Client Portal

Privacy Policy

This document was last updated on 9.7.2026

Bookkeeping and Moore, LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect the Personally Identifiable Information (PII) you share with us through our website. PII is information that can be used on its own, or together with other information, to identify, contact, or locate a single person. Please read it carefully.

Acknowledgment and acceptance of terms

By accessing www.bookkeepingandmoorellc.com, you acknowledge that you understand and consent to the information practices described in this Privacy Policy.

What personal information do we collect?

We collect information you enter when you fill out a form on our Site — such as our contact form or new-client intake questionnaire. This may include your name, email address, phone number, mailing address, and details about your business that help us understand your needs. We do not collect payment or credit card information through this website.

How do we use your information?

We use the information you provide to:

We use your information only for the purpose you provided it. When you become a client, any sensitive financial information needed for your bookkeeping is handled through our secure client portal — not this website.

How we share your information

We will not disclose the personal information we collect to third parties without your permission, except as necessary to:

We use service providers — such as our email and web-form providers — to help us operate our website. These providers do not retain, share, or use your information for any other purpose. We do not sell or trade your personal information.

How do we protect your information?

We take reasonable measures to keep your information safe. Information you submit through our Site is transmitted over an encrypted (SSL/HTTPS) connection and is accessible only to a limited number of people who are required to keep it confidential. As noted above, we do not collect or process payments through this website.

Website logs

Like most websites, our hosting provider automatically records basic technical information when you visit — for example, your IP address, browser or device type, the pages you view, the date and time of your visit, and the site you came from. We use this only to keep the site running and to understand general usage.

Do we use cookies?

Our website does not use cookies to advertise to you or to track your activity across other websites. The forms on our Site may rely on basic, functional cookies from our form provider so they work correctly. You can set your browser to warn you about cookies or to refuse them; if you disable them, some form features may not work.

Third-party links

Our Site may link to third-party products or services (for example, discounted QuickBooks subscriptions). Those sites have their own independent privacy policies, and we are not responsible for their content or practices. We encourage you to review the privacy policy of any third-party site before providing personal information there.

Do Not Track and behavioral tracking

We do not allow third-party behavioral tracking on our Site, and we do not track you across other websites. We honor Do Not Track (DNT) settings sent by your browser.

Children's privacy (COPPA)

We do not market to, or knowingly collect personal information from, children under the age of 13.

Data breach notification

Should a data breach occur, we will notify affected users by email within 7 business days.

Accessing and updating your information

If you would like to review, update, or correct the information you have shared with us, just email us at kellie@bookkeepingandmoorellc.com or call us, and we will take care of it. If you receive email from us and would like to stop, let us know and we will promptly remove you from future messages.

Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page.

Contacting Us

If you have any questions about this Privacy Policy, you may contact us using the information below.

Bookkeeping and Moore, LLC
kellie@bookkeepingandmoorellc.com
910-991-2526
www.bookkeepingandmoorellc.com