Privacy Policy
1. Introduction
This Privacy Policy describes how GuardianWorthy Bookkeeping ("Company," "we," "us," or "our") collects,
uses, and protects the personal information you provide when using our website. We are
committed to protecting your privacy in compliance with applicable U.S. privacy laws.
2. Information We Collect
a. Information You Provide
We may collect information you voluntarily submit, including:
• Name and contact information (email address, phone number, mailing address)
• Business name and type
• Financial information submitted as part of a service inquiry
• Messages or questions submitted through contact forms
b. Information Collected Automatically
When you visit our website, we may automatically collect:
• IP address and browser type
• Pages visited and time spent on the site
• Referring URLs and device information
• Cookie and tracking data (see Section 7)
3. How We Use Your Information
We use collected information to:
• Respond to inquiries and communicate with you about our services
• Provide and improve our bookkeeping services
• Send administrative information such as appointment reminders
• Comply with legal and regulatory obligations
• Analyze website usage to improve user experience
We do not sell, rent, or trade your personal information to third parties for their marketing
purposes.
4. Confidentiality of Financial Information
Given the nature of our bookkeeping services, we treat all financial information you share with
strict confidentiality. We implement industry-standard security measures to protect sensitive
financial data from unauthorized access, disclosure, or misuse.
5. Information Collected for Booking a Discovery Call
When you schedule an information or discovery call with us through our website, we collect the
following personal information:
• Full name
• Email address
• Phone number
• Preferred date and time for the call
• Brief description of your bookkeeping needs or business type (if provided)
This information is used solely to:
• Confirm and send reminders for your scheduled call
• Prepare for the call by understanding your general needs
• Follow up after the call if you have expressed interest in our services
We do not use your booking information for marketing purposes without your consent, and we
do not share it with third parties except as necessary to facilitate the scheduling (e.g., a
calendar or scheduling platform). Any third-party scheduling tool we use is bound by its own
privacy policy, and we encourage you to review it.
Booking an information call does not create a client relationship or any obligation to engage our
services.
6. Sharing of Information
We may share your information only in the following limited circumstances:
• With service providers who assist in operating our website or delivering our services
(e.g., cloud storage, email platforms), subject to confidentiality obligations
• When required by law, court order, or government authority
• To protect the rights, property, or safety of [Business Name], our clients, or others
• With your explicit consent
7. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this
policy, comply with legal obligations, resolve disputes, and enforce our agreements. Financial
records may be retained for a minimum of seven (7) years in accordance with standard
accounting practices.
8. Cookies and Tracking
Our website may use cookies and similar tracking technologies to enhance your browsing
experience. Cookies are small text files stored on your device. You may configure your browser
to refuse cookies; however, some features of the site may not function properly as a result.
We may use the following types of cookies:
• Strictly necessary cookies: Required for the website to function
• Analytics cookies: Help us understand how visitors use the site
• Preference cookies: Remember your settings and preferences
9. Security
We implement reasonable administrative, technical, and physical security measures to protect
your personal information. However, no method of transmission over the Internet is completely
secure. We cannot guarantee absolute security of data transmitted to or stored on our systems.
10. Your Rights
Depending on your state of residence, you may have the right to:
• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt out of certain uses of your information
To exercise any of these rights, please contact us using the information in Section 13.
11. Children's Privacy
Our website is not directed to children under the age of 13. We do not knowingly collect
personal information from children. If you believe we have inadvertently collected information
from a child, please contact us and we will promptly delete it.
12. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with
a revised effective date. We encourage you to review this policy periodically.
13. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact
us at: