As a notary public and administrative/business support provider, I will provide the following services, as requested and agreed upon:

Notary Services

• General notary services in accordance with Florida law

• Identity verification and witnessing of signatures

• Completion of notarial certificates (as selected by the client)

• Mobile notary services, if applicable and agreed upon in advance

I do not provide legal advice, document interpretation, or select certificates on behalf of clients.

Administrative / Business Support Services

Non-legal administrative and business support services may include, but are not limited to:

• Document organization and formatting

• Form assistance (client provides all information and direction)

• Email and correspondence support

• Scheduling and basic administrative coordination

• General clerical and virtual support tasks as agreed upon

One-Time Business Startup Support (Project-based)

• Assistance organizing information for business registration

• Support navigating registration platforms (such as Sunbiz)

• Preparing and organizing startup documents

• Submission of filings as directed by the client.

• Branding support, including business descriptions, basic brand setup, and coordination of branding materials

• Assistance organizing, formatting, and completing agreements or templates provided or selected by the client

• Preparing documents for electronic signature or submission

This service is administrative support only and does not include legal advice, legal drafting or representation.

Light Bookkeeping (Limited Scope)

Light bookkeeping services may be provided on a limited basis and are restricted to:

• Recording and categorizing transactions provided by the client

• Maintaining basic financial records for internal tracking

• Organizing receipts and expense documentation

Light bookkeeping services do not include accounting, payroll, tax preparation, financial analysis, or advisory services. All financial decisions remain the responsibility of the client

To maintain clarity and compliance, Lumera does NOT provide:

• Legal advice or legal document preparation

• Interpretation of legal or financial documents

• Selection of notarial certificates for clients

• Payroll processing or payroll setup

• Sales tax or income tax filing

• Financial, compliance, or CFO advisory services

• Audit assistance or representation

If these services are required, the client is responsible for obtaining them from a qualified professional.

The client agrees to:

• Provide accurate, complete, and timely information necessary for the requested services

• Ensure all documents and information provided are truthful and current

• Review completed work and notify Lumera of any questions or concerns in a timely manner

• Maintain access to any systems, documents, or platforms required for agreed-upon administrative or light bookkeeping support

• Remain responsible for all business, financial, and legal decisions

Confidentiality and Data Collection

Lumera BS may have access to confidential business or financial information in the course of providing services. I understand the importance of confidentiality and agree to maintain the confidentiality of all non-public client information.

Lumera BS will not disclose client information to any third party without prior written consent, except as required by law. Reasonable measures will be taken to protect client data and information.

Term & Cancellation

Services may be provided on either a month-to-month basis or as a one-time service, depending on the scope agreed upon.

Month-to-Month Services:

Ongoing services are provided on a month-to-month basis. Either party may cancel these services with 30 days’ written notice. A final invoice will be issued for services performed up to the effective cancellation date.

One-Time Services:

One-time services (such as business setup or administrative support projects) are provided for a defined scope and timeframe. These services conclude upon completion of the agreed-upon work and are not subject to ongoing cancellation once work has begun, unless otherwise agreed in writing.

Refunds:

Payments for one-time services are non-refundable once work has begun. If a one-time service is canceled before work has started, any prepaid amount may be refunded or credited at Lumera’s discretion.

Limitation of Liability

Services will be provided with reasonable care and professionalism. However, no guarantee is made regarding specific outcomes or results.

Lumera’s liability for any errors or omissions related to administrative or light bookkeeping services shall be limited to the fees paid for those specific services. Lumera shall not be liable for decisions made by the client or third parties based on information provided.

Notarial services are performed in accordance with Florida law and are limited to the duties of a notary public.

Termination

Either party may terminate the engagement with 30 days’ written notice to the other party, as outlined above.

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name

• Email address

• Phone number

• Business name

• Information submitted through contact forms, booking tools, or service inquiries
  
  

We do not collect sensitive personal information unless required to provide a specific service and permitted by law.

How We Use Your Information

Your information is used to:

• Respond to inquiries and communication requests

• Provide and manage services

• Schedule appointments and consultations

• Send invoices, confirmations, or service-related updates

• Improve our website and service offerings
  
  

We only use your information for legitimate business purposes.

We do not sell, trade, or rent your personal information.

Your information may be shared only when necessary:

• With service providers (e.g., scheduling, payment processing) solely to perform business operations

• To comply with legal obligations or regulatory requirements
  
  

All third parties are expected to maintain appropriate confidentiality and security standards.

Data Security

We take reasonable measures to protect your personal information from unauthorized access, misuse, or disclosure. While no online system is 100% secure, we implement safeguards designed to protect your data.

Cookies & Website Analytics

Our website may use basic cookies or analytics tools to understand site usage and improve user experience. These tools do not personally identify you.

You may disable cookies through your browser settings if you prefer.

Your Rights

You may request to:

• Access or update your personal information

• Request deletion of your information (where legally permissible)

• Ask questions about how your data is used

Requests can be made using the contact information below.

Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors.

Changes to This Privacy Notice

This Privacy Notice may be updated periodically. Any changes will be posted on this page with an updated effective date.

If you have questions or concerns about this Privacy Notice or your personal information, please contact us:

Lumera Business Solutions LLC
Email: hello@lumerabiz.com
Website: www.lumerabiz.com