Privacy Policy

Effective Date: October 27, 2026

Baldree’s Bookkeeping LLC (“we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, and protect information when you visit our website, www.baldreesbookkeeping.com, contact us, or request information about our services.

1. Information We Collect

We may collect information you voluntarily provide when contacting us or requesting services, including:

  • Your name and business name

  • Email address and telephone number

  • Business or mailing address

  • Information included in inquiries or messages

  • Details about services you are interested in receiving

Our website is hosted through Squarespace. When you visit, Squarespace may automatically collect certain technical information, such as your IP address, browser and device information, pages visited, and information about how you interact with the website. Squarespace may also use cookies and similar technologies to support website functionality, security, and analytics, depending on the features and settings enabled.

2. How We Use Your Information

We may use information we collect to:

  • Respond to inquiries and requests for information

  • Schedule consultations and appointments

  • Provide information about our services

  • Prepare service proposals, agreements, and quotes

  • Communicate with current and prospective clients

  • Maintain business records

  • Improve our website and services

  • Protect our business and comply with applicable legal obligations

We use personal information only for legitimate business purposes consistent with this Privacy Policy and applicable law.

3. Appointment Scheduling

Our website includes a link to Google Calendar for appointment scheduling. If you use this link, Google may collect information you provide during the booking process, such as your name, email address, appointment details, and any additional information requested.

Appointments are subject to Google's applicable terms and privacy practices. We encourage you to review Google's Privacy Policy before submitting information through its services.

Please avoid including sensitive financial information or confidential documents in appointment booking fields.

4. Client Records and Documents

Baldree’s Bookkeeping LLC provides bookkeeping, financial organization, records digitization, office organization, inventory systems, and business documentation services.

Information and documents required to perform these services are handled separately from general website inquiries. Any transfer, storage, access, retention, return, or disposal of client records will be addressed through arrangements made directly with the individual client and, where appropriate, a separate service agreement.

Depending on the services requested, client materials may include receipts, invoices, financial statements, business records, inventory information, and other documents necessary to complete the agreed-upon work.

Clients should not submit confidential financial records or sensitive personal information through general website forms or appointment booking fields.

5. How We Share Information

We do not sell personal information for money.

We may share information when reasonably necessary to:

  • Operate our website and business using service providers

  • Schedule appointments or communicate with clients

  • Complete services you have requested or authorized

  • Comply with applicable laws or lawful requests

  • Protect our rights, property, or safety, or that of others

Third-party providers may process information under their own privacy policies and applicable contractual terms.

We do not disclose confidential client records to unrelated third parties for their own marketing purposes.

6. Cookies and Website Technologies

Squarespace may use cookies and similar technologies to support website functionality, security, and performance. The specific technologies used may depend on our website settings and enabled features.

You can manage cookies through your browser settings and any cookie preference options made available on our website. Disabling certain cookies may affect website functionality.

For additional information, please review Squarespace's Privacy Policy and Cookie Policy.

7. Information Security

We take reasonable steps to handle personal information responsibly. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

For client projects involving sensitive records, document-transfer methods and handling procedures will be established directly with the client before work begins.

8. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, providing services, maintaining business records, resolving disputes, and meeting applicable legal obligations.

Retention periods may vary depending on the nature of the information and the services provided.

9. Third-Party Websites

Our website may contain links to third-party websites or services. We are not responsible for the privacy, security, or content practices of those third parties. We encourage you to review their privacy policies before providing information.

10. Your Privacy Rights

Depending on applicable law, you may have the right to request access to, correction of, or deletion of certain personal information we maintain about you.

To submit a privacy-related request, please contact us using the information below. We may need to verify your identity before fulfilling certain requests. All requests are subject to applicable legal requirements and exceptions.

11. Children's Privacy

Our website and services are intended primarily for adults and business owners. We do not knowingly collect personal information directly from children under 13 through our website. If we learn that such information has been collected without required consent, we will take reasonable steps to address it in accordance with applicable law.

12. Changes to This Policy

We may update this Privacy Policy as our business, website features, or legal obligations change. Updates will be posted on this page with a revised effective date. We encourage visitors to review this page periodically.

13. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Baldree’s Bookkeeping LLC

Website: www.baldreesbookkeeping.com

Email: jessib24@baldreesbookkeeping.com

Location: Ray City, United States