Effective Date: June 24, 2026

At FishBone Bookkeeping (a DBA of FishBone Financial Services LLC), safeguarding your privacy and maintaining your trust and confidence are paramount to us. We understand and respect your right to keep your personal information confidential and to avoid unwanted solicitations.

This Privacy Policy explains how we collect, use, and protect your information when you engage our services or interact with our website.

1. Information We Collect

We collect personal information about you only when it is provided directly by you or obtained with your authorization. This information is used to provide bookkeeping, accounting, advisory, and related services.

Information we may collect includes:

Personal & Business Information

• Name, email address, and phone number
• Business and financial information provided during onboarding or service delivery

Sources of Information

Information may be collected through:

• Interviews, consultations, and phone calls
• Emails, text messages, and other correspondence
• Client-provided documents and financial statements
• Tax returns and historical records
• Information provided through our website forms

2. Use of Mobile Phone Numbers and SMS

If you provide your mobile phone number, we may use it to send important service-related communications, including:

• Appointment confirmations
• Meeting reminders
• Responses to bookkeeping or accounting inquiries

We do not share or sell mobile information to third parties for marketing or promotional purposes.

SMS consent is not required as a condition of receiving services. You may opt out at any time by replying “STOP.” Standard message and data rates may apply depending on your carrier.

3. How We Use Your Information

We use your information to:

• Provide bookkeeping, accounting, and advisory services
• Communicate regarding your account or services
• Respond to inquiries and support requests
• Maintain and improve our website and service offerings
• Comply with legal and regulatory requirements

4. Disclosure of Information

As a general rule, we do not disclose personal information about current or former clients to third parties.

However, we may disclose information when permitted or required by law, including:

• To comply with valid legal processes (e.g., subpoenas)
• During regulatory or licensing reviews
• In connection with legal proceedings
• To trusted service providers who assist in delivering services (e.g., secure cloud platforms, email providers), provided confidentiality agreements are in place

5. Confidentiality and Data Security

We maintain strict confidentiality standards and implement safeguards to protect your information, including:

• Secure cloud-based systems (such as Microsoft 365 and accounting platforms)
• Controlled access to sensitive data
• Password management and security controls
• Physical, electronic, and procedural safeguards

Access to your information is limited to employees and authorized service providers who require it to perform their duties and are bound by confidentiality requirements.

6. Website Use and Cookies

Our website may collect limited technical data such as:

• IP address
• Browser and device information
• Website usage analytics

This information is used to improve website functionality and user experience. You may disable cookies in your browser settings if desired.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

8. Data Retention

We retain client and business records as required by applicable laws, professional standards, and legitimate business purposes.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

10. Contact Information

If you have any questions about this Privacy Policy or how your information is handled, you may contact:

FishBone Financial Services LLC
DBA FishBone Bookkeeping
📧 support@fishbonebookkeeping.com