Effective Date: 2025

At For the Books, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your personal information.

1. Information We Collect

When you contact us, sign up for services, or complete a lead form, we may collect personal information including:

• Name

• Email address

• Phone number (if provided)

• Business name

• Other details you choose to share

2. How We Use Your Information

We use the information you provide to:

• Communicate with you about your inquiry

• Provide bookkeeping services and resources

• Improve our services and website

• Send occasional updates or relevant content (you can opt out anytime)

We will never sell your information to third parties.

3. Data Storage and Security

Your data is stored securely and only accessed by authorized personnel. We take reasonable steps to protect it from loss, misuse, or unauthorized access.

4. Third-Party Tools

We may use trusted third-party tools (such as scheduling apps, email platforms, or LinkedIn lead forms) to help run our business. These providers have their own privacy policies.

5. Your Rights

You can request to access, update, or delete your personal information at any time by contacting us at renee@for-the-books.com.

6. Updates to This Policy

We may update this policy occasionally. Any changes will be posted on this page with an updated effective date.

Questions?
Feel free to reach out to us at renee@for-the-books.com.