Privacy Policy

AccuraBooks Professional Services, LLC

AccuraBooksProfessionalServicesllc.com | Brunswick, Georgia

Effective Date: July 11, 2026

1. Introduction

AccuraBooks Professional Services, LLC (“AccuraBooks,” “we,” “us,” or “our”) is a professional bookkeeping and accounting services firm headquartered in Brunswick, Georgia. We are committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains what information we collect, how we use and protect it, with whom we may share it, and what rights you have regarding your personal information.

This policy applies to all information collected through our website at AccuraBooksProfessionalServices.com, as well as through our professional service engagements, communications, and any other interactions you may have with AccuraBooks.

By using our website or engaging our services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the terms described herein, please discontinue use of our website and services.

We take our responsibilities seriously. As a bookkeeping and accounting firm, we regularly handle sensitive financial data on behalf of our clients, and we treat that information with the highest degree of care, discretion, and professional obligation.

2. Information We Collect

We collect several categories of information in the course of operating our business and providing services to you. The specific information we collect depends on the nature of your relationship with AccuraBooks — whether you are a prospective client, an active client, or simply a visitor to our website.

Personal Identification Information

We may collect information that identifies you as an individual, including but not limited to:

Full legal name (individual or authorized business representative)
Email address
Phone number
Mailing or business address
Signature (for engagement letters and agreements)

Financial and Business Information

Because AccuraBooks provides professional bookkeeping and accounting services, we necessarily collect and process financial information on behalf of our clients. This may include:

Bank account statements and transaction records
Credit card and payment processing records
Payroll data, including employee compensation and withholding information
Tax identification numbers (e.g., EIN, SSN as applicable to the engagement)
Invoices, receipts, and accounts payable or receivable records
Profit and loss statements, balance sheets, and other financial reports
Business structure and ownership information

Business Information

In the course of serving your business, we may also collect:

Business name, legal entity type, and state of formation
Industry classification and description of business operations
Vendor and customer information relevant to your bookkeeping records
Login credentials for shared accounting software platforms (stored securely and used only to provide services)

Usage and Technical Data

When you visit AccuraBooksProfessionalServices.com, we and our service providers may automatically collect certain technical information, including:

IP address and approximate geographic location
Browser type and version
Operating system
Pages visited, time spent on each page, and referring URLs
Date and time of your visit
Clickstream data and other standard web analytics information

Information Provided Voluntarily

You may also provide information voluntarily when you:

Submit an inquiry or contact form on our website
Request a consultation or service quote
Send us an email or call our office
Upload documents or files for review as part of an engagement
Subscribe to any newsletter or service update communications

3. How We Collect Information

AccuraBooks collects information through several means, depending on the nature of your interaction with us.

Directly From You

The majority of personal and financial information we hold is provided directly by you or your authorized representative. This occurs when you engage our services, sign an engagement letter, complete onboarding forms, share documents, or communicate with our team by phone, email, or in person.

Through Our Website

When you visit AccuraBooksProfessionalServices.com, certain information is collected automatically through your browser and our web hosting infrastructure. This includes technical and usage data as described in Section 2 above. Contact forms and request forms on our website also transmit information you enter directly to us.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve your experience and analyze website traffic. Please see Section 10 of this policy for a full description of the cookies we use and how to manage them.

Third-Party Integrations

In delivering bookkeeping and accounting services, we may use third-party software platforms — such as QuickBooks, Xero, or similar cloud-based accounting tools — that collect or process your data as part of the service workflow. In some cases, these platforms may be provided directly to AccuraBooks by you as part of your existing business setup. We collect and access information within these platforms only to the extent necessary to provide your agreed-upon services.

4. How We Use Your Information

AccuraBooks uses the information we collect for specific, legitimate business purposes. We do not use your information for any purpose that is inconsistent with this Privacy Policy or that you have not been made aware of.

Service Delivery: To provide bookkeeping, accounting, reconciliation, payroll, and related professional services as agreed under your engagement with AccuraBooks.
Client Communication: To respond to your inquiries, send service updates, share financial reports and deliverables, and maintain an ongoing professional relationship with you.
Invoicing and Billing: To generate invoices, process payments, and maintain accurate billing records associated with your account.
Legal and Regulatory Compliance: To meet our obligations under applicable federal and Georgia state laws, including tax recordkeeping requirements, professional licensing obligations, and any lawful governmental requests.
Improving Our Services: To analyze usage patterns on our website, identify areas for improvement in our service delivery, and refine our internal processes and client experience.
Marketing Communications: With your consent, or where we have a legitimate interest to do so, we may send you information about our services, updates, or resources we believe may be relevant to you. You may opt out of marketing communications at any time by contacting us as described in Section 9 of this policy.

We will never use your financial or sensitive business data for marketing, profiling, or any purpose beyond those described above and those required to fulfill your engagement with us.

