Professional Bookkeeping Made Simple

Last updated: January 2026

Information We Collect

We collect information you provide directly to us, such as when you create an account, use our bookkeeping services, or contact us for support. This may include:

• Personal information (name, email address, phone number)
• Business information (company name, tax ID, financial data)
• Payment information for our services
• Communication records and service interactions

How We Use Your Information

We use the information we collect to:

• Provide and maintain our bookkeeping services
• Process transactions and send related information
• Send technical notices and support messages
• Respond to your comments and questions
• Comply with legal obligations and tax requirements

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy. We may share information with:

• Service providers who assist in our operations
• Legal authorities when required by law
• Professional advisors such as lawyers and accountants

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. We use bank-level encryption and secure data storage practices.

Your Rights

You have the right to access, update, or delete your personal information. You may also opt out of certain communications from us. Contact us to exercise these rights.

Contact Us

If you have questions about this Privacy Policy, please contact us at [email protected].

Last updated: January 2026

Acceptance of Terms

By accessing and using Clear Book Solutions services, you accept and agree to be bound by the terms and provision of this agreement.

Services Description

Clear Book Solutions provides professional bookkeeping and financial management services including:

• Monthly bookkeeping and financial record maintenance
• Accounts payable and receivable management
• Tax preparation support and compliance
• Financial reporting and analysis
• Payroll processing services
• QuickBooks setup and training

Client Responsibilities

Clients agree to:

• Provide accurate and complete financial information
• Submit required documents in a timely manner
• Pay for services according to agreed terms
• Maintain confidentiality of login credentials
• Review and approve financial reports promptly

Payment Terms

Payment for services is due according to the agreed schedule. Late payments may result in service suspension and additional fees. We reserve the right to modify our pricing with 30 days notice.

Confidentiality

We maintain strict confidentiality of all client financial information and will not disclose such information except as required by law or with explicit client consent.

Limitation of Liability

Our liability is limited to the amount paid for services in the preceding 12 months. We are not liable for indirect, consequential, or punitive damages.

Termination

Either party may terminate services with 30 days written notice. Upon termination, all outstanding fees become immediately due.

Contact Information

For questions regarding these terms, contact us at [email protected].

Last updated: January 2026

Professional Services Disclaimer

The information and services provided by Clear Book Solutions are for general informational and bookkeeping purposes only. While we strive for accuracy, we make no warranties or representations about the completeness, accuracy, or reliability of any information.

Not Legal or Tax Advice

Our services do not constitute legal, tax, or investment advice. Clients should consult with qualified professionals for specific legal, tax, or investment guidance related to their individual circumstances.

Accuracy of Information

While we maintain high standards of accuracy in our bookkeeping services, clients are responsible for reviewing and verifying all financial reports and records. We recommend regular reviews with qualified accountants or tax professionals.

Third-Party Links and Services

Our website may contain links to third-party websites or references to third-party services. We are not responsible for the content, accuracy, or practices of these external sites or services.

Software and Technology

We use various software platforms and technologies to provide our services. While we select reputable providers, we cannot guarantee uninterrupted access or complete security of these systems.

Regulatory Compliance

Clients remain responsible for ensuring compliance with all applicable laws, regulations, and reporting requirements. Our services are designed to support compliance efforts but do not guarantee regulatory compliance.

Limitation of Warranties

Our services are provided "as is" without warranties of any kind, either express or implied, including but not limited to warranties of merchantability or fitness for a particular purpose.

Changes to Services

We reserve the right to modify, suspend, or discontinue any aspect of our services at any time with appropriate notice to clients.

Contact Us

If you have questions about this disclaimer, please contact us at [email protected].