Establishing these legal frameworks under your formal entity name, Marcus Pro Bookkeeping LLC, is essential for protecting your professional liability and maintaining your “Tax-Ready” commitment to clients.
Website Privacy Policy
Effective Date: May 17, 2026
1. Introduction
Marcus Pro Bookkeeping LLC (“we,” “our,” or “us”) is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard information gathered through our website, [link removed].
2. Information We Collect
- Contact Information: Name, email address, and phone number provided via our “Book a Free Consultation” or lead magnet download forms.
- Financial Data: While we do not store sensitive financial data directly on our website, we may collect information regarding your business type and bookkeeping needs during the consultation request process.
- Usage Data: Standard web server logs and cookies to improve site functionality and local SEO performance in Riverview, FL.
3. How We Use Your Information
- To provide the sophisticated analytical oversight and “Expert Cleanup” services requested.
- To deliver the “New Client Onboarding Guide” and other requested resources.
- To communicate regarding your specific payroll and compliance needs under our “Six Pillars” framework.
4. Data Security and Third-Party Sharing
We do not sell your data. We use secure integrations, such as Google Drive and QuickBooks Online, to manage client documents and financial records. We may share information with your designated CPA only upon your explicit request and via “View-Only” access.
Website Terms of Service
1. Acceptance of Terms
By accessing [link removed], you agree to be bound by these Terms of Service. These terms govern your use of the site provided by Marcus Pro Bookkeeping LLC.
2. Professional Disclaimer
The information on this website is for general informational purposes and does not constitute formal accounting, tax, or legal advice. A professional relationship is only established upon the execution of a formal Marcus Pro Bookkeeping LLC Letter of Engagement.
3. Intellectual Property
All content, including the “Six Pillars of Payroll” framework and the “Robust Zero” guarantee descriptions, is the property of Marcus Pro Bookkeeping LLC. The QuickBooks and Intuit ProAdvisor logos are trademarks of Intuit Inc. and are used in accordance with their co-branding guidelines.
4. Independent Status
Marcus Pro Bookkeeping LLC is an Independent Intuit Consulting Professional firm. We are not a partner, agent, or employee of Intuit Inc..
5. Limitation of Liability
Marcus Pro Bookkeeping LLC shall not be liable for any discrepancies arising from incomplete or inaccurate data provided by the user through website forms or preliminary consultations.