Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Contact Information: Name, email address, phone number, and business name when you submit a contact form, book a consultation, or sign up for our email list.
• Business Information: Details about your business, financial needs, and current bookkeeping situation that you share with us during consultations or service engagements.
• Financial Records: As part of our bookkeeping services, we may access financial data including bank statements, transaction records, and accounting software data.
• Website Usage Data: We use analytics tools (such as Google Analytics and HubSpot) to collect information about how visitors use our website, including pages visited, time on site, and referring sources. This data is collected anonymously.
• Communications: Records of emails, messages, and other communications you send us.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide the bookkeeping and accounting services you request.
• Schedule and conduct consultations and client meetings.
• Send you the free resources you request (such as our bookkeeping checklist).
• Send periodic email communications if you have subscribed to our mailing list. You may unsubscribe at any time.
• Improve our website, services, and communications based on usage patterns.
• Comply with applicable legal and professional obligations.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. How We Protect Your Information

We take the security of your information seriously and implement appropriate technical and organizational measures, including:

• Secure, encrypted connections (HTTPS/SSL) for all data transmitted through our website.
• Use of reputable, industry-standard cloud accounting software (such as QuickBooks Online) with bank-level encryption.
• Limiting access to your financial information to authorized personnel only.
• Maintaining strict confidentiality of all client financial records.

While we take reasonable precautions, no method of electronic transmission or storage is 100% secure. We encourage you to protect your own account credentials.

4. Third-Party Services

We may use the following third-party services, each with their own privacy policies:

• HubSpot — CRM and website analytics. HubSpot Privacy Policy
• Google Analytics — Website traffic analytics. Google Privacy Policy
• Calendly — Online appointment scheduling. Calendly Privacy Policy
• Intuit QuickBooks Online — Accounting software used for client bookkeeping. Intuit Privacy Statement
• Email Marketing Platform — Used to deliver requested resources and newsletters. You may unsubscribe at any time via the link in any email.

5. Cookies

Our website uses cookies — small text files stored on your device — to improve functionality and analyze site traffic. These include cookies set by HubSpot and Google Analytics. You may disable cookies in your browser settings; however, some features of the site may not function properly as a result.

6. Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your personal data, subject to any legal retention requirements.
• Opt out of marketing communications at any time.

To exercise any of these rights, please contact us at j.s.murrayllc@gmail.com.

7. Children's Privacy

Our services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected such information, please contact us immediately.

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our website after changes constitutes acceptance of the updated policy.

9. Contact Us

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