1. Introduction

Edgy Techie Bookkeeping, operated by Edgy Techie Consulting, LLC ("we," "our," or "us"), respects your privacy and is committed to handling your personal and business information responsibly.

This Privacy Policy explains how we collect, use, store, share, and protect information when you visit our website, request resources, schedule a consultation, communicate with us, or use our bookkeeping services.

By using our website, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

Personal and Contact Information

When you contact us, subscribe to our email list, request a resource, or schedule a consultation, we may collect your name, email address, telephone number, business name, and other information you voluntarily provide.

Business and Financial Information

When you inquire about or engage our bookkeeping services, we may collect business-related information, financial records, accounting transactions, bank statements, invoices, receipts, and other documents necessary to provide the services you authorize.

Website Usage Information

Our website and third-party service providers may automatically collect technical information, including IP addresses, browser types, device information, referring websites, and interactions with our website. This information may be collected through cookies or similar technologies.

3. How We Use Your Information

We may use the information we collect to:

• Respond to questions and service inquiries.

• Schedule and manage consultations.

• Deliver requested guides and educational resources.

• Provide bookkeeping and QuickBooks Online support services.

• Maintain accurate client records and communicate about services.

• Send bookkeeping tips, educational content, business updates, and promotional communications when permitted.

• Improve our website, resources, and customer experience.

• Maintain security, prevent misuse, and comply with applicable legal obligations.

We use personal and business information for legitimate business purposes consistent with this Privacy Policy.

4. Email Communications and Marketing

When you subscribe to our email list or agree to receive marketing communications, we may send you educational resources, bookkeeping tips, business updates, and information about our services.

We use Systeme.io to help manage subscriptions, deliver resources, and send email communications.

You may unsubscribe from marketing emails at any time using the unsubscribe link included in our messages or by contacting us at laura@edgytechieconsulting.com.

Unsubscribing from marketing communications does not prevent us from sending necessary service-related communications, such as appointment confirmations or messages concerning an existing client relationship.

We do not sell our email subscriber lists to third-party marketers.

5. Confidentiality of Client Financial Information

We understand that business owners entrust us with sensitive financial information.

Client financial records and business information are used for the purpose of providing authorized bookkeeping services and fulfilling related professional and legal responsibilities.

We take reasonable steps to maintain the confidentiality of this information and limit access to individuals or service providers who have a legitimate need to access it.

We do not disclose confidential client financial information for unrelated marketing purposes.

Additional confidentiality obligations may be established through individual client service agreements.

6. Third-Party Services

We may use third-party platforms to operate our website, manage communications, schedule appointments, and deliver bookkeeping services.

These services may include:

• Systeme.io: Website hosting, contact forms, email subscriptions, and marketing communications.

• Calendly: Appointment scheduling and consultation management.

• QuickBooks Online: Bookkeeping, accounting records, and authorized client financial management.

These providers may process information in accordance with their own privacy policies and applicable agreements.

We encourage you to review their privacy practices when interacting with their services.

7. Cookies and Website Technologies

Our website may use cookies or similar technologies to support website functionality, understand visitor interactions, and improve the user experience.

Some cookies may be placed by third-party platforms that support our website.

You may be able to manage or restrict cookies through your browser settings. Disabling certain cookies may affect website functionality.

8. Information Sharing and Disclosure

We do not sell personal information or client financial records.

We may share information with trusted service providers when reasonably necessary to operate our business, deliver requested services, maintain our website, or support authorized bookkeeping activities.

We may also disclose information when required by law, in response to valid legal processes, or when reasonably necessary to protect our rights, customers, or business operations.

We do not share confidential client financial information with unrelated third parties for their independent marketing purposes.

Where required by applicable law, we will provide additional information or choices concerning nonessential cookies.

9. Data Security

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

Where appropriate, we use established technology providers and access controls to support the security of client information.

However, no internet transmission, electronic storage system, or security measure can be guaranteed to be completely secure.

10. Data Retention

We retain personal and business information for as long as reasonably necessary to provide requested services, maintain business records, fulfill contractual obligations, resolve disputes, and comply with applicable laws.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

When information is no longer needed, we take reasonable steps to delete, securely dispose of, or de-identify it, subject to applicable legal and business requirements.

11. Your Privacy Choices and Rights

Depending on your location and applicable privacy laws, you may have rights concerning your personal information, including the ability to request access, correction, or deletion.

You may also request to stop receiving marketing emails at any time.

To submit a privacy-related request, contact us at laura@edgytechieconsulting.com.

We will review and respond to requests in accordance with applicable law. Certain information may need to be retained for legal, contractual, or legitimate business purposes.

12. Children's Privacy

Our website and bookkeeping services are intended for adults and business owners and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website.

If we learn that we have collected such information without appropriate authorization, we will take reasonable steps to delete it.

13. External Websites

Our website may contain links to third-party websites, scheduling platforms, educational resources, or social media services.

We are not responsible for the privacy practices, security, or content of websites operated by other organizations.

We encourage visitors to review the privacy policies of external websites before providing personal information.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal obligations.

When changes are made, we will update the effective date at the top of this page.

We encourage visitors to review this policy periodically.

15. Contact Information

If you have questions about this Privacy Policy, how your information is handled, or your privacy rights, please contact:

Edgy Techie Bookkeeping
Operated by Edgy Techie Consulting, LLC

Email: laura@edgytechieconsulting.com

We welcome questions and are committed to addressing privacy concerns responsibly.

