Legal Policies: Terms of Service & Privacy Notice

---

Welcome to Chasing Books Pro. These policies govern your use of our website and outline how we handle your professional and personal data. By using our website or engaging our services, you agree to these terms. 

Our Commitment to You: We treat your business as our own. While we guarantee accuracy and timeliness based on the data provided, the following legal terms ensure a clear understanding of our mutual responsibilities.

Part 1: Terms of Service

1. Acceptance of Terms By accessing the Chasing Books Pro website and engaging our services (the "Services"), you agree to be bound by these Terms of Service and our Privacy Notice.

2. Scope of Services Chasing Books Pro provides professional bookkeeping, planning, financial reporting, payroll services, 1099 preparation, other business and consulting services.

• Not a CPA Firm: Chasing Books Pro provides bookkeeping and financial organization business services. We are not a Certified Public Accounting (CPA) firm. Our services do not include formal tax opinions nor audits.
• Client Responsibility: You are responsible for the accuracy and completeness of the financial and business data, receipts, and records you provide to us.
• Dependency Clause: Our 15th-of-the-month delivery guarantee is contingent upon the Client providing all necessary documentation (bank access, receipts, and answers to queries) by the 5th of each month.

3. Professional Disclaimer Chasing Books Pro provides financial organization and proactive tax documentation strategy. We do not provide legal tax opinions nor sign tax returns as a paid preparer. All strategic suggestions should be verified with your licensed tax professional. We recommend all clients have their year-end books reviewed by a licensed CPA or tax professional.

4. Intellectual Property All content on this website, including text, logos, graphics, and the "Chasing Books Pro" name, is the property of Chasing Books Pro and protected by copyright laws. You may not reproduce or distribute our content without written permission.

5. Prohibited Conduct You agree not to use our website or client portals for any unlawful purpose, including the transmission of fraudulent data or attempting to gain unauthorized access to our financial systems.

6. Payments, Subscriptions, and Refunds

• Service Fees: Fees for monthly bookkeeping, "Clean-up" projects, or 1099 prep are outlined in your individual Service Agreement.
• Third-Party Software: Fees for accounting software (e.g., QuickBooks Online) are typically billed directly to the client unless otherwise specified in your agreement.
• Refunds: Due to the nature of professional services, payments for work already performed are non-refundable.

7. Limitation of Liability To the maximum extent permitted by law, Chasing Books Pro shall not be liable for any indirect or consequential damages, including tax penalties resulting from incomplete or inaccurate information provided by the client.

8. Changes to Terms We reserve the right to modify these terms. Continued use of our services following any changes constitutes acceptance of the updated terms.

9. Payroll Compliance For Payroll and 1099 services, the Client is responsible for the final authorization of payments and for ensuring sufficient funds are available in the designated bank account. Chasing Books Pro is not liable for penalties resulting from insufficient funds or delayed approvals by the Client.

Part 2: Privacy Notice

1. Overview At Chasing Books Pro, we recognize that financial data is highly sensitive. This notice explains how we collect, protect, and use your information.

2. Information We Collect

• Business & Financial Data: To perform our services, we collect business names, EINs, bank statements, credit card statements, payroll  and other business details.
• Contact Information: Name, email, phone number, and physical address.
• Payment Information: Fees for our services are processed via secure third-party processors. We do not store your full credit card details.

3. Confidentiality and Data Sharing

• Confidentiality: We maintain strict confidentiality regarding your financial records. Your data is never shared with third parties for marketing purposes.
• Necessary Sharing: We share information only with:
  • Financial Institutions: Via secure "read-only" access you provide.
  • Your CPA/Tax Preparer: Only upon your explicit request/authorization.
  • Government Agencies: For payroll and 1099 filings as contracted.
  • Software Providers: Such as QuickBooks or payroll platforms used to manage your books.

4. Data Security We use industry-standard security measures, including encrypted portals and multi-factor authentication, to protect your sensitive financial information. To maintain the highest level of security, Client agrees to use the provided secure portal for all sensitive document transfers. Chasing Books Pro is not liable for data breaches resulting from information sent by the Client via unencrypted email channels.

5. Your Rights You have the right to request a copy of your financial records at any time. Upon termination of services, we will provide your final reports and, if applicable, transfer ownership of your accounting software files back to you.

6. Cookies We use cookies to analyze website traffic and improve your experience on chasingbookspro.com.

Contact Us:  monica@chasingbookspro. com

For questions regarding these policies or your data, please contact us.