Privacy Policy
Effective Date: July 28, 2026
At Oholeguy Bookkeeping (“we,” “our,” or “us”), we value your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.
Information We Collect
We may collect the following types of information when you visit our website or work with us:
Personal Information
- Name
- Email address
- Phone number
- Business name
- Information you provide through contact forms, appointment requests, or consultations
Financial Information
As part of providing bookkeeping services, you may voluntarily provide access to financial records, accounting software, banking information, payroll information, tax documents, and other business financial data necessary to perform our services.
Website Usage Information
Our website may automatically collect certain technical information, including:
- IP address
- Browser type
- Device information
- Pages visited
- Time spent on the website
- Referring website
This information helps us improve the performance and security of our website.
How We Use Your Information
We use the information we collect to:
- Respond to inquiries and consultation requests
- Provide bookkeeping, bookkeeping cleanup, and coaching services
- Prepare financial reports and maintain accurate accounting records
- Communicate about your account or services
- Schedule appointments
- Improve our website and customer experience
- Meet legal, regulatory, and tax obligations
We do not sell your personal information.
Secure Handling of Financial Information
We understand that bookkeeping requires access to sensitive financial information. We take reasonable administrative, technical, and organizational measures to protect your data.
Client financial records are only accessed as necessary to perform agreed-upon services and are handled through secure systems and trusted software providers whenever possible.
Cookies
Our website may use cookies and similar technologies to improve your browsing experience, analyze website traffic, and remember your preferences.
You may disable cookies through your browser settings; however, doing so may affect certain website functionality.
Third-Party Services
We may use trusted third-party providers to operate our business, including services such as:
- Website hosting
- Appointment scheduling
- Contact forms
- Secure client portals
- Email communication
- Accounting software (including QuickBooks Online)
- Website analytics
These providers only receive information necessary to perform their services and are expected to protect your information.
Data Retention
We retain personal and financial information only as long as necessary to:
- Provide our services
- Meet legal and tax recordkeeping requirements
- Resolve disputes
- Enforce our agreements
When information is no longer required, we take reasonable steps to securely delete or dispose of it.
Your Rights
Depending on your location, you may have the right to:
- Request access to your personal information
- Request corrections to inaccurate information
- Request deletion of your information where legally permitted
- Withdraw consent for certain communications
To make a request, please contact us using the information below.
Children’s Privacy
Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13.
External Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Oholeguy Bookkeeping
Email: patricia@oholeguy.com
Phone: (301) 461-2876