Privacy Policy

1. Information We Collect

We collect information that you voluntarily provide to us when you fill out our contact form or schedule a discovery call. This may include your name, email address, phone number, and business name.

If you become a bookkeeping client, we will also collect financial information necessary to provide our services, such as bank and credit card statements, vendor records, and other accounting documents.

Like most websites, we also collect certain technical information automatically when you visit our site. This may include your IP address, browser type, and how you navigate our pages. This data is gathered through cookies and similar technologies described below.

2. Cookies and Analytics

Cookies are small data files stored on your browser that help websites function properly and remember your preferences.

Google Analytics: We use Google Analytics to collect anonymous data about how visitors interact with our website. This helps us understand which pages are visited most and where we can improve the experience. Google may store this data on servers in the United States.

Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may collect technical data such as your IP address to protect our site from malicious traffic and deliver pages more quickly. Cloudflare Web Analytics may also provide us with anonymous usage data about site visits.

You can manage or disable cookies through your browser settings. Keep in mind that disabling cookies may affect how certain parts of the site function.

3. How We Use Your Information

We use the information we collect for straightforward purposes.

• To respond to your questions and inquiries.
• To schedule your discovery call.
• To provide bookkeeping services if you become a client.
• To send relevant updates or information about our services.
• To improve our website and the overall visitor experience.

We will never sell your personal information to third parties.

4. Sharing Your Information

We do not share your personal information with outside parties except when it is necessary to provide our services or when required by law. For example, if you become a client and we need to coordinate with your CPA or tax professional, we will only do so with your permission.

We may also share limited technical data with service providers like Google and Cloudflare as described in the Cookies and Analytics section above. These providers are only used to help operate and improve our website.

5. Data Security

We take the security of your information seriously. Your data is protected through encryption, secure systems, and access controls designed to prevent unauthorized access or disclosure.

Client financial data is managed through QuickBooks Online and other professional-grade tools built for secure financial recordkeeping. That said, no method of transmitting data over the internet is completely secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to request access to the personal information we hold about you. You can also ask us to correct, update, or delete that information at any time. To exercise any of these rights, please reach out using the contact information below.

7. Changes to This Policy

We may update this Privacy Policy from time to time. If we make changes, we will post the revised version on this page and update the "Last Updated" date at the top. We encourage you to review this page periodically.

8. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please email us at hello@birdwisebookkeeping.com .