickBooks Online setup and training

Payroll services

Financial reporting and business support

Bookkeeping consultations and educational resources

The availability, scope, pricing, and conditions of professional services are established through separate proposals or engagement agreements.

Information provided on our website, through marketing materials, or during preliminary consultations does not constitute a binding agreement to provide bookkeeping services.

3. Website Use and Eligibility

Our website and services are intended for individuals who are at least 18 years of age.

By using our website, you agree to:

Provide accurate and truthful information.

Use our website and services for lawful purposes.

Respect our intellectual property and proprietary materials.

Refrain from attempting unauthorized access to our systems.

Avoid submitting fraudulent, misleading, or harmful information.

We reserve the right to restrict access to our website or services if these Terms are violated.

4. Contact Forms, Funnels, and Lead Magnets

When submitting information through our website, contact forms, landing pages, marketing funnels, or downloadable resource requests, we may collect:

First and last name

Email address

Mobile phone number

Business name

Information about your bookkeeping needs

Other information voluntarily provided

We use this information to respond to inquiries, deliver requested resources, schedule consultations, and communicate about our services.

Submitting a contact form or requesting a resource does not automatically enroll you in promotional SMS communications. Marketing text messages require the appropriate separate consent.

5. SMS and Text Messaging Terms

Lyon Bookkeeping Solutions LLC offers SMS communications to individuals who have provided the appropriate consent.

Program Name: Lyon Bookkeeping Solutions SMS Notifications and Marketing

Types of Messages

Depending on the consent provided, messages may include:

Appointment confirmations and reminders

Consultation scheduling and follow-ups

Responses to bookkeeping inquiries

Customer service and account notifications

Updates regarding requested services

Educational bookkeeping tips and resources

Promotional offers and marketing messages

Consent to Receive Messages

By affirmatively selecting an applicable SMS consent checkbox or otherwise providing legally valid consent, you agree to receive the categories of SMS messages identified in that disclosure from Lyon Bookkeeping Solutions LLC at the mobile number provided.

Marketing messages may be sent using automated technology where permitted by applicable law.

Consent to receive promotional or marketing text messages is not required as a condition of purchasing any products or services.

Message Frequency

Message frequency varies depending on your interactions with our company, appointment activity, service requirements, and communication preferences.

Message and Data Rates

Message and data rates may apply according to your wireless carrier and mobile service plan.

Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to any message.

After opting out, you may receive a final confirmation message. No further messages covered by your opt-out will be sent unless you provide new, valid consent or otherwise initiate a communication permitted by law.

Help and Support

Reply HELP to any message for assistance.

You may also contact Lyon Bookkeeping Solutions LLC using the contact information listed at the end of these Terms.

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Message delivery is subject to carrier availability, network conditions, and mobile device compatibility.

Mobile Information Privacy

We do not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.

Information may be shared with service providers that assist us in delivering authorized SMS communications, subject to appropriate confidentiality and data protection requirements.

SMS Privacy

For additional information about how your information is collected, used, and protected, please review our Privacy Policy:

[Insert Privacy Policy URL]

6. Email Communications

When you request information, subscribe to educational content, or separately consent to marketing communications, we may send emails regarding:

Requested downloadable resources

Bookkeeping tips and educational materials

Consultation scheduling and reminders

Service-related communications

Newsletters and promotional offers

Marketing emails will include an unsubscribe option where required by law.

You may unsubscribe from marketing emails at any time without affecting your ability to receive necessary service-related communications.

7. Consultation Scheduling

Visitors may schedule bookkeeping consultations through our website or scheduling platform.

By booking a consultation, you agree to provide accurate contact information and make reasonable efforts to attend at the scheduled time.

Appointment reminders may be delivered by email or SMS, consistent with your communication preferences and applicable consent requirements.

We reserve the right to reschedule or cancel appointments when necessary.

Scheduling a consultation does not establish a formal bookkeeping client relationship.

8. Client Engagement Agreements

Professional bookkeeping, payroll, QuickBooks Online, and related services are governed by separate written engagement agreements.

