Legal Notice

 

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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