Privacy Policy

Effective Date: September 12, 2026

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or make a use of the services offered by our online bookkeeping company (the "Site" or "Services").

1. Information We Collect

We collect information to provide better services to our bookkeeping clients. The types of information we collect include:

  • Information You Provide to Us: This includes contact information (such as your name, business name, email address, phone number, and physical address) and sensitive financial data required for bookkeeping (such as bank statements, tax identification numbers, and transaction histories).

  • Information Collected Automatically: When you visit the Site, we automatically collect certain information about your device, including details about your web browser, IP address, time zone, and some of the cookies that are installed on your device.

  • Future Third-Party Integrations: We plan to implement tracking and marketing tools to optimize our services. This may include:

    • Google Analytics: To help us understand how our customers use the Site.

    • Mailchimp: To manage our email marketing campaigns and communicate updates to you.

2. How We Use Your Information

We use the information we collect in the following ways:

  • To provide, operate, and maintain our professional bookkeeping and financial services.

  • To communicate with you, including responding to your comments, questions, and requests.

  • To send you technical notices, updates, security alerts, and support messages.

  • To monitor and analyze trends, usage, and activities in connection with our Site (utilizing analytics tools like Google Analytics).

  • To send you marketing communications and newsletters (utilizing email service providers like Mailchimp), subject to your right to opt-out.

3. Sharing Your Information

We do not sell your personal financial data or business details. We only share your information with trusted third parties to help us use your personal information as described above, such as:

  • Service Providers: Third-party vendors who assist with data analytics (e.g., Google Analytics) and email communications (e.g., Mailchimp).

  • Legal Compliance: We may share your information to comply with applicable laws and regulations, to respond to a subpoena, search warrant, or other lawful request for information we receive, or to otherwise protect our rights.

4. US State Privacy Rights

Because our clients are located across the United States, you may have specific rights under various state privacy laws (such as the California Consumer Privacy Act/CPRA, Virginia VCDPA, etc.). Depending on your state of residence, you may have the right to:

  • Request access to the personal data we hold about you.

  • Request correction of inaccurate personal data.

  • Request deletion of your personal data (subject to legal and professional record-keeping exemptions for financial services).

  • Opt-out of targeted advertising or behavioral analytics.

5. Security of Your Data

The security of your financial and personal data is our highest priority. We implement robust administrative, technical, and physical safeguards designed to protect your information from unauthorized access, loss, or alteration.

6. Changes to This Policy

We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons.

7. Contact Us

For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e-mail at bpoe@poebookkeeping.com or by calling 706 250-0648.