Privacy Policy

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OVERVIEW

The Bottom Line CPA is committed to protecting your privacy online. This Privacy Policy describes the personal information we collect through this website at www.thebottomlinecpa.com, members.thebottomlinecpa.com, www.thebttmline.com or theprofitpath.net and any other subdomains thereof (the “Sites”), and how we collect and use that information.

The terms “we,” “us,” and “our” refers to The Bottom Line CPA. The terms “user,” “you,” and “your” refer to site visitors, customers, and any other users of the site.

The term “personal information” is defined as information that you voluntarily provide to us that personally identifies you and/or your contact information, such as your name, phone number, and email address.

On thebottomlinecpa.com, thebttmline.com, members.thebottomlinecpa.com, and/or theprofitpath.net and any subdomains thereof, we provide accounting, tax, payroll, consulting, strategic planning, training, education, and other financial or business information to online entrepreneurs and retailers delivered via blog, email, live events including webinars and screencasts about accounting, tax, financial, and business matters affecting their online or ecommerce business along with a variety of professional services available for hire, coaching programs and/or digital accounting, tax, financial, and business resources available for purchase (the “Service”).

Use of The Bottom Line CPA, including all materials presented herein and all online services provided by The Bottom Line CPA, is subject to the following Privacy Policy. This Privacy Policy applies to all site visitors, customers, and all other users of the site.

By using the Site or Service, you agree to this Privacy Policy, without modification, and acknowledge reading it.

INFORMATION WE COLLECT

This Site only collects the personal information you voluntarily provide to us during normal interaction on the website or during a processed transaction, which may include the following to fulfill free or paid product, program, and/or service orders:

  • Your name, address, email address and phone number. This information is shared with our e-commerce software providers to ensure the delivery of your order. We use your email to communicate with you about your service and/or product order and to manage our customer relationship with you.  When you place an order you may be added to our mailing list from which you can unsubscribe at any time using the unsubscribe link in each email or by contacting us at hello@theprofitpath.net.
  • Your payment information. We collect payment information for each order but we do not store payment information on our servers. Your payment information is securely communicated to and processed via our e-commerce software providers.
  • All personal information collected for an order is used for the fulfillment of that order and to manage our customer relationship with you.
  • Your first name and email address in order to subscribe to our mailing list;
  • Your name, email address and website link in order to post a comment on our Site;
  • Your first name, email address and phone number in order to schedule a Discovery session;
  • Your full name, email address, phone, website, company name and message in order to contact us via our contact form.

The information you provide is used to meet contractual service obligations, process transactions, complete product orders, send periodic emails, and improve the service we provide.

We do share your information with trusted third parties who assist us in operating our website, conducting our business and servicing clients and visitors. These trusted third parties agree to keep this information confidential. Your personal information will never be shared with unrelated third parties.

ACTIVITY

We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information.

We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information in the aggregate to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.

COOKIES

We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site.

We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.

THIRD PARTY LINKS

The Site may contain links to third party websites. Except as otherwise discussed in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you on our Site.

Other sites accessible through our site via links or otherwise have their own policies in regard to privacy. We are not responsible for the privacy policies or practices of third parties.

SECURITY

We maintain security measures to protect your personal information from unauthorized access, misuse, or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure.

While we make every effort to protect your personal information shared with us through our Site, you acknowledge that the personal information you voluntarily share with us through this Site could be accessed or tampered with by a third party.

You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.

CHILDREN

To access or use the Site, you must be 18 years old or older and have the requisite power and authority to enter into this Privacy Policy. Children under the age of 18 are prohibited from using the Site.

UPDATING YOUR INFORMATION

You may access and correct your personal information and privacy preferences by contacting us via email at hello@theprofitpath.net.  

CHANGES TO THIS POLICY

You acknowledge and agree that it is your responsibility to review this Site and this Policy periodically and to be aware of any modifications. We will notify you of any changes to this privacy policy by posting those changes on this page.

VISITOR’S GDPR RIGHTS

If you are within the European Union, you are entitled to certain information and have certain rights under the General Data Protection Regulation. Those rights include:

We will retain the any information you choose to provide to us until the earlier of:

(a) you asking us to delete the information,

(b) our decision to cease using our existing data providers, or

(c) the Company decides that the value in retaining the data is outweighed by the costs of retaining it.

You have the right to request access to your data that the Company stores and the rights to either rectify or erase your personal data.

You have the right to seek restrictions on the processing of your data.

You have the right to object to the processing of your data and the right to the portability of your data.

To exercise these rights please email us via hello@theprofitpath.net.

To the extent that you provided consent to the Company’s processing of your personal data, you have the right to withdraw that consent at any time, without affecting the lawfulness of processing based upon consent that occurred prior to your withdrawal of consent.

You have the right to lodge a complaint with a supervisory authority that has jurisdiction over issues related to the General Data Protection Regulation.

We require only the information that is reasonably required to enter into a contract with you. We will not require you to provide consent for any unnecessary processing as a condition of entering into a contract with us.

CONTACT

The Company welcomes your questions or comments regarding the Privacy Policy:

Attn: Notices for The Profit Path™
Rock Solid Concepts, LLC dba The Bottom Line CPA
11124 Kingston Pike, Ste. 119-326
Knoxville, TN 37934
Email Address: hello@theprofitpath.net

Revised and Updated eff Nov 1 2018

© 2018 | The Bottom Line CPA. All Rights Reserved. | Privacy Policy | Terms & Conditions | Disclaimers | Website Development

PAYMENT PLAN

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SINGLE PAYMENT

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Email support when you really need it.

