THE JADE GROUP

Add-ons & One Time Projects

Data Privacy Policy
The Jade Grp LLC
[email protected]At The Jade Group (“we,” “us,” or “our”), we are committed to protecting the confidentiality, integrity, and security of the information entrusted to us. This Data Privacy Policy explains how we collect, use, disclose, store, and safeguard client information in connection with our bookkeeping and advisory services. By engaging our services, you acknowledge and agree to the practices described in this policy.1. Information We Collect
If you submit information through our website contact forms, intake forms, or scheduling tools (such as online questionnaires or calendar links), we collect the information you provide (such as your name, contact details, and business information) to respond to your inquiry, schedule consultations, and determine whether our services are a good fit.
During the onboarding process and throughout our engagement, we may collect personal and business information necessary to perform bookkeeping services. This may include, but is not limited to, legal names, business entity information, contact details, financial statements, banking data, accounting system access, tax documents, invoices, receipts, payroll information, and other records relevant to the services we provide.
We collect information directly from you, your authorized representatives, or with your permission through secure integrations with accounting platforms, financial institutions, and operational tools.2. How We Use Your Information
We use the information we collect solely to provide bookkeeping, advisory, and financial management services as outlined in our agreement. This may include categorizing transactions, reconciling accounts, preparing financial reports, communicating with you regarding your books, and fulfilling regulatory or compliance obligations as required by law.
We do not sell, rent, or share your personal information for marketing purposes. Any use of your information is strictly aligned with fulfilling our duties under your service engagement.
We may also use your contact information to send service-related communications, appointment reminders, and occasional updates about our services. You may opt out of non-essential marketing or promotional emails at any time by contacting us at [email protected].3. Confidentiality and Disclosure
We maintain strict confidentiality with all client information. We do not disclose your data to third parties except in the following circumstances:
When you have authorized access for third-party applications or software (e.g., QuickBooks Online, Xero, payroll providers, payment processors).
When disclosure is required by law, court order, or regulatory authority.
When disclosure is necessary to prevent fraud, enforce our contractual rights, or protect our business operations.
When engaging secure service providers who assist in performing our services (such as cloud storage providers or software platforms). These service providers are bound to maintain confidentiality and follow data protection standards.4. Data Storage and Security
We employ industry-standard security practices to protect your information from unauthorized access, alteration, or disclosure. This includes secure password management, two-factor authentication where available, encrypted storage systems, and restricted access to authorized personnel only.
Your documents and accounting data may be stored within reputable cloud-based platforms such as Google Workspace, Canva, Xero, QuickBooks Online, HubSpot, Dubsado, or other systems used as part of our workflow. Each platform also implements its own security and encryption measures.
Although we take reasonable precautions, no method of electronic transmission or storage can be guaranteed to be completely secure. You acknowledge that you share information with us at your own risk and agree to notify us immediately of any suspected unauthorized access to your information.5. Data Retention
We retain your information for the duration of our engagement and for a reasonable period thereafter as required for legal, regulatory, and business purposes. After this period, your data may be securely archived or deleted. You may request deletion of your records, subject to our legal obligations.6. Your Responsibilities
You agree to provide accurate, complete, and timely information necessary for us to perform our services. You also agree to maintain secure access credentials for your accounting platforms, banking portals, or any shared tools, and to notify us of any unauthorized access or changes to these accounts.
This Policy is intended primarily for clients and website visitors located in the United States. If you are located in a jurisdiction that provides additional data rights (such as the European Union or certain U.S. states), you may have additional rights under applicable law, which we will honor where required.7. Your Rights
Depending on your jurisdiction, you may have the right to request access to the personal information we hold about you, to correct inaccuracies, or to request deletion of certain data. Requests should be submitted in writing to [email protected] and will be addressed within a reasonable timeframe.8. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Any updates will be effective immediately upon posting or upon written notice to clients.9. Contact Information
For questions regarding this Data Privacy Policy or our data handling practices, please contact us at
[email protected]

