Privacy Policy – Healdsburg Bookkeeping

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Effective Date: 01/19/2026

At Healdsburg Bookkeeping, protecting your privacy is our top priority. This Privacy Policy explains how we collect, use, and protect your personal and financial information when you use our website, services, or communicate with us.

By using our website or services, you acknowledge that you have read and agree to the practices described in this Privacy Policy. 

We collect information necessary to provide bookkeeping, payroll, and tax services, including:

• Personal Information: Name, email, phone number, mailing address.
   
• Financial Information: Bank statements, invoices, receipts, payroll data.
   
• Tax Information: Documents required for tax preparation and planning.
   
• Website Usage Data: IP address, browser type, pages visited, and other analytics to improve our site.
   

We collect this information only to provide, improve, and communicate about our services.

We use your information to:

• Provide bookkeeping, payroll, and tax services.
   
• Respond to inquiries and support requests.
   
• Process payments and billing for services.
   
• Improve our website, services, and client experience.
   
• Communicate updates, newsletters, or other information you’ve opted into.
   

We do not sell or share your personal information for marketing purposes.

We may share limited information with trusted third-party service providers who help us deliver services (e.g., payment processors, accounting software, email providers). These providers are contractually required to protect your data and use it only for the purpose of providing services to us.

We are not responsible for the privacy practices of third-party websites, even if accessed via links from our site. We recommend reviewing their privacy policies before providing personal information.

We use cookies and similar technologies to:

• Remember your preferences and improve website functionality.
   
• Analyze site traffic and usage.
   
• Deliver a better user experience.
   

You can disable cookies in your browser, but some features of our website may not function correctly.

We also may use web beacons for analytics and email engagement tracking, but they do not collect personally identifiable information beyond what you’ve provided.

We take your data security seriously:

• Financial and personal information is stored securely.
   
• Sensitive information is encrypted with SSL technology when transmitted.
   
• Access is limited to authorized personnel only.
   

Please note: certain information submitted to government agencies (e.g., filing corporate documents or tax forms) may become public record.

You may:

• Access, correct, or update your personal information by contacting us at info@healdsburgbookkeeping.com
   
• Opt-out of marketing emails at any time using the unsubscribe link in emails.
   
• Request deletion of your personal information, where permitted by law.
   

We do not knowingly collect information from children under 13 years old. Our services and website are intended for adult users only.

We may disclose personal information to:

• Comply with laws, regulations, or legal processes.
   
• Protect our rights, property, or safety, or the rights of others.
   
• Facilitate mergers, acquisitions, or business transactions.
   

We may update this Privacy Policy from time to time. Significant changes will be posted on this page with an updated effective date. Continued use of our services constitutes acceptance of the updated Privacy Policy.

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Healdsburg Bookkeeping
Email: info@healdsburgbookkeeping.com
Phone: (707) 888-9853
Website: www.healdsburgbookkeeping.com