Terms of Service

We provide software-assisted, human-reviewed cleanup of QuickBooks Online files: categorizing transactions, removing duplicates, matching transfers, and reconciling your accounts to your statements, delivered as a clean, tax-prep-ready file.

We are not a CPA firm. We do not provide tax, legal, audit, review, attestation, or financial-advisory services, and we do not prepare or file tax returns. Nothing we deliver is tax or legal advice. You are responsible for your own tax filings and should engage a qualified CPA or attorney for those matters. Clean My QBO is not affiliated with or endorsed by Intuit Inc.; “QuickBooks” is a trademark of Intuit Inc.

The Health Scan connects to your QuickBooks Online company with read-onlyaccess and returns an automated data-quality score and findings. It is provided free and “as is,” for information only — it is not an audit, assurance engagement, or a guarantee of your books' accuracy or tax position. You can disconnect at any time in QuickBooks.

• You have the authority to connect the QuickBooks company and accounts you connect, and to share the documents you upload.
• The information, access, and documents you give us are accurate and complete. The quality of the cleanup depends on it.
• You remain the owner of your data and your books. We act on your instructions.
• You'll provide statements and documents only through our secure upload — never by email.

• The 2026 cleanup is a flat $999 and is our minimum engagement. Additional prior quarters and add-on services are priced as shown when you order.
• “Clean + Keep” ongoing plans are billed up front for the plan term.
• Payments are processed by Stripe. By ordering, you authorize us to charge the payment method you provide for the amounts you select.
• Prices may change, but the price shown at checkout is what applies to that order.

We stand behind the work: we reconcile your connected accounts to the statements you provide. If we don't deliver what we agreed to, contact us at support@cleanmyqbo.com and we'll make it right or refund the fee for the affected work. Because each cleanup is custom work performed on your file, refunds apply to work not delivered — not to a completed, delivered cleanup you later choose not to use.

Your order defines the scope. Work beyond it — additional periods, accounts, entities, or services — is quoted and agreed separately before we do it. If your file turns out to be materially different from what you described, we'll tell you and agree any change before proceeding.

The Service relies on third parties — Intuit (QuickBooks Online), Plaid, Stripe, and our hosting and email providers. Your use of those connections is also subject to their terms and privacy policies. We are not responsible for third-party services, outages, or their changes.

We treat your financial information as confidential and use it only to provide the Service, as described in our Privacy Policy.

You keep ownership of your data and your QuickBooks file. We keep ownership of our website, software, methods, and materials. Nothing here transfers our intellectual property to you, and nothing transfers your data ownership to us.

Except for the guarantee stated above, the Service is provided “as is” and “as available,” without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free, or that any cleanup will produce a particular tax or financial outcome.

To the fullest extent permitted by law, Kaizen CFO LLC d/b/a Clean My QBO will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data. Our total liability for any claim relating to the Service is limited to the amount you paid us for the engagement giving rise to the claim.

You agree to indemnify and hold us harmless from claims arising out of your misuse of the Service, your violation of these Terms, or your lack of authority or rights to the data and access you provide.

Either of us may end an engagement with notice. You can stop using the Service and disconnect QuickBooks at any time. On termination we'll handle your data as described in the Privacy Policy. Sections that by their nature should survive termination (fees owed, disclaimers, liability limits, indemnification) will survive.

These Terms are governed by the laws of the State of Florida, USA, without regard to its conflict-of-laws rules. The courts located in the State of Florida, USA will have exclusive jurisdiction, and you consent to venue there, unless applicable law requires otherwise.

We may update these Terms as the Service evolves. We'll change the “Last updated” date above; your continued use after changes means you accept them.

These Terms, together with any order you place and our Privacy Policy, are the entire agreement between us about the Service. If any part is found unenforceable, the rest stays in effect. Reach us at support@cleanmyqbo.com or (786) 789-0969.