Effective Date: 04-01-2025

Kelsey Bookkeeping Co. (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our website, services, and tools.

 

1. Information We Collect

We collect the following types of information when you engage with our website and services:

 

• Personal Information: Name, email address, phone number, and any details provided through our contact forms or scheduling tools.
• Business Information: Business name, QuickBooks Online access (granted by you), and other relevant bookkeeping details.
• Automatically Collected Data: IP address, browser type, and usage patterns through website analytics.

 

2. How We Use Your Information

We use your information to:

• Provide and improve our bookkeeping services.
• Communicate with you regarding your bookkeeping needs.
• Send updates, invoices, and important service notifications.
• Improve our website and customer experience.

 

3. Information Sharing & Third-Party Tools

We do not sell, rent, or share your personal information with third parties for marketing purposes. However, we may use trusted third-party tools, including:

 

• CRM software & scheduling tools (e.g., HubSpot, MailChimp, Calendly) for communication and client management.
• Google Business Profile & Public Platforms: If you leave reviews or publicly post information about our services, we are not responsible for how that information is used.
• Accounting & Bookkeeping Software: We may use QuickBooks Online Accountant to access your financial records only with your permission.

 

4. Data Security

We take reasonable measures to protect your data, including encryption, secure storage, and restricted access. However, no method of transmission over the internet is 100% secure.

 

5. Your Choices & Rights

You have the right to:

• Request access to the data we hold about you.
• Update or correct your information.
• Request the deletion of your information where applicable.

 

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected with a new “Effective Date.”

 

7. Contact Us

If you have any questions, please contact us at:

 

 

Email:

support@kelseybookkeepingco.com