Privacy Policy

When you contact us, book a consultation, or become a client, you may provide personal information such as your name, email, phone number, and business name. As part of our bookkeeping services, you may also provide financial information including bank statements,
transaction records, payroll data, and tax documents. Our website (hosted on Wix) may
automatically collect standard data such as IP address, browser type, and pages visited through
cookies and analytics tools.

We use your information to provide bookkeeping services, communicate with you about your
account, process payments, and comply with legal and tax obligations. All client financial data is
treated as strictly confidential and accessed only as necessary to perform the services you have
engaged us to provide.

We do not sell, rent, or trade your personal information. We may share your information with
third-party platforms used to deliver our services (including QuickBooks Online, QuickBooks
Payroll, Gusto, and Wix), with your CPA or tax preparer with your authorization, or as required
by law.

We take reasonable measures to protect your information, including using secure, cloud-based
platforms with encryption and limiting access to authorized personnel only. We retain client
records for as long as necessary to provide services and comply with legal requirements. You
may request deletion of your personal information at any time by contacting us, subject to any
legal retention obligations.

You have the right to request access to, correction of, or deletion of your personal information,
and to opt out of marketing communications. You can control cookie settings through your
browser preferences. Our website may contain links to third-party sites; we are not responsible
for their privacy practices.

We may update this policy from time to time. Updates will be posted on this page with a revised
effective date. If you have questions about this Privacy Policy, contact us:
Email: amy@lovelandbookkeeping.com
Phone: 214-418-5016