JT Financial Studio LLC

Client Service Policy

Welcome to JT Financial Studio LLC. Before working together, please take a moment to review our client service policy. These guidelines ensure a smooth, respectful, and transparent experience for all parties.

🧾 Scope of Services

We provide monthly bookkeeping, financial reporting, sales tax support, and related services as outlined in your custom service package. Additional services such 1099 filing and or tax preparation may be available upon request and are billed separately.

📅 Communication

We aim to respond to emails and client messages within 1–2 business days. Communication is handled primarily via email to maintain clear records. Zoom or phone calls can be scheduled as needed unless otherwise provided in your level of services.

📤 Document Submission

Clients are responsible for providing complete and timely access to necessary documents, such as:

• Bank statements

• Credit card statements

• Receipts and invoices

• Sales reports or POS data

• Payroll records (if applicable)

Please submit your documents (if access by me if not agreed upon) by the 5th of each month to ensure timely bookkeeping and reporting.

💳 Payments & Billing

Invoices are sent monthly and due by the 1st of each month. Accepted payment methods include ACH (preferred), credit card, or check.

• Late payments will incur a $25 late fee after a 5-day grace period.

• Accounts more than 15 days past due may result in a pause in service until the balance is resolved.

🔒 Confidentiality

We treat your financial data with the utmost confidentiality. Your information will never be shared without your written consent, except as required by law.

📉 Termination of Services

Either party may terminate services with 30 days’ written notice. All outstanding balances must be paid in full prior to termination. If termination occurs mid-month, partial refunds are not provided for the current billing cycle.

🛠 Service Expectations

Our goal is to deliver accurate, timely financials each month. To ensure this:

• Clients must provide documents on time.

• Revisions are limited to one round per monthly report.

• Significant rework due to missing/late documents may incur additional fees.

🤝 Mutual Respect

We value respectful communication and a collaborative working relationship. If either party feels the working relationship is not a good fit, we encourage an open and honest conversation.

📌 Final Note

By becoming a client of JT Financial Studio LLC, you acknowledge and agree to the terms outlined in this policy. We are committed to supporting your business success with integrity, accuracy, and professionalism.