Data Privacy Policy
This privacy policy explains how Bookkeep Boss LLC collects, uses, and protects information submitted through this website.
Bookkeep Boss LLC is committed to protecting your privacy and using personal information only for legitimate business purposes related to inquiries, scheduling, bookkeeping services, and client communication.
Bookkeep Boss LLC may update this policy from time to time by revising this page.
1. Information We Collect
We may collect the following personal information when you submit a form, schedule a call, or contact us through the website:
- Name
- Email address
- Phone number
- Business name
- General details about your bookkeeping needs
- Information you choose to provide through a contact form or scheduling process
2. How We Use Your Information
We use the information you provide to:
- Respond to inquiries
- Evaluate whether Bookkeep Boss may be a good fit for your bookkeeping needs
- Schedule introductory calls
- Communicate about bookkeeping services
- Provide bookkeeping services to clients
- Maintain internal business records
- Improve our services and client communication process
We do not sell your personal information.
3. Legal Basis and Purpose of Data Collection
We collect and use personal information for legitimate business purposes, with your consent when you submit information through this website, and as needed to provide services or comply with applicable legal obligations.
4. Data Retention
We retain personal information only as long as necessary for the purposes described in this policy, for legitimate business records, or as required by law.
When personal information is no longer needed, we take reasonable steps to securely delete or dispose of it.
5. Data Protection
We use reasonable technical, organizational, and administrative safeguards to help protect personal information from unauthorized access, disclosure, alteration, or misuse.
6. Sharing Your Information
We do not sell, rent, or trade personal information.
We do not share client information with outside parties for their own marketing purposes.
We share information only as needed to provide bookkeeping services and operate our business.
This may include:
- Your CPA, tax professional, lender, attorney, or other advisor, when you have authorized us to do so
- Software providers or secure technology platforms that support our business operations
7. Your Rights
You may contact us to:
- Request access to personal information we have about you
- Correct inaccurate information
- Request deletion of personal information, where applicable
- Ask questions about how your information is used
To exercise these rights, please contact us at:
Please allow up to 30 days for a response.
8. Contact
For questions about this privacy policy, contact:
Bookkeep Boss LLC
laura@bookkeepboss.com