Affluent Accounting (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through affluentaccounting.co and how we use it.
Information we collect
When you submit our contact form or Books Health Check, or contact us by email or phone, we collect the information you provide, such as your name, business name, email address, phone number, your quiz answers, and details about your bookkeeping needs.
Like most websites, we may also collect basic technical information automatically, such as browser type, device and pages visited, through standard analytics tools.
How we use your information
- To respond to your inquiry and schedule consultations
- To prepare for your consultation using your Health Check results
- To provide and improve our bookkeeping services
- To understand how visitors use our website
How we protect your information
We use reasonable administrative and technical safeguards to protect your information. Client financial data is accessed through secure, permission-based tools such as QuickBooks Online accountant access.
Sharing your information
We do not sell or rent your personal information. We only share information with service providers who help us operate our business, or when required by law.
Your choices
You may request access to, correction of, or deletion of your personal information at any time by contacting us.
Contact us
Questions about this policy? Email gabriel@affluentaccounting.co or call 561-707-5004.