Membership Inclusions

As a member in good standing, you will receive access to the following resources and support:

• Online Portal Access
• Virtual Office Hours
• 1:1 and Group Chat Support
• Personalized Bookkeeping Check-Ins pursuant to your selected membership tier
• Essential Tools & Templates
• Onboarding Kick Off Call
• Quarterly Webinars
• Optional Add-Ons & Support Upgrades and discounts

What’s Not Included

This Membership does not include full Done-For-You (DFY) bookkeeping or accounting services. If the Client requires services beyond the scope of included support such as complete monthly bookkeeping, reconciliations, financial reporting, or other DFY deliverables, and are considered out of scope services. Those services must be requested separately. They are available as optional add-ons at the currently posted discounted member rates and require separate scheduling and approval.

Scope of Support

Membership includes unlimited incident support. An “incident” refers to:

One question on a specific bookkeeping topic, or One product usage question related to QuickBooks Online.

Each support request may be limited to one incident per contact/request. Synchronicity Workflow Solutions reserves the right to determine what constitutes a reasonable request.

Use of Copyrighted Materials

All checklists, guidelines, templates, and written resources provided through Bookkeeping Buddy Club are proprietary materials created by Synchronicity Workflow Solutions. These resources are made available exclusively for active members’ personal or organizational use within their own businesses.

Members may download and use these materials for reference and implementation but may not reproduce, distribute, or share them publicly, whether in print, digital, or derivative form, without written permission. Unauthorized use, modification, or resale of these materials is strictly prohibited.

By accessing or downloading any resource, members agree to respect the intellectual property rights of Synchronicity Workflow Solutions and to use all materials in accordance with these Terms & Conditions.

Misuse of Services

Synchronicity Workflow Solutions reserves the right to limit, suspend, or terminate support for any member whose usage is excessive, abusive, irregular, or fraudulent. Membership may also be terminated if payment cannot be processed.

Changes to Membership

Synchronicity Workflow Solutions may update or modify the terms, pricing, features, or availability of the Membership at any time, with notice provided via email or by posting updates in the client portal or on the Synchronicity Workflow Solutions website.

Support Availability

Current support hours are Monday–Friday, 9 AM – 4 PM PST. Support availability may vary due to holidays, maintenance, or events beyond our control.

Response Times

We aim to respond to inquiries within 3 business hours, subject to the conditions noted above.

Support Limitations

Support is limited to:

General bookkeeping questions (does not include advanced accounting or tax advice).

QuickBooks Online (QBO) assistance with basic features and functions (Does not include tech support for software malfunctions).

QuickBooks Desktop and other bookkeeping platforms are not supported.

Membership Term & Renewal

Membership coverage begins on the date of purchase. After the initial term of 1 month, the subscription will automatically renew unless canceled in writing according to the termination policy below.

Membership must continue for three consecutive months to qualify for quarterly benefits as stated in each tier.

Termination Policy

There are no long-term commitment requirements. Client may cancel at anytime by selecting “Cancel Plan” from the account settings in the online portal. 

Access After Cancellation

Unless otherwise determined by Synchronicity Workflow Solutions, membership access will remain active through the end of the current billing cycle following submission of an online cancellation request. However, Synchronicity Workflow Solutions reserves the right to terminate access immediately if continued use is deemed to conflict with the Membership Terms & Conditions such as in cases of misuse, policy violations, or other circumstances at the Company’s discretion.

No refunds or prorated fees will be issued under any circumstance.

Non-Renewal Policy

If a member’s support usage exceeds what is deemed reasonable by Synchronicity Workflow Solutions, we may choose not to renew the subscription. In such cases, the member may be offered the option to purchase support separately on a pay-as-you-go or limited-incident basis, if available.

Refund Policy

Membership fees are non-refundable and will not be prorated.

Questions

For questions about these Terms & Conditions, please contact us at [email protected]