Legal information for

Smith Bookkeeping

Below you'll find our Privacy Policy, Accessibility Statement, Terms & Conditions, and Disclaimers and Limitations for smithbooks.org. If you have any questions about any of these, feel free to reach out — our contact information is included at the end of each section.

Terms of service

Last Updated: August 20, 2026

Welcome to smithbooks.org. By accessing or using this website, you agree to be bound by these Terms and Conditions. If you do not agree, please do not use this site.

1. About This Site

This website is operated by Smith Bookkeeping, a bookkeeping and financial recordkeeping practice.

2. Use of This Website

This site is provided for informational purposes related to our bookkeeping services. You agree to use it only for lawful purposes and not to misuse any content, forms, or tools on the site (including submitting false information or attempting to interfere with site security or functionality).

3. Not Financial, Tax, or Legal Advice

Content on this website is provided for general informational purposes only and does not constitute financial, tax, legal, or accounting advice. Nothing on this site creates a client relationship between you and Smith Bookkeeping. A formal client relationship begins only through a separate signed engagement agreement. You should consult your own qualified professional advisors (including a CPA or tax attorney where appropriate) before making financial or tax decisions.

4. No Warranty

This website and its content are provided "as is" without warranties of any kind, express or implied. We don't guarantee the site will be error-free, uninterrupted, or that all information is current or accurate.

5. Limitation of Liability

To the fullest extent permitted by law, we are not liable for any indirect, incidental, or consequential damages arising from your use of this website or reliance on its content. Nothing in these Terms limits any liability that cannot be excluded under applicable law.

6. Confidentiality of Client Financial Information

Client financial records and information shared with us as part of an actual bookkeeping engagement are handled according to the confidentiality and data-handling terms of our separate client engagement agreement, not this website's Terms and Conditions. We take reasonable steps to protect client financial data but this website itself is not the mechanism by which financial documents are exchanged.

7. Third-Party Links and Tools

This site may link to third-party websites or use third-party tools. We don't control and are not responsible for the content, accuracy, or privacy practices of third-party sites or services.

8. Intellectual Property

The content on this site — including text, graphics, and branding — is owned by us or used with permission, and may not be copied, reproduced, or distributed without consent, except as needed to view the site normally in a browser.

9. Submissions

Any information you submit through forms on this site is subject to the Privacy Policy. By submitting information, you consent to being contacted regarding your inquiry as described there.

10. Changes to These Terms

We may update these Terms and Conditions from time to time; the "Last Updated" date will reflect changes. Continued use of the site after changes means you accept the updated Terms.

11. Governing Law

These Terms are governed by the laws of the State of New York, without regard to conflict-of-law principles.

12. Contact Us

Questions about these Terms? Contact us:

Smith Bookkeeping Email: smithbookkeeping.businesscny@gmail.com | Phone: 315-601-4683

Privacy policy

Last Updated: August 20, 2026

This Privacy Policy describes how Smith Bookkeeping ("we," "us," or "our") collects, uses, shares, and protects information collected through this website, smithbooks.org, and any related pages, forms, plugins, widgets, or services that link to this Privacy Policy.

By using this website, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not use this website.

1. Information We Collect

We may collect information from you directly, automatically, and from third-party sources.

Information You Provide to Us

We may collect personal information you choose to provide when you contact us, request information, submit a form, schedule a consultation, or otherwise communicate with us. This may include your name, email address, phone number, business name, and any messages or business details you submit through the website.

Client Financial Information

If you become a bookkeeping client, we will collect additional financial and business information necessary to provide bookkeeping services — such as bank and transaction records, invoices, payroll data, and related business financial documents. This information is not collected through the website itself, but through secure channels established as part of your engagement with us, and is governed by our client engagement agreement in addition to this Privacy Policy.

Information Collected Automatically

When you visit this website, we and our service providers may automatically collect information about your device, browser, and activity on the site — including IP address, browser and device type, referring website, pages viewed, and similar analytics and diagnostic data, often through cookies, pixels, and similar technologies.

2. How We Use Information

We may use collected information to: operate and improve this website; respond to your inquiries and consultation requests; provide bookkeeping and related financial services to clients; send updates or communications you've requested; understand how visitors use the site; detect and prevent fraud or security issues; and comply with legal and regulatory obligations.

3. Cookies, Pixels, and Analytics

This website may use cookies, pixels, tags, and similar technologies to operate the site, understand visitor activity, and support marketing. Some are placed by us directly; others by third-party service providers (e.g., website hosting, analytics, email marketing tools). If you disable these technologies through your browser, some features may not work as intended.

4. Third-Party Tools and Service Providers

This site may use third-party plugins, widgets, or services (such as website hosting, analytics, email marketing, and form processing tools) to operate. Separately, client bookkeeping work may involve secure third-party accounting/bookkeeping software; those tools have their own privacy and security practices, which we do not control but do vet before use.

5. How We Share Information

We may share information: with service providers who help operate this website or respond to inquiries; with your consent, or as necessary to provide bookkeeping services (e.g., coordinating with your accountant or tax preparer at your direction); as required by law, audit, or regulatory obligation; or to protect our rights, safety, or property.

