Privacy Policy

Whitney Bookkeeping (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines what information we collect, how we use it, and the steps we take to safeguard it. By using our website and services, you consent to the practices described in this policy.

Plain Language Summary

• We collect information like your name and contact details to provide bookkeeping services.
• We use tools like Google Analytics to improve our website.
• Your data is secure, and we do not sell your personal information.
• You have rights over your data, including access and deletion.
• For details on how we handle cookies, please see section 3.

1. Information We Collect

We may collect the following types of information through our website:

• Personal Information: Your name, email address, phone number, and any other information you provide when you contact us or schedule services.
• Usage Data: Information collected via Google Analytics to monitor website usage.

Note: Financial information necessary for providing our bookkeeping services is collected separately through QuickBooks and is not processed through our Whitney Bookkeeping website. QuickBooks is used to manage client financial data securely. For more information on how QuickBooks handles your data, please review the QuickBooks Privacy Policy.

2. How We Use Your Information

We use your information to:

• Provide and manage our bookkeeping services.
• Communicate with you regarding inquiries, scheduling, and customer service.
• Analyze website performance to improve user experience.

3. Cookies and Tracking Technologies

Our website uses cookies to enhance your experience, analyze website performance, and help us understand how you interact with our content to improve our site. Cookies are small text files stored on your device that allow us to recognize your preferences and personalize your experience. We do not sell any of our users’ data to third parties.

We use the following types of cookies:

• Analytics Cookies: These cookies are used to collect information about how visitors use our site. We use services like Google Analytics to understand website traffic and usage patterns. This data helps us improve our content and user experience.
• Functional Cookies: These cookies are essential for certain features of our website to function correctly, including the booking page embedded from TidyCal.

You can manage or disable cookies through your browser settings, where you may have the option to select “Do Not Track,” depending on your browser. Please note that disabling cookies may affect the functionality of certain parts of our website.

If you have any questions about our use of cookies, feel free to contact us using one of the methods at the bottom of this page.

4. Sharing Your Information

We do not sell your personal information. We may share your data with:

• Service Providers: Our marketing agency uses your information to the extent necessary to provide their services, under strict confidentiality agreements.

5. Data Retention

We retain your data for as long as necessary to provide our services and as required by law. You may request the deletion of your data at any time, subject to legal obligations.

6. Your Rights

Under the California Consumer Privacy Act (CCPA), you have the right to:

• Access the personal information we hold about you.
• Request the correction or deletion of your data.
• Opt out of any sale of your personal information (note: we do not sell any data to third parties).
• Receive equal service and price even if you exercise your privacy rights.

To exercise these rights, please contact us using the information at the bottom of this page or use our contact form.

7. Security

We take your privacy seriously and implement robust security measures, including encryption and secure servers, to protect your personal data. Our website is protected by Cloudflare to ensure its security.

8. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect data from children under 13 years of age.

9. Third-Party Links

Our website may contain links to third-party websites, such as social media platforms. These sites are governed by their own privacy policies, and we encourage you to review them.

10. Data Breach Procedures

In the event of a data breach, we will promptly notify affected users via email and take all necessary steps to mitigate the breach in compliance with applicable laws.

11. Service Areas and International Users

Whitney Bookkeeping provides services primarily in Santa Clarita, CA and the greater Los Angeles area. Our services are targeted solely at U.S. residents, and we may accept clients nationwide at our discretion. If you access our services from outside the United States, please be aware that your information may be transferred, stored, and processed in the U.S., where our servers are located.

12. Changes to This Policy

We review and update this Privacy Policy periodically, at least annually, to ensure ongoing compliance with legal requirements. Significant changes will be posted on our website, and you will be notified via email if necessary.

13. User Consent

By using our website and services, you consent to the collection, use, and sharing of your information as described in this policy.

14. Accessibility

This Privacy Policy is available in alternative formats upon request to ensure accessibility for all individuals. Please contact us through the contact information provided on our website to request a different format. See our Accessibility Statement for more information on our accessibility practices.

15. How to Protect Your Own Data

We recommend that you take steps to protect your personal information, such as:

• Using strong, unique passwords for your online accounts.
• Being cautious of phishing attempts or suspicious emails.
• Regularly updating your software and security settings.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: