Privacy Policy

Website visitors: When you use our contact form, booking form, or lead magnet form, we collect the information you provide — such as your name, email address, phone number, business name, and message content.

Analytics: With your consent (see 'Cookies & Tracking' below), we may collect standard web analytics data such as pages visited, device type, and general location, using tools like Google Analytics.

Clients: If you engage us for bookkeeping services, we may access financial information within your accounting software (such as QuickBooks Online or Xero) to the extent necessary to perform bookkeeping services, as outlined in your signed engagement letter.

We use the information collected to respond to inquiries, schedule consultations, provide bookkeeping services to clients, send requested resources (such as the free bookkeeping checklist), and improve our website.

We do not sell your personal information to third parties.

This Site uses a cookie consent banner. Analytics and advertising cookies (such as Google Analytics, Google Ads, Meta Pixel, or Microsoft Clarity) are only loaded after you provide consent. You can decline non-essential cookies at any time via the consent banner.

Client financial data is accessed and stored only within secure, encrypted, industry-standard platforms such as QuickBooks Online and Xero. We do not store client financial data in unsecured spreadsheets or email attachments. Website form submissions are transmitted securely.

This Site may link to or integrate with third-party services, including scheduling tools (Calendly), accounting software (QuickBooks Online, Xero), and analytics/advertising platforms (Google, Meta, Microsoft). Those services have their own privacy policies governing their use of your information.

You may request that we delete personal information you've submitted through this website by emailing us at the address below. Clients may access and export their own financial data directly from their accounting software at any time.

We may update this Privacy Policy from time to time. The effective date at the top of this page reflects the most recent update.

Questions about this Privacy Policy can be directed to us using the contact information in the footer of this page.