Privacy Policy

Last Updated: January 1, 2025

Sound Bookkeepers (“Sound Bookkeepers,” “we,” “us,” or “our”) provides bookkeeping and financial management services to businesses. This Privacy Policy describes how we collect, use, and disclose information when you visit our website, use our services, or interact with us.

We primarily collect and process information to provide services to businesses and organizations, not individuals. When we process personal information about an individual (“you”), it is in connection with providing services to the business that employs you or with which you are affiliated.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at info@soundbookkeepers.com

Table of Contents

Information for Prospective Customers

This section applies if you visit our website, attend our events, fill out our forms, or interact with us during the sales process.

Information We Collect

We may collect the following categories of information from prospective customers:

CategoryExamplesSource
IdentifiersName, email, phone number, business nameDirectly from you
Internet ActivityIP address, browser type, pages visited, device type, cookies and usage dataAutomatically collected
Commercial InformationServices inquired about, business needsDirectly from you
Professional InformationJob title, company roleDirectly from you or third parties
SMS and Messaging informationMobile phone number, consent records (Date, time, source of opt-in), message history, Opt-in and opt-out statusDirectly from you or automatically collected

How We Use This Information

We use information from prospective customers to:

  • Respond to your inquiries and provide information about our services
  • Send proposals and quotes
  • Schedule consultations and demonstrations
  • Send marketing communications (with your consent)
  • Improve our website and services
  • Analyze the effectiveness of our marketing efforts
  • Provide and deliver services
  • Send transactional messages
  • Send SMS notifications, reminders, or customer support responses
  • Maintain compliance with legal and regulatory requirements

Sample Financial Data: During the sales process, you may provide samples of your business’s financial data for us to assess your needs and provide accurate quotes. This data may contain personal information. We use this data solely to determine appropriate services and pricing.

SMS Communications and Consent

    If you opt in to receive SMS messages from us:

    • Message frequency may vary.
    • Message and data rates may apply.
    • You can opt out at any time by replying STOP.
    • You may reply HELP for assistance.

    We only send SMS messages to users who have provided express consent. Consent may be collected via website forms, written agreements, verbal opt-in recorded in writing, or other compliant opt-in mechanisms.

    We maintain records of consent in accordance with Twilio and carrier requirements.

    Information for Customers

    This section applies if your business is a customer of Sound Bookkeepers.

    Customer Data

    What it is: Financial and business information you provide or authorize us to access to perform our bookkeeping services. This includes:

    • Transaction records, invoices, receipts
    • Bank statements and account information
    • Payroll records
    • Vendor and customer information
    • Tax-related documents

    How we use it: We process Customer Data to:

    • Provide bookkeeping and financial management services
    • Prepare financial statements and reports
    • Reconcile accounts
    • Support tax preparation (we do not provide tax advice)
    • Respond to your questions about your financial data

    Business Records

    What it is: Records of our communications and work with you, including:

    • Email communications
    • Meeting notes and recordings
    • Work papers and calculations
    • Instructions and approvals from you

    How we use it: We maintain Business Records to:

    • Document the services we provided
    • Maintain records of your instructions and approvals
    • Comply with professional standards and legal requirements
    • Resolve any questions or disputes

    Account Information

    What it is: Information needed to manage your account, including:

    • Login credentials
    • Billing information
    • Service preferences
    • Usage data

    How we use it: We use Account Information to:

    • Provide access to our client portal
    • Process payments
    • Communicate about your account
    • Improve our services

    Cookies and Tracking Technologies

    We use cookies and similar technologies to:

    • Essential Functions: Enable basic website features
    • Analytics: Understand how visitors use our website (Google Analytics)
    • Preferences: Remember your settings and preferences

    Managing Cookies: You can control cookies through your browser settings. Disabling cookies may affect website functionality.

    Third-Party Services: We use Google Analytics to analyze website usage. For information about how Google uses data, visit Google’s Privacy Policy.

    How We Share Information

    We do not sell your personal information. SMS consent is not shared with third parties for marketing purposes. We share information only as follows:

    Service Providers

    We share information with vendors who help us provide services, including:

    • Cloud storage providers (for secure data storage)
    • Accounting software providers
    • Communication tools including Twilio who assist in delivering communications and services
    • Payment processors

    Legal Requirements

    We may disclose information when required by law, including:

    • To comply with legal process
    • To respond to government requests
    • To protect rights, property, or safety
    • To enforce our agreements

    Business Transfers

    If we sell or merge our business, information may be transferred to the successor entity.

    With Your Consent

    We may share information for other purposes with your specific consent.

    Data Retention

    We retain information for different periods depending on the type:

    • Customer Financial Data: At least 7 years after the end of the service period, as required by law
    • Business Records: For the applicable statute of limitations period
    • Marketing Data: Until you request deletion or we determine it’s no longer needed
    • Account Information: For the duration of our relationship plus any legally required period
    • SMS Content Records: as long as necessary to fulfill the purposes described in this policy

    Data Security

    We implement appropriate technical and organizational measures to protect your information, including:

    • Encryption of data in transit and at rest
    • Access controls and authentication requirements
    • Regular security assessments
    • Employee training and confidentiality agreements
    • Incident response procedures

    While we implement strong security measures, no internet transmission is completely secure.

