Privacy Policy
Effective Date: June 5, 2026
Your financial privacy is of the utmost importance. This Privacy Policy outlines how your personal and business information is collected, used, and protected when you visit this website or engage my bookkeeping services.
1. Information I Collect
To provide accurate bookkeeping services and respond to inquiries, I may collect the following information:
Contact Information: Name, email address, phone number, and business name.
Financial Data: If you engage my services, I will require secure access to bank statements, credit card statements, receipts, and existing accounting software data necessary to perform day-to-day bookkeeping.
2. How I Use Your Information
I use your data strictly to operate my business and serve yours. This includes:
Organizing, reconciling, and managing your business finances.
Communicating with you regarding your financial reports and bookkeeping needs.
Sending invoices, updates, or responding to questions you submit via my website.
3. Data Protection & Security
I implement industry-standard security measures to maintain the safety of your sensitive financial data.
I utilize secure, encrypted bookkeeping platforms and cloud storage.
I do not share, sell, rent, or lease your personal or business financial information to third parties. Your data is only shared with individuals you explicitly authorize (such as your CPA at tax time).
4. Third-Party Services
This website may use basic analytical tools (like Google Analytics) to track general visitor traffic, or third-party scheduling tools (like Calendly) to book calls. These platforms have their own independent privacy policies governing how they handle your basic web-browsing data.
5. Consent & Changes
By using this website, you consent to this privacy policy. Any future updates to this policy will be posted directly on this page.
6. Contact Me
If you have any questions regarding this privacy policy or the security of your data, please contact me directly at: privacy@nickjamesnelson.com