Privacy Policy

1. Information We Collect

When you fill out our contact form, request a consultation, or email us directly, we collect the information you choose to share. This typically includes your name, email address, phone number, business name, and any details you provide about your bookkeeping needs.

Our website also gathers basic technical information automatically when you visit, such as your IP address, browser type, device type, and the pages you view. This data is collected through cookies and similar technologies described in the next section.

2. Cookies and Analytics

Cookies are small text files placed on your device that help websites function properly and help us understand how visitors interact with our site. We use the following services.

Google Analytics: We use Google Analytics to see how visitors find and navigate our website, which pages receive the most attention, and how we can make the site more useful. The information gathered is aggregated and not used to personally identify you. Google may store this data on servers in the United States.

Cloudflare: Our site uses Cloudflare for security and performance. Cloudflare may collect technical information such as your IP address to protect the site from malicious traffic, block bots, and deliver pages faster. Cloudflare Web Analytics may also collect anonymous usage data about site performance.

You can manage or disable cookies through your browser settings. Please note that some parts of the site may not work as intended if cookies are turned off.

3. How We Use Your Information

We use the information we collect for a limited set of business purposes.

• Responding to your inquiries and scheduling consultations.
• Providing bookkeeping, payroll, and advisory services once you become a client.
• Sending you the financial reports, documents, and communications you have requested.
• Improving our website and understanding how visitors use it.

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

4. Sharing Your Information

Your information stays with us. We only share it with outside parties when it is necessary to deliver the services you have engaged us for, or when required by law. For example, if you are a client and we need to coordinate with your CPA, tax preparer, or another trusted professional, we will confirm with you first.

We also rely on a small number of vetted software providers, such as QuickBooks Online and payroll processors, to do our work. These providers have their own security standards and privacy obligations.

5. Data Security

Protecting client financial data is central to how we operate. We use encryption, secure client portals, strong password practices, and limited access controls to keep your information safe. That said, no method of transmitting data over the internet is perfectly secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to request a copy of the personal information we hold about you, to ask us to correct any inaccuracies, or to ask us to delete it. To make a request, please reach out using the contact details below and we will respond promptly.

7. Changes to This Policy

We may update this policy from time to time as our business, our technology, or applicable laws change. When we make changes, we will post the revised version on this page and update the Last Updated date at the top.

8. Contact

If you have any questions about this policy or how we handle your information, please email Dennis at info@asquaredbookkeepers.com .