Privacy Policy & Terms of Use

Welcome to Bottom Line, the only mobile office with a live bookkeeper and tax professional .

The site is owned and managed by Bookkeeper Daily, a Nevada Corporation, and we are committed to helping small businesses and high net worth individuals manage their businesses and portfolios cost effectively. We are equally committed to protecting our Client's privacy.

Under federal law, we are required to give you this privacy notice. It describes our privacy policy and practices concerning the business and/or personal information we collect and disclose about our Clients. It also includes information about the parties who receive personal and sometimes nonpublic information from us as we conduct our club business.

If after reading this notice you have questions, please contact us at 888.548.7102; or at This email address is being protected from spambots. You need JavaScript enabled to view it. .

Information We Collect About You

We collect nonpublic business and/or personal information about you from the following sources:

  • Information we receive from you on your sign-up questionnaire, follow-up interviews and other documents you provide us.
  • Information about your conversations and transactions regarding your finances, bookkeeping and taxes.

We do not share any of the information we collect, as described above, except as required to set-up your mobile and desktop platforms and provide the bookkeeping and assistant services you have enrolled in.

Disclosure of Information to Parties That Provide Services to Us

In order to fulfill our obligations as a bookkeeper and tax professional, we may disclose some of the information collected, as described above, to partners that perform specific services on our behalf.

To protect our Clients' privacy, we only work with partners that have contractually agreed to maintain extremely strong confidentiality protections and limit the use of information we provide. We do not permit these partners or companies to sell the information we provide to other third parties. At no time do any of these parties have access to your secure login information.

Disclosure of Information about Former Clients

If you terminate your relationship with Bottom Line, we will not share information we have collected about you or your business except as required by law.

How We Protect Your Information

We restrict access to nonpublic personal and confidential business information about you to those Bottom Line employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

All of our bookkeepers and tax professionals have successfully passed a background check, drug testing, and compliance training; and all of the Bottom Line bookkeepers and tax professionals are fully bonded.

What Clients Can Do to Help

We are committed to protecting the privacy of our Clients, but Clients can help by following these simple guidelines:

  • Protect your account numbers, PINs (personal identification numbers) or passwords.
  • Keep your information with us current. If your address or phone number changes, please let us know.
  • It is important that we have current information on how to reach you. If we detect potentially fraudulent or unauthorized activity or use of an account, we will attempt to contact you immediately.
  • Let us know if you have questions. Please do not hesitate to call us - we are here to serve you!

Right to Change This Privacy Policy

Bottom Line reserves the right to change this Privacy Policy at any time. If you continue to use this web site, we ask that you periodically review this page to insure that you are familiar with the most current version of our Privacy Policy.

Terms of Use

We have set out below certain Terms of Use which govern your use of the Bottom Line web site. Please read this Terms of Use statement carefully before using this site or opening an account. Please note that you use of this site constitutes your agreement to these Terms of Use and our Privacy Policy.

Bottom Line reserves the right, in its sole discretion, to modify, alter, or otherwise change these Terms of Use at any time with or without notice. Please review the Terms of Use statement periodically for changes. Your use of the site constitutes your acceptance and agreement to be bound by these changes without limitation, qualification or change. If at any time you determine that you do not accept these changes, you must immediately discontinue use of the site.

Disclaimer of Warranties

Although Bottom Line attempts to provide accurate information, we do not guarantee the accuracy of information found on the site. Your reliance on information found on the site is at your own risk.

The site, and all its contents, is provided to you "as is," without warranty of any kind, either express or implied except as it relates to the 72 Hour Satisfaction Guarantee. We make no other representations, express or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, title, non-infringement of the rights of third parties, data accuracy, systems integration, or quiet enjoyment.

Bottom Line does not warrant or make any representations regarding the use or the results of the use of the materials in this site in terms of their timeliness, correctness, accuracy, reliability, or otherwise. While we make reasonable efforts to provide accurate and timely information, you should not assume that the information provided is always up to date or that this site contains all the relevant information available. We assume no obligation to verify or maintain the currency of any information provided on the site.

Limitation of Liability

Under no circumstances will Bottom Line or any supplier involved in creating this site and its contents be liable for any damages or injury, including direct, indirect, incidental, special, consequential, punitive, or other damages resulting from any circumstance involving this site or its content (including but not limited to damages or delay in operation or transmission, breach of security, line failure, defamatory, offensive or illegal conduct of any user of this site, or computer virus, worm, Trojan Horse or other harmful component), even if you have advised us in advance of the possibility of such damage.

