Privacy Policy

Last updated: April 2026

Information We Collect

When you contact us through our website forms, we collect your name, email address, phone number (optional), and any information you provide in your message. We do not collect information automatically through cookies or tracking scripts unless explicitly stated.

How We Use Your Information

We use the information you provide solely to respond to your inquiry, schedule consultations, and deliver our bookkeeping and audit services. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Data Storage & Security

Contact form submissions are processed through our secure form handler and stored in our CRM system. We use industry-standard encryption and access controls to protect your information. Financial data shared during our service engagements is handled with the highest confidentiality standards.

Third-Party Services

We may use the following third-party services in delivering our work:

• QuickBooks Online / Xero (accounting software)
• Google Workspace (communication)
• Cloudflare (website hosting and security)

Each of these services maintains their own privacy policies and data handling practices.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at the information below. We will respond to your request within 30 business days.

Contact

For privacy-related inquiries, contact us at our contact page.