1. Information We Collect
We may collect the following types of information:
● Contact Information: Name, email address, phone number, mailing address
● Business Information: Company name, industry, financial records shared for bookkeeping purposes
● Website Data: IP address, browser type, pages visited (collected through cookies and analytics tools)
We use your information to:
● Provide and manage our bookkeeping and advisory services
● Communicate with you about appointments, updates, and support
● Improve our website, services, and user experience
● Maintain legal, tax, or business records as required by law
3. Data Sharing & Third Parties
We do not sell, rent, or trade your personal information. We may share data only when necessary:
● With secure platforms (e.g., QuickBooks) to deliver services
● With legal or regulatory authorities when required by law
● With your express consent in specific circumstances
4. Cookies & Website Tracking
We use cookies or similar technologies to:
● Enhance your browsing experience
● Collect anonymous website usage statistics
● Understand how visitors interact with our site
5. Data Security
We take data protection seriously and use industry-standard practices to safeguard your information:
● Encrypted data transmission
● Secure storage of client records
● Limited access to sensitive information
6. Your Rights
You have the right to:
● Request access to the personal data we hold about you
● Ask us to correct or delete inaccurate or outdated information
● Withdraw consent or limit how we use your data
To make a request, please contact us directly using the information below.
7. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for:
● The content of those websites
● Their privacy practices or policies
We recommend reviewing third-party privacy statements before sharing personal information.
8. Children’s Privacy
● Our services are not intended for anyone under the age of 18
● We do not knowingly collect personal data from minors
9. Policy Updates
We may update this Privacy Policy periodically. When we do:
● We will revise the “Effective Date” at the top
● Major changes will be clearly communicated on our website
10. Contact Us
If you have questions or concerns about this Privacy Policy, or how your data is handled, please contact:
Email: pam@jbbookkeepingllc.com
Phone: (716) 219-1716