Information We Collect
We may collect information you voluntarily provide when you contact us, schedule a consultation, or work with us as a client. This may include your name, email address, business name, phone number if provided, business details, bookkeeping information, and financial records needed to provide services.
How We Use Information
We use the information collected to respond to inquiries, schedule consultations, provide bookkeeping services, maintain accurate records, communicate with clients, and support tax-ready financial reporting.
Financial Information
Any financial information shared with Plutus Bookkeeping LLC is used only for the purpose of providing bookkeeping, reporting, and related client services. We do not sell, rent, or trade client financial information.
Third-Party Tools
We may use trusted third-party tools such as scheduling platforms, cloud bookkeeping software, email, and secure file-sharing tools to operate our business and provide services. These providers may process information according to their own privacy and security practices.
Confidentiality
We take client confidentiality seriously. Access to client information is limited to what is necessary to provide bookkeeping and related services. We use reasonable safeguards to help protect information from unauthorized access, misuse, or disclosure.
Website Data
Our website may collect basic technical information, such as browser type, device information, and general usage data, through standard hosting or analytics tools. This information helps us understand website performance and improve user experience.
Your Choices
You may contact us to request updates, corrections, or deletion of personal information where applicable. Certain records may need to be retained for legal, business, or professional obligations.
Contact
If you have questions about this Privacy Statement, contact us at plutusbookkeepingllc@gmail.com.
Last updated: May 2026