Effective Date: January 5, 2026

At Upturn Bookkeeping, LLC (“Upturn Bookkeeping,” “we,” “us,” or “our”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

Contact details (such as name, email address, and phone number)

Business information (such as company name and financial or bookkeeping-related data you choose to share)

Website usage data (such as information collected through cookies and analytics tools)

We collect only the information necessary to provide our services and improve your experience.

2. How We Use Your Information

We use your information to:

Deliver bookkeeping and consulting services

Respond to inquiries and provide customer support

Improve our website, services, and offerings

Send service-related updates and SMS messages (including appointment confirmations, reminders, and follow-ups) only with your explicit consent

We do not sell your personal information. Ever.

3. Sharing Your Information

We may share your information with trusted service providers (such as accounting software platforms, including Quickbooks or secure email providers) only when necessary to deliver our services and only with your permission.

We do not share your personal information with advertisers or unrelated third parties.

4. Cookies and Tracking

Our website uses cookies and similar technologies to understand how visitors use our site and to improve functionality. You can manage cookie preferences through your browser settings.

5. Your Rights

You have the right to:

Access your personal information

Correct inaccurate or incomplete information

Request deletion of your personal information

To exercise these rights, please contact us at [email protected], and we will respond promptly.

6. Children’s Privacy

Our services are not intended for individuals under the age of 16. We do not knowingly collect personal information from children.

7. Data Security

We use reasonable administrative, technical, and physical safeguards including secure servers, encryption, and access controls to protect your information. While no system can be guaranteed to be 100% secure, we take every reasonable step to safeguard your data.

8. Legal Compliance

We comply with applicable privacy and data protection laws, including the General Data Protection Regulation (GDPR) where applicable and relevant U.S. state privacy regulations.

9. Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the updated effective date will be reflected above and below. Your continued use of our website or services after changes are posted constitutes acceptance of the updated policy.

10. SMS Communications

If you provide your mobile phone number and explicitly opt in to receive text messages, Upturn Bookkeeping, LLC may send you transactional SMS messages such as appointment confirmations, reminders, follow-up messages, and service-related notifications. Marketing or promotional text messages are sent only if you separately opt in.

Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP, or request assistance by replying HELP.

We do not sell, rent, or share mobile phone numbers for third-party marketing or advertising purposes.

Last Updated: January 5, 2026