Privacy Policy
- Kelly Harrison
- Jul 3
- 5 min read
Kelly's Accurate Bookkeeping Service, LLC
Effective Date: July 3, 2026 | Last Updated: July 3, 2026
Introduction
Kelly's Accurate Bookkeeping Service, LLC ("we," "us," or "our") is committed to protecting your privacy and handling your personal and financial information with the highest level of care. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.kellysaccuratebookkeeping.net or engage our bookkeeping services.
Please read this policy carefully. If you disagree with its terms, please discontinue use of our site and services.
1. Information We Collect
We collect information that you voluntarily provide to us and information automatically collected when you use our website.
1.1 Information You Provide Directly
When you inquire about or engage our bookkeeping services, we may collect:
Contact Information: Full name, email address, phone number, and mailing address
Business Information: Business name, business type, number of employees, and industry
Financial Information: Bank account statements, transaction records, income and expense data, tax documents, and general ledger information
Banking Details: ACH (Automated Clearing House) banking information, including bank account numbers and routing numbers, when required to process payments or set up automated billing
Login Credentials: Access credentials to accounting software platforms (e.g., QuickBooks Online, Wave, FreshBooks) that you authorize us to access on your behalf
Communication Records: Emails, messages, and any other correspondence between you and our firm
1.2 Information Collected Automatically
When you visit our website, we may automatically collect:
Usage Data: Pages visited, time spent on pages, links clicked, and referring URLs
Device Information: IP address, browser type and version, operating system, and device identifiers
Cookie Data: Information collected through cookies and similar tracking technologies (see Section 6 below)
2. How We Use Your Information
We use the information we collect for the following purposes:
To Provide Bookkeeping Services: Process financial data, reconcile accounts, generate financial reports, and perform all contracted bookkeeping tasks on your behalf
To Communicate With You: Respond to your inquiries, send service updates, share completed reports, and notify you of important account matters
To Process Payments: Bill for services rendered and, when applicable, process payments via ACH transfer or other payment methods
To Comply With Legal Obligations: Fulfill our legal, regulatory, and professional obligations, including those imposed on financial service providers
To Improve Our Services: Analyze usage patterns to improve our website, client experience, and service offerings
To Protect Our Business and Clients: Detect, prevent, and address fraud, security incidents, and other harmful activity
To Market Our Services: With your consent, send you information about our services, updates, and relevant educational content. You may opt out at any time.
3. How We Share Your Information
We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:
3.1 Service Providers and Software Platforms
We use third-party software and service providers to perform functions on our behalf, including cloud accounting platforms (QuickBooks Online, Wave, FreshBooks, Xero), secure file sharing services, communication tools, payment processors (Stripe, PayPal), and website infrastructure (Wix.com). All service providers are contractually required to protect your information.
3.2 Legal Requirements
We may disclose your information when required by law, court order, subpoena, or government regulation, or when we believe in good faith that disclosure is necessary to protect rights, property, or safety.
3.3 Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred. We will notify you prior to any such transfer.
3.4 Professional Obligations
As a bookkeeping firm, we are bound by professional confidentiality standards. We will not share your financial information with any unauthorized party.
4. Data Security
We implement appropriate administrative, technical, and physical safeguards including SSL/TLS encryption, access controls, strong password protection with multi-factor authentication where available, secure cloud storage, and confidentiality agreements for all staff and contractors.
While we implement these safeguards, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security but are committed to protecting your information using industry best practices.
5. Data Retention
Active Client Records: Retained for the duration of our engagement and for a minimum of seven (7) years following termination of services, as required by applicable tax and financial recordkeeping laws.
Prospective Client Inquiries: Retained for up to two (2) years from the date of inquiry if no engagement is initiated.
Website Usage Data: Retained for up to two (2) years.
Upon the expiration of applicable retention periods, we will securely destroy or anonymize your information.
6. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience and gather usage analytics.
Essential Cookies: Necessary for the website to function properly. These cannot be disabled.
Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics). Set only with your consent.
Functional Cookies: Remember your preferences for a more personalized experience.
Advertising Cookies: May be used to deliver relevant advertisements. Set only with your consent.
You may manage cookies through the cookie consent banner on your first visit or your browser settings. Disabling certain cookies may affect website functionality.
7. Your Privacy Rights
7.1 General Rights (All Clients)
Regardless of your location, you have the right to: access a copy of your personal information, request correction of inaccurate information, request deletion subject to legal retention requirements, receive your data in a portable format, and object to certain processing.
7.2 California Residents — CCPA Rights
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the Right to Know, Right to Delete, Right to Correct, Right to Opt-Out of Sale or Sharing (we do not sell your information), and Right to Non-Discrimination.
To submit a CCPA request: Email kellys.accurate.bookkeeping@gmail.com with subject line "CCPA Privacy Request", or call 970-462-2539. We will respond within 45 days.
8. Children's Privacy
Our services are intended for business owners and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies before providing any personal information.
10. Contact Us — Privacy Questions
If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:
Kelly's Accurate Bookkeeping Service, LLC
Email: kellys.accurate.bookkeeping@gmail.com
Phone: 970-462-2539
Website: www.kellysaccuratebookkeeping.net
For privacy-specific requests, please use the subject line "Privacy Request" in your email.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date and notify existing clients by email. Your continued use of our website and services after any changes constitutes your acceptance of the updated terms.
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