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Privacy Policy

Last updated: January 25, 2026

This Privacy Policy explains how we collect, use, and protect personal information when you visit our website or engage our bookkeeping services.

Information We Collect

We may collect personal and business information that you voluntarily provide, including but not limited to:

  • Name

  • Email address

  • Business name

  • Contact details

  • Information shared during a discovery call or client onboarding

We do not knowingly collect sensitive personal information unless it is required to perform bookkeeping services and provided directly by the client.

How We Use Information

Information collected is used solely to:

  • Respond to inquiries

  • Provide bookkeeping services

  • Communicate regarding services or scheduling

  • Maintain accurate records for business operations

We do not sell, rent, or trade personal information.

Data Security

We take reasonable measures to protect client information, including the use of secure software, password protection, and limited access to sensitive data. While no system can guarantee absolute security, we strive to safeguard information using industry-standard practices.

Third-Party Services

We may use trusted third-party tools to operate our business, such as accounting software, scheduling platforms, email services, or cloud storage providers. These providers have their own privacy practices, and we are not responsible for their policies.

Data Retention

We retain personal and business information only as long as necessary to provide services, comply with legal obligations, or maintain business records.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us directly.

Contact

If you have questions about this Privacy Policy, please contact us at:

Email: info@ledgerandproof.com