At Bookkeeping Plus, we respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard the data you share with us when you contact our team, request bookkeeping services, or engage in financial consultations.

1. Information We Collect
We may collect the following information to provide accurate and professional bookkeeping services:

• Personal Information: Name, phone number, and contact details.
• Business Information: Company name, business address, and accounting data.
• Financial Information: Income, expenses, invoices, payroll data, and other financial documents required for bookkeeping.
• Non-Personal Information: General usage data such as communication preferences or device information.

2. How We Use Your Information
Your information may be used to:

• Deliver professional bookkeeping and financial management services.
• Communicate with you regarding ongoing or upcoming work.
• Prepare accurate reports, invoices, and financial statements.
• Ensure compliance with tax and financial regulations.
• Improve our client services and support.

3. Information Sharing
We do not sell or trade client data. Information may only be shared with:

• Authorized staff or contractors working directly with your financial records.
• Tax agencies or legal authorities when required by law.
• Payment processors to securely complete transactions.

4. Data Protection
We use industry-standard security measures to protect all client records and digital data from unauthorized access, loss, or disclosure. While we maintain strong safeguards, no electronic system is completely secure, and we encourage clients to use secure communication methods when sharing sensitive information.

5. Client Rights
You have the right to request access to your personal or financial data, make corrections, or request deletion (where legally permissible).

6. Policy Updates
Bookkeeping Plus may update this Privacy Policy from time to time. The most recent version will always be made available upon request.

7. Contact Us
If you have questions regarding this Privacy Policy, please contact us:
📞 (615) 933-8201