These agreements may specify:

Scope of services

Client responsibilities

Fees and payment terms

Reporting schedules

Required access to financial information

Confidentiality obligations

Cancellation and termination procedures

If there is a conflict between these website Terms and a signed engagement agreement concerning professional services, the signed engagement agreement will control.

9. Payments and Billing

Payment terms for bookkeeping services are established in the applicable proposal, invoice, or engagement agreement.

Some services may involve recurring monthly payments.

Recurring charges will be processed only in accordance with the payment authorization and billing terms accepted by the client.

Any applicable late fees, cancellation charges, or refund restrictions must be disclosed in the relevant service agreement.

We reserve the right to suspend services for nonpayment as permitted by the applicable agreement and law.

10. Financial, Tax, and Legal Disclaimer

Information provided on our website, through downloadable resources, newsletters, or educational materials is intended for general informational purposes.

Lyon Bookkeeping Solutions LLC does not represent that its educational materials constitute legal, tax, investment, or certified public accounting advice.

Business owners should consult qualified tax professionals, attorneys, or financial advisors regarding matters requiring specialized professional guidance.

Although we strive to provide accurate information, we do not guarantee particular financial outcomes, tax savings, or business results.

11. Client Information and Confidentiality

We recognize the confidential nature of financial and business information provided by clients.

We use reasonable administrative, technical, and organizational safeguards to protect information entrusted to us.

Clients are responsible for providing accurate records, documentation, and timely access to information necessary for the services they request.

We may use authorized third-party software providers, including bookkeeping, payment processing, scheduling, and customer relationship management platforms, to support our operations.

Additional confidentiality and data handling obligations may be established in individual engagement agreements.

12. Intellectual Property

All original website content, logos, graphics, educational materials, downloadable guides, templates, and other proprietary materials are owned by Lyon Bookkeeping Solutions LLC or used with permission.

Visitors may download or use materials for personal or internal business purposes when authorized.

You may not reproduce, redistribute, resell, or commercially exploit our proprietary materials without prior written permission.

13. Third-Party Websites and Software

Our website may contain links to external websites or integrate with third-party services.

These may include scheduling platforms, payment processors, accounting software, CRM systems, and marketing services.

Third-party services may be subject to their own terms, privacy policies, and security practices.

We are not responsible for the independent content or practices of third-party websites.

14. Privacy and Data Protection

We respect the privacy of individuals who visit our website or communicate with our company.

Our Privacy Policy explains the categories of information we collect, how we use and disclose information, and how individuals may exercise applicable privacy rights.

Please review our Privacy Policy:

[Insert Privacy Policy URL]

15. Limitation of Liability

To the maximum extent permitted by applicable law, Lyon Bookkeeping Solutions LLC shall not be liable for indirect, incidental, special, or consequential damages resulting from the use of our website or free educational materials.

Nothing in these Terms excludes liability that cannot lawfully be excluded.

Liability arising from contracted professional bookkeeping services will be governed by the applicable engagement agreement and law.

16. Termination of Website Access

We reserve the right to restrict or terminate access to our website or online resources when users violate these Terms, engage in fraudulent activities, or interfere with our systems.

Termination of professional bookkeeping services will be governed by the applicable engagement agreement.

17. Governing Law

These Terms of Service are governed by the laws of the State of Florida, without regard to conflict-of-law principles.

Any legal proceedings arising from these Terms will be subject to applicable jurisdiction and venue requirements.

18. Changes to These Terms

We may revise these Terms of Service periodically to reflect changes in our business operations, legal requirements, or communication practices.

Updates will be posted on our website with a revised effective date.

Continued use of our website following publication of revised Terms constitutes acceptance to the extent permitted by law.

19. Contact Information

For questions regarding these Terms of Service, our services, or SMS communications, contact:

Lyon Bookkeeping Solutions LLC
Palm Coast, Florida 32137
Email: [Insert Business Email]
Phone: [Insert Business Phone Number]
Website: [Insert Website URL]