Privacy Policy for Bookkeeping Buddies

Last updated: August 25, 2025

Bookkeeping Buddies (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.bookkeepingbuddies.biz or engage with our virtual bookkeeping services.

1. Information We Collect

We may collect information from you in a variety of ways, including:

  • Personal Information: Name, email address, phone number, business name, and other contact details you provide when you fill out our webforms, schedule a consultation, or communicate with us by email, phone, or text.
  • Financial Information: Business financial records, invoices, receipts, and other bookkeeping data you share with us as part of our services.
  • Usage Data: Information automatically collected when you visit our website, such as your IP address, browser type, device information, and pages visited.

2. How We Use Your Information

We use your information to:

  • Provide and manage our bookkeeping services
  • Respond to your inquiries and provide customer support
  • Send you important updates about your account or our services
  • Improve our website and services
  • Comply with legal and regulatory obligations

3. How We Share Your Information

We do not sell or rent your personal information. We may share your information only in the following situations:

  • With Service Providers: We may share information with trusted third-party service providers (such as QuickBooks Online, Xero, Google Drive, or scheduling tools) who assist us in operating our business, provided they agree to keep your information confidential.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
  • Business Transfers: In the unlikely event of a business merger or acquisition, your information may be transferred as part of the business assets.

4. Data Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

5. Your Choices

You may:

  • Review, update, or correct your personal information by contacting us.
  • Opt out of marketing communications at any time by contacting us directly.

6. Third-Party Links

Our website may contain links to third-party websites (such as Calendly, QuickBooks, or social media). We are not responsible for the privacy practices or content of those sites.

7. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us at support@bookkeepingbuddies.biz