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All services are designed for startups and small business owners seeking non-attest bookkeeping support. To get started, To get started, a completed Client Application is required. Please note that submitting an application does not guarantee acceptance, as I only take on a limited number of clients at a time to ensure personalized, high-quality service.
EXTENDED TO 10/31/25. This is a limited, one-time service for New Clients Only - Client Application Required.
EXTENDED TO 10/31/25 - This is a limited, one-time service for New Clients Only - Client Application Required.
Mark Twain
Important Note:
My services are designed to support your business through clear organization, accurate transaction tracking, and practical workflow guidance. I do not offer tax preparation, legal advice, or financial planning services, and I am not a CPA, Enrolled Agent, or licensed accountant. All recommendations are for informational purposes only and should be reviewed with a licensed professional before making compliance or tax decisions.
Catch-Up Bookkeeping Services
These services include standard transaction categorization, reconciliations, and summary-level financial reporting. They do not include tax filing, audit preparation, assurance work, or forensic bookkeeping.
QuickBooks Online Assessments
Assessments are based on a summary-level review of your QBO file. Recommendations are intended to improve clarity and workflow but should not be relied upon for compliance or tax decisions without consultation from a licensed professional.
Promotional Pricing
Rates listed are promotional, available for a limited time, and apply to new clients only. Availability is limited and subject to change without notice.
Privacy Policy
Effective Date: May 2025
At Floating Magnolia Bookkeeping Services LLC, we respect your privacy and are committed to protecting your personal information.
Information We Collect
We may collect personal information such as your name, email address, business details, and any other information you provide when you fill out forms, contact us, or use our services.
How We Use Your Information
We use your information to:
How We Protect Your Information
Your information is stored securely and only accessible to authorized personnel. We do not sell or share your personal data with third parties, except as necessary to deliver our services or when required by law.
Third-Party Services
We may use trusted third-party services (such as QuickBooks Online, cloud storage providers, or email services) to help deliver our bookkeeping services. These providers have their own privacy policies and are responsible for protecting your data accordingly.
Your Rights
You have the right to:
To exercise these rights, please contact us at: hello@floatingmagnolia.com
Changes to This Policy
We may update this policy occasionally. Any changes will be posted here with a new effective date.
If you have questions about this privacy policy, please contact: Floating Magnolia Bookkeeping Services LLC at hello@floatingmagnolia.com
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