Bookkeeping Services Disclosure
Bookkeeping Services Disclosure & Data Security Statement
This page provides important information regarding the bookkeeping services offered by Greater Philadelphia Small Business Services LLC.
These disclosures are intended to clarify the nature of bookkeeping services, professional boundaries, and data handling practices.
1. Nature of Bookkeeping Services
Greater Philadelphia Small Business Services LLC provides professional bookkeeping support services for small business owners using modern cloud-based accounting systems such as QuickBooks Online.
Bookkeeping services may include:
- QuickBooks Online setup and configuration
- Cleanup and catch-up bookkeeping
- Monthly transaction categorization
- Bank and credit card reconciliation
- Financial report preparation
- General bookkeeping system organization
These services are designed to help small business owners maintain accurate and organized financial records.
2. Not a CPA or Tax Preparation Service
Bookkeeping services are administrative financial record-keeping services.
Greater Philadelphia Small Business Services LLC is not acting as a Certified Public Accounting firm, tax preparation firm, or legal advisor.
Services provided do not include:
- Tax preparation
- Tax planning or tax strategy
- Financial auditing
- Legal advice
- Regulatory compliance services
Clients are responsible for engaging licensed professionals such as CPAs or tax preparers for tax filings and tax advice.
3. Client Responsibility for Financial Information
Accurate bookkeeping depends on accurate information provided by the client.
Clients are responsible for:
- Providing complete and accurate financial documentation
- Submitting financial records in a timely manner
- Maintaining appropriate access to financial institutions and software platforms
- Reviewing financial reports for accuracy
Failure to provide timely or accurate information may affect the completeness of bookkeeping records.
4. Data Security Practices
Protecting the confidentiality of client financial information is an important operational priority.
Reasonable safeguards may include:
- Password-protected computer systems
- Antivirus and malware protection software
- Restricted access to client data
- Encrypted external storage used for secure client data backup
- Use of established accounting platforms such as QuickBooks Online
These measures are intended to reduce risk and protect client financial information.
However, no electronic system can guarantee absolute security.
5. Use of Cloud Accounting Platforms
Bookkeeping services may involve the use of third-party cloud-based software platforms including accounting systems and document management tools.
These software providers maintain their own security infrastructure and privacy policies.
Greater Philadelphia Small Business Services LLC is not responsible for:
- Software outages
- Platform security incidents
- Data breaches occurring within third-party software systems
Clients should review the privacy and security policies of any software platforms they use.
6. Electronic Document Transmission
Clients may submit financial documents electronically through various methods including email or secure cloud platforms.
While reasonable precautions are taken, electronic transmission of information carries inherent risks.
By submitting documents electronically, the client acknowledges and accepts these risks.
7. Professional Engagement Requirement
Bookkeeping services are provided only after a formal written services agreement has been executed between the client and Greater Philadelphia Small Business Services LLC.
Information contained on this website is informational and does not establish a professional services relationship.
8. Record Retention
Client bookkeeping records and supporting documents may be retained for administrative and professional record-keeping purposes for a period of up to
seven (7) years unless otherwise required by law.
Contact Information
Greater Philadelphia Small Business Services LLC
Coatesville, Pennsylvania
For questions regarding bookkeeping services or data practices, please contact us through the website contact page.