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Sevlutions
Sevlutions
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How We Work

How We Work

Onboarding (30 Days)

Build Your Financial Stack

Build Your Financial Stack

We Hit the ground Running


  • We either fully take over your current bookkeeping or we collaborate with your current team.
  • We review prior reports, clean up where it is needed, and align on what "Good" looks like.
  • You get a snapshot of where things stand. No more financial fog.

Build Your Financial Stack

Build Your Financial Stack

Build Your Financial Stack

Custom reporting, built around your business

  • Monthly Financial package creation
  • Forecasts built to match your goals.
  • Dashboards, KPIs and whatever else keeps you sleeping at night. 
  • Compare against industry benchmarks.

Ongoing Clarity & Support

Build Your Financial Stack

Ongoing Clarity & Support

We are your financial Co-pilot


  • Monthly or Quarterly calls to review performance and trends. 
  • Slack or email support when questions or items pop up.
  • Strategic input without hiring a full time CFO.

Terms of Use

Effective Date: January 1, 2024


Welcome to our financial reporting integration tool (Financial Sheet). By accessing or using the App, you agree to be bound by these Terms of Use ("Agreement"). If you do not agree to these terms, please do not use the App.

1. Description of the App

The App is designed to connect with QuickBooks Online (QBO) to retrieve financial data and present it in Google Sheets or other external platforms to aid in business analysis and decision-making.

2. Access and Use

You agree to use the App only for lawful purposes and in accordance with this Agreement. You are responsible for maintaining the confidentiality of any login credentials and for all activities that occur under your account.

3. Data and Integrations

By using the App, you authorize it to access your QuickBooks Online account data, including but not limited to financial statements, transactions, and company profile details. This data is used solely to provide reporting functionality and will not be shared with third parties without your consent.

4. User Responsibilities

  • You must have valid authorization to connect any QuickBooks Online company.
     
  • You agree not to reverse engineer, decompile, or disassemble any part of the App.
     
  • You agree not to use the App to perform or promote any activity that is illegal or violates the rights of others.
     

5. Limitation of Liability

The App is provided "as is" without warranties of any kind. In no event shall we be liable for any indirect, incidental, special, or consequential damages arising out of your use of or inability to use the App.

6. Modifications

We may modify these Terms of Use at any time. Continued use of the App after changes constitutes your acceptance of the new terms.

7. Termination

We reserve the right to suspend or terminate your access to the App at our sole discretion, with or without notice, if we believe you have violated these Terms.

8. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law principles.


Contact Information
If you have any questions about these Terms, please contact us at jake@sevlutions.com

Sevlutions

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