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SMART VIP DAY BUYER DISCLOSURES, TERMS & POLICIES
Scope & Nature of Services
- The VIP Day provides strategic tax planning and education. We do not file tax returns, form entities, or provide legal advice during the VIP Day. Implementation services can be purchased separately.
Reliance on Client Information
- Advice is based on data you provide. You are responsible for the accuracy and completeness of all information and documents.
No Guaranteed Outcomes
- Tax savings examples are illustrative. Actual results vary based on your facts, laws, and implementation.
Professional Standards
- Services are delivered by a tax professional. We do not provide legal services. For legal matters, consult an attorney.
- IRS Circular 230 Notice: Any U.S. federal tax advice provided is not intended or written to be used for, and cannot be used by any taxpayer for, the purpose of avoiding penalties that may be imposed by the IRS.
Payment, Refunds & Rescheduling
- Payment is due at booking. If using a deposit, the remaining balance is due 7 days prior to your VIP Day.
- Refunds: Due to reserved time and delivery of intellectual property, payments are non-refundable. You may reschedule once with 72 hours’ notice based on availability.
- No-Show Policy: Failure to attend or arrive within 20 minutes forfeits the session; fees are non-refundable.
Confidentiality & Data Security
- We maintain confidentiality and use secure methods to receive files (e.g., https://onboardible.com/client/invitation/DynamiteTax&FinancialServiceLLC/7611). Do not email SSNs/EINs unencrypted.
Client Responsibilities
- Complete intake and pre-work at least 72 hours before your VIP Day. Delays may require rescheduling.
Communications Consent (Email/SMS)
- By providing your phone and email, you consent to receive transactional and occasional promotional messages from us, including reminders and follow-ups. Message/data rates may apply. Reply STOP to opt out of SMS anytime.
Recording
- With notice, sessions may be recorded for your use; you may opt out. Recordings are confidential.
Limitation of Liability
- To the maximum extent permitted by law, our liability is limited to the amount paid for the VIP Day.
Governing Law
- This agreement is governed by the laws of the State of Michigan.
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Money & Business Matters
Smart Tax Moves. Strategic Finance. Real Results.
When to Move from DIY Bookkeeping to Professional Support
5 Signs It’s Time to Stop DIY Bookkeeping and Hire a Professional
Many business owners begin by handling their own bookkeeping—it’s practical, cost-effective, and helps you stay close to your numbers in the early stages. But as your business grows, DIY bookkeeping eventually becomes more of a burden than a benefit.
We see the same challenges come up repeatedly with new clients, and they’re almost always clear indicators that it’s time to bring in professional support. Here are the most common signs:
1. You’re spending hours each month trying to keep up.
If categorizing transactions or reconciling accounts constantly falls to the bottom of your to-do list, your time is no longer being used wisely. A professional bookkeeper can handle these tasks quickly and accurately—freeing you to focus on revenue-generating work.
2. You’re unsure whether your numbers are accurate.
When reports look off or bank accounts don’t reconcile, it creates confusion and leads to poor decision-making. A bookkeeper ensures everything is coded correctly so you have reliable financial information.
3. Tax season is stressful every year.
If finding receipts, invoices, or documentation becomes a last-minute scramble, your books likely need more structure. Clean, consistent bookkeeping takes the pressure off tax season entirely.
4. You’re ready to grow and need better financial insight.
Scaling requires more than guessing. Understanding profit trends, cash flow patterns, and spending habits is essential. A bookkeeper provides accurate reports and helps you interpret them so you can plan ahead with confidence.
5. You’re mixing personal and business expenses.
This is one of the most common issues we see—and it can create major tax and organizational challenges. A bookkeeper can help set up proper systems so everything stays clean, separated, and compliant.
If any of these sound familiar, it may be time to move from DIY bookkeeping to professional support.
Reply to this email if you’d like help cleaning up your books, catching up months of transactions, or managing your finances month-to-month. We’re here to guide you through every step.
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