Effective Date: August 5, 2026
Welcome
Welcome to Gerena’s Bookkeeping Services.
We value your privacy and are committed to protecting the information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information.
By using our website or our bookkeeping services, you agree to this Privacy Policy.
Information We Collect
Depending on how you interact with us, we may collect information including:
- Name
- Email address
- Phone number
- Business name
- Business information
- Information submitted through our website contact forms
- Information submitted through our live chat (tawk.to)
- Information provided when scheduling a consultation through Calendly
- Financial records and bookkeeping documents you provide after becoming a client
You choose what information you provide to us.
How We Use Your Information
We use your information to:
- Respond to inquiries
- Schedule consultations
- Provide bookkeeping services
- Communicate with clients
- Request documents needed to perform bookkeeping services
- Prepare bookkeeping records and financial reports
- Meet legal and professional obligations
- Improve our customer service
We collect only the information reasonably necessary to provide our services.
Financial Information
If you become a client, you may provide financial records, bank statements, credit card statements, invoices, receipts, bookkeeping records, or grant us access to accounting software such as QuickBooks Online.
We use this information only to perform the bookkeeping services you request and fulfill our professional responsibilities.
We do not use your financial information for advertising or marketing purposes.
Sharing Your Information
Gerena’s Bookkeeping Services does not sell, rent, or trade your personal information.
We may share information only when:
- It is necessary to provide the services you requested.
- You authorize us to do so.
- We are required by law.
- We work with trusted service providers that help us operate our business.
Third-Party Services
To provide our services, we may use trusted third-party providers, including:
- Calendly – Appointment scheduling
- tawk.to – Live chat and customer support
- Google Workspace & Google Drive – Business communication and document storage
- QuickBooks Online – Bookkeeping services
Each provider has its own privacy practices governing information processed through its platform.
Data Security
Protecting your information is important to us.
We use reasonable administrative, technical, and organizational safeguards designed to help protect the information you provide from unauthorized access, disclosure, alteration, or destruction.
Although no method of electronic storage or internet transmission is completely secure, we use trusted business tools and secure storage practices to help safeguard your information.
Cookies
Our website may use cookies or similar technologies to improve website functionality and your browsing experience.
You can control or disable cookies through your browser settings. Please note that disabling cookies may affect certain features of the website.
Your Rights
You may contact us to:
- Request access to the personal information we maintain about you.
- Request corrections to inaccurate information.
- Request deletion of your personal information when permitted by law.
- Ask questions about how your information is collected, used, or protected.
Record Retention
Gerena’s Bookkeeping Services retains client records for the duration of our business relationship.
After our service agreement ends, we may retain certain records only as necessary to comply with applicable legal, tax, regulatory, or professional obligations. When records are no longer required, they will be securely deleted or destroyed.
If you would like copies of your records before services end, please let us know, and we will provide them when appropriate.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, business practices, or legal requirements.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us.
Gerena’s Bookkeeping Services
Website: Gerena’sBookkeepingServices.com
Email: jonathan@gerenasbookkeepingservices.com
Thank you for trusting Gerena’s Bookkeeping Services with your bookkeeping needs. We appreciate the opportunity to support your business.