PrivacyPolicy
Information collected
When you submit the contact form or email directly, the information you provide is collected — typically your name, email address, phone number, business name, and anything you choose to write in your message.
During an active engagement, business financial records are received in order to perform bookkeeping services. This may include bank and credit card statements, invoices, receipts, payroll records, and access to accounting software such as QuickBooks Online.
Basic technical information such as browser type, device type, and pages visited may be logged by the hosting provider for security and performance purposes.
How information is used
Information is used to respond to inquiries, schedule consultations, deliver bookkeeping services, prepare financial reports, communicate about your account, and send invoices.
Your information is not sold, rented, or traded to anyone.
Sharing and service providers
Information may be shared with software and service providers used to run the business — for example accounting platforms, payroll platforms, secure document storage, email, and payment processing. These providers only receive what is necessary to perform their function.
Information may also be shared with people you authorize in writing, such as your CPA or tax preparer, or where disclosure is required by law.
Confidentiality and security
Client financial records are treated as confidential. Reasonable administrative and technical safeguards are used to protect them, including access-controlled accounts and secure file transfer where available.
No method of transmission or storage is completely secure, so absolute security cannot be guaranteed. Please avoid sending sensitive documents through unsecured channels when a secure option has been provided.
Retention
Records are retained for as long as needed to provide services and to meet business, professional, and legal recordkeeping obligations. When records are no longer needed, they are deleted or destroyed.
Your choices
You may request a copy of the information held about you, ask for corrections, or ask that your information be deleted where there is no legal or professional obligation to keep it. You may also opt out of non-essential emails at any time.
Cookies
This website uses only the cookies and local storage needed for the site to function. It does not run advertising trackers.
Changes to this policy
This policy may be updated from time to time. The date at the top of this page reflects the most recent revision.
Contact
Questions about this policy can be sent to rhea@yourstrulybk.com or (559) 217-1165.
Information collected
When you submit the contact form or email directly, the information you provide is collected — typically your name, email address, phone number, business name, and anything you choose to write in your message.
During an active engagement, business financial records are received in order to perform bookkeeping services. This may include bank and credit card statements, invoices, receipts, payroll records, and access to accounting software such as QuickBooks Online.
Basic technical information such as browser type, device type, and pages visited may be logged by the hosting provider for security and performance purposes.
How information is used
Information is used to respond to inquiries, schedule consultations, deliver bookkeeping services, prepare financial reports, communicate about your account, and send invoices.
Your information is not sold, rented, or traded to anyone.
Sharing and service providers
Information may be shared with software and service providers used to run the business — for example accounting platforms, payroll platforms, secure document storage, email, and payment processing. These providers only receive what is necessary to perform their function.
Information may also be shared with people you authorize in writing, such as your CPA or tax preparer, or where disclosure is required by law.
Confidentiality and security
Client financial records are treated as confidential. Reasonable administrative and technical safeguards are used to protect them, including access-controlled accounts and secure file transfer where available.
No method of transmission or storage is completely secure, so absolute security cannot be guaranteed. Please avoid sending sensitive documents through unsecured channels when a secure option has been provided.
Retention
Records are retained for as long as needed to provide services and to meet business, professional, and legal recordkeeping obligations. When records are no longer needed, they are deleted or destroyed.
Your choices
You may request a copy of the information held about you, ask for corrections, or ask that your information be deleted where there is no legal or professional obligation to keep it. You may also opt out of non-essential emails at any time.
Cookies
This website uses only the cookies and local storage needed for the site to function. It does not run advertising trackers.
Changes to this policy
This policy may be updated from time to time. The date at the top of this page reflects the most recent revision.
Contact
Questions about this policy can be sent to rhea@yourstrulybk.com or (559) 217-1165.
Information collected
When you submit the contact form or email directly, the information you provide is collected — typically your name, email address, phone number, business name, and anything you choose to write in your message.
During an active engagement, business financial records are received in order to perform bookkeeping services. This may include bank and credit card statements, invoices, receipts, payroll records, and access to accounting software such as QuickBooks Online.
Basic technical information such as browser type, device type, and pages visited may be logged by the hosting provider for security and performance purposes.
How information is used
Information is used to respond to inquiries, schedule consultations, deliver bookkeeping services, prepare financial reports, communicate about your account, and send invoices.
Your information is not sold, rented, or traded to anyone.
Sharing and service providers
Information may be shared with software and service providers used to run the business — for example accounting platforms, payroll platforms, secure document storage, email, and payment processing. These providers only receive what is necessary to perform their function.
Information may also be shared with people you authorize in writing, such as your CPA or tax preparer, or where disclosure is required by law.
Confidentiality and security
Client financial records are treated as confidential. Reasonable administrative and technical safeguards are used to protect them, including access-controlled accounts and secure file transfer where available.
No method of transmission or storage is completely secure, so absolute security cannot be guaranteed. Please avoid sending sensitive documents through unsecured channels when a secure option has been provided.
Retention
Records are retained for as long as needed to provide services and to meet business, professional, and legal recordkeeping obligations. When records are no longer needed, they are deleted or destroyed.
Your choices
You may request a copy of the information held about you, ask for corrections, or ask that your information be deleted where there is no legal or professional obligation to keep it. You may also opt out of non-essential emails at any time.
Cookies
This website uses only the cookies and local storage needed for the site to function. It does not run advertising trackers.
Changes to this policy
This policy may be updated from time to time. The date at the top of this page reflects the most recent revision.
Contact
Questions about this policy can be sent to rhea@yourstrulybk.com or (559) 217-1165.