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New Client Forms

Download, fill out and attach our client information form below so we can prepare for your appointment.

Client Info Form (pdf)

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We know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs, and concerns, and we will give you a free quote on regular or one-time bookkeeping services. 

PDL Professional Services

Phone: 470-387-0386 Email: phoebe@pdlproservices.com

Business Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

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Privacy Policy

1. Introduction
At PDL Professional Services, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data, including the collection of phone numbers for marketing purposes, in compliance with the Telephone Consumer Protection Act (TCPA), and other applicable laws.

2. Information We Collect
We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, and postal address.
  • Account Information: Usernames, passwords, and other details you provide to create an account with us.
  • Usage Data: Information about how you interact with our website, products, and services, including IP addresses, browser types, and access times.

3. Consent to Receive Text Messages and Phone Calls
By providing your phone number on our website or through our services, you consent to receive communications from us via text message (SMS) or phone calls, including marketing calls and promotional messages. These messages may be made using automated dialing systems or prerecorded voices, and you understand that you are not required to provide this consent as a condition of purchasing any product or service from us.

  • You may opt out of receiving text messages at any time by replying with "STOP" to any message, or by contacting us directly at [Customer Service Phone Number or Email].
  • You may opt out of receiving phone calls by informing us directly through [Contact Information] or by following the provided opt-out instructions.

4. Use of Your Information
We use the information we collect from you for the following purposes:

  • To process orders and provide services you have requested.
  • To send you marketing and promotional content via email, SMS, or phone (with your consent).
  • To improve our website, products, and services based on user feedback and behavior.
  • To comply with legal obligations, including responding to requests from law enforcement.

5. Sharing of Information
We do not sell, rent, or lease your personal information to third parties. However, we may share your information in the following situations:

  • Service Providers: We may share your information with third-party service providers who assist with our operations, such as payment processing or customer support.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to legal requests.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

6. Security of Your Information
We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Your Choices
You have the following rights regarding your personal information:

  • Opt-out of Marketing Communications: You may opt out of receiving marketing calls, emails, and text messages by following the opt-out instructions in each message or contacting us directly.
  • Access and Correction: You may request access to the personal information we hold about you and request corrections or updates as necessary.
  • Data Deletion: You may request that we delete your personal information, subject to certain legal exceptions.

8. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.

9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the updated policy on our website and indicating the date of the latest revision.

10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

  • Email: info@pdlproservices.com
  • Phone: 470-387-0386
  • Mail: 2875 Lakewood Ave SW, A5 PMB 1120, Atlanta, GA 30315

PDL Professional Services

4703870386

Copyright © 2025 PDL Professional Services - All Rights Reserved.

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