5. Legal Basis for Processing

While AccuraBooks is a United States-based business subject primarily to U.S. federal and Georgia state law, we recognize that clients or website visitors may have rights under broader privacy frameworks. To the extent applicable, our legal bases for collecting and processing your personal information include the following:

Contractual Necessity: Processing is necessary to fulfill the terms of our engagement agreement with you — including delivering bookkeeping and accounting services, generating reports, and managing your financial records.
Legal Obligation: We are required to retain certain records and comply with applicable tax, accounting, and regulatory standards under federal law (including IRS requirements) and Georgia state law. Some processing is mandatory to satisfy these obligations.
Legitimate Interests: We may process certain information where we have a legitimate business interest in doing so, such as improving our website, preventing fraud, securing our systems, and maintaining professional standards — provided these interests are not overridden by your rights and expectations.
Consent: Where we rely on your consent — such as for optional marketing communications — you may withdraw that consent at any time without affecting the lawfulness of prior processing. Withdrawal of consent does not affect our ability to continue processing information on other legal bases.

6. How We Share Your Information

AccuraBooks Professional Services, LLC does not sell, rent, trade, or otherwise transfer your personal or financial information to third parties for their own commercial purposes. Your data is not a product. Ever.

We share your information only in limited and necessary circumstances, as described below:

Cloud Accounting Software Providers: We use industry-standard accounting platforms such as QuickBooks and Xero to perform bookkeeping services. These providers process data on our behalf and are bound by their own privacy and security policies. We use only reputable, established platforms and limit data access to what is necessary for service delivery.
Payment Processors: If you pay for AccuraBooks services electronically, your payment information is handled by our third-party payment processor. AccuraBooks does not store full credit card numbers or sensitive payment credentials on our own systems.
Regulatory and Legal Authorities: We may disclose information when required to do so by law, court order, subpoena, or a lawful request from a government authority. Where permitted, we will make reasonable efforts to notify you of such a request before disclosure.
Professional Advisors: In limited circumstances — such as our own legal counsel, accountants, or insurance providers — we may share information with professional advisors who are bound by confidentiality obligations and who use the information only as necessary to advise AccuraBooks.
Business Transfers: In the unlikely event that AccuraBooks is involved in a merger, acquisition, or sale of business assets, client information may be transferred as part of that transaction. We will notify affected clients in advance and ensure the successor entity is bound by equivalent privacy protections.

Any third party with whom we share your information is required to protect it with standards consistent with this Privacy Policy and applicable law.

7. Data Security

AccuraBooks takes the security of your personal and financial information seriously. We implement and maintain reasonable and appropriate technical, administrative, and physical safeguards designed to protect your information from unauthorized access, loss, misuse, alteration, or disclosure.

Our security practices include, but are not limited to:

Encryption: Sensitive data transmitted to and from our systems is protected using industry-standard encryption protocols (such as TLS/SSL).
Access Controls: Access to client information is limited to AccuraBooks personnel who require it to perform their job duties. We enforce role-based access permissions and require strong authentication for internal systems.
Secure File Transmission: We use secure, password-protected portals or encrypted email methods to exchange sensitive financial documents with clients, rather than unencrypted email attachments where possible.
Employee Confidentiality Obligations: All AccuraBooks personnel are subject to confidentiality obligations as a condition of their engagement. Staff receive training on data handling best practices and the importance of client privacy.
Regular Review: We periodically review our security practices and update them as appropriate in response to evolving threats and technology changes.

While we work diligently to protect your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security, and you share information with us at your own risk with that understanding. If you have reason to believe that your information has been compromised, please contact us immediately using the information in Section 14 of this policy.

8. Data Retention

AccuraBooks retains client records for as long as necessary to fulfill the purposes described in this Privacy Policy and to comply with applicable legal and regulatory requirements.

For financial and bookkeeping records, we align our retention practices with established IRS guidelines and Georgia state recordkeeping standards. As a general rule:

Client financial records, supporting documents, and engagement workpapers are retained for a minimum of seven (7) years from the date of the last transaction or the close of the applicable tax year, consistent with IRS recordkeeping guidance.
Records related to employment and payroll may be retained for up to seven (7) years, in accordance with applicable federal and state labor regulations.
Contracts, engagement letters, and correspondence may be retained for the duration of the client relationship and for a reasonable period thereafter, consistent with the applicable statute of limitations under Georgia law.
Website usage data and analytics information is typically retained for a shorter period, generally not exceeding two (2) years, unless required otherwise.

When your engagement with AccuraBooks ends, we will continue to maintain your records for the minimum periods required by law. After those periods expire, records will be securely destroyed or anonymized in a manner that prevents reconstruction or misuse. We will not retain your information longer than is reasonably necessary for the purposes for which it was collected.

If you wish to request early deletion of certain information — and such deletion does not conflict with our legal obligations — please contact us as described in Section 14.

