Privacy Policy

Waters Edge Bookkeeping, LLC ("Waters Edge Bookkeeping," "we," "us," or "our") respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains the types of information we may collect when you visit watersedgebookkeeping.com ("Website"), contact us, or interact with services available through the Website; how we may use and disclose that information; and the choices available to you.

This Privacy Policy applies to information collected through the Website and related online interactions. It does not replace the terms of any separate engagement agreement or other agreement entered into between Waters Edge Bookkeeping and an established client.

1. Information You Provide to Us.

We may collect personal information that you voluntarily provide when you:

• Complete a contact or inquiry form;
• Request information about our services;
• Schedule a consultation;
• Communicate with us by email or telephone; or
• Otherwise voluntarily provide information to us.

Depending on how you interact with us, this information may include:

• Your name;
• Email address;
• Telephone number;
• Business or company name;
• Information about your business and bookkeeping needs;
• Appointment and scheduling information; and
• Information you choose to include in a message, inquiry, or form.

We ask that you provide only the information reasonably necessary for your inquiry.

Please Do Not Submit Sensitive Financial Information Through the Website

The public Website and its contact forms are NOT intended for the transmission of sensitive financial or confidential client information.

Please do not submit information such as:

• Bank account or routing numbers;
• Credit or debit card numbers;
• Social Security numbers;
• Passwords or login credentials;
• QuickBooks login credentials;
• Tax returns or tax identification documents;
• Bank or credit card statements; or
• Confidential financial records.

If you become a client, Waters Edge Bookkeeping will provide appropriate instructions for sharing the records and information needed to perform your services.

2. Information Collected Automatically.

When you visit the Website, certain technical information may be collected automatically by our website provider or other service providers.

Depending on the services and settings in use, this information may include:

• Internet Protocol (IP) address;
• Browser type;
• Device type;
• Operating system;
• Pages viewed;
• Date and time of visits;
• Referring website or source; and
• General information about how visitors interact with the Website.

We may use this information in aggregated or non-identifying form to understand Website usage, maintain Website functionality and security, improve the visitor experience, and evaluate the effectiveness of our Website and communications.

3. How We Use Personal Information.

We may use information collected through the Website to:

• Respond to questions and inquiries;
• Schedule and manage consultations;
• Communicate with prospective and current clients;
• Provide information about our services;
• Learn about a prospective client's bookkeeping needs;
• Determine whether our services may be an appropriate fit;
• Provide and improve our services;
• Operate, maintain, secure, and improve the Website;
• Maintain appropriate business records;
• Detect or prevent fraud, misuse, security incidents, or unlawful activity;
• Comply with applicable legal and regulatory requirements;
• Enforce applicable agreements; and
• Protect our rights, property, clients, Website visitors, and business.

We do not intend to use personal information collected through the Website for purposes materially different from those described in this Privacy Policy without providing appropriate notice when required.

4. We Do Not Sell Personal Information.

Waters Edge Bookkeeping, LLC does not sell personal information.

We do not sell, rent, or trade personal information collected through the Website to third-parties for their own marketing purposes.

We may allow trusted service providers to process information when reasonably necessary to provide services to us or help us operate our Website and business. Such processing is not intended to constitute a sale of personal information.

5. Service Providers and Third-Party Services.

We use third-party companies and platforms to help operate our Website and business. These providers may receive or process information as reasonably necessary to perform services on our behalf.

Our current services may include:

• GoDaddy. Our Website and related website services are provided through GoDaddy. Depending on the Website features and settings in use, GoDaddy may process technical information associated with website hosting, security, performance, analytics, cookies, and Website functionality.
• Calendly. We use Calendly to schedule consultations and appointments. If you choose to schedule with us through Calendly, information you provide during the scheduling process may be processed by Calendly. This may include your name, email address, telephone number, appointment preferences, and other information requested in connection with scheduling.
• Intuit QuickBooks. We use QuickBooks and related Intuit services for certain business functions, which may include invoicing, payment processing, bookkeeping, accounting, and client-related activities.
  • Payments are not processed directly through the Waters Edge Bookkeeping Website.
  • If you make a payment through QuickBooks or another Intuit service, the information you provide through that service is also subject to Intuit's applicable terms and privacy practices.
• LinkedIn. Our Website may contain links to our LinkedIn presence or LinkedIn content. If you choose to visit or interact with LinkedIn, your activity on LinkedIn is governed by LinkedIn's own terms and privacy practices.
• Other Service Providers. We may add, replace, or discontinue service providers as our Website and business needs change.

Third-party companies maintain their own privacy policies, terms, and security practices. We encourage you to review the privacy information provided by any third-party service you choose to use.

