PRIVACY POLICY
Last Updated: April 29, 2026
1. INTRODUCTION
Bookkeepers and Associates LLC ("we," "us," or "our") is committed to protecting your privacy.
This Privacy Policy explains how we collect, use, and safeguard your information
when you interact with our website, forms, surveys, and services.
2. INFORMATION WE COLLECT
We may collect the following information:
- Full name and business name
- Email address
- Phone number
- Business entity type and annual revenue range
- Information about your bookkeeping needs and financial situation
- Website or social media links you provide
3. HOW WE USE YOUR INFORMATION
We use the information we collect to:
- Respond to your inquiries and assess fit for our services
- Schedule and confirm appointments
- Send service-related notifications and reminders
- Provide bookkeeping and accounting services
- Send marketing and promotional communications (only with your explicit consent)
- Improve our services and client experience
4. SMS / TEXT MESSAGE COMMUNICATIONS
By providing your phone number and checking the SMS consent box on our forms,
you consent to receive non-marketing text messages from Bookkeepers and Associates LLC,
including appointment scheduling, reminders, application status updates, and
bookkeeping service notifications. Message frequency varies. Message and data
rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance.
No mobile information will be shared with third parties or affiliates for
marketing or promotional purposes. Information sharing to subcontractors in
support services, such as customer service, is permitted.
5. EMAIL COMMUNICATIONS
By providing your email address and checking the email consent box on our forms,
you consent to receive marketing and promotional emails from Bookkeepers and Associates LLC,
including bookkeeping tips, financial education resources, service announcements,
and special offers. You may unsubscribe at any time by clicking the unsubscribe
link in any email.
6. HOW WE PROTECT YOUR INFORMATION
We implement appropriate technical and organizational measures to protect your
personal information against unauthorized access, alteration, disclosure, or
destruction. However, no method of transmission over the internet is 100% secure.
7. SHARING YOUR INFORMATION
We do not sell, trade, or rent your personal information to third parties.
We may share your information with trusted service providers who assist us in
operating our business (such as scheduling software, CRM platforms, and practice
management tools), provided they agree to keep your information confidential.
No mobile information will be shared with third parties or affiliates for
marketing or promotional purposes.
8. DATA RETENTION
We retain your personal information for as long as necessary to provide our
services and comply with legal obligations. You may request deletion of your
information at any time by contacting us.
9. YOUR RIGHTS
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Opt out of marketing communications at any time
- Withdraw consent for SMS or email communications
10. COOKIES & TRACKING TECHNOLOGIES
Our website uses cookies and similar tracking technologies to enhance your
browsing experience and analyze website traffic.
What Are Cookies?
Cookies are small text files stored on your device when you visit our website.
They help us remember your preferences and understand how you interact with our site.
Types of Cookies We Use:
- Essential Cookies: Required for the website to function properly, including
session management and form functionality.
- Analytics Cookies: Help us understand how visitors interact with our website
so we can improve the user experience.
- Functional Cookies: Remember your preferences to provide a more personalized experience.
Third-Party Tracking:
We use third-party service providers (such as our CRM and marketing platforms)
that may place cookies or use tracking pixels to help us deliver and improve
our services. These providers have their own privacy policies governing their use of data.
Your Cookie Choices:
Most web browsers allow you to control cookies through their settings. You may
choose to disable cookies; however, doing so may affect the functionality of
certain features on our website.
We do not use cookies to collect or store your SMS opt-in consent information.
SMS opt-in data is collected solely through our intake survey and is never
shared with third parties for marketing or promotional purposes.
11. CONTACT US
If you have questions about this Privacy Policy or wish to exercise your rights,
please contact us at:
Bookkeepers and Associates LLC
4781 North Congress Avenue #2253 Boynton Beach, FL 33426