About this policy
Assured Business Results LLC (ABR) provides bookkeeping, accounting, tax, and business advisory services to small-business clients. This Privacy Policy explains how we handle personal information through our website, client communications, SMS program, and professional services.
Information we collect
Depending on how you interact with ABR, we may collect:
- Contact information, such as your name, email address, phone number, and mailing address.
- Business information, such as your company name, role, service needs, and information about your business operations.
- Financial, accounting, payroll, and tax information or documents that you provide or authorize us to access for our services.
- Information you send through inquiries, web forms, email, meetings, or other communications, including appointment details and service requests.
- SMS records, including your mobile number, consent status, the date and method of your opt-in, the consent language presented, messages, and opt-out requests.
- Technical information associated with website access, such as IP address, browser and device information, pages requested, referral information, and access times.
How we use information
We use personal information to provide and administer bookkeeping, accounting, tax, payroll-related, and advisory services; respond to inquiries; communicate with clients; schedule appointments and meetings; request documents or information; send requested notifications and service updates; maintain business records; protect our services; and meet legal, tax, professional, and regulatory obligations. SMS use is limited to the purposes covered by your consent.
When we share information
We do not sell personal information.
We may share information as needed with service providers and software platforms that support our work, such as accounting, payroll, tax preparation, hosting, email, and document management providers. We may also disclose information to tax authorities or other agencies when authorized or required for filings, to your authorized representatives, or when required by law or valid legal process. We limit disclosures to the relevant purpose. The SMS-specific protections below govern mobile information and SMS opt-in data and consent, and are not overridden by these general sharing provisions.
SMS / Text Messaging
We use your mobile number and SMS consent records to send the informational messages you agree to receive, administer your preferences, and respond to requests. These may include client conversations and customer service, appointment and meeting reminders, document and information requests, and account and service notifications. Marketing messages require separate consent.
SMS consent is not shared with third parties.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
The only exception to these SMS nonsharing commitments is subcontractors that support the delivery of our messaging service, such as our SMS platform provider, RingCentral. They may process the information only to provide that support for ABR, and may not use it for their own marketing or promotional purposes. We do not sell, rent, or transfer your SMS consent.
Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Choosing not to receive SMS does not prevent you from requesting or receiving our services. Read our SMS Terms of Service for program details.
Website forms, calculators, and browser storage
The current website inquiry form prepares an email draft on your device. It does not submit your inquiry to ABR when the draft opens. You must send the email yourself. If you send it, your email provider and ABR process its contents, including any SMS consent choice included in the message. Calculator inputs are used locally within the page.
The site stores your language preference in your browser. Website software may also use cookies or similar browser storage for site functions and visit or referral information. You can manage or remove this information through your browser settings. Clearing site data also removes your saved language preference, and restricting browser storage may affect some functions.
Our hosting provider may process technical logs to deliver and protect the website. Fonts are requested from Google Fonts, which creates a connection from your browser to Google. External services and any client portal we activate have their own privacy policies and terms. Review them before providing information through those services.
Protecting confidential information
We use reasonable administrative, technical, and physical safeguards appropriate to the information we handle. No method of transmission or storage is completely secure. Request a secure upload link from ABR before sharing sensitive financial or tax documents. Do not send Social Security numbers, tax returns, account credentials, or other sensitive records through public web forms, text messages, or ordinary email.
How long we keep information
We retain personal information for as long as reasonably necessary to provide our services, maintain accurate records, comply with legal, tax, and professional recordkeeping obligations, resolve disputes, and enforce agreements. Retention periods depend on the information and the purpose for which it was collected. Consent and opt-out records may be retained to document your preferences and honor requests not to receive messages. We delete or de-identify information when it is no longer needed, subject to applicable retention requirements.
Your choices and requests
You may contact us to request access to, correction of, or deletion of your personal information, or to ask about our privacy practices. We may need to verify your identity before responding. We will consider your request under applicable law. Some information must be retained for legal, tax, professional, security, or recordkeeping reasons, and deletion may affect our ability to continue certain services. You can withdraw SMS consent by replying STOP to a message from our program or by contacting us. Withdrawing SMS consent does not withdraw consent to other services.
Updates to this policy
We may update this policy as our services or practices change. The date at the top identifies the current version. Material changes to an SMS program or its scope may require new consent before we send messages under the changed terms.
Contact us
For privacy questions or requests, contact:
Assured Business Results LLC
Oregon City, Oregon
Email: accounting@assuredbr.com
Support phone: 971-469-2824
SMS Terms of Service
Effective date and last updated: September 24, 2026.
These terms apply when you opt into the SMS program of Assured Business Results LLC (ABR).
Program description
The program provides client conversations and customer service, appointment and meeting reminders, document and information requests, and account and service notifications related to our bookkeeping, accounting, tax, and business advisory services. This consent covers informational messages. No marketing messages will be sent unless you separately agree to receive them. Consent to SMS is optional and is not a condition of purchasing or receiving services.
Our business SMS lines for this program are (971) 915-6891 and (971) 287-3788. RingCentral provides our messaging platform.
Opting in
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Assured Business Results LLC. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. See privacy policy at https://www.abrconsulting.net/privacy/. Message HELP for help. Reply STOP to any message to opt out.
Provide a mobile number you are authorized to use. For a web form, select the optional SMS consent checkbox and complete the stated submission process. Simply entering a phone number or opening an email draft does not enroll you.
Frequency and charges
Message frequency varies.
Message and data rates may apply.
Your wireless provider determines any applicable charges. Contact your provider for details about your plan.
How to opt out
To opt out at any time, text STOP.
After you text STOP, you will receive one confirmation message and no more messages from the program after that, unless you later provide new consent to receive them. You may also contact us to withdraw SMS consent.
Help and support
For assistance, text HELP or visit our website at https://www.abrconsulting.net/.
You can also email accounting@assuredbr.com or call 971-469-2824. This is our support phone number; reply to the number that sent your program message for SMS keyword requests.
Privacy and terms
Visit https://www.abrconsulting.net/privacy/ for our Privacy Policy and https://www.abrconsulting.net/privacy/#sms-terms for our Terms of Service.
Message delivery
Carriers are not liable for delayed or undelivered messages.
Message delivery depends on your wireless service and network availability. Do not use SMS to send confidential financial or tax documents, account credentials, or Social Security numbers. Contact ABR for a secure upload method.