Right Track Bookkeeping Solutions

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What about us

Confidentiality Agreement

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. Right Track Bookkeeping Solutions

What about us?

                      Background:  I starded my professional life as a College professor, teaching Commercial Law and Economics. To finance

                                                 my college years,[ 1961 bachelor degree, major in accounting and Commercial law, minor in mathematics] I worked part-time 

                                                 as a bookkeeper for a construction Company where I must say, I learned more of the real world

                                                 I switched to Accounting  for International Companies until Family life became more important than career.

                                                 To synchronize my financial needs with my Family life, I turned to Self Employment until retirement in 2001.

                                                 The adjustement to retirement was pretty difficult and I started working during the Tax season for H&R Block and Jackson Hewitt, 

                                                 but I missed my columns of numbers and the contact with my clients.

                                                 My Husband John, is my best source of information when it comes to money. He was a Broker and Financial Planer for one of

                                                 the big brokerage firm and he can tell me in a split second what is the best infrastructure for a business.

 

                         Our policies: Our goal is to be the best tool you can use for your business! 

                                                Our rates- due to a low overhead- will be affordable to all. For each and every client we will offer the best quality of services:

                                                                             - efficiency

                                                                             - due diligence 

                                                                             - compliance with regulations and datelines - we want to keep your business on the right track-

                                                                             - confidentiality - The information you provide us will be used only for the purpose to do your  bookkeeping  and taxes.

                                                There will  not be any third party between You and us. All communications - e-mail, phone, fax - will carry a code unique to each of you

                                                and must appear in each and every document. So, you will not have to repeat personal information every time-

                                                A simple "Bookkeeping and Tax Service Confidentiality agreement" will be signed by both the client and ourselves and will not be

                                                transferred to any other companies except at the "in writting request" of the client.

 

                                 Documents:  Your documents will be pick-up, drop-off, delivered on a regular basis - at your convenience and to satisfy your needs-

                                                A check list of necessary documents  will be supplied to you. The documents will be returned to you after use.

                                                Each file is back-up individually on a portable travel-drive: