🔐 Privacy Policy

Your privacy is important to me. Any information you share — through this website, Calendly, email, or during our consultation — will be kept confidential and used only to provide bookkeeping services or respond to your inquiries.

I do not sell, rent, or share your information with third parties unless required by law or with your permission.
Documents and records are securely stored using platforms like Google Drive or Hubdoc, depending on your service level.

⚖️ Terms & Conditions

JDE Bookkeeping Advocate provides virtual bookkeeping services for service-based business owners across the U.S.

By scheduling a discovery call or working with me, you agree to the following:

• All services begin with a free discovery call booked through Calendly.

• Scope, pricing, and responsibilities will be outlined in a written service agreement before work begins.

• Clients are expected to provide timely, accurate information for services to be delivered effectively.

• Payment details are arranged separately and are not handled through this website.

These terms may be updated periodically. Changes will be posted here.

❗ Disclaimer

JDE Bookkeeping Advocate provides bookkeeping and financial organization services only. I do not provide tax preparation, legal advice, or financial planning.
Please consult a licensed professional for those services. I’m happy to collaborate with your CPA or advisor when needed.

📬 Questions?

If you have any questions about these policies or how your information is handled, feel free to reach out:
Email: hello@JDEBookkeepingAdvocate.com