Effective Date: June 24, 2025
Ethical Bookkeeping Solutions, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, store, and safeguard your information when you engage our bookkeeping services, visit our website, or otherwise interact with our business.
By using our services, you consent to the practices described in this policy.
1. Information We Collect
As part of our bookkeeping and financial services, we may collect:
Personal Information
- Full name, address, phone number, and email address
- Employer identification number (EIN) or Social Security number (SSN) (only if necessary)
- Business and financial contact information
Financial and Business Information
- Bank statements, payroll data, tax documents, receipts, and invoices
- Accounting records and bookkeeping software access
- Tax identification numbers and entity information
- Details of your financial transactions and reports
Automatically Collected Data (via Website)
- IP address, browser type, pages visited, and access times
- Cookies or similar technologies to enhance your browsing experience
2. How We Use Your Information
We collect and use your information to:
- Deliver accurate, ethical, and confidential bookkeeping services
- Maintain communication with you regarding your account or services
- Process billing and payment transactions
- Prepare financial reports, tax-ready books, and related documentation
- Fulfill legal or regulatory obligations (e.g., IRS, local tax authorities)
- Improve the security and performance of our services and website
3. Sharing Your Information
We do not sell or rent your personal or financial information. We may share information only:
- With trusted third-party service providers (e.g., secure payment processors, cloud-based bookkeeping platforms) who are under strict confidentiality obligations
- With tax professionals, accountants, or advisors upon your request or with your written authorization
- If required by law, subpoena, court order, or to protect our rights, safety, or property
- In the event of a business merger, acquisition, or transfer—only if the receiving party agrees to continue protecting your data under this policy
4. Data Security
We take data privacy and confidentiality seriously. We use industry-standard security measures to safeguard your data, including:
- Secure client portals and encrypted file transfers
- Password-protected accounting platforms
- Limited access to sensitive data within our firm
- Data backups and secure cloud storage
While we follow best practices, no system can guarantee 100% security. You are also responsible for safeguarding your access credentials.
5. Your Rights and Choices
You may request to:
- Review or correct personal or financial information we hold
- Withdraw consent for non-essential communications
- Request deletion of personal information, where legally permissible
- Ask questions or lodge a complaint about our handling of your data
To exercise your rights, contact us using the information below.
6. Cookies and Website Analytics
Our website may use cookies or analytics tools to understand how visitors use our site and improve user experience. You can adjust your browser settings to disable cookies if desired.
7. Third-Party Links
Our website may link to external sites (e.g., accounting tools, tax agencies). We are not responsible for the content or privacy practices of those third-party websites.
8. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in legal requirements, services, or practices. The updated policy will be posted on our website with a new “Effective Date.”
9. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
Ethical Bookkeeping Solutions, LLC
205 Traver Cir, Rochester, NY 14609
📧 Email: emoralesbookkeeping@gmail.com
📞 Phone: (585) 310-2346
🌐 Website: ethicalbookkeepingsolutions.com
Ethical Bookkeeping Solutions, LLC 