Privacy Policy & Terms of Service

Privacy Policy

1. Information We Collect

We collect information that you provide directly to us, including: name and contact information (email address, phone number), business information (company name, industry, size), financial documents and records (when you become a client), and communication preferences and feedback.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our bookkeeping services; communicate with you about services, offers, and updates; respond to your inquiries and provide customer support; comply with legal obligations and protect our rights; and send you promotional communications (if you've opted in).

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances: with your consent or at your direction; with service providers who assist in our operations (under strict confidentiality agreements); to comply with legal obligations or respond to lawful requests; and to protect the rights, property, or safety of PW Bookkeeping, our clients, or others.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

5. Your Rights

You have the right to: access and receive a copy of your personal information; correct inaccurate or incomplete information; request deletion of your personal information; opt-out of marketing communications at any time; and withdraw consent for SMS notifications.

6. SMS Communications

If you consent to receive SMS notifications, we may send you text messages about appointments, important updates, and service information. You can opt-out at any time by replying STOP to any message. Message and data rates may apply.

7. Cookies and Tracking

We use cookies and similar tracking technologies to improve your browsing experience, analyze site traffic, and understand user preferences. You can control cookie settings through your browser preferences.

Terms of Service

1. Acceptance of Terms

By accessing or using PW Bookkeeping's services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Services Provided

PW Bookkeeping provides professional bookkeeping and financial services including: monthly bookkeeping and financial reporting; accounts payable and receivable management; tax preparation support and consultation; and fractional CFO services (for applicable plans).

3. Client Responsibilities

As a client, you agree to: provide accurate, complete, and timely financial information; maintain access to necessary financial systems and records; pay fees according to the agreed-upon payment schedule; and communicate promptly regarding any concerns or questions.

4. Payment Terms

Services are billed monthly in advance. Payment is due within 5 business days of invoice date. Late payments may result in service suspension. We accept various payment methods including credit card, ACH transfer, and check.

5. Service Guarantee

We stand behind our work with a 30-day satisfaction guarantee. If you're not satisfied with our services within the first 30 days, we'll work with you to make it right or provide a refund for that month's service.

6. Cancellation Policy

You may cancel your service at any time with 30 days' written notice. Pro-rated refunds are provided for prepaid months beyond the notice period.