The information provided on this website is for general informational purposes only and does not constitute professional financial, legal, or tax advice.

While I provide bookkeeping and business support services, any information shared on this website or through communication should not be relied upon as a substitute for advice from a licensed accountant, tax professional, or attorney.

You should consult with a qualified professional regarding your specific situation before making financial or business decisions.

All services are provided based on the information supplied by the client. I am not responsible for errors, omissions, or outcomes resulting from incomplete or inaccurate information provided by clients.

Every business is different, and results may vary. I do not guarantee specific outcomes or results from services provided.

By using this website or contacting Caitlin Porter for services, you agree to the following terms and conditions.

Caitlin Porter provides business support services, which may include:

• Bookkeeping (primarily using QuickBooks Online)
• Project and workflow management
• Systems setup and optimization
• Virtual assistance and administrative support

All services are provided based on individual client needs and agreements.

The information on this website is for general informational purposes only and does not constitute financial, tax, or legal advice.

You should consult a licensed professional (such as a CPA, tax advisor, or attorney) for advice specific to your situation.

Clients agree to:

• Provide accurate and complete information
• Respond in a timely manner when information or clarification is needed
• Review work provided and communicate any questions or concerns

Caitlin Porter is not responsible for errors or outcomes resulting from incomplete, incorrect, or delayed information provided by the client.

All services, pricing, and payment terms will be agreed upon before work begins.

Payment terms may vary depending on the service provided and will be outlined in a separate agreement or invoice.

To the fullest extent permitted by law, Caitlin Porter is not liable for:

• Business decisions made based on information provided
• Financial, tax, or operational outcomes
• Indirect or consequential damages

All services are provided on a best-effort basis without guarantees of specific results.

All client information will be treated as confidential and used only for the purpose of providing services.

Information will not be shared with third parties unless required by law or necessary to provide services (such as using secure software platforms).

You agree to use this website only for lawful purposes.

You may not:

• Attempt to gain unauthorized access to the website
• Use the website in a way that could damage or disrupt its functionality

This website and services may use third-party tools (such as QuickBooks Online, ClickUp, or other platforms).

Caitlin Porter is not responsible for the privacy practices, functionality, or issues related to third-party services.

These Terms & Conditions may be updated at any time.

Continued use of the website or services after changes are made constitutes acceptance of those changes.

If you have any questions about these Terms & Conditions, you can contact:

Caitlin Porter
Through the contact form on this website or at porter.caitlin090@gmail.com

This website is operated by Caitlin Porter.

Our website address is: https://caitlinporter.com.

When you fill out a contact form on this website, we collect the information you provide, which may include:

• Your name
• Email address
• Phone number (if provided)
• Details about the services you’re interested in

This information is used solely to respond to your inquiry and provide services.

We use the information you submit to:

• Respond to your message or inquiry
• Communicate about potential services
• Provide support related to your request

We do not sell, rent, or share your personal information with third parties for marketing purposes.

This website may use cookies to improve your browsing experience.

Cookies are small files stored on your device that help the site function properly and understand how visitors use the site.

You can choose to disable cookies through your browser settings.

Pages on this website may include embedded content (such as videos, images, or other media).

Embedded content from other websites behaves the same way as if you visited those websites directly. These third-party sites may collect data, use cookies, and track your interaction with their content.

Your information is not shared with third parties, except when necessary to:

• Provide website functionality
• Protect against spam (such as through automated spam detection tools)
• Comply with legal obligations

This website may also use basic analytics or third-party tools to understand how visitors use the site and to improve services. These tools may collect non-personal usage data such as pages visited and time spent on the site.

We retain submitted contact form information only as long as necessary to respond to your inquiry and maintain records for business or legal purposes.

You may request to:

• Access the personal data we have about you
• Correct or update your information
• Request deletion of your personal data

To make a request, please contact us using the information on this website.

We take reasonable steps to protect your information, but no method of transmission over the internet is completely secure.

If you have any questions about this Privacy Policy or how your data is handled, you can contact:

Caitlin Porter
Through the contact form on this website or at porter.caitlin090@gmail.com