Privacy Policy
At Down To Earth Bookkeeping LLC, your privacy matters. This policy explains what information we collect, how we use it, and how we protect it—so you can feel confident and informed when working with us.
What We Collect
When you visit our website, book a consultation, or contact us, we may collect:
- Your name, email address, and phone number
- Business details you choose to share (e.g. industry, software used)
- Any messages or questions you submit through our forms
- We do not collect sensitive financial data through our website.
How We Use Your Information
We use the information you provide to:
- Respond to inquiries and schedule consultations
- Deliver bookkeeping and payroll services
- Improve our website and client experience
- Send occasional updates or service-related messages (only if you opt in)
- We do not sell or share your information with third parties for marketing purposes.
Third-Party Tools
We use trusted platforms to support our business operations, including:
- Calendly (for scheduling)
- Wix (for website hosting)
- Google Workspace (for email and document management)
- These platforms may collect basic usage data to help us improve performance and security.
How We Protect Your Information
We take reasonable steps to keep your information secure, including:
- Using secure platforms with encryption
- Limiting access to authorized personnel only
- Never requesting sensitive financial data through our website
- If you become a client, we’ll provide additional details about how your financial data is handled securely.
Your Rights
You can request to access or update your information, opt out of communications, or ask us to delete your data (unless required for legal or tax purposes).
To make a request, email us at carrie@downtoearthbookkeeping.com.
Questions?
If you have any questions about this policy or how your information is handled, please reach out to Down To Earth Bookkeeping LLC.