Terms of use.

Information and service descriptions

Website content explains potential services and examples. Availability, deliverables, qualifications, responsibilities, timing, fees, and exclusions must be confirmed in a written proposal or engagement agreement. Browsing this website, sending an inquiry, or arranging a discovery call does not create a client engagement or authorize access to your financial accounts.

Published starting prices are starting points for the stated scope, not a fixed quote for every business or every service. Onboarding, historical cleanup, software, automation, planning projects, and additional complexity may be priced separately. Any payment, cancellation, renewal, or refund terms belong in the agreement you review before committing.

Booking and confirmation

Our booking link opens Google Calendar to show available times and complete your appointment request. Follow the confirmation and meeting information provided by Google. If you have questions or need help changing an appointment, contact hello@southpointbookkeeping.com.

Website assistant

If available, the website assistant uses AI to generate responses to general questions about SouthPoint. Its responses may be incomplete or incorrect, and it does not provide individualized financial, tax, legal, investment, or other professional advice. Confirm service scope, prices, availability, and other important information with SouthPoint before relying on it.

The assistant can prepare an inquiry for your review. It sends the inquiry only after you approve it and complete any required verification. It does not schedule an appointment, create an engagement, or promise an immediate response. Do not share credentials, bank details, financial records, or other sensitive information in the chat. You may contact SouthPoint or use the booking page instead.

Professional scope

The website does not provide individualized tax, legal, investment, or assurance advice. Those services are not included in the core offer and require an appropriately qualified provider. Business decisions depend on your circumstances, the accuracy of underlying information, and the assumptions used.

Illustrative examples

Sample charts, reports, forecasts, and figures are fictional unless explicitly identified otherwise. They demonstrate a possible format or business question. They are not client results, promises of future performance, or evidence that SouthPoint operates a proprietary financial software platform. Forecasts are planning tools and outcomes may differ from assumptions.

Using the website

Use the website lawfully and do not attempt to compromise its security, interfere with its operation, submit misleading booking details, or impersonate another person. Do not provide passwords, bank credentials, or sensitive financial records through an initial inquiry or booking topic.

SouthPoint branding and original website content are provided for viewing and evaluating the business. Other names and marks belong to their respective owners. Contact SouthPoint before reproducing its branding or substantial website materials for another commercial purpose.

Third-party services

The booking link opens Google’s appointment scheduling service. Google’s terms, privacy practices, and service availability apply when you use it.

Email links open your email application. The inquiry form is a separate way to contact SouthPoint. See the Privacy Policy for information about booking modes, provider processing, and initial inquiries.

Questions

For questions about website information, scheduling, or a potential engagement, email hello@southpointbookkeeping.com.