LEGAL NOTICE & SERVICE DISCLAIMER
1. CORE SERVICES 📊
We Provide:
✓ Virtual Bookkeeping
✓ Financial Planning
✓ Cash Flow Management
✓ Tax Documentation Support
✓ Financial Analysis & Reporting
We DO NOT Provide:
⚠️ Investment Advice
⚠️ Legal Counsel
⚠️ Banking Services
⚠️ Insurance Advice
⚠️ Securities Recommendations
2. CLIENT AGREEMENTS 📝
Your Responsibilities:
• Provide accurate information
• Maintain timely communication
• Submit required documents
• Authorize necessary access
• Ensure legal compliance
Our Commitments:
• Professional service delivery
• Secure data handling
• Regular reporting
• Timely responses
• Quality assurance
3. DATA PROTECTION 🔒
Security Measures:
• Encrypted storage
• Secure file handling
• Privacy protocols
• Limited access controls
• Protected sharing methods
4. SERVICE STANDARDS ✓
Professional Guidelines:
• Industry best practices
• Ethical standards
• Regular reviews
• Quality control
• Documentation requirements
5. LIABILITY LIMITATIONS ⚖️
Scope Boundaries:
• Limited to defined services
• Based on provided information
• Virtual service delivery
• Advisory limitations
• No guaranteed outcomes
6. CONFIDENTIALITY 🤐
We Protect:
• Financial records
• Business information
• Client data
• Communications
• Documentation
7. COMMUNICATION PROTOCOLS 📨
Service Delivery:
• Virtual meetings
• Digital reports
• Secure messaging
• Document sharing
• Regular updates
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Last Updated: 02.25.2025
Canna Sage Books
info@info@cannasagebooks.
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IMPORTANT: This notice is subject to updates.
©Copyright. All rights reserved.
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