Privacy Policy
Effective Date: July 9, 2026
Magnolia Grove Bookkeeping respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, schedule a consultation, or use our bookkeeping-related services.
Information We Collect
We may collect information you voluntarily provide, including your name, business name, email address, phone number, message details, consultation details, and information about your bookkeeping needs.
If you become a client, we may also collect business and financial information necessary to provide bookkeeping, QuickBooks support, clean-up and catch-up services, dashboards, tax planning support, financial counseling, and related services.
Our website may also collect limited technical information, such as browser type, device information, IP address, pages visited, and cookie-related information.
How We Use Information
We may use your information to:
Respond to inquiries and consultation requests.
Schedule and prepare for consultations.
Provide bookkeeping and related business services.
Communicate about appointments, services, follow-up items, and client support.
Improve our website and client experience.
Maintain business records.
Comply with legal, tax, accounting, security, and regulatory obligations.
Text Messaging and Phone Communications
If you provide your phone number and consent to receive text messages, Magnolia Grove Bookkeeping may send appointment reminders, consultation follow-ups, client service updates, and other business-related messages.
Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP. For help, reply HELP or contact us through our website contact form.
We do not sell or rent text messaging opt-in information.
Text messaging originator opt-in data and consent will not be shared with any third parties.
Cookies and Website Tracking
Our website may use cookies and similar technologies to help the site function properly, improve security, analyze website performance, and improve user experience.
You may be able to manage cookie preferences through the cookie banner or your browser settings. Disabling cookies may affect certain website features.
How We Share Information
We do not sell personal information.
We may share information only as needed with trusted service providers who help us operate our website, scheduling, communication, bookkeeping, client management, payment, software, or technology systems.
We may also share information when required by law, to protect our rights, to prevent fraud or security issues, or with your permission.
Client Financial Information
Bookkeeping work may involve sensitive business and financial records. We use reasonable administrative, technical, and organizational safeguards to protect client information.
No website, email, text message, software platform, or internet-based system can be guaranteed completely secure.
Please do not submit bank logins, passwords, Social Security numbers, tax identification numbers, full account numbers, payroll records, or confidential financial documents through a general website form unless we have specifically provided a secure method for doing so.
Data Retention
We keep information for as long as reasonably necessary to respond to inquiries, provide services, maintain records, comply with legal obligations, resolve disputes, and operate our business.
Your Choices
You may contact us to request that we update, correct, or delete information you previously provided, subject to legal, accounting, contractual, security, and recordkeeping obligations.
You may opt out of text messages by replying STOP.
You may decline non-essential cookies through the cookie banner if available.
California Privacy Note
Magnolia Grove Bookkeeping is based in California. California residents may have additional privacy rights under California law. Magnolia Grove Bookkeeping does not sell personal information. If our legal obligations change, we will update this policy.
Children’s Privacy
Our website and services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact
To contact Magnolia Grove Bookkeeping about this Privacy Policy, please use the contact form on our website.