Welcome to Z BOOKKEEPING. We value your time and are committed to providing professional, organized, and efficient service. Please review the following terms before scheduling your appointment.

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1. Appointment Scheduling

All appointments are subject to availability and confirmation. Appointments may be conducted in person, by telephone, or through video conferencing, depending on the service selected.

Please provide accurate contact information and select the appropriate appointment type so we can prepare for your visit.

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2. Cancellations & Rescheduling

If you need to cancel or reschedule your appointment, please provide at least 24 hours' notice whenever possible. Please get in touch with our office directly to make changes to your scheduled appointment. Z BOOKKEEPING reserves the right to reschedule appointments due to unforeseen circumstances, staff availability, or business needs. We will make reasonable efforts to notify you.

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3. Late Arrivals & Missed Appointments

Please arrive on time or be available at your scheduled appointment time.

Late arrivals may shorten your appointment or require rescheduling to avoid affecting other clients. If you are unable to attend, please notify our office as soon as possible.

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4. Confidentiality & Personal Information

For your security, DO NOT enter Social Security numbers, Tax Identification Numbers, bank account information, passwords, financial records, or any other sensitive or confidential information in the appointment booking form or notes. All confidential documents and sensitive information must be submitted through our designated secure client portal or another approved secure method provided by our office.

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5. Appointment Preparation

Depending on the type of appointment, our office may request documents, completed forms, or additional information before your scheduled appointment. Please submit all requested information by the specified deadline to allow adequate Preparation. Appointments may need to be rescheduled if required information has not been received.

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6. Fees & Professional Services

Certain consultations and professional services may be subject to fees. Any applicable appointment fees will be communicated before confirmation. Additional services requested during or following an appointment may result in additional charges, subject to the applicable service agreement. Scheduling an appointment does not automatically establish a professional client-service relationship.

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7. Phone & Video Appointments

For telephone or video appointments, please be available at your scheduled time and ensure you have a reliable phone or internet connection. If technical difficulties prevent the appointment from proceeding, we may need to reschedule.

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8. Privacy & Communications

By scheduling an appointment, you authorize Z BOOKKEEPING to contact you regarding appointment confirmations, reminders, scheduling changes, and related service communications.

Your personal information will be handled in accordance with our Privacy Policy & Text Messaging Privacy Policy.

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9. Acceptance of Terms

By completing your appointment booking, you acknowledge that you have read, understood, and agree to these Appointment Booking Terms & Conditions.

 

Z BOOKKEEPING reserves the right to update these terms as necessary. The terms in effect at the time of booking will apply to that appointment.