We do not sell your personal or financial information.

6. Communications

If you submit information through this site, we may contact you by email, phone, text, or mail regarding your inquiry. If you provide a phone number, you represent that you're authorized to provide it; message and data rates may apply. You may opt out of marketing emails via the unsubscribe link in those emails, or marketing texts by replying STOP. Opting out of marketing communications doesn't affect non-marketing messages related to your inquiries, your engagement with us, or legal notices.

7. Your Choices

Browser Settings — Most browsers let you block or delete cookies; doing so may limit some site features.
Marketing Emails/Texts — Use the unsubscribe link, or reply STOP to texts.
Do Not Track / Global Privacy Control — Where required by law and technically feasible, recognized opt-out signals will be honored.

8. California Privacy Notice

California residents may have rights under California law to know, access, delete, or correct personal information collected, and to opt out of the sale/sharing of personal information, depending on how this site's tools are used. To exercise these rights, contact us using the information below.

9. Data Security

Given the sensitive nature of financial recordkeeping, we use reasonable administrative, technical, and physical safeguards to protect client and website information under our control, and limit access to client financial data to those directly involved in providing services to you. No website, software, or transmission method is completely secure, and we cannot guarantee absolute security.

10. Data Retention

We retain website information for as long as reasonably necessary to fulfill the purposes in this policy. Client financial records are retained according to the retention schedule outlined in your engagement agreement and applicable recordkeeping regulations.

11. Children's Privacy

This website is not intended for children under 13. We do not knowingly collect personal information from children under 13.

12. Changes to This Policy

We may update this Privacy Policy from time to time; the "Last Updated" date will reflect changes. Continued use of the site after changes means you acknowledge the update.

13. Contact Us

Questions about this Privacy Policy? Contact us:

Smith Bookkeeping
Email: smithbookkeeping.businesscny@gmail.com | Phone: 315-601-4683

Disclaimers and limitations

Last Updated: August 20, 2026

1. Not a Substitute for CPA, Tax, or Legal Advice

Smith Bookkeeping provides bookkeeping and financial recordkeeping services. We are not a CPA firm, and we do not provide tax preparation, tax advice, audited financial statements, legal advice, or investment advice. Nothing on this website or provided as part of our services should be treated as tax, legal, or financial advice. You should consult a licensed CPA, tax professional, or attorney for those matters.

2. Accuracy Depends on Information You Provide

The accuracy and completeness of your bookkeeping records depend on the accuracy, completeness, and timeliness of the information, documents, and access you provide to us. We are not responsible for errors, omissions, or discrepancies that result from incomplete, incorrect, or delayed information provided by you or third parties on your behalf (banks, payment processors, payroll providers, etc.).

3. No Guarantee of Outcomes

We do not guarantee any particular financial outcome, tax result, loan approval, audit result, or business outcome from our bookkeeping services. Our work reflects standard bookkeeping practices applied to the information available to us at the time.

4. Not an Audit or Assurance Engagement

Our bookkeeping services do not constitute an audit, review, or other assurance engagement under professional accounting standards, and no opinion is expressed on the accuracy of your financial statements as a whole unless separately agreed to in writing.

5. Third-Party Software and Tools

We may use or recommend third-party bookkeeping, accounting, or financial software to provide services. We are not responsible for outages, data loss, security incidents, or errors caused by third-party software providers, though we take reasonable care in selecting the tools we use.

6. Timeliness

While we work diligently to complete bookkeeping tasks in a timely manner, delays caused by incomplete client information, third-party system issues, or circumstances beyond our control may affect delivery timelines. We are not liable for consequences arising from such delays.

7. Limitation of Liability

To the fullest extent permitted by law, Smith Bookkeeping's liability for any claim arising from our services is limited to the fees paid for the specific service giving rise to the claim. We are not liable for indirect, incidental, consequential, or punitive damages, including lost profits or lost business opportunities. Nothing in this section limits any liability that cannot be excluded under applicable law.

8. Engagement Agreement Governs

These disclaimers supplement, and do not replace, the terms of your signed client engagement agreement with Smith Bookkeeping. Where there is a conflict between this page and your engagement agreement, the engagement agreement controls for matters related to your specific services.

9. Contact Us

Questions about these disclaimers? Contact us:

Smith Bookkeeping Email: smithbookkeeping.businesscny@gmail.com | Phone: 315-601-4683

Accessibility Statement

We want everyone who visits this website to have a positive, accessible experience, and we're committed to promoting accessibility and inclusion for all visitors, including people with disabilities.

If you have difficulty accessing content, viewing a file, or navigating any part of this website, please contact us and let us know the nature of the issue and any assistive technology you use. We'll do our best to provide the content you need in a format that works for you.

We view accessibility as an ongoing effort, not a one-time fix, and we welcome your suggestions and feedback on how we can keep improving.

Contact Us

Smith Bookkeeping
Email: smithbookkeeping.businesscny@gmail.com | Phone: 315-601-4683