Privacy Policy

Effective Date: August 5, 2025

Beyond the Ledger values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you share with us through our website, services, digital products, and client communications.

1. Information We Collect
We may collect the following information when you engage with us:

  • Contact information (name, email, phone number)

  • Business and financial information (for client work)

  • Payment and billing details (for services or template purchases)

  • Website usage data (via cookies or analytics tools)

2. How We Use Your Information
We use your information to:

  • Provide bookkeeping and business support services

  • Send invoices and process payments

  • Deliver digital products (such as Notion templates)

  • Respond to inquiries or support requests

  • Improve our website and service offerings

3. Information Sharing
We do not sell or rent your personal data. We may share limited information with trusted third-party platforms used for business operations (such as our bookkeeping software, CRM, or payment processors), and only when necessary.

4. Security
We use secure platforms, two-factor authentication, and limited access controls to help protect your data.

5. Your Rights
You may request access, correction, or deletion of your personal information by contacting us.

Terms & Conditions

Effective Date: August 5, 2025

These Terms & Conditions govern your use of our website, digital products, and services. By accessing our site or purchasing from Beyond the Ledger, you agree to the following:

1. Services
We provide bookkeeping, systems consulting, and educational resources tailored to creative service businesses, travel advisors, podcasters, and related entrepreneurs. Scope and pricing are detailed in individual proposals or contracts.

2. Digital Products (Templates, Guides, etc.)
All digital downloads are for personal or business use only and may not be resold or redistributed. Access to templates may be revoked if shared outside your team or used outside the agreed-upon license.

3. Payments
Payment terms will be outlined in your proposal or invoice. Late payments may result in paused services. All digital products are non-refundable once delivered.

4. Client Responsibility
You are responsible for providing timely, accurate, and complete financial information when engaging us for services. We do not offer legal or tax advice and recommend consulting a CPA or attorney when needed.

5. Intellectual Property
All content, templates, processes, and brand materials created by Beyond the Ledger remain our intellectual property unless otherwise agreed in writing.

6. Limitation of Liability
We strive to provide accurate and reliable services, but we are not liable for any indirect, incidental, or consequential damages related to your use of our services or products.

7. Governing Law
These terms are governed by the laws of the state of Colorado.