Privacy Policy

1. Information We Collect

Information You Provide Directly

We may collect information that you voluntarily provide when you:

• Complete a contact form;
• Request information about our services;
• Schedule a discovery call through Calendly;
• Subscribe to our email list;
• Respond to an email, advertisement, survey, or other communication;
• Purchase a package or service;
• Request a proposal, invoice, or payment link; or
• Communicate with us by email, telephone, or another method.

This information may include your name, business name, email address, telephone number, mailing address, business information, preferred appointment time, and the contents of your communication.

If you become a client, we may also collect information reasonably necessary to provide bookkeeping services. This may include business records, accounting information, transaction details, financial reports, tax-related information, and information about your business operations.

Please do not send sensitive information through a general contact form or ordinary email unless we have specifically instructed you to do so. Sensitive information may include Social Security numbers, taxpayer identification numbers, bank account credentials, payment-card numbers, government identification documents, and account login credentials.

Payment Information

The Website may include links or buttons that direct you to payment pages hosted by Stripe or PayPal. When you make a payment, Stripe or PayPal may collect payment-card information, billing information, contact information, and transaction details.

We do not intentionally collect or store complete payment-card numbers on our own servers. Payment information is handled by the applicable payment provider according to its own privacy policy and terms:

• Stripe Privacy Center: https://stripe.com/privacy
• PayPal Privacy Statement: https://www.paypal.com/us/legalhub/privacy-full

We may receive limited payment-related information from these providers, such as your name, email address, transaction amount, payment status, invoice details, and the last four digits of a payment card, where applicable.

Information Collected Automatically

When you visit the Website, certain information may be collected automatically through your browser, device, hosting provider, cookies, analytics tools, or similar technologies.

This information may include:

• Internet Protocol address;
• Browser type and version;
• Device type and operating system;
• Approximate location based on IP address;
• Pages viewed;
• Links clicked;
• Date and time of access;
• Referring website;
• General Website usage information; and
• Information about errors or technical problems.

We may use cookies, pixels, tags, scripts, local storage, and similar technologies to operate the Website, remember preferences, understand Website usage, improve performance, and measure the effectiveness of our communications and advertising.

Cookies

Cookies are small files placed on your device when you visit a website. Some cookies are necessary for the Website to function. Other cookies help us understand Website traffic, remember preferences, or measure advertising and marketing performance.

You may be able to control or disable cookies through your browser settings. Disabling cookies may affect the functionality of certain parts of the Website.

If we use a cookie-consent tool, your preferences may be managed through that tool. Please note that browser-based controls may not remove cookies that were already placed on your device.

Third-Party Analytics and Advertising Tools

We may use third-party services, such as Google Analytics, to understand how visitors use the Website. These services may collect information through cookies and similar technologies.

We may also use advertising or social media tools that help us measure campaigns, understand Website traffic, or show relevant advertisements. These tools may collect information about your activity on the Website and other websites, subject to the third party’s privacy policy.

We will update this Privacy Policy or the Website’s cookie settings if our use of analytics or advertising tools changes in a material way.

You may be able to limit personalized advertising through the settings provided by the relevant advertising platform or through industry opt-out tools, including:

• Google Ads Settings: https://adssettings.google.com
• Digital Advertising Alliance: https://optout.aboutads.info
• Network Advertising Initiative: https://optout.networkadvertising.org

These opt-out tools may not prevent all advertising, but they may reduce interest-based advertising.

2. How We Use Personal Information

We may use personal information for the following purposes:

• Responding to questions, requests, and inquiries;
• Scheduling and managing discovery calls;
• Evaluating whether our services may be appropriate for your business;
• Preparing proposals, engagement letters, invoices, or service agreements;
• Providing bookkeeping and related services;
• Processing and confirming payments;
• Managing client and business relationships;
• Communicating about appointments, services, invoices, and account matters;
• Sending newsletters, educational content, service updates, and marketing communications when permitted by law or when you have consented;
• Improving our Website, services, content, and user experience;
• Understanding Website traffic and marketing performance;
• Detecting, preventing, and investigating fraud, abuse, security incidents, or unauthorized activity;
• Complying with legal, regulatory, tax, accounting, or professional obligations;
• Enforcing our Terms of Use and other agreements; and
• Protecting our rights, property, safety, and business operations.

We may combine information collected through the Website with information you provide through email, telephone, scheduling tools, payment providers, or a professional service relationship.

3. Marketing Communications

If you subscribe to our email list, submit a form requesting information, or otherwise consent to receive marketing communications, we may send you emails about:

• Bookkeeping services;
• QuickBooks Online support;
• Pool service business accounting topics;
• Educational content;
• Business updates;
• Promotions; and
• Related products or services.

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email or contacting us at info@rigorousbookkeeping.com.

Unsubscribing from marketing communications will not prevent us from sending service-related, appointment, administrative, payment, security, or other communications necessary to respond to your request or provide contracted services.

4. How We Share Personal Information

We do not sell or rent your personal information.

We may share personal information in the following circumstances:

Service Providers

We may share information with trusted service providers that help us operate our business or provide the Website and services. These providers may include:

• Website hosting and maintenance providers;
• Email and marketing platforms;
• Scheduling providers, including Calendly;
• Payment processors, including Stripe and PayPal;
• Accounting, bookkeeping, and business software providers;
• Analytics and advertising providers;
• Information technology and security providers;
• Cloud storage and document-management providers; and
• Professional advisers, such as attorneys, accountants, and insurance providers.