    Your Privacy Rights

    Depending on your location, you may have the right to:

    • Access: Request a copy of your personal information
    • Correction: Request corrections to inaccurate information
    • Deletion: Request deletion of your information (subject to legal requirements)
    • Portability: Receive your information in a portable format
    • Opt-out: Opt out of marketing communications

    To exercise these rights, contact us at privacy@sbk2.co.

    Managing Communications

    • Marketing Emails: Click “unsubscribe” in any marketing email or contact us
    • Service Emails: We will continue to send transactional and service-related emails
    • SMS messages: Opt-out of SMS at any time by replying “STOP”

    California Privacy Rights

    California residents have additional rights under the California Consumer Privacy Act (CCPA):

    • Right to know what personal information we collect, use, and disclose
    • Right to delete personal information (subject to exceptions)
    • Right to opt-out of sales (we do not sell personal information)
    • Right to non-discrimination for exercising privacy rights

    To exercise these rights, California residents may contact us at privacy@sbk2.co.

    Children’s Privacy

    Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors.

    Changes to This Policy

    We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the “Last Updated” date. Your continued use of our services after changes constitutes acceptance.

    Contact Information

    For questions about this Privacy Policy or to exercise your privacy rights:

    Sound Bookkeepers
    Email: info@soundbookkeepers.com
    Phone: 206 794 3864
    Address: 3400 188th ST SW; Suite 316
    Lynnwood, Washington 98037

    Website Terms of Use

    Last Updated: January 1, 2025

    Welcome to the Sound Bookkeepers website. These Website Terms of Use (“Terms”) govern your use of our website at sbk2.co. By using our website, you agree to these Terms.

    Important: These Terms apply only to website use. If you become a client, our services will be governed by a separate service agreement.

    Permitted Use

    You may use our website to:

    • Learn about our bookkeeping services
    • Contact us for information
    • Access educational content and resources
    • Submit inquiries about our services

    Prohibited Use

    You may not:

    • Use the website for any illegal purpose
    • Attempt unauthorized access to our systems
    • Transmit viruses, malware, or harmful code
    • Scrape or harvest data without permission
    • Interfere with website operations
    • Impersonate others or misrepresent your affiliation
    • Use our content for commercial purposes without permission

    Intellectual Property

    All content on this website, including text, graphics, logos, and images, is owned by Sound Bookkeepers or our licensors and is protected by intellectual property laws.

    You have a limited, non-exclusive license to view and use the website for personal, non-commercial purposes only. You may not reproduce, distribute, modify, or create derivative works without our written permission.

    No Professional Advice

    Important Disclaimer: Nothing on this website constitutes professional bookkeeping, accounting, tax, legal, or financial advice. The information provided is for general informational purposes only.

    Always consult with qualified professionals for advice specific to your situation. Do not rely on website content alone for making business decisions.

    User Submissions

    By submitting any content, feedback, or suggestions through our website, you grant us a non-exclusive, royalty-free, perpetual license to use such content for our business purposes.

    No Confidential Information: Do not submit confidential or proprietary information through general website forms. If you become a client, we will provide secure channels for sensitive information.

    Third-Party Links

    Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or terms of any linked sites. We encourage you to review the terms and privacy policies of any third-party sites you visit.

    Disclaimers and Limitations

    Website Provided “As Is”

    THE WEBSITE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. We do not guarantee that the website will be uninterrupted, error-free, or free of viruses or other harmful components.

    Limitation of Liability

    TO THE MAXIMUM EXTENT PERMITTED BY LAW:

    • We are not liable for any indirect, incidental, special, or consequential damages
    • We are not liable for lost profits, data loss, or business interruption
    • Our total liability for any claim related to the website is limited to $100

    Indemnification

    You agree to indemnify and hold Sound Bookkeepers harmless from any claims, losses, or damages arising from:

    • Your use of the website
    • Your violation of these Terms
    • Your violation of any third-party rights
    • Any content you submit

    Service Agreements

    These Terms do not apply to our bookkeeping services. If you become a client, your services will be governed by a separate service agreement that will supersede these Terms for all service-related matters.

    Changes to Terms

    We may update these Terms at any time by posting revised terms on our website. Your continued use of the website after changes are posted constitutes acceptance of the updated Terms.

    Termination

    We reserve the right to terminate or suspend your access to our website at any time, without notice, for violation of these Terms or for any other reason.

    Governing Law

    These Terms are governed by the laws of Washington State. Any disputes will be resolved in the courts of Snohomish County, Washington.

    Contact Information

    For questions about these Terms:

    Sound Bookkeepers
    Email: info@soundbookkeepers.com
    Phone: 206 794 3864
    Address: 3400 188th ST SW; Suite 316
    Lynnwood, Washington 98037