We respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

We provide bookkeeping services, including consultations, and resources. As part of this work, we may collect certain personal information to deliver our services effectively. This includes names, business names, phone numbers, and email addresses.

Once you become a client, any financial records, tax documents, or Quickbooks access tokens provided are handled under strict professional confidentiality agreements separate from the website.

Our approach to privacy is guided by three principles:

• Transparency — We clearly explain what data we collect and why.

  Control — You decide how your information is used and can request changes at any time.

  Security — We protect your data with appropriate technical and organizational safeguards.

We use cookies and similar technologies provided by our hosting platform, system.io, to:

• Analyze website traffic

• Remember your preferences

• Optimize your experience

You can control or disable cookies through your browser settings, though some features of our site may not work properly if you do.

We may use the personal information you provide to:

• Provide and manage our services

• Respond to your inquiries or requests

• Maintain and optimize our website

• Send updates about services and resources

• For legal and compliance purposes

We will never sell your data to third parties.

Any financial documents, software access tokens, or sensitive business records provided to us during the course of our professional engagements are strictly governed by our Client Services Agreement and professionally confidentiality standards. This data is handled separately from general website intake and is never used for marketing or analytics purposes.

We use technical and organizational measures to safeguard your personal data, including encryption, secure servers, and limited access protocols. While no system is 100% secure, we continuously work to protect your data.

You have the right to:

• Access the personal information we hold about you.

  Request corrections or updates to your data.

  Request deletion of your data, subject to legal or contractual obligations.

  Opt out of marketing communications at any time.

To exercise these rights, please contact us at samantha@evansledgerservices.com