Evolve Bookkeeping LLC

Privacy Policy

Effective Date: August 25, 2026

Evolve Bookkeeping LLC respects your privacy and is committed to protecting the information you provide to us. This Privacy Policy explains how we collect, use, and protect information when you visit evolvebookkeepingllc.com or contact us through our website.

1. Information We Collect

When you use our website, we may collect information that you voluntarily provide, including:

  • Your name
  • Business name
  • Email address
  • Phone number
  • Information submitted through our contact or meeting-request form
  • Any other information you choose to provide when contacting us

We may also automatically collect limited technical information about your visit to our website, such as your IP address, browser type, device type, and pages visited, depending on the features and services used by our website.

2. How We Use Your Information

We may use information collected through our website to:

  • Respond to inquiries and requests
  • Schedule consultations or meetings
  • Communicate with prospective and current clients
  • Provide information about our bookkeeping services
  • Establish and maintain client relationships
  • Improve our website and services
  • Maintain website security
  • Comply with applicable legal and regulatory requirements

We do not sell your personal information.

3. Client Financial and Business Information

If you become a client of Evolve Bookkeeping LLC, we may receive financial, accounting, payroll, tax, banking, and other business information necessary to provide bookkeeping services.

We treat client financial and business information as confidential and use it only as reasonably necessary to provide our services, maintain appropriate business records, comply with legal obligations, and perform other activities authorized by our service agreement.

Please do not submit sensitive financial information, Social Security numbers, bank account numbers, passwords, credit card information, or other confidential financial information through the general contact form on our website. We will provide clients with appropriate methods for securely sharing information when necessary.

4. QuickBooks Online

Evolve Bookkeeping LLC uses QuickBooks Online, a service provided by Intuit, to provide bookkeeping and accounting services to clients.

Information entered into or processed through QuickBooks Online is also subject to Intuit’s applicable privacy policies, terms, and security practices. QuickBooks Online provides security features designed to protect financial information, including encryption, authentication, access controls, and other security measures.

For more information about how Intuit handles information, please review Intuit’s Privacy Center.

5. Website Contact and Scheduling

Our website includes a contact form that allows visitors to contact Evolve Bookkeeping LLC and request or schedule a meeting.

Information submitted through the contact form may be used to respond to your inquiry and coordinate your requested meeting or consultation.

Please only provide information necessary for us to respond to your request. Do not submit confidential financial or tax information through the website contact form.

6. Cookies and Similar Technologies

Our website may use cookies or similar technologies that are necessary for the website to function properly.

Depending on the services and features enabled on our WordPress website, third-party services may also use cookies or similar technologies for purposes such as website functionality, security, scheduling, or analytics.

You may be able to control or disable cookies through your web browser settings. Disabling certain cookies may affect the functionality of portions of the website.

7. Third-Party Services and Links

Our website may use or link to third-party services, including QuickBooks Online and services used to facilitate website functionality or meeting scheduling.

Third-party services have their own privacy policies and terms of use. Evolve Bookkeeping LLC is not responsible for the privacy practices or security of third-party websites or services.

8. Information Sharing

We do not sell or rent your personal information.

We may share information when reasonably necessary to:

  • Provide services you have requested
  • Use third-party service providers that assist us in operating our business or website
  • Comply with applicable laws, regulations, legal processes, or government requests
  • Protect the rights, property, or security of Evolve Bookkeeping LLC, our clients, or others
  • Prevent fraud, security threats, or unauthorized activity

Any third-party service providers we use are expected to handle information in a manner appropriate to the services they provide.

9. Data Security

We take reasonable administrative, technical, and organizational measures to protect information against unauthorized access, disclosure, alteration, or destruction.

However, no method of transmitting information over the internet or storing information electronically is completely secure. Therefore, we cannot guarantee the absolute security of information transmitted to or from our website.

10. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain appropriate business and accounting records, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

Certain financial and business records may need to be retained for longer periods because of accounting, tax, or other legal requirements.

11. Your Privacy Rights

Depending on applicable law and where you reside, you may have certain rights regarding your personal information, including the right to request access to, correction of, or deletion of certain information.

To make a privacy-related request, please contact us using the information below.

12. Children’s Privacy

Our website and services are intended for businesses and adults and are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business, website, services, or applicable laws.

When we make changes, we will update the “Effective Date” at the top of this Privacy Policy. We encourage you to review this page periodically for any updates.

14. Contact Us

If you have questions about this Privacy Policy or how Evolve Bookkeeping LLC handles your information, please contact us:

Evolve Bookkeeping LLC
Email: victoria@evolvebookkeepingllc.com
Website: evolvebookkeepingllc.com