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

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:

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