Privacy Policy
Effective Date: June 7, 2026
Bookkeeping By Michelle ("we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our bookkeeping, accounting, payroll, and related financial services.
Information We Collect
We may collect personal information including:
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Name
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Email address
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Phone number
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Mailing address
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Business information
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Financial and bookkeeping records you voluntarily provide
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Tax-related information and documents
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Information submitted through contact forms, scheduling tools, client portals, or consultations
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Website usage information collected through analytics tools
How We Use Your Information
We may use your information to:
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Provide bookkeeping, payroll, accounting, tax-related, and advisory services
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Communicate regarding appointments, consultations, deadlines, reminders, and account updates
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Respond to inquiries and customer service requests
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Send requested documents, reports, or service information
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Process payments and invoices
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Improve our website, services, and customer experience
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Maintain legal, tax, and regulatory compliance
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Protect against fraud, unauthorized transactions, and other liabilities
Text Messaging and SMS Communication
If you provide your mobile phone number and consent to receive text messages, we may send messages related to:
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Appointment reminders
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Document requests
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Service updates
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Payroll and bookkeeping notifications
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Account communications
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General customer support
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Message frequency may vary. Message and data rates may apply.
You may opt out at any time by replying STOP.
For assistance, reply HELP or contact us directly.
SMS consent is not shared with third parties or affiliates for marketing purposes.
Sharing of Information
We do not sell, rent, or trade your personal information.
We may share information only when necessary with trusted third-party service providers who assist in operating our business, delivering services, processing payments, maintaining secure client portals, complying with legal obligations, or supporting business operations. These providers are required to maintain the confidentiality and security of your information.
We may also disclose information when required by law or to protect our legal rights.
Data Security
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Third-Party Services
Our website may utilize third-party tools and service providers, including:
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Scheduling and appointment software
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Payment processors
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Secure document-sharing portals
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Accounting and bookkeeping platforms
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Analytics services
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Communication and email marketing platforms
These third parties maintain their own privacy policies and practices.
Cookies and Analytics
Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and enhance website functionality. You may adjust your browser settings to disable cookies; however, some website features may not function properly.
Your Rights and Choices
You may contact us at any time to:
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Request access to your personal information
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Update or correct your information
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Request deletion of information where legally permissible
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Opt out of non-essential communications
Certain information may be retained as required by law, tax regulations, or legitimate business purposes.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated Effective Date.
Contact Us
Bookkeeping By Michelle
Website: michelle@bookkeepingbymichelle.com
If you have questions regarding this Privacy Policy or how your information is handled, please contact us through the contact information provided on our website.