6. Cookies and Website Analytics.

The Website may use cookies and similar technologies for Website functionality, security, performance, visitor preferences, or analytics.

Cookies are small data files that may be stored on your device when you visit a website.

Depending on the Website features and settings in use, cookies or similar technologies may be used to:

• Enable Website functionality;
• Maintain Website security;
• Remember visitor preferences;
• Understand Website traffic and usage;
• Identify technical problems; and
• Improve Website performance and visitor experience.

Where required or made available through our Website platform, you may be presented with options for managing certain cookie or tracking preferences.

You may also be able to control or delete cookies through your browser settings. Disabling certain cookies may affect the availability or performance of some Website features.

We may update this Privacy Policy if we materially change the analytics, advertising, or tracking technologies used on the Website.

7. Client Financial and Bookkeeping Information.

Waters Edge Bookkeeping provides bookkeeping and related business support services. As part of an established client relationship, clients may provide financial records, bookkeeping information, account information, and other confidential business materials.

This information is different from the general visitor information collected through the public Website.

We do not request that clients transmit confidential financial records through the Website's public contact forms.

Information provided as part of an established client engagement is handled in accordance with our client agreements, applicable professional and contractual obligations, our business practices, and applicable law.

Where third-party platforms are used to exchange, process, store, invoice, or otherwise manage client information, those providers may also process information in accordance with their applicable privacy policies and terms.

8. How We May Disclose Information.

We may disclose personal information when reasonably necessary to:

• Service providers performing services on our behalf;
• Professional advisors, such as attorneys, accountants, or insurance providers, when reasonably necessary;
• Comply with a subpoena, court order, legal process, or other legal obligation;
• Respond to lawful requests from government or regulatory authorities;
• Detect, investigate, or prevent fraud, security incidents, misuse, or unlawful activity;
• Enforce our agreements or protect our legal rights;
• Protect the safety, rights, or property of Waters Edge Bookkeeping, our clients, Website visitors, or others; or
• Complete or evaluate a legitimate business transaction involving the sale, merger, reorganization, or transfer of some or all of the business or its assets.

We may also disclose information when you specifically direct or authorize us to do so.

We do not sell personal information to third-parties.

9. Data Security.

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, loss, misuse, or destruction.

However, no website, internet transmission, electronic communication, or information-storage system can be guaranteed to be completely secure.

For this reason, visitors should not transmit highly sensitive financial information through ordinary Website forms or unsecured email.

10. Data Retention.

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, provide requested services, meet contractual or professional obligations, resolve disputes, enforce agreements, protect legitimate business interests, and comply with applicable legal requirements.

Retention periods may vary depending on the nature of the information and the purpose for which it was collected.

We may retain certain information when required or permitted by law even after a request for deletion has been received.

11. Your Privacy Choices and Requests.

Depending on applicable law and the circumstances of your request, you may contact us to:

• Ask about personal information you have provided to us;
• Request correction of inaccurate personal information;
• Request deletion of personal information;
• Ask questions about how your information is used or disclosed; or
• Exercise another privacy right available to you under applicable law.

To submit a privacy-related request, contact:

[email protected]

We may take reasonable steps to verify your identity before processing certain requests.

Some information may need to be retained when required or permitted for legal, contractual, accounting, security, fraud-prevention, recordkeeping, or other legitimate business purposes.

12. Adults Only.

The Website and Waters Edge Bookkeeping's services are intended exclusively for adults.

You must be at least 18 years of age to use this Website to inquire about, schedule, or engage Waters Edge Bookkeeping's services.

We do not knowingly solicit or collect personal information from individuals under the age of 18.

If we become aware that personal information from an individual under 18 has been submitted to us, we will take reasonable steps to delete the information when appropriate.

13. United States Only.

Waters Edge Bookkeeping currently provides services to clients located within the United States.

The Website is intended for a U.S. audience and is not intended to market or provide Waters Edge Bookkeeping services to individuals or businesses outside the United States.

14. Third-Party Websites and Links.

The Website may contain links to websites, platforms, resources, or services operated by third-parties.

Once you leave our Website or interact directly with a third-party service, that third-party's privacy policy, terms, and practices govern its collection and use of information.

Waters Edge Bookkeeping does not control and is not responsible for the privacy, security, content, or practices of third-party websites or services.

15. Changes to This Privacy Policy.

We may update this Privacy Policy periodically to reflect changes in our Website, services, technology, service providers, business practices, or applicable legal requirements.

When changes are made, we will update the Last Updated date at the top of this Privacy Policy.

We encourage visitors to review this Privacy Policy periodically.

16. Contact Us.

If you have questions about this Privacy Policy, how Waters Edge Bookkeeping handles personal information, or would like to submit a privacy-related request, please contact: