Privacy Policy

For The Love of Bookkeepers LLC (“FTLOBs,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information is collected, used, and handled when you interact with our website, intake forms, diagnostics, client portals, and professional services.

Information We Collect

• Name, email address, phone number, business name, and state of operation
• Information submitted through diagnostic, intake, proposal, or scheduling forms
• Financial records, supporting documentation, and source files uploaded through secure client portals or file-transfer systems
• Billing and payment information processed through third-party payment providers
• Technical information such as IP address, browser type, device type, and basic usage analytics

How Information Is Used

Information is used solely to:

• Evaluate service eligibility, feasibility, and diagnostic scope
• Perform diagnostic, cleanup, reconstruction, or approved transition services you have engaged FTLOBs to provide
• Communicate regarding access requirements, documentation requests, timelines, findings, billing, and deliverables
• Maintain internal business records, compliance obligations, and internal operational documentation

FTLOBs does not sell, rent, license, or trade personal information.

By using our website, submitting forms, or engaging FTLOBs’ services, you consent to the collection and use of information as described in this Privacy Policy.

No Training, SOPs, or Personnel Management Data

FTLOBs does not collect or maintain personnel training records, performance evaluations, instructional materials, or internal staff documentation for client employees as part of diagnostic, cleanup, reconstruction, or transition services.

Any operational documentation, SOP development, or training-related materials requested by a client are handled only under a separate written engagement and are governed by separate written terms.

Third-Party Platforms

FTLOBs uses third-party platforms for payments, document storage, file transfers, scheduling, analytics, and communication.

FTLOBs is not responsible for the privacy practices, data handling, outages, data loss, or security policies of third-party platforms. Use of such platforms is governed by their respective privacy policies and terms.

Data Security

FTLOBs employs reasonable administrative, technical, and procedural safeguards to protect information. However, no electronic system can be guaranteed to be completely secure. Information is provided at the client’s own risk.

Data Retention

Information is retained only for as long as reasonably necessary to:

• Complete services
• Comply with legal or contractual obligations
• Maintain internal business records

Retention periods may vary based on the nature of the engagement and applicable requirements. Diagnostic materials and working files may be retained for internal reference, compliance, or defense purposes consistent with applicable law.

Data Rights

Depending on your jurisdiction, you may have the right to request access to, correction of, or deletion of personal information held by FTLOBs. Requests may be submitted using the contact information below. FTLOBs responds to such requests in a reasonable manner consistent with applicable law.

Client Responsibilities

Clients are responsible for ensuring that all information and documentation provided to FTLOBs is accurate, complete, current, and authorized for use. FTLOBs relies on client-provided information and is not responsible for errors or omissions arising from inaccurate or incomplete data.

Changes to This Policy

FTLOBs may update this Privacy Policy from time to time. Revisions become effective upon posting with an updated revision date.

Contact

Privacy-related questions or requests may be directed to:
candice@fortheloveofbookkeepers.com