Milstead Bookkeeping LLC respects your privacy. This Privacy Policy explains how information may be collected, used, and shared when you visit our website, contact us, or use website features such as scheduling tools.

This policy applies to information collected through the Milstead Bookkeeping LLC website. Information provided after you become a client may also be governed by your engagement agreement and the systems used to provide bookkeeping services.

INFORMATION WE MAY COLLECT

We may collect information that you choose to provide to us, including:

Name

Email address

Phone number

Business or organization name

Information included in a contact form, inquiry, or message

Information provided when scheduling a discovery call or other meeting

We may also receive limited technical information automatically when you visit the website, such as:

IP address

Browser and device information

Pages visited

Approximate location based on IP address

Referring website or source

Website usage and interaction information

This information may be collected through Squarespace, cookies, analytics tools, or other technologies used to operate and understand the website.

HOW WE USE INFORMATION

We may use information collected through the website to:

Respond to inquiries and communications

Schedule and manage meetings

Determine whether Milstead Bookkeeping LLC may be a good fit for a prospective client

Provide information about our services

Operate, maintain, and improve the website

Understand how visitors use the website

Protect the website and our business from misuse, fraud, or security threats

Maintain business records where reasonably necessary

We do not use information submitted through the website to provide tax, legal, investment, or other services outside the scope of Milstead Bookkeeping LLC’s bookkeeping services.

SENSITIVE AND FINANCIAL INFORMATION

Please do not submit sensitive financial or personal information through public website forms, email inquiry forms, or discovery-call scheduling fields.

This includes information such as:

Bank account or credit card numbers

Passwords or login credentials

Social Security numbers

Full tax identification numbers

Copies of tax returns

Detailed payroll records

Other confidential financial records

If you become a client, Milstead Bookkeeping LLC will provide instructions regarding the appropriate systems and methods for sharing information needed for your bookkeeping engagement.

SCHEDULING AND THIRD-PARTY SERVICES

Milstead Bookkeeping LLC uses third-party services to operate certain website functions. These may include website hosting, scheduling, communications, analytics, and other business tools.

For example, when you schedule a meeting through an embedded or linked scheduling service, information you provide may be processed by that service in addition to Milstead Bookkeeping LLC.

Third-party providers maintain their own privacy policies and practices. Milstead Bookkeeping LLC does not control how those providers independently collect or process information.

COOKIES AND WEBSITE ANALYTICS

This website may use cookies and similar technologies to support website functionality, understand website traffic, and improve the visitor experience.

Some cookies may be necessary for the website to function properly. Others may be used by Squarespace or integrated third-party services to provide analytics or other features.

Your browser may allow you to block or delete cookies. Doing so may affect how certain website features function.

HOW INFORMATION MAY BE SHARED

Milstead Bookkeeping LLC may share information with service providers when reasonably necessary to operate the website or conduct normal business activities.

These providers may include companies that provide:

Website hosting

Scheduling services

Email or communications services

Analytics

Cloud-based business tools

Technology or security support

We may also disclose information when reasonably necessary to comply with applicable law, respond to lawful legal process, protect our rights or property, investigate suspected misuse, or protect the safety of Milstead Bookkeeping LLC or others.

Milstead Bookkeeping LLC does not sell personal information to third parties for monetary compensation.

DATA RETENTION

We retain information for as long as reasonably necessary for the purpose for which it was collected, to maintain appropriate business records, to comply with legal obligations, or to resolve disputes.

Retention periods may vary depending on the type of information and the nature of the relationship.

DATA SECURITY

Milstead Bookkeeping LLC takes reasonable administrative and technical measures to protect information in our possession.

However, no website, email system, online transmission, or electronic storage method can be guaranteed to be completely secure. Visitors should use appropriate care when deciding what information to send electronically.

CLIENT INFORMATION

This Privacy Policy primarily addresses information collected through the public Milstead Bookkeeping LLC website.

If you become a client, additional financial, accounting, business, or organizational information may be provided to Milstead Bookkeeping LLC as part of the bookkeeping engagement.

Client information is handled through the processes, systems, and service providers used to perform the agreed-upon services and is subject to the applicable client engagement agreement.

THIRD-PARTY LINKS

Our website may contain links to websites or services that are not operated by Milstead Bookkeeping LLC.

We are not responsible for the privacy practices, security, or content of third-party websites. Visitors should review the privacy policies of those services before providing personal information.

YOUR PRIVACY CHOICES

You may contact Milstead Bookkeeping LLC to:

Ask what personal information you have directly provided to us through the website

Request that inaccurate contact information be corrected

Ask that information you provided through a website inquiry be deleted, when we are not required to retain it

Opt out of nonessential marketing communications from Milstead Bookkeeping LLC

Depending on where you live, applicable law may provide additional privacy rights.

Requests may be subject to reasonable identity verification and applicable legal or recordkeeping requirements.

CHILDREN'S PRIVACY

The Milstead Bookkeeping LLC website and services are intended for businesses, organizations, and adults seeking bookkeeping services.

We do not knowingly collect personal information from children under 13 through this website.

CHANGES TO THIS PRIVACY POLICY

Milstead Bookkeeping LLC may update this Privacy Policy from time to time as our website, services, technology providers, or legal obligations change.

The current version will be posted on this page with an updated “Last updated” date.

CONTACT

Questions about this Privacy Policy or privacy-related requests may be directed to:

Milstead Bookkeeping LLC

lyonte@milsteadbookkeeping.com

(503) 383-1199