AG Bookkeeping Services LLC – Bookkeeping Policies and Procedures
Last Updated: September 19, 2025
At AG Bookkeeping Services LLC, we are committed to offering transparent, ethical, and professional financial services. This page outlines our bookkeeping policies and procedures as well as our bookkeeping privacy policy to ensure accuracy, compliance, and trust in every client interaction.
Purpose
The goal of our bookkeeping policies and procedures is to:
- Deliver consistent, accurate financial reporting
- Safeguard client confidentiality under our bookkeeping privacy policy
- Ensure compliance with federal, state, and accounting regulations
- Provide clear expectations for our team and our clients
Scope
This policy applies to:
- All AG Bookkeeping Services LLC staff and contractors
- All clients utilizing our bookkeeping, tax, and advisory services
- Third-party accounting software and vendors
Code of Ethics and Professional Conduct
Our bookkeeping policies and procedures ensure every team member follows these core principles:
- Integrity: Honest and transparent financial practices
- Confidentiality: Strict adherence to our bookkeeping privacy policy
- Professionalism: Prompt, respectful communication with clients
- Compliance: Following all federal, state, and industry regulations
Service Standards
We guarantee quality through our standardized bookkeeping policies and procedures, which include:
- Accurate transaction recording and monthly reconciliations
- Comprehensive financial reporting for decision-making
- On-time support for tax preparation and filing
- Proactive communication to prevent compliance issues
Client Responsibilities
To maintain efficiency under our bookkeeping policies and procedures, clients must:
- Provide timely financial documents and information
- Communicate changes in business or financial structure promptly
- Review and approve reports as required
Bookkeeping Privacy Policy
AG Bookkeeping Services LLC takes data security seriously. Under our bookkeeping privacy policy, we:
- Use encrypted, cloud-based accounting systems
- Limit access to sensitive information based on job roles
- Regularly review and update security protocols
- Require signed confidentiality agreements from employees and contractors
Payment and Billing Policy
- Services are billed monthly or per project as agreed in the client contract
- Late payments may incur additional fees outlined in the agreement
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Work commences only after agreements are signed and initial deposits are made
Compliance with Regulations
Our bookkeeping policies and procedures align with:
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- Generally Accepted Accounting Principles (GAAP)
- IRS and state tax requirements
- Federal and state privacy laws
Conflict of Interest
All team members must disclose any potential conflicts to maintain transparency and independence.
Termination of Services
Either party may terminate services in writing, following the terms outlined in the client agreement. Outstanding balances must be paid before final deliverables are released.
Policy Updates
AG Bookkeeping Services LLC may revise our bookkeeping policies and procedures or bookkeeping privacy policy as needed. Clients will be informed of significant updates promptly.