Privacy Policy

Information We Collect

We collect information you provide directly to us, including:

• Your name, email address, phone number, and business information
• Financial records and documents you upload or share with us for bookkeeping purposes
• Bank and credit card account information (account names and last four digits only; we do not store full account numbers)
• Communication records (emails, messages, and notes from consultations)

We also collect information automatically when you use our website, including:

• Browser type, device information, and IP address
• Pages you visit and how you interact with our site
• Cookies and similar tracking technologies for site functionality

How We Use Your Information

We use your information to:

• Provide bookkeeping and financial reporting services
• Communicate with you about your account and services
• Send monthly reports and financial statements
• Respond to your questions and support requests
• Process payments through our payment processor
• Improve our services and website experience

How We Share Your Information

We do not sell or rent your personal information to third parties.

We may share your information with:

• Your CPA or tax professional (with your explicit permission)
• Service providers who help us operate our business, including payment processors (Stripe), scheduling tools (Calendly), and bookkeeping software providers
• Legal authorities if required by law or to protect our rights

All third-party service providers are required to protect your information and use it only for the purposes we specify.

Data Security

We use industry-standard security measures to protect your information, including:

• Encrypted data transmission (SSL/TLS)
• Secure cloud storage with access controls
• Password-protected accounts
• Regular security reviews

However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your financial records and related information for as long as you are a client, plus seven years after service ends, in accordance with standard bookkeeping practices and legal requirements.

You may request deletion of your personal information at any time, subject to our legal obligations to retain certain records.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your information (subject to retention requirements)
• Opt out of marketing communications
• Request a copy of your data in a portable format

To exercise these rights, contact us at the email address listed on our website.

Cookies and Tracking

We use cookies to improve your experience on our website. You can disable cookies in your browser settings, but some features of our site may not function properly.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or by posting a notice on our website.

Contact Us

If you have questions about this Privacy Policy, please contact us using the information provided on our website.