Privacy Policy

Last updated: 04/07/2026

Price Family Bookkeeping LLC (“Company”, “we”, “our”, or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and safeguard your information when you interact with our website and services.

1. Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Business information necessary to provide services

Financial and Operational Information

  • Accounting and financial records provided by you

  • Transactional and business data required to perform services

Usage Data

  • IP address

  • Browser type and version

  • Pages visited and time spent

  • Device identifiers and diagnostic data

2. How We Use Your Information

We use your information strictly to operate as a financial services provider, including:

  • Providing bookkeeping and financial operations support

  • Communicating with you regarding services, updates, and billing

  • Managing client accounts and service delivery

  • Preparing financial reports and maintaining records

  • Coordinating with third-party professionals at your request

  • Improving internal systems and service quality

We do not use your information for unrelated marketing or sell your data.

3. SMS Communications and Consent

If you provide your phone number, you consent to receive SMS text messages from Price Family Bookkeeping LLC related to your account, services, billing, and operational communications.

  • Message frequency may vary

  • Message and data rates may apply

You may opt out at any time by replying “STOP” to any message.
For assistance, reply “HELP” or contact us directly.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Information

We do not sell, rent, or share personal information with third parties for marketing or promotional purposes.

We may share information only in the following limited circumstances:

a. Service Providers

We may share information with trusted third-party service providers who assist in delivering our services (such as bookkeeping support teams, software platforms, and operational tools). These parties are required to maintain confidentiality and use information only for service delivery purposes.

b. Client-Authorized Third-Party Professionals

At your request or with your consent, we may share relevant information with third-party professionals such as accountants, tax advisors, attorneys, or other financial specialists. This is done solely to support your business needs and service delivery.

These parties act independently and are not engaged for marketing or promotional purposes.

c. Legal and Regulatory Requirements

We may disclose information if required to do so by law, subpoena, or regulatory authority.

5. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your information.

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain client financial records and personal data for a minimum of seven (7) years following the completion of services, unless a longer retention period is required by law, regulation, or contractual obligation.

After this period, records may be securely deleted or destroyed in accordance with our internal policies.

Clients remain responsible for maintaining their own original records.

7. Your Rights

You may request to:

  • Access your personal information

  • Correct inaccurate data

  • Request deletion of your information (subject to legal and contractual obligations)

To make a request, contact us using the information below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

9. Business Use Only

Our services are intended for business use and are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last updated” date.

11. Contact Us

If you have any questions about this Privacy Policy, you can contact us:

Email: cody@pricefamilybookkeeping.com