9. Your Rights

AccuraBooks respects your right to understand and, where applicable, control how your personal information is used. Depending on your location and applicable law, you may have the following rights with respect to your information:

Right to Access: You may request a copy of the personal information AccuraBooks holds about you, along with information about how it is used and shared.
Right to Correction: If you believe that any information we hold about you is inaccurate or incomplete, you may request that we correct it. Maintaining accurate records is in both your interest and ours, and we encourage you to notify us of any discrepancies.
Right to Deletion: You may request that we delete personal information we hold about you. Please note that we may be unable to fulfill deletion requests in full where we are required by law or professional obligation to retain certain records (see Section 8). We will inform you of any such limitation when responding to your request.
Right to Opt Out of Marketing: You may opt out of receiving marketing or promotional communications from AccuraBooks at any time. To do so, simply follow the unsubscribe instructions in any marketing email we send you, or contact us directly using the information in Section 14. Opting out of marketing will not affect communications necessary to your active service engagement.
Right to Data Portability: Where technically feasible and legally applicable, you may request a copy of certain information in a structured, commonly used, machine-readable format.

To exercise any of the rights described above, please submit your request by email or through the contact form on our website at AccuraBooksProfessionalServices.com. We will respond to all verified requests within a reasonable timeframe, and no later than as required by applicable law. We may need to verify your identity before processing certain requests to protect your information from unauthorized disclosure.

AccuraBooks will not discriminate against you for exercising your privacy rights.

10. Cookies and Tracking Technologies

Our website at AccuraBooksProfessionalServices.com may use cookies and similar tracking technologies to operate the site effectively and understand how visitors interact with it.

What Are Cookies?

Cookies are small text files placed on your device by a website when you visit it. They allow the website to remember certain information about your visit, such as your preferences or session status, and can improve your experience on return visits.

Types of Cookies We Use

Essential Cookies: These cookies are necessary for the website to function correctly. They enable core functionality such as page navigation, form submission, and secure access. The website cannot function properly without these cookies, and they cannot be disabled within our systems.
Analytics Cookies: We may use analytics tools (such as Google Analytics or similar services) to collect aggregated, non-personally identifiable data about how visitors use our website — including which pages are viewed most frequently, how long visitors spend on the site, and how they arrived at our site. This information helps us improve our website’s content and usability. These cookies do not track you across unrelated websites.

Managing Cookies

You can control and manage cookies through your web browser settings. Most browsers allow you to refuse new cookies, delete existing cookies, or alert you when cookies are set. Please consult your browser’s help documentation for instructions specific to your browser. Note that disabling certain cookies may affect the functionality of our website.

For analytics opt-outs, you may also use browser-based opt-out tools provided by the respective analytics providers, such as the Google Analytics Opt-Out Browser Add-on.

11. Third-Party Links

Our website may contain links to third-party websites, resources, or services — for example, links to accounting software platforms, professional associations, or regulatory agencies. These links are provided for your convenience and informational purposes only.

AccuraBooks does not control the content, privacy practices, or data handling of any third-party websites, and this Privacy Policy does not apply to those sites. We encourage you to review the privacy policy of any third-party website before providing personal information to that site. AccuraBooks is not responsible for the privacy practices or the content of external websites.

12. Children’s Privacy

The services provided by AccuraBooks Professional Services, LLC are professional bookkeeping and accounting services intended solely for adults operating businesses or managing personal finances in a business context. Our website and services are not directed to, designed for, or intended for use by children under the age of 13.

AccuraBooks does not knowingly collect personal information from children under the age of 13. If we become aware that we have inadvertently collected personal information from a child under 13 without verifiable parental consent, we will take prompt steps to delete that information from our records.

If you are a parent or guardian and believe that AccuraBooks may have collected information from your child, please contact us immediately using the information provided in Section 14. We take this obligation seriously and are committed to complying with the Children’s Online Privacy Protection Act (COPPA) and all applicable laws protecting the privacy of minors.

13. Changes to This Policy

AccuraBooks Professional Services, LLC reserves the right to update or revise this Privacy Policy at any time to reflect changes in our practices, our services, applicable law, or for other operational or legal reasons. We will indicate the effective date of any updated policy at the top of this page.

When we make material changes to this Privacy Policy, we will make reasonable efforts to notify you — for example, by posting a prominent notice on our website or by contacting you directly via the email address on file for your account. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Your continued use of our website or continued engagement with our services following the posting of any revised Privacy Policy constitutes your acknowledgment and acceptance of those changes. If you do not agree to the revised policy, please discontinue use of our website and contact us to discuss your service arrangement.

14. Contact Us

If you have questions, concerns, or requests relating to this Privacy Policy or the way AccuraBooks handles your personal information, we encourage you to reach out to us. We are committed to addressing your inquiries promptly and transparently.

AccuraBooks Professional Services, LLC

Brunswick, Georgia, United States

Website: AccuraBooksProfessionalServices.com

For all privacy-related inquiries, please use the contact form on our website or send a written inquiry by email through the contact information provided on our website. Please include “Privacy Inquiry” in the subject line of your message so that we can route your request appropriately.

We will make every effort to respond to your inquiry within a reasonable timeframe. For formal requests regarding access, correction, or deletion of your personal data, please be prepared to verify your identity so that we can process your request securely.