Privacy Policy

01 Information We Collect

We 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 our contact or lead forms

02 How We Use Your Information

We use the information we 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 our services
• To follow up on leads submitted through our advertising campaigns
• To improve our website and marketing efforts

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

03 How We Collect Information

We collect information when you:

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

04 How We Protect Your Information

We take the protection of your personal information seriously. We 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

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

06 Cookies

Our 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 our website may not function properly.

We may also use the Meta Pixel (Facebook Pixel) on our website to measure the effectiveness of our advertising, understand actions people take on our 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.

07 Third-Party Services

We 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
• Email and scheduling tools: Used to communicate with clients and prospects

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

08 Your Rights

You have the right to:

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

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

09 Children’s Privacy

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

10 Changes to This Privacy Policy

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

11 Contact Us

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