Guide & Thrive Bookkeeping may collect personal, business, and financial information necessary to operate our website and provide bookkeeping services.
This may include:
Contact Information: Names, business names, email addresses, phone numbers, and business addresses.
Financial Records: Bank statements, transactions, invoices, vendor bills, receipts, and financial reports.
Client Information: Service agreements, onboarding documents, communications, and authorized account access details.
Payment Information: Billing details and payment confirmations processed through Stripe or other approved payment providers.
Website Information: IP addresses, browser types, device information, and cookies where collected by our website or service providers.
We aim to collect only information reasonably necessary for legitimate business purposes.
We may use collected information to:
Provide monthly bookkeeping, cleanup, A/R, A/P, and receipt management services.
Categorize transactions, reconcile accounts, and prepare financial reports.
Communicate regarding quotes, onboarding, client questions, and service updates.
Process invoices, payments, and recurring billing.
Maintain records, fulfill contractual obligations, and comply with applicable laws.
Protect our systems, investigate security concerns, and prevent unauthorized activity.
Improve website functionality and customer experience.
Promotional communications may be sent where legally permitted, subject to any required consent and available opt-out rights.
Guide & Thrive Bookkeeping does not sell or rent personal or financial information.
We may share information when reasonably necessary with:
QuickBooks Online: For authorized bookkeeping and financial management activities.
Stripe: For payment processing and billing.
Google Workspace: For client communications, document management, and business operations.
Other Service Providers: For approved scheduling, website hosting, security, or operational functions.
Professional Advisers: Including legal, insurance, or accounting professionals when reasonably necessary and appropriate.
Legal Authorities: When required by law or valid legal process.
We may also disclose information as necessary to investigate suspected fraud, protect legal rights, or address security incidents, where permitted by law.
Third-party providers may process information according to their applicable agreements and privacy policies.
We recognize the sensitive nature of client financial information.
Client financial records are treated as confidential and used for authorized business purposes.
Access is restricted to individuals and service providers with a legitimate need.
We do not intentionally disclose confidential client information for unrelated purposes without authorization or another lawful basis.
Clients retain responsibility for their underlying business records and financial decisions.
Confidentiality obligations continue after services end, subject to lawful disclosure and retention requirements.
We may retain necessary records to establish compliance, address disputes, or fulfill legal and contractual obligations.
We take reasonable care when handling information and use the security features available in the services we use.
We limit access to client information to what is needed to provide services.
No electronic system can guarantee complete security.
If we become aware of a security incident involving personal information, we will investigate and provide any notices required by law.
Subject to applicable law and legitimate retention requirements, individuals may:
Request access to personal information we maintain about them.
Request corrections to inaccurate personal information.
Request deletion of eligible information.
Opt out of promotional communications.
Contact us with questions about how information is handled.
We may request reasonable identity verification before processing sensitive requests.
Certain information may not be eligible for deletion when retention is required or permitted for legal, contractual, security, or recordkeeping purposes.
Our website uses cookies and similar technologies, including Meta Pixel and Google Ads tags, to support website functions and measure website activity and advertising performance.
These tools may collect information such as pages visited, interactions, browser and device details, IP addresses, and cookie identifiers.
Website activity information may be shared with Meta and Google for advertising measurement and, depending on the tools’ settings, advertising personalization.
These providers handle information under their own privacy policies.
Visitors can manage cookies through browser settings and use Google’s Ads Settings and Meta’s advertising preferences for additional controls. These settings may not prevent every form of tracking.
Blocking cookies or tracking technologies may affect some website features.
We retain personal and financial information only for as long as reasonably necessary for legitimate business purposes or applicable legal requirements.
Active Clients: Information may be retained as necessary to perform agreed services.
Former Clients: Relevant records may be retained for legal compliance, business documentation, and dispute resolution.
Client Access: Our access to financial systems will be discontinued when no longer authorized or reasonably necessary, subject to applicable transition obligations.
Data Deletion: Records no longer needed will be securely deleted, destroyed, or otherwise disposed of when reasonably practicable.
Third-Party Systems: Some information may remain subject to the independent retention practices of software providers.
Clients should maintain their own copies of important financial records.
Guide & Thrive Bookkeeping may use or link to third-party services, including QuickBooks Online, Stripe, Google Workspace, and scheduling providers.
These providers maintain their own privacy policies, agreements, and security practices.
Guide & Thrive Bookkeeping does not control every aspect of independently operated third-party platforms.
Third-party outages, unauthorized activity, or technical issues may affect the availability or security of information.
We take reasonable steps appropriate to our role when selecting and using providers that handle client data.
Nothing in this policy excludes responsibilities imposed on Guide & Thrive Bookkeeping by applicable law.
Guide & Thrive Bookkeeping may update this Privacy Policy to reflect changes in business operations, technology, or legal requirements.
Updates will be posted on our website with a revised effective date.
For privacy questions, information requests, or concerns, contact:
Email: guideandthriveoffice@gmail.com
Call or Text: (920) 372-2368
