Privacy Policy

1. Information We Collect

We may collect personal information that you voluntarily provide when contacting us, completing a consultation request form, or communicating with our business.

This information may include:

• Your name

• Business name

• Email address

• Phone number

• Business industry or type

• Current bookkeeping software

• Type of bookkeeping assistance requested

• Information included in messages or consultation inquiries

We may also collect certain technical information automatically when you visit our website, including your IP address, browser type, device information, pages visited, referring websites, and general website usage information.

We ask that you do not submit sensitive financial information, account credentials, Social Security numbers, or other confidential financial records through our general website contact form.

2. How We Use Your Information

We may use the information collected through our website to:

• Respond to inquiries and consultation requests

• Communicate with prospective and existing clients

• Evaluate whether our bookkeeping services may be appropriate for your business

• Provide information about our services and pricing

• Arrange consultations and follow-up communications

• Maintain and improve our website

• Monitor website functionality, performance, and security

• Comply with applicable legal obligations

We do not use information submitted through our consultation form to automatically enroll visitors in paid bookkeeping services.

3. Website Hosting, Analytics, and Cookies

Our website is built and hosted using Squarespace, which may use cookies and similar technologies to support website functionality, security, performance, and analytics.

Depending on the website's configuration, these technologies may collect information about how visitors access and interact with the website.

You can manage certain cookie preferences through your browser settings and, where available, the website's cookie consent controls.

Disabling certain cookies may affect website functionality.

Additional third-party analytics or marketing technologies, if implemented, may have their own privacy practices.

4. How We Share Information

Bennett Bookkeeping does not sell personal information submitted through our website.

We may share information with trusted service providers when reasonably necessary to operate our website, manage communications, or provide requested services. These providers may include website hosting, email, form processing, scheduling, and technology service providers.

We may also disclose information when required by law, to respond to lawful requests, to protect our rights or security, or in connection with a legitimate business transfer.

We do not authorize service providers to use personal information for purposes unrelated to their services to us, except as otherwise permitted by applicable law and disclosed in their terms.

5. Bookkeeping and Financial Information

Bennett Bookkeeping provides bookkeeping services using QuickBooks Online.

Financial records, transaction information, and other confidential business information shared during an established client relationship are handled separately from general website consultation inquiries.

Access to financial records and bookkeeping information may involve QuickBooks Online and other agreed-upon communication or document-sharing systems.

The handling of client financial information may also be governed by applicable service agreements and the privacy and security practices of the platforms used.

Please do not send banking credentials, sensitive account information, or confidential financial documents through the website's general contact form.

6. Data Security

We take reasonable steps intended to protect personal information against unauthorized access, disclosure, alteration, or misuse.

Our website uses third-party hosting and technology services that provide security features intended to protect information transmitted through their systems.

However, no method of internet transmission or electronic storage is completely secure. We cannot guarantee absolute security of information transmitted or stored electronically.

7. Data Retention

We retain personal information for as long as reasonably necessary to respond to inquiries, maintain business records, fulfill the purposes described in this policy, and comply with applicable legal obligations.

Retention periods may vary depending on the nature of the information, the reason it was collected, and applicable legal or operational requirements.

When information is no longer reasonably necessary, we may delete, anonymize, or otherwise dispose of it in accordance with applicable requirements.

8. Your Privacy Choices and Rights

You may contact Bennett Bookkeeping to request information about personal information we maintain about you, request corrections, or ask that certain information be deleted.

Depending on applicable law, you may have additional rights regarding access, correction, deletion, or other uses of your personal information.

We will review and respond to privacy requests as required by applicable law. Certain information may need to be retained for legal, contractual, security, or legitimate business purposes.

To submit a privacy-related request, please contact us using the information provided below.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, including social media platforms and QuickBooks-related resources.

Bennett Bookkeeping is not responsible for the privacy practices, security, or content of websites operated by third parties.

We encourage visitors to review the privacy policies of any external websites or services they use.

10. Children's Privacy

Our website and services are intended for business owners and adults seeking professional bookkeeping services.

We do not knowingly collect personal information from children under the age of 13 through our website.

If we become aware that such information has been collected, we will take appropriate steps to delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our website, business operations, technology providers, or applicable legal requirements.

Updates will be posted on this page with a revised effective date.

We encourage visitors to review this policy periodically.

12. Contact Information

If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact:

Bennett Bookkeeping
Sacramento, California
Serving businesses remotely throughout California

Phone: (916) 633-1212
Website: bookswithbennett.com

Privacy inquiries may also be submitted through the contact form available on our website.