Who we are

Bookkeeping Services LLC (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit gobokkeepingservices.com (the “Website”), engage our bookkeeping, accounting, payroll, tax preparation or related financial services (“Services”), communicate with us, or otherwise interact with us.

By using our Website or Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Website or Services.

Information We Collect

1.1 Information You Provide Directly

  • Name, business name, address, phone number, email
  • Business entity type, EIN / SSN (when required for tax or payroll services)
  • Financial data: bank/credit card statements, invoices, receipts, payroll records, tax documents, profit & loss statements, balance sheets, general ledger data
  • Tax-related information: W-2s, 1099s, prior-year returns, estimated payments
  • Correspondence and support communications
  • Payment information (handled by secure third-party processors – we do not store full card numbers)

1.2 Information Collected Automatically

  • IP address, browser type, operating system, device information
  • Pages visited, time spent, referring/exit pages
  • Cookies, web beacons, and similar tracking technologies (see Cookies & Tracking section)

1.3 Information from Third Parties

  • Bank feeds / accounting software integrations (QuickBooks Online, Xero, etc.) – only data you authorize us to access
  • Payment processors (Stripe, Square, etc.)
  • Background / identity verification providers (when required by law or our risk policies)

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our bookkeeping, accounting, payroll, tax, and advisory Services
  • Process transactions and send invoices / receipts
  • Communicate with you (service updates, support, tax reminders, newsletters – only if you opt-in)
  • Comply with legal and regulatory obligations (tax authorities, anti-money laundering laws, etc.)
  • Detect, prevent, and investigate fraud, security incidents, or misuse of our Services
  • Enforce our agreements and protect our rights
  • For internal business purposes (analytics, service improvement, training)

how we share your information

We do not sell your personal information. We may share information in these limited situations:

  • With service providers we use (cloud hosting, accounting software, secure file sharing, payment processors, IT/security vendors) – all under strict confidentiality agreements
  • With your accountants, tax preparers, lawyers, or other professionals you explicitly authorize
  • To comply with law, respond to lawful requests, protect safety, or enforce our rights
  • In connection with a merger, acquisition, or sale of assets (with notice where required)

data security

We take reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, misuse, or alteration. These include (but are not limited to):

  • Encryption of data in transit (TLS 1.2+) and at rest where appropriate
  • Access controls, multi-factor authentication, and least-privilege principles
  • Regular security assessments and patching
  • Secure, SOC 2-aligned or equivalent cloud infrastructure

However, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.

data rentention

We keep your information only as long as necessary for the purposes described in this policy, to comply with legal obligations (typically 7 years for tax-related records), resolve disputes, and enforce agreements. After that time, we securely delete or anonymize data unless required otherwise by law.

your rights and choices

  • Access / portability – request a copy of your personal data
  • Correction – ask us to update inaccurate information
  • Deletion – request deletion (subject to legal retention obligations)
  • Opt-out of marketing emails (every email contains an unsubscribe link)

To exercise these rights, email us at mercedes@gobookkeepingservices.com.

We will respond within the time frame required by applicable law (usually 30–45 days).

Cookies and Tracking Technologies

We use essential cookies to make the site work (authentication, security, preferences). We may also use analytics cookies (e.g. Google Analytics) to understand site usage. You can manage preferences via your browser settings or our cookie banner (if implemented).

International Data Transfers

If you are located outside the United States, your information will be transferred to and processed in the United States. We use safeguards (such as Standard Contractual Clauses where required) to help protect your data.

Children’s Privacy

Our Website and Services are not directed to children under 16. We do not knowingly collect personal information from children under 16. If we learn we have collected such data, we will delete it.

Changes to This Privacy Policy

We may update this policy from time to time. The “Last updated” date at the top shows when changes were last made. We will post the new policy here and may provide notice of material changes via email or on the Website.

contact us

If you have questions about this Privacy Policy or our data practices, contact us at:

Email: mercedes@gobookkeepingservicees.com