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Code Of Ethics

 

Introduction

Last Updated: 12-18-2024

Bookkeeping is a sensitive profession. We as bookkeepers deal with a lot of personal and financial data. As such, we must abide by a code of ethics. These pillars help guide us in our obligations to our clients.

 

1. Honesty and Integrity 

We must conduct ourselves with honesty and integrity. This means we have to be honest with our clients, and anyone else we work with. Owning any mistakes we made is a huge part of this. Where integrity is involved, we have to do what is ethical, even if we know that no other agency will find out. 

 

2. Objectivity

We must not let any personal bias get in the way of what's best for the client. We must not engage in activities that are in direct conflict with the client. We must be impartial when it comes to serving our client’s and the public’s interests.

 

3. Confidentiality 

We must protect client information and keep it confidential. In addition to this, we may not use any proprietary information learned from our clients for any personal gain.

 

4. Professionalism 

We need to ensure we are professionally competent in the tasks that we undertake. This means that we have not only have the qualifications, but also the experience, and that our knowledge is up-to-date. We must also respect the profession itself, and not damage our own credibility. 

 

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