Terms Of Use
THE JADE GRP LLC
thejadegrp.comPlease read these Terms of Use (“Terms”) carefully before using this website (the “Site”). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree with these Terms, you should not use the Site.1. ACCEPTANCE OF TERMS
This Site is owned and operated by The Jade Group (“The Jade Group,” “we,” “us,” or “our”). These Terms govern your use of the Site and any content, materials, or resources available on or through the Site. Your use of the Site constitutes your acceptance of these Terms and our Privacy Policy.2. INFORMATIONAL PURPOSES ONLY (NO PROFESSIONAL ADVICE)
The content on this Site is provided for general informational and educational purposes only. Nothing on the Site is intended to constitute, and should not be relied upon as:
• Tax advice
• Legal advice
• Financial or investment adviceYour use of the Site or communication with us through the Site does not create a bookkeeper–client, accountant–client, tax preparer–client, attorney–client, or any other professional relationship. Any formal services provided by The Jade Group will be governed by a separate written engagement letter.3. PERMITTED USE OF THE SITE
You agree to use the Site only for lawful purposes and in accordance with these Terms. You agree that you will not:
• Use the Site in any way that violates applicable law or regulation
• Attempt to gain unauthorized access to any part of the Site, other accounts, or systems
• Use the Site to transmit any harmful code, viruses, or malicious software
• Scrape, harvest, or collect information from the Site for any unauthorized purposeWe reserve the right to suspend or terminate your access to the Site for any violation of these Terms.4. INTELLECTUAL PROPERTY
All content on the Site, including but not limited to text, graphics, logos, icons, images, and layout (collectively, the “Content”), is owned by or licensed to The Jade Group and is protected by copyright, trademark, and other intellectual property laws.You may view, download, or print Content for your personal, non-commercial use only, provided that you do not remove any copyright or proprietary notices. You may not:
• Reproduce, distribute, modify, or create derivative works from the Content
• Use the Content for any commercial purpose without our prior written consent
• Claim any ownership or rights in the Content5. THIRD-PARTY WEBSITES AND SERVICES
The Site may contain links or references to third-party websites, tools, or services (such as scheduling tools, payment processors, or accounting software). These third-party sites and services are not controlled by The Jade Group, and we are not responsible for their content, policies, or practices.Your use of any third-party site or service is at your own risk and subject to the terms and privacy policies of those third parties.6. NO WARRANTIES
The Site and all Content are provided on an “as-is” and “as-available” basis without any warranties of any kind, express or implied. To the fullest extent permitted by law, The Jade Group disclaims all warranties, including but not limited to:
• Warranties of accuracy, completeness, or reliability
• Warranties of merchantability or fitness for a particular purpose
• Any warranty that the Site will be uninterrupted, secure, or error-freeWe do not warrant or guarantee that any information available on the Site is current, complete, or applicable to your specific situation. You are responsible for consulting appropriate tax, legal, or financial professionals before making decisions.7. LIMITATION OF LIABILITY
To the fullest extent permitted by law, The Jade Group LLC and its owners, members, employees, and contractors shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising out of or in connection with:
• Your access to or use of the Site
• Your reliance on any Content on the Site
• Any errors or omissions in the Content
• Any delays, interruptions, or failures of performance of the SiteThis limitation of liability applies whether the alleged liability is based on contract, tort, negligence, strict liability, or any other legal theory, even if we have been advised of the possibility of such damages.8. INDEMNIFICATION
You agree to indemnify, defend, and hold harmless The Jade Group LLC and its owners, members, employees, and contractors from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:
• Your use of the Site
• Your violation of these Terms
• Your violation of any applicable law or third-party rights9. CHANGES TO THE SITE AND TERMS
We may update, modify, or discontinue any part of the Site at any time without notice. We may also update these Terms from time to time. When we do, we will revise the “Effective Date” at the top of this page.Your continued use of the Site after any changes to the Terms constitutes your acceptance of the revised Terms. It is your responsibility to review the Terms periodically.10. GOVERNING LAW AND JURISDICTION
These Terms are governed by and construed in accordance with the laws of the State of Arizona, without regard to its conflict of law principles.Any dispute arising out of or relating to these Terms or your use of the Site shall be subject to the exclusive jurisdiction of the state and federal courts located in Arizona, and you consent to the personal jurisdiction of such courts.11. CONTACT INFORMATION
If you have any questions about these Terms or the Site, you may contact us at:
[email protected]By using this Site, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use.

Disclaimer
THE JADE GRP LLC
thejadegrp.comThe information provided on this website (thejadegrp.com) is for general informational and educational purposes only and is not intended to constitute, and should not be relied upon as:
• Tax advice
• Legal advice
• Financial or investment adviceYou should not act or refrain from acting based on any information on this Site without seeking the advice of a qualified tax professional, attorney, or other appropriate advisor who is familiar with your specific situation.1. No Professional Relationship Created
Your use of this Site, including viewing content, downloading resources, or submitting information through contact or intake forms, does not create a bookkeeper–client, accountant–client, tax preparer–client, attorney–client, or other professional relationship between you and The Jade Group LLC (“The Jade Group,” “we,” “us,” or “our”).Any services provided by The Jade Group are governed by a separate written engagement letter that sets out the specific scope, responsibilities, and terms of the engagement. Until such an engagement letter is fully executed by both parties, no client relationship exists, and we have no obligation to provide services.2. No Guarantees
While we strive to provide accurate and up-to-date information, we make no representations or warranties (express or implied) about the completeness, reliability, or suitability of any information on this Site. Any reliance you place on information from this Site is strictly at your own risk.3. Third-Party Links and Tools
This Site may contain links to third-party websites, tools, or resources (such as scheduling tools, payment processors, or accounting software). These third-party sites and services are not controlled by The Jade Group, and we are not responsible for their content, accuracy, or practices. Use of any third-party site or tool is at your own discretion and risk.4. Limitation of Liability
To the fullest extent permitted by law, The Jade Group LLC and its owners, members, employees, and contractors shall not be liable for any loss or damage of any kind arising out of or in connection with your use of, or reliance on, any information provided on this Site.If you have questions about this Disclaimer or whether our services are appropriate for your situation, please contact us at:
The Jade Group
[email protected]