Privacy Policy

Simple Advice Bookkeeping, LLC ("we," "us," "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the services we work with to run our business.

Information we collect

We collect information you choose to share with us, including:

• Contact and Health Check forms: your name, email address, business name, and your answers about your business.
• Newsletter signup: your email address, with your consent, so we can send you bookkeeping tips and updates.
• Scheduling: when you book a call, your name, email, and appointment details.
• Chat: messages you send us through the website chat, along with basic technical information the chat tool collects (such as pages visited and browser type).
• Client Portal: if you are a client, your sign-in details, documents you upload, messages, and other information you share in your private portal.

How we use your information

We use your information to respond to you, send results and resources you request, schedule and hold appointments, deliver our services, and — only with your consent — send our newsletter. We never sell your information.

Services we work with

To run this website and our business, we share the information above with a small number of trusted services, only as needed:

• Mailchimp — stores newsletter subscribers and sends our emails. You can unsubscribe at any time using the link in any email.
• Calendly — powers our call scheduling calendar.
• Zoho SalesIQ — powers the chat bubble on this site and uses cookies to remember your conversation.
• Google — offers sign-in for the Client Portal.
• Our website hosting and email provider — stores website accounts, Client Portal content, and delivers emails you request.

Each of these services has its own privacy policy governing how it handles data on our behalf.

Cookies

This site uses cookies needed for sign-in and security, and the chat and scheduling tools may set their own cookies to work properly. You can control cookies through your browser settings.

How we protect your information

Client Portal documents and conversations are private to your company and protected by sign-in access. We keep your information only as long as needed to provide our services or as required by law.

Your choices

You can unsubscribe from emails at any time, ask us what information we hold about you, or ask us to correct or delete it by contacting us below.

Contact

Questions about this policy or your information? Email hello@simpleadvicebookkeeping.com.