Website Policies

We may collect information you voluntarily provide, such as your name, business name, email address, phone number, information included in an inquiry, and information provided when scheduling a consultation.

We use this information to respond to inquiries, schedule consultations, communicate with prospective and current clients, provide our services, operate and improve our website, and comply with applicable legal requirements. We do not sell your personal information or share it with third parties for their own marketing or promotional purposes.

We use third-party services, including Calendly for appointment scheduling. Information provided through third-party services may also be subject to their privacy practices. We do not currently use cookies for advertising or behavioral tracking, and we do not currently use Google Analytics to track visitor activity. Third-party service or website infrastructure providers may use technologies necessary to operate or secure their services. If we add analytics, advertising, or other tracking technologies in the future, we will update this Privacy Policy and provide any choices required by applicable law.

We take reasonable measures designed to protect personal information in our possession, but no electronic transmission or storage method can be guaranteed to be completely secure.

Please do not submit Social Security numbers, bank or credit card information, account credentials, or other sensitive financial information through the general website contact form.

We retain personal information only as long as reasonably necessary for the purposes for which it was collected or as required by law.

You may contact us to request that personal information you provided be updated or deleted, subject to applicable legal or legitimate business requirements.

Information on this website is provided for general informational purposes only. We make reasonable efforts to provide useful and accurate information but do not guarantee that all information is complete, current, or error-free.

Website content is not intended to constitute legal, tax, investment, or other professional advice outside the scope of bookkeeping services. You should consult an appropriately qualified professional regarding advice specific to your circumstances.

Visiting this website, submitting a contact form, sending an email, or scheduling a consultation does not create a client relationship with us. A client relationship is established only after the parties agree to the applicable terms of service. The scope of services, responsibilities, fees, and other terms of an engagement will be established separately with the client.

Unless otherwise indicated, the original content, graphics, branding, and logos on this website are owned by or licensed to us and may not be reproduced or used for commercial purposes without prior written permission, except as permitted by law.

Our website may contain links to or integrate with third-party websites and services. We are not responsible for their content, availability, privacy practices, security, or terms.

To the extent permitted by applicable law, we will not be liable for losses or damages arising solely from reliance on general information on this website or from the use or inability to use the website.

These Terms & Conditions are governed by the laws of the State of Georgia, except where applicable law requires otherwise.

We may update these Website Policies from time to time. Changes will be posted on this page with an updated effective date.