Privacy Policy

Trust Center: Privacy, Terms, Cookies, Accessibility, Ethics, Conduct, and Data Protection

Amber’s Bookkeeping LLC
Effective Date: December 16, 2025
Last Updated: December 16, 2025

This Trust Center explains how Amber’s Bookkeeping LLC (“Amber’s Bookkeeping,” “we,” “us,” “our”) operates online, how we protect information, and what you can expect when using our website and services.

Table of Contents

  1. Terms of Service

  2. Privacy Policy

  3. Cookie Policy

  4. Accessibility Statement

  5. Ethics Code

  6. Code of Conduct

  7. Data Protection Statement

  8. Contact

1) Terms of Service

1.1 Acceptance of Terms

By accessing or using our website, forms, scheduling tools, client portals, or services (the “Services”), you agree to these Terms. If you do not agree, do not use the Services.

1.2 Who We Serve

Our Services are intended for business owners and authorized representatives. You agree that any information you submit is accurate and that you have permission to share it.

1.3 Scope of Services

We provide bookkeeping and accounting-related services, and may offer advisory support based on your engagement. The specific scope, timeline, deliverables, and fees are defined in your signed agreement or proposal.

1.4 No Legal or Tax Advice

Information on our website is for general educational purposes and is not legal, tax, or investment advice. You should consult qualified professionals for advice specific to your situation.

1.5 Payments and Billing

Fees, billing frequency, and payment methods are defined in your engagement agreement. Late payments may result in paused work or termination of service, consistent with your agreement.

1.6 Client Responsibilities

You agree to:

  • provide timely access to needed records and systems

  • review deliverables and communicate questions promptly

  • maintain appropriate internal controls and approvals for spending and payroll

  • safeguard your own login credentials and access permissions

1.7 Intellectual Property

Unless otherwise stated, the website content (text, graphics, branding) is owned by Amber’s Bookkeeping and may not be copied or reused without written permission.

1.8 Prohibited Use

You agree not to misuse the Services, including attempts to disrupt the site, access accounts without authorization, transmit malware, or harass or threaten others.

1.9 Third-Party Tools

We may use third-party tools (hosting, scheduling, payment processing, analytics, client portals). Your use of those tools may also be governed by their policies.

1.10 Disclaimer of Warranties

The Services are provided “as is” and “as available.” We do not guarantee uninterrupted access, error-free operation, or specific outcomes.

1.11 Limitation of Liability

To the fullest extent permitted by law, Amber’s Bookkeeping will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of the Services.

1.12 Governing Law

These Terms are governed by the laws of the State of Wisconsin, without regard to conflict-of-law rules.

1.13 Changes to These Terms

We may update these Terms from time to time. The “Last Updated” date will reflect the latest version.

2) Privacy Policy

2.1 What We Collect

We collect information you choose to provide when you:

  • submit forms or intake questionnaires

  • schedule calls

  • engage our services

  • communicate with us

This may include name, email, phone number, mailing address, business details, and other information relevant to providing bookkeeping/advisory services.

We may also collect technical data automatically when you visit our website (IP address, device type, pages visited, approximate location, and site performance data).

2.2 How We Use Information

We use information to:

  • respond to inquiries and provide requested services

  • deliver services, reporting, and client support

  • process billing and payments

  • improve our website and client experience

  • protect against fraud and unauthorized access

  • comply with legal obligations

2.3 How We Share Information

We do not sell your personal information.

We may share information with:

  • service providers who support our operations (hosting, scheduling, email, CRM, payment processors), under confidentiality expectations

  • legal authorities when required to comply with law or protect rights and safety

  • successor entities in a merger, acquisition, or business transfer (with standard protections)

We may share aggregated or de-identified data that does not identify you.

2.4 Data Retention

We retain information only as long as needed for service delivery, business records, and legal/compliance purposes. Retention varies by record type.

2.5 Your Choices and Rights

Depending on where you live, you may request access, correction, or deletion of certain personal information. To submit a request, email us (see Contact section).