It’s important to us that you are SUCCESSFUL in completing all phases of The Profit Path™. The growth of your profit, pay, and play depends on it!

We don’t want you to feel stuck with no reliable place to go for answers. When you have general support, business, and tax questions, need some tech help, or just a good ol’ Southern pep talk (truth in love anyone?) — email us — seriously! We are here for you. With The Profit Path™ Lite membership, you get limited email support of up to 3 to 5 emails a month.

Our goal is to respond to all messages within 1-2 business days. This timeline might expand during peak seasons, but serving you with help you need when you need it is important to us. Best of all, no fee for the email support, it’s built right into your program!

Now — one final thought is that not EVERY question you may ask can be handled by our team or is appropriate for email. We’ll answer what we can and guide you on other services you may need to explore your issues further. This is largely related to business entities, unique sales tax questions, tax returns or analysis and personal profit strategy convos.

It’s important to set the right expectations from the start. Marilyn is always sharing how success and understanding is all in the expectation! 😉

Profit Path Lite

a unique program designed to reduce financial overwhelm
for the Dreamers, Starters, and DIYers of the Online Business World

MONTHLY OPTION

$47

per month

12 Monthly Payments – $497 One-Time Setup Fee Applies

Xero Standard Account (?) – $30 monthly value


Expert Account Creation Setup (?) – $197 value


Step-by-Step Video Onboarding (?) – $497 value


Limited Email Support (?) – $75 monthly value


Reserved Seating for Tax Prep? (?) – additional fees apply

ANNUAL OPTION

$897

per year

One-Time Payment – Setup Fee Waived

Xero Standard Account (?) – $30 monthly value


Expert Account Creation Setup (?) – $197 value


Step-by-Step Video Onboarding (?) – $497 value


Limited Email Support (?) – $75 monthly value


Reserved Seating for Tax Prep? (?) – additional fees apply

Full Access to Exclusive TBL Tools + Deals

This is actually a benefit we offer to The Profit Path™ Membership community, but it’s so vital to your long-term success the right tools come in at the right price we had to share them as part of The Profit Path™ Program.

We have TBL Exclusive deals with:

  • Xero
  • A2X
  • Hubdoc
  • Gusto
  • More to follow…..
Full Access to Downloadable Resources

Downloadable resources are common with online courses and programs.  We’re gonna make sure they are there and easy to find, even make that list of resources grow over time.  

You’ll always have access to these resources, both old and new, for your expressed and exclusive use.  Future plans are to build a section that is just a library to explore over just finding it when you move through the learn-and-do modules  

Full Access to Program Bonus Content

Bonuses are common with online courses and programs.  Depending on when you get in depends on which bonuses you get or not.  We’re gonna break the rules a bit and give bonus content as often as we can produce or it is needed for everyone in the program.  

Expert Xero Account Setup How-To Videos

Getting to Know Xero (Module 2) is one thing, but making sure that Xero is optimized and set up “smart” from the start is an entirely different thing.

We’ve tailored this experience to serve the eCommerce and Online Business owner to get more out of Xero.  There’s nothing worse than using 10-20% of a tool. Since Xero is the #1 financial tool for you, we gotta make sure we start off well.

Some examples of our expert setup includes:

  • Select a custom chart of accounts that is import-ready to best meet your needs.
  • Getting a folder structure in place within Xero Files for “vault-worthy” documents.
  • Exploring best practice setup for Contacts, Bank Rules, and more.

PS – Even if you already have and are using Xero, this is a learn-and-do you can still use to improve your current Xero setup.  

Or, not on Xero and don’t plan to use Xero?  

Take what you learn here and DO where you prefer. Or….. make the leap to Xero.  🙂

Lifetime Program Access with Upgrades

Yes.  Or, as much as anyone could guarantee “lifetime”.  🙂

We’ve been around since 1996 and have no plans to retire soon —- so this is a program you can count on having the resources you need to start, build, and grow your eCommerce or Online Business.

And yes to the upgrades!

When we update a video within a module or an entire module, you’ll get the update.  When we add bonuses, you’ll get those too. This is part of your full and lifetime access rights to The Profit Path™ Program.  Crazy, right? #CrazyGood

Another tool? Why ReceiptBank?

Yes, one more tool is a must! ReceiptBank rounds off our tech stack by helping you carve out receipts for exception and asset purchases, cash spending, and those fine expense details you’re always scrambling for in order to complete the Personal side of your tax return come tax season.

Xero + Hubdoc + ReceiptBank = SWEET SYSTEMS SUCCESS!

What is Hubdoc?

Hubdoc is THE best tool to bulletproof your business in the event of an audit. Backup documentation is critical when running a small business and Hubdoc helps put all your financial docs in one place, automatically.

You can connect most of your online accounts like banks, credit cards, and PayPal —- not to mention other popular websites like Amazon Seller Central, Walmart.com, Infusionsoft, etc. The list of connected accounts grows by the day!

Instant Access to The Profit Path™ Program

Instant means instant.  

Your access to the program will be given once your enrollment is completed.  Make sure to check your email for those login credentials. This is how you gain access to your program portal!

If there is any content that is in the process of an overhaul or upgrade, the projected release date will be identified within that module or section of the module.  

Our goal is to minimize any inconvenience related to content and those updates so you are free to learn and do at your own pace on your own time.  

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