Privacy Policy

We respect your privacy. This policy explains how we handle your information.

What we collect

When you browse our website

We collect basic usage data about how you interact with our pages. This includes information like which pages you visit, how long you stay on each page, and what links you click. We use this data to improve your experience on our site.

When you request a consultation

To schedule your consultation and provide you with the best possible service, we collect more detailed information. This includes:

• Your full name and email address
• Your phone number
• Your business name and website (if applicable)
• Basic information about your business such as industry and size
• Any specific questions or concerns you'd like to discuss

When you become our client

If you decide to use our services, we'll need additional information to serve you effectively:

• Your business address and billing information
• Tax identification numbers and business registration details
• Banking and payment processing information
• Employee information (if we're handling payroll)
• Details about your business operations and accounting systems
• Your preferred methods of communication

We collect this information directly from you through forms, emails, phone calls, and your interactions with our service. We use this data solely for the purpose of providing and improving our services to you.

How we use your information

We use the information we collect to provide and improve our services. This includes personalizing your experience and ensuring accurate financial record-keeping. We may also use your contact information to communicate with you about our services, including updates, offers, and responses to your inquiries.

Third-party services and advertising

We may use various third-party tools to analyze website traffic, manage appointments, process payments, and deliver relevant advertisements. We may also use advertising platforms (including but not limited to Google Ads, Facebook Ads, and LinkedIn Ads) to reach potential clients. These platforms may use cookies and similar technologies to track user behavior and deliver targeted advertising.

Your data security

Protecting your information is critical to our practice. We use industry-standard security measures to safeguard your data against unauthorized access, alteration, or disclosure. We do not sell your personal data to anyone and maintain strict confidentiality standards in accordance with professional bookkeeping practices.

Your rights

You have control over your personal information. You can request to see, change, or delete your personal information at any time, subject to our professional obligations to maintain certain records. If you'd like to exercise these rights, please contact us using the information provided below.

Changes to this policy

We may update this privacy policy from time to time. If we make significant changes to how we handle your data, we'll notify you through our website or via email.

Questions or concerns

If you have any questions or concerns about your privacy or this policy, please don't hesitate to contact us. We're here to help.