This Privacy Policy explains how Giordano Bookkeeping (“we,” “us,” or “our”) collects, uses, shares, and protects information in connection with our bookkeeping services for small business owners. We are committed to safeguarding your privacy and handling your data responsibly. This policy applies to information we access or receive through our services, including QuickBooks Online (QBO) account access and any financial documents you provide, such as bank or credit card statements.
If you have questions about this policy or our practices, please contact us at thomas.giordano@giordanobookkeeping.com.
This Privacy Policy explains how Giordano Bookkeeping (“we,” “us,” or “our”) collects, uses, shares, and protects information in connection with our bookkeeping services for small business owners. We are committed to safeguarding your privacy and handling your data responsibly. This policy applies to information we access or receive through our services, including QuickBooks Online (QBO) account access and any financial documents you provide, such as bank or credit card statements.
If you have questions about this policy or our practices, please contact us at thomas.giordano@giordanobookkeeping.com.
We only collect what is necessary to provide our services and do not gather data from third parties unless related to your QBO integration.
We use the information we access or receive solely to deliver our bookkeeping services, including:
If you have questions about this policy or our practices, please contact us at thomas.giordano@giordanobookkeeping.com.
Categorizing transactions and reconciling accounts in QBO.
Providing advisory-level projects based on your specific needs, such as financial reporting or analysis.
Communicating with you about your accounts or services.
We do not use your information for marketing purposes or sell it to third parties.
We treat your financial information as confidential and share it only in limited circumstances:
With your explicit consent, such as when collaborating with your tax preparer or other advisors.
As required by law, such as in response to a subpoena or regulatory request.
With service providers (e.g., QBO/Intuit) who help us deliver our services, but only under strict confidentiality agreements.
We do not share your information with affiliates or third parties for their own use.
We take reasonable measures to protect your information from unauthorized access, loss, or disclosure. This includes:
Using secure, encrypted connections for QBO access.
Storing documents in password-protected systems.
Limiting access to your data to only those who need it for service delivery.
While no system is completely secure, we strive to maintain industry-standard safeguards. If a data breach occurs, we will notify you as required by law.
You have control over your information:
Access and Correction: You can request to review or update the information we hold by contacting us.
Deletion: Upon request, we will delete your data after completing services, unless retention is required for legal or accounting purposes (e.g., audit trails).
Opt-Out: If we ever introduce optional features like newsletters, you can opt out at any time.
To exercise these rights, email us at thomas.giordano@giordanobookkeeping.com. We will respond within a reasonable timeframe.
Our services are not intended for children under 18. We do not knowingly collect information from minors. If we learn we have such data, we will delete it promptly.
For questions, concerns, or requests related to this policy, please reach out:
Giordano Bookkeeping
thomas.giordano@giordanobookkeeping.com
This policy is inspired by standard practices for bookkeeping businesses and is not legal advice. We recommend consulting a professional if needed for your specific situation.
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Note: Giordano Bookkeeping is a division of Thomas C. Giordano, PC. Bookkeeping services are
not legal services and do not involve legal advice.
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