These providers may access information only as reasonably necessary to perform services for us or support our business operations. They are not authorized to use your personal information for their own unrelated purposes except as permitted by their own terms and privacy policies.

Legal Requirements and Protection of Rights

We may disclose personal information if we believe it is reasonably necessary to:

• Comply with a law, regulation, subpoena, court order, or legal process;
• Respond to a lawful request from a government authority;
• Enforce our Terms of Use, service agreements, or other contracts;
• Investigate fraud, security incidents, or unlawful activity;
• Protect the rights, property, or safety of our Company, clients, Website visitors, or others; or
• Establish, exercise, or defend legal claims.

Business Transfers

If Rigorous Bookkeeping Services LLC is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or other business transition, personal information may be transferred as part of that transaction.

If required by applicable law, we will provide notice of a material change in how personal information is used.

With Your Direction or Consent

We may share information when you direct us to do so, give us permission, or reasonably request that we provide information to another person or organization.

5. Third-Party Services and Links

The Website may link to or use third-party services, including:

• Calendly for scheduling;
• Stripe and PayPal for payments;
• QuickBooks Online;
• Skimmer;
• PoolBrain;
• Email marketing platforms;
• Social media platforms;
• Analytics providers; and
• Website hosting, security, and technology providers.

These third parties may collect and process information under their own privacy policies and terms. Rigorous Bookkeeping Services LLC does not control the privacy practices, security, availability, or content of third-party websites and services.

We encourage you to review the privacy policies of any third-party service you use.

6. Client Information and Bookkeeping Records

If you engage us for bookkeeping services, we may receive information about you, your business, your employees, customers, vendors, transactions, accounts, and financial records.

We use this information to provide the services described in the applicable engagement letter, proposal, or service agreement. We may also use it to communicate with you, maintain records, comply with legal or professional obligations, protect our rights, and manage our business.

You are responsible for ensuring that you have the authority to provide us with information about your employees, customers, vendors, or other individuals.

We do not sell client bookkeeping records or use them for unrelated advertising purposes.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.

No method of transmitting or storing information is completely secure. We cannot guarantee that information will never be accessed, disclosed, altered, or destroyed as a result of a security incident or other event beyond our reasonable control.

You are responsible for protecting your passwords, login credentials, devices, and accounts. Please notify us promptly if you believe your communications or account information has been compromised.

8. Data Retention

We retain personal information for as long as reasonably necessary to:

• Provide requested services;
• Maintain business and transaction records;
• Comply with legal, tax, accounting, regulatory, insurance, or professional obligations;
• Resolve disputes;
• Enforce agreements; and
• Protect our legal rights and business operations.

Retention periods may vary depending on the type of information and the reason it was collected.

When information is no longer needed, we may delete it, anonymize it, or securely dispose of it, subject to technical limitations and backup procedures.

9. Your Choices and Privacy Rights

Depending on where you live and subject to applicable law, you may have rights concerning your personal information. These rights may include the right to:

• Request access to personal information we hold about you;
• Request correction of inaccurate or incomplete information;
• Request deletion of personal information;
• Request information about how we collect, use, or disclose personal information;
• Opt out of marketing communications;
• Object to or restrict certain processing;
• Request a portable copy of certain information; and
• Appeal a decision regarding a privacy request, where required by law.

To submit a privacy request, contact us at info@rigorousbookkeeping.com or by mail at the address listed in the Contact Us section.

We may need to verify your identity before completing a request. We may also deny or limit a request where permitted or required by applicable law.

We will not discriminate against you for exercising a privacy right.

10. California Privacy Notice

This section applies to California residents to the extent required by the California Consumer Privacy Act, as amended, and other applicable California privacy laws.

During the preceding twelve months, we may have collected the following categories of personal information:

• Identifiers, such as name, email address, telephone number, mailing address, IP address, or online identifier;
• Commercial information, such as services requested, purchases, payment status, or transaction history;
• Internet or other electronic network activity, such as pages viewed, links clicked, browser information, and Website interactions;
• Professional or business information, such as business name, role, or information about your company;
• Inferences drawn from information collected, such as general preferences or interests; and
• Other information you voluntarily provide through forms, email, scheduling tools, or client communications.

We collect and use this information for the business purposes described in this Privacy Policy, including providing services, responding to inquiries, processing transactions, scheduling consultations, improving the Website, sending marketing communications, maintaining security, and complying with legal obligations.

We do not sell personal information. We do not knowingly sell or share the personal information of individuals under eighteen years of age.

California residents may submit privacy requests by contacting info@rigorousbookkeeping.com. We may request information needed to verify your identity and the scope of your request.

11. Children’s Privacy

The Website is intended for business owners and adults. It is not directed to children under thirteen years of age.

We do not knowingly collect personal information from children under thirteen. If you believe a child has provided personal information through the Website, please contact us so that we can take appropriate steps to delete it.

12. International Visitors

Rigorous Bookkeeping Services LLC is based in the United States, and the Website is intended primarily for visitors in the United States.

If you access the Website from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States or other countries where our service providers operate. Privacy laws in those locations may differ from the laws in your country.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we may provide notice by posting the revised Policy on the Website, updating the “Last updated” date, or using another method required by law.

Your continued use of the Website after the revised Policy is posted means that you acknowledge the updated Policy.