Privacy Policy

Books by Burton ("we," "us," "our") operates the website [booksbyburton.com] (the "Site"). This Privacy Policy describes how we collect, use, and protect your information when you use our Site and bookkeeping services.

Information We Collect

We collect personal information you provide, such as:

Name, email address, phone number

Business name, payment details (for invoicing)

Bank statements, transaction data (CSVs/PDFs) for bookkeeping

Contact form submissions, Calendly bookings

We also collect usage data like IP address, browser type, and pages visited via cookies.

How We Use Your Information

Your information enables us to:

Provide Level 1 bookkeeping services (categorization, reconciliation, reports)

Process payments via QuickBooks

Communicate via email/Calendly check-ins

Improve services and send updates (with opt-out)

We do not sell your data to third parties.

Sharing Your Information

We share data only when:

Necessary for services (QuickBooks for payments/portals)

Required by law or fraud prevention

With your consent

Data Security

Financial data stored in secure QuickBooks Online Accountant (encrypted, 2FA). Client portals use viewer-only access. We use industry-standard protections but cannot guarantee absolute security.

Your Rights

Access, correct, or delete your data

Opt out of emails (reply "unsubscribe")

Request data export
Contact us to exercise rights.

Cookies & Tracking

Site uses cookies for functionality/analytics. Manage preferences in browser settings.

Children's Privacy

Services not directed at children under 13.

Changes to Policy

Updates posted here with date change. Continued use constitutes acceptance.

Questions? Email jburton@booksbyburton.com