Get in touch
Fast bookkeeping inquiry response within 24 hours.
24 hrs
max response time
15 min
introductory call
100%
tax ready records
Common Questions
Everything you need to know before onboarding
Clear answers regarding our software integration speed, document security protocols, and setup timelines.
Compatibility
Speed
Security
Software compatibility
Rapid onboarding
Document security
We seamlessly integrate with QuickBooks Online and standard banking feeds to minimize any operational disruption.
Most small business accounts are fully reconciled, categorized, and tax ready within the first fourteen days of partnership.
All financial records and communications are encrypted using bank grade security protocols to protect your sensitive data.
Direct Intake
Fill out the intake form to schedule your introductory call. We review your current bookkeeping requirements with zero obligation.
Matthew Levy Bookkeeping Messaging Privacy Policy
Matthew Levy Bookkeeping (doing business as Matthew Levy Bookkeeping) ("we," "us," "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how Matthew Levy Bookkeeping collects and uses information about you when you opt-in to receive SMS messages from us.
Data We Collect
When you opt-in to receive SMS messages, we collect:
• Your name
• Your phone number
• Consent to send SMS messages
How We Use Your Data
We use your information to:
• Operate our business
• Send you the SMS messages you've opted in to receive
Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Program Terms and Conditions
1. The messaging program may consist of general customer care messaging to answer questions and provide support to customers, and/or marketing messaging that include discount codes, special deals or texts promoting our products/services, depending on which programs(s) you opt in to. We will only send content you have explicitly signed up to receive via our opt-in process. Messages will be sent from (888) 540-9870.
2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at Support@matthewlevybookkeeping.com.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy details contained in the rest of this page or contact us at Support@matthewlevybookkeeping.com