Privacy Policy

Who we are

Our website address is: https://piypbookkeeping.com.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.

Website Fulfillment Policy

Introduction

Welcome to Profit in your Pocket Bookkeeping. We are committed to providing our clients with exceptional bookkeeping services tailored to their unique needs. This Website Fulfillment Policy outlines the terms under which our services are provided, ensuring a transparent and trustworthy relationship with our clients.

Services Offered

Service Fulfillment

  1. **Initial Consultation and Onboarding:** Clients interested in our bookkeeping services can schedule a free initial consultation through our website. During the consultation, we will assess your bookkeeping needs and discuss the scope of our services.

 

  1. **Service Agreement:** Upon agreement, a Service Contract outlining the specific services, fees, and terms will be provided for review and signature.

 

  1. **Onboarding** Clients are required to complete the onboarding process to ensure timely completion of accurate financial reports.  The onboarding process includes providing access to Profit in your Pocket Bookkeeping for financial institutions and invoicing software.  Other documentation will likely be requested as well.    

 

  1. **Document Submission:** Clients are required to submit all necessary financial documents digitally through our secure client portal or email, as specified in the Service Contract.

 

  1. **Service Delivery:** Our bookkeeping services will be performed according to the timeline specified in the Service Contract. Regular updates and financial reports will be provided through email and via the Month-End Close package, if it has been selected by the client.  Profit in your Pocket reserves the right to postpone delivery deadlines based on the timeliness of responses from the client.  Financial information withheld by the client will also impact the accuracy of financial reporting.  Profit in your Pocket is not responsible for errors in omission of information.  Corrections to financial reports due to lack of information will incur additional fees as stated in the contract and service agreement.

 

  1. **Payment:** Fees for bookkeeping services are billed monthly and payable upon receipt of the invoice. Payment methods accepted include credit card, bank transfer, and check.

 

Data Security and Privacy

We prioritize the security and confidentiality of your financial information. Our website and client portal use encryption and secure protocols to protect your data. For more details, please refer to our Privacy Policy.

Purchase Currency

Our business operates primarily in The United States Dollar for all transactions. Please note that exchange rates may apply if you are purchasing from a different country or using a different currency. The final amount charged to your account may vary slightly due to fluctuations in exchange rates.

Payment Methods Accepted

Cancellation and Refund Policy

Clients may cancel their service agreement at any time. Any prepaid fees for services not rendered will be refunded within 30 days of cancellation.  Please note that the accuracy of financial reporting will only be as accurate as the documentation provided by the client.

Amendments to the Fulfillment Policy

We reserve the right to amend this policy at any time. All amendments will be posted on our website and effective immediately. Your continued use of our services after any changes constitutes your acceptance of those changes.

Customer Service Contact Information

If you have any questions, concerns, or issues related to your purchase or our services, please don’t hesitate to contact us. You can reach us via the following methods:

Our team is available during our business hours, which are 9am-3pm Monday-Thursday. We aim to respond to all inquiries within One Business Day, and we appreciate your patience during peak times.