Use of Intellectual Property

The site, and all of its contents, including but not limited to articles, other text, photographs, images, illustrations, graphics, video material, audio material, software, Bottom Line logos, titles, characters, names, and button icons (collectively the "intellectual property"), are protected by copyright, trademark and other laws of the United States, as well as international conventions and the laws of other countries. The intellectual property is owned or controlled by the Bookkeeper Daily, a Nevada Corporation, or by other parties that have provided rights thereto to Bottom Line. No portion of this site may be reproduced, duplicated, copied, sold, or otherwise exploited for any commercial purpose that is not expressly permitted in writing by an officer of Bookkeeper Daily.

You may browse through the site and occasionally download or print small amounts of material appearing on the site that are of personal or business interest to you use. You must keep intact all copyright, trademark and other notices contained in your personal copies. You may not reproduce or allow others to reproduce your personal copies of downloaded materials, nor may you make them available electronically. You may not save or archive a significant portion of the material appearing on the site. You may not attempt to alter or modify the content posted on the site. Except as expressly set forth in this paragraph, you may not copy, download, display, distribute, publish, enter into a database, perform, modify, create derivative works, transmit, post, decompile, reverse engineer, disassemble or in any way exploit any of our intellectual property or the site itself.

Other trademarks, service marks, product names, and company names or logos appearing on the site that are not owned by Bottom Line may not be used without express permission from their owners.

Proper Use of Our Site

You may not use this site for any purpose that is unlawful or prohibited by this Terms of Use statement, or cause damage on or through the site. You promise that none of your communications with or through the site will violate any applicable local, state, national or international law. Your access to the site may be terminated immediately by Bottom Line at our sole discretion, with or without notice, if you fail to comply with any provision of this Terms of Use statement.

Modification and Termination

Bottom Line reserves the right, in its sole discretion, to modify, suspend, or terminate the site and/or any portion thereof at any time for any reason with or without notice to you. Bottom Line shall not be liable to you or any third party for any termination of your access to the site.


You agree to indemnify, defend, and hold harmless Bottom Line, its subsidiaries, suppliers, agents, officers, directors and employees from and against any and all claims, actions, demands, liabilities, costs and expenses, including, without limitation, reasonable attorneys' fees, resulting from your use of the Site in a manner that violates or is alleged to violate these Terms of Use, any applicable law, or any warranty you provide herein, or otherwise arising in any way out of your use of the Site. Bottom Line reserves the right to take exclusive control and defense of any such claim otherwise subject to indemnification by you, in which event you will cooperate fully with Bottom Line in asserting any available defenses.

Links and Frames

The site may contain links to web sites operated by third parties and may also provide third party content on our site by "framing" or other methods. We do not monitor or control the content of any linked or framed sites and makes no representations regarding, and is not liable or responsible for, the accuracy, completeness, timeliness, reliability or availability of any of the content uploaded, displayed, or distributed, or products or services available at these sites. If you choose to access any third party site or rely on information found within third party content appearing on this site, you do so at your own risk. The presence of a link to a third party site does not constitute or imply our endorsement, sponsorship, or recommendation of the third party or of the content, products or services contained on, or available through, the site.

Feedback and Submissions

Except as described below in this site's Privacy Policy, any material, information or ideas you submit to this site will be deemed a grant of a royalty free, exclusive, sub licensable (through multiple tiers) right and license to use, reproduce, cache, modify, display, publicly perform, transmit, adapt, publish, translate, create derivative works from and distribute these materials throughout the universe in any medium and through any methods of distribution, transmission and display whether now known or hereafter devised. In addition, you warrant that all publicity rights and so-called "moral rights" have been waived. If any court determines that Bottom Line does not retain exclusive ownership of any such material, information, or ideas, then Bottom Line retains a non-exclusive license to use them.

Satisfaction Guarantee

If for any reason, you decide not to deploy Bottom Line within 72 hours of submitting your Sign-up Questionnaire, we will refund 100% of your deposit with no questions asked. Thereafter, Clients must follow the rules set forth in the Cancellation Policy below.

Cancellation Policy

You have the option to cancel or terminate your agreement at any time with Bottom Line with 30 days written notice pursuant to the payment of the fees as set forth in the Client Service Agreement through the cancellation date, we will collect and package all of data and ship it by overnight courier service or deliver it over the internet in in a compatible digital format of your choice in one business day.