Privacy Policy

01 Information I Collect

I may collect the following types of personal information:

• Full name
• Email address
• Phone number
• Business name and industry
• Information about your bookkeeping, tax, or business needs
• Any other information you voluntarily provide through my contact or lead forms

02 How I Use Your Information

I use the information I collect for the following purposes:

• To respond to your inquiries and schedule consultations
• To provide bookkeeping, tax, and business consulting services
• To send you relevant information about my services
• To follow up on leads submitted through my advertising campaigns
• To improve my website and marketing efforts

I will never sell, rent, or share your personal information with third parties for their own marketing purposes.

03 How I Collect Information

I collect information when you:

• Fill out a contact or consultation request form on my website
• Submit a lead form through a Facebook or Meta advertisement
• Send me an email or call me directly
• Interact with my website (via cookies — see Section 6)

04 How I Protect Your Information

I take the protection of your personal information seriously. I implement appropriate technical and organizational measures to safeguard your data against unauthorized access, disclosure, alteration, or destruction. All client financial and business information is handled with strict confidentiality in accordance with professional bookkeeping and tax preparation standards.

05 Data Retention

I retain your personal information only for as long as necessary to provide my services or as required by law. If you would like me to delete your information, please contact me at the information provided below and I will respond within 30 days.

06 Cookies

My website may use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. Cookies are small text files stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of my website may not function properly.

I may also use the Meta Pixel (Facebook Pixel) on my website to measure the effectiveness of my advertising, understand actions people take on my website, and deliver more relevant ads. This technology is provided by Meta Platforms, Inc. For more information about how Meta uses your data, please visit Meta’s Privacy Policy.

I use Google Analytics 4 on my website to understand how visitors find and use the site — which pages are viewed, how long visits last, roughly where visitors are located, and which links and phone numbers are clicked. Google Analytics sets cookies and collects your IP address, device and browser type, and on-site activity. I use this information in aggregate to improve the website; I do not use it to identify you personally.

I also use Google Ads conversion tracking to measure the results of my advertising. When you arrive from a Google ad and then complete a form or tap a phone number, a cookie allows Google to report that the ad led to an inquiry. This may include remarketing, meaning you could later see my ads on other websites in Google’s network. These technologies are provided by Google LLC. For more information, see Google’s Privacy Policy and How Google uses information from sites that use its services.

You can opt out of Google Analytics across all websites by installing the Google Analytics Opt-out Browser Add-on, and you can manage or disable personalized advertising in Google’s My Ad Center. Refusing or clearing cookies in your browser will also prevent this tracking.

07 Third-Party Services

I use the following third-party services that may have access to limited personal information:

• QuickBooks (Intuit): Used for bookkeeping and accounting services
• Meta (Facebook): Used for advertising and lead generation
• Google Analytics (Google LLC): Used to measure website traffic and understand how visitors use the site
• Google Ads (Google LLC): Used for advertising, conversion tracking, and remarketing
• Email and scheduling tools: Used to communicate with clients and prospects

These services have their own privacy policies governing the use of your information. I encourage you to review their policies.

08 Your Rights

You have the right to:

• Request access to the personal information I hold about you
• Request correction of any inaccurate information
• Request deletion of your personal information
• Opt out of receiving marketing communications from me at any time

To exercise any of these rights, please contact me using the information below.

09 Children’s Privacy

My services are not directed to individuals under the age of 18. I do not knowingly collect personal information from children. If you believe I have inadvertently collected information from a minor, please contact me immediately.

10 Changes to This Privacy Policy

I may update this Privacy Policy from time to time. When I do, I will update the “Last updated” date at the top of this page. I encourage you to review this policy periodically to stay informed about how I protect your information.

11 Contact Me

If you have any questions about this Privacy Policy or how I handle your personal information, please contact me: