Privacy Policy for Betty's Professional Bookkeeping

Betty's Professional Bookkeeping is a freelance bookkeeping practice. This policy describes the information I gather when you visit bettysprofessionalbookkeepingservices.com or reach out about bookkeeping services, how that information is used, and the choices available to you. Since I work one-on-one with small businesses and individuals, I keep this policy straightforward and easy to read.

Information I Collect

I collect only the information you choose to share with me or that is automatically generated when you use this website.

• Contact details you provide. When you call, email, or send an inquiry, I receive your name, phone number, email address, and the message you include.
• Business and financial information you share. If you hire me for bookkeeping, you may provide bank statements, receipts, invoices, payroll records, and similar documents. I use these only to carry out the bookkeeping services you request.
• Basic website information. As with most websites, this site may record standard technical details such as browser type, device type, and pages visited. This information is used only to understand how the site is performing and is not used to identify you personally.

How I Use Your Information

• To respond to your inquiry and schedule appointments.
• To provide bookkeeping services, including cleanup, monthly bookkeeping, and related reporting.
• To communicate with you about your account, questions, or documents.
• To keep records required for my own business and legal obligations.

I do not sell, rent, or trade your information. I do not use your financial information for marketing.

Cookies and Similar Technologies

This website may use cookies or similar technologies to help the site run properly and to collect basic, anonymous usage information. You can configure your browser to refuse cookies or to notify you when a cookie is being sent. If you disable cookies, some parts of the site may not function as intended.

Third Parties

I work with a small number of service providers to operate my practice and this website, such as website hosting, email, and accounting or document-sharing software. These providers receive only the information necessary to perform their function and are expected to safeguard it. I may also disclose information when required by law or to protect my legal rights. I do not share your information with advertisers or data brokers.

Data Retention

I retain client bookkeeping records for as long as necessary to provide services and to satisfy recordkeeping and legal requirements. Inquiry messages that do not result in an engagement are kept only as long as needed to respond and follow up, then deleted or archived. Once information is no longer needed, I dispose of it securely.

Your Rights

You can contact me at any time to ask what information I hold about you, to request a correction, or to ask that I delete information I am not required to keep. I will respond within a reasonable timeframe. If you have concerns about how your information is handled, please reach out so we can resolve them.

Contact

If you have questions about this privacy policy or your information, please reach out to Betty's Professional Bookkeeping using the phone number or contact form on this website. I am glad to walk you through how your information is handled before you share anything with me.