Privacy Policy

Golden Bear Bookkeeping, LLC
Website: https://gbbookkeeping.org/home
Email: [email protected]

Effective Date: [Insert Date]

1. Introduction

Golden Bear Bookkeeping, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal and financial information.

This Privacy Policy explains how we collect, use, and protect your information when you visit our website or use our services. This policy is designed to meet platform requirements, including Facebook/Meta compliance.

2. Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Business name and details

  • Billing and payment information

Financial Information

  • Bank account details (when necessary for bookkeeping)

  • Transaction data

  • Financial records needed to perform services

Technical Information

  • IP address

  • Browser type

  • Device information

  • Website usage data (cookies, analytics)

3. How We Use Your Information

We use your information to:

  • Provide bookkeeping services and tax-ready financials

  • Prepare and support 1040 (Schedule C) tax filings (if agreed)

  • Communicate with you about your account or services

  • Send appointment reminders and updates

  • Improve our website and services

  • Comply with legal and regulatory requirements

4. SMS & Communication Consent (A2P Compliance)

By providing your phone number and opting in, you agree to receive SMS messages from Golden Bear Bookkeeping, LLC, including:

  • Appointment reminders

  • Service updates

  • Account notifications

  • Marketing messages (only if you opt in)

Message frequency may vary. Message and data rates may apply.

You can opt out at any time by replying:

  • STOP to unsubscribe

  • HELP for assistance

We do not sell or share your phone number with third parties for marketing purposes.

5. How We Share Information

We do not sell your personal information.

We may share your information only in the following cases:

  • With your consent

  • With trusted service providers (e.g., bookkeeping software, payment processors)

  • With your CPA or tax professional (if authorized)

  • When required by law or legal process

6. Data Security

We take reasonable steps to protect your information using secure systems and best practices.

However, no system is completely secure, and we cannot guarantee absolute security of your data.

7. Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Meet legal, tax, and accounting requirements

  • Resolve disputes and enforce agreements

8. Your Rights

Depending on your location, you may have rights to:

  • Access your personal information

  • Request corrections

  • Request deletion of your data

  • Opt out of marketing communications

To make a request, contact us at [email protected].

9. Cookies & Tracking

Our website may use cookies and similar technologies to:

  • Improve user experience

  • Analyze website traffic

  • Support marketing efforts

You can disable cookies through your browser settings.

10. Third-Party Services

We may use third-party tools (such as QuickBooks Online or payment processors). These services have their own privacy policies, and we are not responsible for their practices.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

12. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted on our website.

Your continued use of our services means you accept the updated policy.

13. Contact Information

Golden Bear Bookkeeping, LLC
Email: [email protected]
Website: https://gbbookkeeping.org/home

14. Acknowledgment

By using our website or services, you acknowledge that you have read and agree to this Privacy Policy.

15. Privacy Policy Requirements

A company's privacy policy must clearly state how customer information is collected, utilized, and shared.

The Privacy Policy must be easy to find and linked to from all pages (typically in the footer or header).

The policy must be on a single dedicated page or a single pop-up window.

The sharing section must explicitly include the following statement:

"Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes."

Golden Bear Bookkeeping is committed to protecting your information while making your finances simple, clear, and stress-free.