Levity · Bookkeeping — Legal
Privacy · Terms · SMS

Privacy & Terms.

How CLW Solutions LLC d/b/a Levity Bookkeeping collects, uses, and protects your information.

01Legal
Privacy · Terms · SMS

Privacy Policy

CLW Solutions LLC d/b/a Levity Bookkeeping · Last updated: 07/20/2026

CLW Solutions LLC d/b/a Levity Bookkeeping respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you interact with our website www.levitybookkeeping.com and services.

1. Data Collection

We collect personal information that you provide directly to us.

Personal information we collect
  • Name, phone number, and email address.
  • Details about your business, bookkeeping needs, and financial records shared for service delivery.
  • Your mobile number if you consent to receive SMS updates. This information will never be shared or sold.
  • Browser type, IP address, and website interactions for analytics and site optimization.
Purpose of collection
  • To provide bookkeeping and accounting services.
  • To communicate with you regarding appointments, project updates, or client support.
  • To ensure the security of our website and protect against fraud.

2. How We Protect Your Data

We do not sell, rent, or transfer consumer personal data to external organizations except as required to deliver our services or comply with law. We also maintain administrative, technical, and access controls to prevent unauthorized use or disclosure of user data, including limited access to personal information on a need-to-know basis, secure professional communication channels, and ongoing assessment of our data handling practices. We do not transfer consumer personal data to any external organizations under any circumstances, except where strictly required by law.

3. Sharing Personal Information

We share your personal information only with service providers strictly necessary for business operations, such as accounting software platforms used to deliver bookkeeping services. Any service providers we work with do not have access to SMS consent or opt-in data under any circumstances. We do not sell, rent, or share your personal information, including mobile information, with third parties for marketing or promotional purposes without your explicit consent. No mobile opt-in information will be shared with any third parties. All categories of data sharing described in this policy exclude text messaging originator opt-in data and consent.

4. SMS Messaging

If you consent to receive SMS messages from CLW Solutions LLC d/b/a Levity Bookkeeping by submitting our contact form with the SMS opt-in option selected, you may receive informational and conversational messages related to bookkeeping and accounting services, appointment scheduling and discovery calls, and client support and project updates. Message frequency varies based on communication needs. Message and data rates may apply. Reply STOP or CANCEL to opt out at any time. Reply HELP for assistance or contact us at hello@levitybookkeeping.com.

5. Data Retention

We retain personal data for as long as necessary to provide services or comply with legal obligations. You may request deletion of your personal data by contacting us at hello@levitybookkeeping.com.

6. Your Rights

You have the right to access, correct, or request deletion of your personal data at any time. To exercise these rights, please contact us directly. Requests will be processed within a reasonable timeframe.

7. Changes to This Policy

We may update this Privacy Policy periodically. Any significant changes will be noted with an updated Last Updated date on this page.

8. Contact Us

If you have questions about this policy or our SMS program, contact CLW Solutions LLC d/b/a Levity Bookkeeping at hello@levitybookkeeping.com or (920) 768-6373.


Terms of Service

CLW Solutions LLC d/b/a Levity Bookkeeping · Last updated: 07/20/2026

Acceptance of Terms

By accessing or using the services provided by CLW Solutions LLC d/b/a Levity Bookkeeping (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Service. If you do not agree to these Terms, do not use our services.

Services

CLW Solutions LLC d/b/a Levity Bookkeeping provides professional bookkeeping and accounting services. Services are subject to availability and may change without prior notice.

Payment & Pricing

All prices are subject to change without notice. Payment terms will be outlined in your individual service agreement. A deposit or retainer may be required for certain engagements.

Cancellation & Rescheduling

Cancellations of scheduled appointments must be made at least 24 hours in advance. We reserve the right to reschedule or discontinue services due to unforeseen circumstances.

Confidentiality

All client financial information shared with CLW Solutions LLC d/b/a Levity Bookkeeping is treated as strictly confidential. We do not share your financial data with any third parties except as required to deliver agreed-upon services or comply with applicable law.

Limitation of Liability

To the fullest extent permitted by law, CLW Solutions LLC d/b/a Levity Bookkeeping is not liable for any indirect, incidental, special, or consequential damages arising from the use of our services.

Privacy Policy

We collect and use customer information in accordance with our Privacy Policy, available at levitybookkeeping.com/#privacy. We do not sell or share customer data with third parties without consent.

SMS Messaging Terms

By submitting our contact form with the SMS opt-in option selected, you consent to receive informational and conversational text messages from CLW Solutions LLC d/b/a Levity Bookkeeping related to bookkeeping services, appointment scheduling, client support, and project updates. Message and data rates may apply. Message frequency varies based on communication needs. To get help, reply HELP or contact CLW Solutions LLC d/b/a Levity Bookkeeping at hello@levitybookkeeping.com or (920) 768-6373. To opt out, reply STOP or CANCEL. After unsubscribing, you will receive a final SMS confirming you have been unsubscribed and will receive no further messages.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Wisconsin. Any disputes shall be resolved in the courts of Wisconsin.

Changes to Terms

We reserve the right to modify these Terms at any time. Continued use of our services constitutes acceptance of any changes. Significant changes will be noted with an updated Last Updated date on this page.

Contact Us

CLW Solutions LLC d/b/a Levity Bookkeeping
hello@levitybookkeeping.com
(920) 768-6373