Privacy Policy

Privacy Policy
Effective Date: 11/10/2025
Last Updated: 11/10/2025
1. Introduction
Bloom Bookkeeping (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and share information when you engage our bookkeeping services, visit our website, or communicate with us.
2. Information We Collect
We collect personal and business information necessary to provide accurate bookkeeping and financial services, including:

• Personal Information: name, address, email address, phone number.

• Business Information: company name, EIN, business address, and contact details.

• Financial Information: bank account details, payroll records, invoices, receipts, expense reports, and other accounting data.

• Technical Information: IP address, browser type, and usage data (if applicable to your website).

We only collect the information you voluntarily provide or authorize us to access in connection with our services.
3. How We Use Your Information
We use the information we collect to:

• Deliver bookkeeping, accounting, and related financial services.

• Communicate with you about your account, invoices, and reports.

• Maintain accurate internal records and comply with applicable laws.

• Improve our services and customer experience.

We do not sell, rent, or trade your personal or financial information.
4. Data Storage and Security
We store all data securely, whether electronically or in physical form, and implement industry-standard security measures to protect against unauthorized access, disclosure, alteration, or destruction.
If we use third-party accounting platforms (such as QuickBooks, Xero, or similar), we ensure those providers maintain strong security and privacy standards.
5. Sharing of Information
We may share your information only in the following circumstances:

• With your explicit consent.

• With trusted third-party service providers who assist us (e.g., accountants, tax preparers, or secure cloud services).

• When required by law, regulation, or court order.

All third parties are required to maintain the confidentiality and security of your data.
6. Data Retention
We retain your records for as long as necessary to fulfill the purposes described in this policy or as required by law. After that period, your data will be securely deleted or destroyed.
7. Your Rights
You have the right to:

• Access and review the personal data we hold about you.

• Request corrections or updates to your information.

• Withdraw consent or request deletion of your data, where legally permissible.

To exercise these rights, please contact us using the details below.
8. Cookies (If Applicable)
If our website uses cookies, they are used solely to improve user experience and website performance. You can control or disable cookies through your browser settings.
9. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact:
Bloom Bookkeeping
Email: heatherwaits614@gmail.com