Terms, Conditions and Your Privacy


We provide monthly bookkeeping service with no contract. You must provide “READ ONLY” access to your checking, saving and credit cards. We’ll do the rest. If you’re not happy with our service there are no long term commitments.

Your Privacy

This Privacy Policy discloses how we collect, protect, use and share information gathered about you from our website.  By using this website, you acknowledge and consent to our practices described below.

Collection and Use of Information

Personal information.  We collect personal information about you if you complete the form on our website to register for an initial free consultation.  We use this information to process your request. We may include the information you provide in our databases, subscriber lists, and/or contact lists. We maintain this information in our firm’s password-protected contacts database. We will retain this information, for use in responding to your inquiry. We do not sell or otherwise disclose to third parties any personal information that you provide, except as may be required by law or in response to an investigation by law enforcement or other government authorities.

We collect nonpublic personal information about you from the following sources:  Information we receive from you on applications, tax organizers, worksheets and other documents. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.


We use session cookies to ensure that your computer displays our website effectively and to track anonymously the usage of our website.  A session cookie is a small data file which is stored on your computer’s hard disk or website server and does not collect any personal information.  You have the ability at any time to accept, decline or delete cookies using your web browser settings.

Non-Personal and Aggregated Information.  We log certain non-personal information, such as your IP address and browser type, the name of the website from which you entered our website, which pages you visit on our website, and how much time you spend on each page. We use this information to monitor use of and improve our website.  We use IP addresses to analyze trends, administer the website, and gather information for aggregate use.

Links to Other Websites

Our website may link to websites maintained by outside organizations.  Any such third-party websites are governed by their own privacy policies and do not fall within this Privacy Policy. You should review the privacy policy and other policies of websites that you link to from our website. Our firm is not responsible for the content or policies maintained by any other websites.

Reorganization of Business

If we reorganize or transfer our business, we may transfer your personal information to the reorganized or new business