Effective Date: June 16, 2026

Carolyn Gagnon Bookkeeping (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you share with us.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or engage our bookkeeping services.

Information We Collect

We may collect the following information:

• Personal information such as your name, phone number, email address, and business name

• Financial and business information necessary to provide bookkeeping services

• Documents you submit to us, including receipts, statements, reports, and tax-related records

• Website usage information such as IP address, browser type, and pages visited

How We Collect Information

We collect information when you:

• Fill out a contact form on our website

• Schedule a consultation

• Communicate with us via email

• Upload or share business documents

• Engage our services

Our website is hosted through Squarespace, and certain information submitted through forms may be processed and stored through their platform.

We also use Google Workspace tools, including Google Sheets, Google Docs, and Gmail, to organize, communicate, and securely store client information.

How We Use Your Information

We use your information to:

• Provide bookkeeping and related support services

• Communicate regarding your account or inquiries

• Maintain business records

• Improve our services and client experience

• Comply with legal and tax obligations

Information Sharing

We do not sell, rent, or trade your personal information.

We may share information only when necessary with:

• Trusted service providers (such as software platforms used to provide services)

• Accountants, tax professionals, or financial advisors you authorize

• Government agencies or legal authorities when required by law

Data Security

We take reasonable administrative, technical, and organizational measures to protect your information. However, no method of transmission over the internet or electronic storage is guaranteed to be 100% secure.

Data Retention

We retain client records only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

Your Rights

You may request to:

• Access your personal information

• Correct inaccurate information

• Request deletion of information where legally permitted

To make a request, contact us at:

carolyn.g.bookkeeping@gmail.com

Third-Party Services

Our website and operations rely on third-party platforms, including Squarespace and Google Workspace, each of which maintains its own privacy practices.

Cookies

Our website may use cookies and analytics tools to improve website functionality and performance.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with the revised effective date.

Contact

If you have questions regarding this Privacy Policy, please contact:

Carolyn Gagnon Bookkeeping

Carolyn.G.Bookkeeping@gmail.com

610-216-8288

Effective Date: June 16, 2026

Welcome to Carolyn Gagnon Bookkeeping. By using this website or engaging our services, you agree to these Terms and Conditions.

Services

We provide bookkeeping and related financial organization services for businesses. We do not provide legal, tax, or financial investment advice unless explicitly stated.

Client Responsibilities

Clients agree to:

• Provide accurate and complete financial information

• Submit requested documents in a timely manner

• Review reports and communications promptly

• Maintain responsibility for all business decisions based on provided records

We are not responsible for errors resulting from incomplete, inaccurate, or delayed information provided by the client.

Communication

By submitting your information through our website, you consent to being contacted by email, phone, or other agreed-upon methods regarding services.

Confidentiality

We treat all client financial information as confidential and will not disclose it except as required by law or with client authorization.

Payments

Fees for services will be outlined in separate service agreements, proposals, or invoices.

Late payments may result in paused services or additional fees.

No Guarantees

While we strive for accuracy and timely reporting, we do not guarantee specific business outcomes, tax savings, or financial results.

Third-Party Platforms

Our business uses third-party platforms, including Squarespace and Google Workspace, for communication, file storage, and operations. By using our services, you acknowledge these systems may be used in delivering services.

Limitation of Liability

To the fullest extent permitted by law, [Your Business Name] shall not be liable for indirect, incidental, special, or consequential damages resulting from use of our website or services.

Intellectual Property

All content on this website, including text, branding, and resources, is owned by [Your Business Name] unless otherwise stated.

Termination

We reserve the right to terminate services if:

• Payments are not made

• Required documentation is withheld

• There is misuse, fraud, or unlawful activity

Governing Law

These Terms shall be governed by the laws of the State of [Your State].

Contact

Questions regarding these Terms may be directed to:

Carolyn Gagnon Bookkeeping

Carolyn.G.Bookkeeping@gmail.com

610-216-8288