2.6 Children’s Privacy

Our Services are not directed to children under 13 and we do not knowingly collect information from children under 13.

2.7 Changes to This Privacy Policy

We may update this Privacy Policy. The “Last Updated” date will show the latest revision.

3) Cookie Policy

Cookies are small files stored on your device that help websites work properly and improve user experience. Cookie policies are often provided separately from privacy policies for clarity. ()

3.1 Types of Cookies We May Use

  • Strictly Necessary: required for site functionality (security, page navigation)

  • Functional: remembers preferences (forms, settings)

  • Analytics/Performance: helps us understand site usage and improve performance

  • Marketing (if used): helps measure advertising performance and relevance

3.2 Third-Party Cookies

Some cookies may be set by third parties that provide services (analytics, embedded content, scheduling, payments).

3.3 How to Manage Cookies

You can manage cookies through your browser settings (block, delete, or limit). Note that blocking cookies may impact site functionality.

If we provide a cookie banner or preference center, you can adjust choices there when available.

4) Accessibility Statement

We are committed to providing an accessible website experience for all users, including people with disabilities. Accessibility statements should be updated as practices change. ()

4.1 Our Goal

We aim to follow generally recognized accessibility standards and continuously improve usability.

4.2 Need Assistance?

If you have trouble accessing any part of our website or need content in an alternative format, contact us and we’ll work to help.

4.3 Feedback

If you notice an accessibility issue, please email us with:

  • the page URL (if possible)

  • what you were trying to do

  • the device/browser you used
    We review feedback and prioritize fixes where practical.

5) Ethics Code

Amber’s Bookkeeping operates with a client-first mindset and professional integrity.

We commit to:

  • Confidentiality: protect client information and limit access to those who need it to perform services

  • Integrity: communicate honestly and avoid misleading claims

  • Competence: maintain professional standards and continuous improvement

  • Objectivity: provide clear financial reporting and recommendations based on evidence

  • Compliance: follow applicable laws and professional responsibilities

  • Conflicts of Interest: disclose conflicts when they arise and act in the client’s best interest

  • Respect: treat clients, partners, and the public with professionalism

6) Code of Conduct

To maintain a productive working relationship, we expect respectful communication and reasonable cooperation.

6.1 Expected Behavior

  • respectful, professional communication

  • timely responses to requests for information needed to complete work

  • proper authorization and internal approvals for transactions and payroll

  • appropriate access controls (only the right people have admin access)

6.2 Unacceptable Behavior

  • harassment, threats, discriminatory language, or abusive communications

  • pressuring us to violate laws, ethics, or professional standards

  • attempting to bypass agreed processes, approvals, or security measures

6.3 If Conduct Standards Are Not Met

If issues occur, we may:

  • request a reset conversation and clarify boundaries

  • pause work until conditions are safe and workable

  • end the relationship per the terms of the engagement agreement

7) Data Protection Statement

This statement summarizes how we protect data across our operations.

7.1 Security Practices

We use reasonable safeguards, which may include:

  • encrypted connections (SSL/TLS) for web traffic

  • access controls and least-privilege permissions

  • reputable vendors for scheduling, payments, storage, and client communications

  • periodic reviews of systems and access

7.2 Vendor and Tool Management

We use third-party tools to operate efficiently. Where practical, we select vendors that demonstrate security and confidentiality commitments and limit data access to what is needed.

7.3 Incident Response

If we become aware of a data security incident affecting personal information, we will take reasonable steps to investigate, reduce impact, and provide notifications when required by law.

7.4 Retention and Disposal

We keep records as needed for service delivery, operations, and compliance, then dispose of them using reasonable methods when no longer needed.

7.5 Client Responsibilities

Clients are responsible for:

  • maintaining secure passwords and proper admin permissions

  • promptly removing access for former employees or contractors

  • using secure channels for sharing sensitive documents when available

8) Contact

If you have questions about any policy on this page, contact us:

Email:amber@ambersbookkeeping.com