Privacy Policy

1. Information We Collect

Information you provide directly. When you contact us, request a consultation, or become a client, we may collect your name, email address, telephone number, company name, mailing address, and any information you include in messages to us.

Client financial information. In the course of providing bookkeeping, payroll, and reporting services, we receive and process business financial records. This may include bank and credit card transaction data, invoices and receipts, accounts payable and receivable records, payroll data, employee and contractor compensation information, and tax-related documentation. This information is handled as confidential client data.

Information collected automatically. When you visit our website, we may automatically collect technical information such as IP address, browser type, device type, pages viewed, and referring website. This may be collected through cookies or similar technologies.

2. How We Use Your Information

We use the information we collect to:

• Provide, perform, and manage bookkeeping, payroll, and financial reporting services
• Communicate with you about your account, engagement, or requests
• Respond to inquiries and schedule consultations
• Send service-related notifications, reminders, and updates
• Process payments and manage billing
• Maintain records required for professional, legal, and tax purposes
• Improve our website and services
• Comply with applicable laws and regulations

3. SMS and Text Messaging

If you provide your mobile number and opt in, we may send you text messages related to your account and our services. Message content may include appointment and deadline reminders, document requests, account updates, service alerts, and support communications.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP to any message. For assistance, reply HELP or contact us using the information in Section 11.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors who provide support services, such as customer service or messaging platform providers, is permitted solely to deliver the messages you have requested. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Consent to receive text messages is not a condition of purchasing any product or service.

4. How We Share Information

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

We may share information only in the following circumstances:

Service providers. We use trusted third-party providers to operate our business — for example, accounting and bookkeeping software (such as QuickBooks), payroll processors, payment processors, secure document storage, email and messaging platforms, and customer relationship management systems. These providers may access information only as needed to perform services for us and are obligated to protect it.

With your direction. We share information with third parties — such as your CPA, tax preparer, lender, or other advisors — when you instruct or authorize us to do so.

Legal requirements. We may disclose information where required by law, subpoena, court order, or other legal process, or where necessary to protect our legal rights or the safety of others.

Business transfer. If our business is merged, acquired, or sold, information may be transferred as part of that transaction, subject to this policy.

As stated in Section 3, mobile opt-in data and consent are excluded from all sharing categories above and are never shared with third parties.

5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, and destruction. These measures include restricted access controls, secure transmission and storage of financial documents, and use of reputable service providers with their own security programs.

No method of transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain client records for as long as necessary to provide services and to meet professional, legal, tax, and regulatory recordkeeping obligations. When information is no longer needed for these purposes, it is securely deleted or destroyed.

7. Your Rights and Choices

You may:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of information, subject to our legal and professional retention obligations
• Opt out of text messages by replying STOP
• Unsubscribe from marketing emails using the link in those messages
• Adjust your browser settings to refuse cookies

Service-related communications necessary to perform our engagement — such as billing notices or document requests — may continue even if you opt out of promotional messages.

To exercise any of these rights, contact us using the information in Section 11.

8. Third-Party Websites

Our website may link to third-party sites, including scheduling and payment tools. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.

9. Children's Privacy

Our services are intended for businesses and adults. We do not knowingly collect personal information from anyone under 18. If we learn that we have collected such information, we will delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated Effective Date. Material changes will be communicated to active clients directly.

11. Contact Us

Questions about this Privacy Policy or our data practices:

Evergreen Bookkeeping Partners LLC
Email: andrea@evergreenbookkeepingpartners.com
Phone: (540) 684-5499
Mailing Address: [INSERT BUSINESS MAILING ADDRESS]