Privacy Policy

We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data. By using our website or services, you agree to the terms outlined in this policy.

1. Information We Collect

We collect personal and non-personal information in the following ways:

1.1 Information You Provide Voluntarily

This includes information you submit through:

  • Contact forms

  • Service inquiry forms

  • Newsletter sign-ups

  • Payment forms

  • Consultation requests

The personal data may include:

  • Name

  • Email address

  • Phone number

  • Business name

  • Billing information (processed securely through third-party platforms)

  • Any other information you voluntarily share

1.2 Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address

  • Browser type and version

  • Device information

  • Pages visited

  • Date and time of visit

  • Referring website

This information is collected through cookies and similar tracking technologies.

1.3 Cookies & Tracking Technologies

We use cookies for:

  • Website functionality

  • Analytics and performance

  • Personalized experiences

  • Marketing/remarketing

You can disable cookies in your browser settings at any time.

2. How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping, financial, and consulting services

  • Improve website performance and user experience

  • Respond to inquiries, requests, and customer support needs

  • Send updates, newsletters, and marketing communication (only if you opt-in)

  • Maintain records for legal, tax, and business purposes

  • Prevent fraudulent activity or misuse of our website and services

We never sell your personal information.

3. How We Share Your Information

We may share your information with third parties only when necessary, including:

3.1 Service Providers

Trusted partners who help operate our business, such as:

  • Payment processors

  • Scheduling platforms

  • Email marketing systems

  • Cloud-based accounting software

  • Website hosting providers

These providers are required to protect your information and use it only for the services they provide.

3.2 Legal Requirements

We may disclose information if required to:

  • Comply with laws and regulations

  • Respond to government requests

  • Protect our legal rights or prevent fraud

4. Data Security

We implement industry-standard technical and organizational measures to safeguard your information.
While no method of transmission over the internet is 100% secure, we take all reasonable steps to protect your data.

5. Your Rights & Choices

Depending on your location, you may have rights regarding your personal data, including:

  • Access – Request a copy of the information we hold about you

  • Correction – Update or correct your personal data

  • Deletion – Request your data be deleted, subject to legal retention requirements

  • Opt-Out – Unsubscribe from marketing communications at any time

  • Cookie Controls – Manage cookie preferences through your browser

To request any of these actions, contact us at:

📧 christine@equinebookkeeper.com
📞 (805) 300-4741

6. Third-Party Links

Our website may contain links to external sites.
We are not responsible for the privacy practices or content of third-party websites.

7. Children’s Privacy

Our services are not directed to individuals under 18.
We do not knowingly collect data from children.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically.
The updated version will be posted on this page with a revised “Last Updated” date.