Legal

Privacy Policy

1. Who We Are

BookkeepOrr ("we," "us," or "our") provides bookkeeping, financial operations, and advisory services to small and mid-sized businesses. This policy explains what information we collect through this website and in the course of providing services, and how we use and protect it.

2. Information We Collect

We may collect the following categories of information:

• Contact information you provide directly, such as your name, email address, phone number, and business name, when you submit a form or schedule a consultation.
• Financial and business records you share with us in the course of an engagement, such as bank and credit card statements, invoices, payroll data, and financial system access.
• Communications, including emails, messages, and notes from calls or meetings.

3. How We Use Information

We use the information we collect to:

• Provide bookkeeping, financial operations, and advisory services as engaged.
• Respond to inquiries and schedule consultations.
• Coordinate with your CPA or other financial professionals at your direction.
• Meet our own legal, accounting, and recordkeeping obligations.

We do not sell your information to third parties.

4. Third-Party Service Providers

Delivering our services may involve using third-party financial platforms on your behalf or in coordination with you, including but not limited to QuickBooks Online, NetSuite, Gusto, Bill.com, Ramp, Avalara, and Stripe. These providers have their own privacy policies governing how they handle data within their platforms. We recommend reviewing those policies directly.

5. Data Security

We take reasonable administrative and technical measures to protect the confidentiality of client financial information, including limiting access to authorized personnel and using secure, reputable platforms for data storage and exchange. No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain client financial records and related information for the duration of the engagement and for seven years afterward, consistent with standard recordkeeping practices for financial services, unless a longer period is required by law or a shorter period is agreed to in writing.

7. Your Rights & Choices

You may request access to, correction of, or deletion of the personal information we hold about you, subject to our recordkeeping obligations. To make a request, contact us using the details below.

8. Cookies & Website Analytics

This website uses Calendly to power online scheduling. When you use the scheduling tool on our Contact page, Calendly may set cookies and collect information such as your name, email address, time zone, and device information to facilitate booking. Calendly's use of this data is governed by its own privacy policy, available at calendly.com/privacy. We do not currently use additional third-party analytics or advertising cookies on this site; if that changes, this section will be updated.

9. Changes to This Policy

We may update this policy from time to time. The "Last updated" date above reflects the most recent revision.

10. Contact Us

Questions about this policy can be directed to rhetto@bookkeeporr.com.