1. Introduction

Edgy Techie Bookkeeping, operated by Edgy Techie Consulting, LLC ("we," "our," or "us"), respects your privacy and is committed to handling your personal and business information responsibly.

This Privacy Policy explains how we collect, use, store, share, and protect information when you visit our website, request resources, schedule a consultation, communicate with us, or use our bookkeeping services.

By using our website, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

Personal and Contact Information

When you contact us, subscribe to our email list, request a resource, or schedule a consultation, we may collect your name, email address, telephone number, business name, and other information you voluntarily provide.

Business and Financial Information

When you inquire about or engage our bookkeeping services, we may collect business-related information, financial records, accounting transactions, bank statements, invoices, receipts, and other documents necessary to provide the services you authorize.

Website Usage Information

Our website and third-party service providers may automatically collect technical information, including IP addresses, browser types, device information, referring websites, and interactions with our website. This information may be collected through cookies or similar technologies.

3. How We Use Your Information

We may use the information we collect to:

• Respond to questions and service inquiries.

• Schedule and manage consultations.

• Deliver requested guides and educational resources.

• Provide bookkeeping and QuickBooks Online support services.

• Maintain accurate client records and communicate about services.

• Send bookkeeping tips, educational content, business updates, and promotional communications when permitted.

• Improve our website, resources, and customer experience.

• Maintain security, prevent misuse, and comply with applicable legal obligations.

We use personal and business information for legitimate business purposes consistent with this Privacy Policy.

4. Email Communications and Marketing

When you subscribe to our email list or agree to receive marketing communications, we may send you educational resources, bookkeeping tips, business updates, and information about our services.

We use Systeme.io to help manage subscriptions, deliver resources, and send email communications.

You may unsubscribe from marketing emails at any time using the unsubscribe link included in our messages or by contacting us at laura@edgytechieconsulting.com.

Unsubscribing from marketing communications does not prevent us from sending necessary service-related communications, such as appointment confirmations or messages concerning an existing client relationship.

We do not sell our email subscriber lists to third-party marketers.

5. Confidentiality of Client Financial Information

We understand that business owners entrust us with sensitive financial information.

Client financial records and business information are used for the purpose of providing authorized bookkeeping services and fulfilling related professional and legal responsibilities.

We take reasonable steps to maintain the confidentiality of this information and limit access to individuals or service providers who have a legitimate need to access it.

We do not disclose confidential client financial information for unrelated marketing purposes.

Additional confidentiality obligations may be established through individual client service agreements.

6. Third-Party Services

We may use third-party platforms to operate our website, manage communications, schedule appointments, and deliver bookkeeping services.

These services may include:

• Systeme.io: Website hosting, contact forms, email subscriptions, and marketing communications.

• Calendly: Appointment scheduling and consultation management.

• QuickBooks Online: Bookkeeping, accounting records, and authorized client financial management.

These providers may process information in accordance with their own privacy policies and applicable agreements.

We encourage you to review their privacy practices when interacting with their services.

7. Cookies and Website Technologies

Our website may use cookies or similar technologies to support website functionality, understand visitor interactions, and improve the user experience.

Some cookies may be placed by third-party platforms that support our website.

You may be able to manage or restrict cookies through your browser settings. Disabling certain cookies may affect website functionality.

8. Information Sharing and Disclosure

We do not sell personal information or client financial records.

We may share information with trusted service providers when reasonably necessary to operate our business, deliver requested services, maintain our website, or support authorized bookkeeping activities.

We may also disclose information when required by law, in response to valid legal processes, or when reasonably necessary to protect our rights, customers, or business operations.

We do not share confidential client financial information with unrelated third parties for their independent marketing purposes.

Where required by applicable law, we will provide additional information or choices concerning nonessential cookies.

9. Data Security

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

Where appropriate, we use established technology providers and access controls to support the security of client information.

However, no internet transmission, electronic storage system, or security measure can be guaranteed to be completely secure.

10. Data Retention

We retain personal and business information for as long as reasonably necessary to provide requested services, maintain business records, fulfill contractual obligations, resolve disputes, and comply with applicable laws.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

When information is no longer needed, we take reasonable steps to delete, securely dispose of, or de-identify it, subject to applicable legal and business requirements.

11. Your Privacy Choices and Rights

Depending on your location and applicable privacy laws, you may have rights concerning your personal information, including the ability to request access, correction, or deletion.

You may also request to stop receiving marketing emails at any time.

To submit a privacy-related request, contact us at laura@edgytechieconsulting.com.

We will review and respond to requests in accordance with applicable law. Certain information may need to be retained for legal, contractual, or legitimate business purposes.

12. Children's Privacy

Our website and bookkeeping services are intended for adults and business owners and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website.

If we learn that we have collected such information without appropriate authorization, we will take reasonable steps to delete it.

13. External Websites

Our website may contain links to third-party websites, scheduling platforms, educational resources, or social media services.

We are not responsible for the privacy practices, security, or content of websites operated by other organizations.

We encourage visitors to review the privacy policies of external websites before providing personal information.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal obligations.

When changes are made, we will update the effective date at the top of this page.

We encourage visitors to review this policy periodically.

15. Contact Information

If you have questions about this Privacy Policy, how your information is handled, or your privacy rights, please contact:

Edgy Techie Bookkeeping
Operated by Edgy Techie Consulting, LLC

Email: laura@edgytechieconsulting.com

We welcome questions and are committed to addressing privacy concerns responsibly.