Privacy Policy

Information You Provide

We may collect information that you voluntarily provide, including:

• Name
• Business name
• Email address
• Telephone number
• State or general business location
• Industry
• Services requested
• Information included in a contact form or message
• How you heard about us
• Consultation scheduling information
• Communications sent by email, telephone, text message, or client portal

Please do not send bank credentials, Social Security numbers, tax identification numbers, payroll records, financial statements, or other sensitive financial information through the public website contact form.

Active clients should provide sensitive documents through the approved secure client portal or another authorized method.

Information Collected Automatically

When you visit our website, certain technical information may be collected automatically, including:

• Internet Protocol address
• Browser type
• Device type
• Operating system
• Pages visited
• Referring website
• Date and time of access
• General geographic area
• Website interaction and performance data

This information may be collected through cookies, pixels, log files, analytics tools, and similar technologies.

We may use information to:

• Respond to inquiries
• Schedule consultations
• Evaluate prospective client needs
• Prepare service recommendations or proposals
• Provide bookkeeping, payroll, reporting, cleanup, sales tax, 1099, QuickBooks Online, or related services
• Communicate with prospective and active clients
• Operate and improve the website
• Measure website traffic and performance
• Prevent fraud, abuse, and security incidents
• Maintain business and legal records
• Comply with applicable laws and professional obligations
• Send service-related or marketing communications where permitted

Submitting an inquiry does not create a client relationship. A client relationship begins only after we accept the engagement and the required agreement is signed.

Our website may use cookies and similar technologies to:

• Operate essential website features
• Remember user preferences
• Measure website traffic
• Understand how visitors use the website
• Improve website performance
• Protect forms from spam and misuse

Your browser may allow you to block or delete cookies. Blocking some cookies may affect how the website functions.

If advertising or advanced tracking technology is added later, this Privacy Policy and any cookie-consent tools should be updated before that technology is activated.

We may share information with service providers that help operate our business, such as:

• Website hosting providers
• Website developers
• Email and communication providers
• Customer relationship management systems
• Scheduling providers, including Calendly
• Secure client portal providers
• Accounting and payroll software providers
• QuickBooks Online and related Intuit services
• Cloud storage and document-management providers
• Website analytics providers
• Spam-prevention and cybersecurity providers
• Payment processors
• Legal, tax, compliance, and professional advisers

These providers may process information only as needed to perform services for us, subject to their own contracts and privacy practices.

We may also disclose information:

• When required by law, subpoena, court order, or government request
• To protect our legal rights, clients, personnel, systems, or property
• To investigate fraud, misuse, or security incidents
• In connection with a merger, sale, restructuring, or transfer of business assets
• With your permission

We do not sell personal information for money.

We do not knowingly provide personal information to unrelated third parties for their independent marketing purposes.

Website analytics or advertising technologies may be treated as a “sale,” “sharing,” or targeted advertising under certain state privacy laws. If such technologies are used and applicable law requires an opt-out mechanism, we will provide the required choice.

California law gives qualifying consumers certain rights concerning personal information when the law applies to the business.

When you provide an email address or telephone number, we may use it to respond to your inquiry and communicate about requested services.

We will not treat a general inquiry as permission to send unrelated promotional text messages.

Where required, marketing emails will include an unsubscribe option. You may also request removal from marketing communications by contacting us.

You may continue to receive necessary service, billing, security, or transaction-related communications.

Message and data rates may apply to text messages.

We use reasonable administrative, technical, and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

These measures may include:

• Secure client portal access
• Access controls
• Password protection
• Encryption where available
• Restricted staff or provider access
• Software and security updates
• Backup and recovery procedures
• Vendor review and monitoring

No website, email system, electronic transmission, or storage method can be guaranteed to be completely secure. You should not send sensitive financial information through ordinary email or the public contact form unless specifically instructed.

The FTC recommends that businesses collect only information they need, protect it appropriately, dispose of it securely, and prepare for potential security incidents.

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

• Respond to inquiries
• Provide requested services
• Maintain business records
• Resolve disputes
• Enforce agreements
• Meet legal, tax, accounting, or regulatory obligations
• Protect against fraud and security incidents

Retention periods may vary depending on the type of information and the nature of the relationship.

Depending on your state of residence and applicable law, you may have the right to request:

• Access to personal information we maintain about you
• Correction of inaccurate information
• Deletion of certain information
• A copy of certain information
• Information about categories of data collected or disclosed
• Opt-out of certain advertising, sale, or sharing practices
• Withdrawal of consent where processing is based on consent
• An appeal if a privacy request is denied

These rights are not absolute and may be limited by legal exemptions, recordkeeping requirements, an active client relationship, or the need to protect legal rights.

To submit a privacy request, contact:

• Email: Ali@ProBookkeepingUSA.com
• Office: 817-384-2024

We may need to verify your identity before processing a request.

Where the California Consumer Privacy Act applies, California residents may have rights to know, correct, delete, and obtain information about certain uses of personal information, as well as rights concerning the sale or sharing of personal information.

During the preceding 12 months, we may have collected the following general categories:

• Identifiers
• Contact information
• Internet or network activity
• Business and professional information
• Commercial information concerning requested services
• Communications and inquiry content
• Inferences drawn from service interests

We do not knowingly discriminate against an individual for exercising an applicable privacy right.

Our website and services are intended for business owners and adults. They are not directed to children under 13.

We do not knowingly collect personal information from children under 13 through the website. If we learn that such information was submitted, we will take reasonable steps to delete it.

COPPA applies specific requirements to websites directed to children under 13 or operators that knowingly collect personal information from them.

Our website may link to third-party websites and services, including:

• Calendly
• Google
• QuickBooks Online
• Secure client portal
• Social media platforms
• Payment or communication providers

We do not control their privacy practices, security, content, or availability. Review the privacy policies of third-party services before submitting information.

Client financial, payroll, accounting, tax, or business information provided during an active engagement will be handled according to:

• The applicable engagement or service agreement
• The services requested
• Applicable legal obligations
• Our internal information-security procedures
• The policies of authorized technology providers

This website Privacy Policy does not replace a client engagement agreement or any legally required financial privacy notice.

Pro Bookkeeping & Payroll primarily serves businesses in the United States.

If you access the website from outside the United States, information may be transferred to and processed in the United States, where privacy laws may differ from those in your location.

We may update this Privacy Policy periodically.

The updated version will be posted on this page with a revised “Last Updated” date. Material changes may also be communicated through another appropriate method.

Questions or requests concerning this Privacy Policy may be directed to:

• Pro Bookkeeping & Payroll
• Email: Ali@ProBookkeepingUSA.com
• Office: 817-384-2024
• Call or Text Ahmed: 817-881-4930
• Website: ProBookkeepingUSA.com