Privacy Policy

Effective date: 06/17/2026

This Privacy Policy explains how KW Bookkeeping Services ("we," "us," or "our") collects, uses, and protects personal information when you visit kwbookkeeping.services or engage our bookkeeping services. We serve small businesses across California and are committed to protecting your privacy.

1. Information we collect

We collect personal information that you provide directly to us, including when you book a call, email us, or become a client:

• Contact details — your name, email address, phone number, and business name.
• Scheduling information — details you enter when booking a consultation through our scheduling tool.
• Bookkeeping records — for clients, the financial documents and account information you share with us so we can perform bookkeeping services (for example, bank statements, invoices, and access to your QuickBooks Online file).

When you visit our website, our hosting provider may automatically collect limited technical information such as your IP address, browser type, and pages visited, in standard server logs used for security and reliability.

2. How we use your information

• To respond to your inquiries and schedule consultations.
• To provide, maintain, and improve our bookkeeping services.
• To communicate with you about your account, documents, and the status of your books.
• To comply with legal, tax, and regulatory obligations.

3. How we share your information

We do not sell or rent your personal information. We share information only with trusted service providers who help us operate, and only as needed to deliver our services:

• Scheduling — our booking tool (Calendly) to arrange and manage consultations.
• Accounting software — Intuit QuickBooks Online, where client bookkeeping is performed.
• Website hosting — our hosting provider, which stores and serves this website.
• Professional and legal requirements — we may disclose information when required by law, or to your designated CPA or tax professional at your direction.

4. Client financial confidentiality

We treat all client financial records as strictly confidential. Access is limited to the members of our team who need it to perform your bookkeeping, and we maintain reasonable administrative and technical safeguards to protect that information.

5. Cookies & tracking technologies

This website does not currently use advertising or analytics cookies. If this changes, we will update this policy and, where required, request your consent.

6. "Do Not Track" signals

Some browsers offer a "Do Not Track" (DNT) setting. There is no common industry standard for responding to DNT signals, and our website does not currently respond to them. This disclosure is provided in accordance with the California Online Privacy Protection Act (CalOPPA).

7. Your California privacy rights

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), may give you the following rights regarding your personal information:

• Right to know / access — request the categories and specific pieces of personal information we have collected about you.
• Right to delete — request that we delete personal information we collected from you, subject to legal exceptions (for example, records we must retain for tax or legal purposes).
• Right to correct — request correction of inaccurate personal information.
• Right to opt out of sale or sharing — we do not sell or share your personal information, so there is nothing to opt out of.
• Right to limit use of sensitive information — we use sensitive information only as needed to provide our services.
• Right to non-discrimination — we will not discriminate against you for exercising any of these rights.

To exercise any of these rights, contact us at info@kwbookkeeping.services. We may need to verify your identity before responding.

8. Data retention

We retain personal information for as long as needed to provide our services and to meet legal, tax, and accounting recordkeeping requirements, after which it is securely deleted or anonymized.

9. Data security

We use reasonable safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Children's privacy

Our website and services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date above and post the updated version on this page.

12. Contact us

If you have questions about this Privacy Policy or your personal information, contact us at:

KW Bookkeeping Services
Email: info@kwbookkeeping.services