Privacy Policy

Updated December 2025

This Privacy Policy outlines how Fix My Books (referred to as "we," "us," or "our") collects, uses, shares, and protects your personal information when you visit our website at https://fixmybooks.us, use our services such as bookkeeping, tax preparation, payroll, and related financial consultations, or interact with our forms. We are committed to protecting your privacy in compliance with applicable U.S. laws, including the Gramm-Leach-Bliley Act (GLBA) for financial privacy and the California Consumer Privacy Act (CCPA) for California residents. This policy is effective as of December 8, 2025, and may be updated periodically.

Key Points

  • Data Collection and Use: We collect personal information like names, contact details, and financial data to provide services; it's used primarily for bookkeeping, tax compliance, and consultations, with your consent where required.
  • Sharing and Referrals: Information may be shared with trusted partners for service delivery or referrals if you provide it via our forms (e.g., discovery consultation), but we limit sharing and offer opt-out options.
  • Cookies and Tracking: We use cookies for site functionality and analytics; you can manage preferences, though some are essential.
  • User Rights: You have rights to access, correct, or delete your data, subject to legal requirements; for deletions, contact hello+privacy@fixmybooks.us.
  • Security and Compliance: We employ safeguards to protect data, but no system is infallible; we comply with U.S. federal and state laws, acknowledging complexities in data privacy across jurisdictions.

Information We Collect

We collect the following types of information:

  • Personal Identifiers: Name, email address, phone number, mailing address, collected via our discovery consultation form or service inquiries.
  • Financial Information: Bank details, tax records, payroll data, provided during bookkeeping or tax services (protected under GLBA).
  • Usage Data: IP address, browser type, visit times, automatically collected via cookies and similar technologies.
  • Sensitive Information: Social Security numbers or financial account details, only when necessary for tax or payroll services.
  • We collect this from you directly, your devices, or third parties (e.g., QuickBooks integrations) with your authorization.

How We Use Your Information

Your data helps us:

  • Deliver services like bookkeeping reconciliations, tax filings, and payroll processing.
  • Communicate updates, offers, or support.
  • Improve our website and services through analytics.
  • Comply with legal obligations, such as tax reporting.

Sharing Your Information

We may share data with:

  • Service providers (e.g., accountants, software vendors) for operational purposes.
  • Referral partners if you input referral information on our forms, allowing us to facilitate business referrals with your consent.
  • Authorities if required by law.
  • Under GLBA, we limit non-affiliate sharing and provide opt-out rights. For CCPA-eligible California residents, we do not "sell" data but may share for business purposes; opt-out via contact below.

Cookies and Tracking Technologies

We use session and persistent cookies for essential functions (e.g., form submissions), analytics (e.g., Google Analytics), and marketing. You can disable cookies in your browser, but this may limit site features. We honor Do Not Track signals where applicable.

Your Rights and Choices

  • Access and Correction: Request details on your data or updates.
  • Deletion: To delete your data, email hello+privacy@fixmybooks.us; we will respond within required timelines, retaining data only for legal reasons.
  • Opt-Out: Limit sharing or marketing communications via the same email.
  • California-Specific Rights (under CCPA): Know categories collected, request deletion, opt-out of sharing; non-discrimination for exercising rights.
  • For GLBA opt-outs, contact us to limit sharing with non-affiliates.

Data Security and Retention

We use encryption, firewalls, and access controls to safeguard data. However, no transmission is 100% secure. We retain data as needed for services or legal compliance, deleting it thereafter.

Children's Privacy

Our services are not for children under 13; we do not knowingly collect their data.

Changes to This Policy

We will notify you of material changes via email or site notice.

Contact Us

For questions or rights requests: hello+privacy@fixmybooks.us or Fix My Books, 1603 Orrington Avenue, Suite 600, Evanston IL 60201.