Information We Collect

We may collect personal information you voluntarily provide when you:

• Contact us by phone, text message, email, or website form
• Request bookkeeping or QuickBooks services
• Schedule a consultation
• Become a client

This information may include:

• Name
• Phone number
• Email address
• Business information
• Financial and bookkeeping information necessary to provide services

How We Use Information

We use your information to:

• Respond to inquiries
• Provide bookkeeping services
• Communicate about your account or services
• Schedule appointments
• Send service-related text messages or emails

SMS/Text Messaging

By providing your phone number or submitting a contact form, you consent to receive text messages from CatchUp Bookkeepers regarding your inquiry or services requested.

These communications may include:

• Appointment scheduling
• Service updates
• Bookkeeping discussions
• Responses to inquiries

Message frequency varies. Message and data rates may apply. Reply STOP to opt out of text communications at any time. Reply HELP for assistance. We do not sell, rent, or share your mobile information with third parties for marketing purposes.

Services

CatchUp Bookkeepers provides bookkeeping, QuickBooks cleanup, catch-up bookkeeping, financial organization, and related consulting services for businesses.

All services are provided based on individual client needs and agreed-upon terms.

Payments

Fees for services are agreed upon prior to work being completed unless otherwise specified in writing. Late payments may result in delayed services or additional fees.

Confidentiality

We respect the confidentiality of client financial information and take reasonable measures to protect sensitive data.

Third-Party Software

Clients may be required to provide access to third-party software platforms such as QuickBooks Online or related financial tools. CatchUp Bookkeepers is not responsible for outages, errors, or issues related to third-party software providers.

No Guarantee

While we strive to provide accurate and reliable bookkeeping services, CatchUp Bookkeepers does not guarantee specific financial outcomes, tax outcomes, or business results. Clients remain responsible for reviewing financial records and providing accurate information.

Limitation of Liability

CatchUp Bookkeepers shall not be liable for indirect, incidental, or consequential damages resulting from the use of our services or website.

Data Security

We take reasonable measures to protect your information from unauthorized access, disclosure, or misuse.

Changes to This Policy

We may update this Privacy Policy & Terms of Service at any time. Updated versions will be posted on this page.

Contact Information

Bunny Eisele | 970-325-6480 | catchupbookkeepers.com