Privacy Policy

Leah's Bookkeeping: Last Updated: 03/-2/2026

How We Collect Your Personal Information We collect personal information in the following ways:

Through our website contact and intake forms
Via email, phone, or SMS correspondence
Through signed service agreements and contracts
During in-person or virtual consultations
Through accounting and bookkeeping software used to provide our services

What Personal Information We Collect We may collect the following types of personal information:

Full name and business name
Email address and phone number
Mailing and billing address
Financial records, bank statements, and transaction data
Tax identification numbers
Any other information necessary to provide bookkeeping services

How We Use Your Personal Information We use your personal information to:

Provide and manage bookkeeping services
Schedule and confirm appointments
Send deadline reminders and document requests
Communicate service updates and account information
Comply with legal and regulatory requirements
Improve our services and client experience

How, Why, and What Personal Information We Share With Third Parties We may share your information with trusted third parties such as:

Accounting software platforms (e.g., QuickBooks, Xero)
Tax preparation services when applicable
Legal or compliance professionals as required by law

We only share information necessary to deliver our services and never sell your personal data.

"Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes."

Email: leahbookkepingservice@gmail.com
Phone: 720-710-4709
Website: https://www.leahbookkeeping.com/home

SMS Terms & Conditions

Leah's Bookkeping, LLC Last Updated: 03/02/2026

1. SMS Consent Communication The information (phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. Your privacy is important to us and your contact information will only be used to communicate with you directly regarding your bookkeeping services.

2. Types of SMS Communications If you have consented to receive text messages from Leah's Bookkeeping, LLC, you may receive messages related to the following:

Appointment Reminders – Confirmations and reminders for scheduled bookkeeping consultations
Follow-Up Messages – Follow-ups regarding outstanding documents or pending tasks
Billing Inquiries – Notifications related to invoices, payments, or account balances
Document Requests – Requests for financial records or statements needed to complete your books
Deadline Reminders – Important tax or financial deadline notifications

Example:

"Hi [Client Name], this is a friendly reminder of your upcoming bookkeeping appointment with Leah's Bookkeeping, LLC on 03/06/26 at 4:19. Please reply to confirm. Reply STOP to opt out of SMS messages from Leah's Bookkeeping, LLC at any time."

3. Message Frequency Message frequency may vary depending on the type of communication and your service needs.

Example:

"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments, document requests, or account status."

4. Potential Fees for SMS Messaging Please note that standard message and data rates may apply, depending on your carrier's pricing plan. These fees may vary if the message is sent domestically or internationally. Leah's Bookkeeping, LLC is not responsible for any fees charged by your mobile carrier.

5. Opt-In Method You may opt in to receive SMS messages from Leah's Bookkeeping, LLC in the following ways:

Verbally, during a phone or in-person consultation

6. Opt-Out Method You can opt out of receiving SMS messages at any time. To do so:

Reply "STOP" to any SMS message you receive from us
Contact us directly by phone or email to request removal from our messaging list

Once you opt out, you will no longer receive SMS messages from Leah's Bookkeeping, LLC unless you choose to opt back in.

7. Help If you are experiencing any issues with our SMS communications, you can:

Reply with the keyword "HELP" to any message you receive
Contact us directly at:
- 📧 Email: leahbookkeepingservice@gmail.com
- 📞 Phone: 720-710-4709
- 🌐 Website: https://www.leahbookkeeping.com/home

Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our intake or online forms.

8. Standard Messaging Disclosures

Message and data rates may apply
You can opt out at any time by texting "STOP"
For assistance, text "HELP" or visit our https://www.leahbookkeeping.com/privacy-policy page.
Message frequency may vary

For questions about these Terms & Conditions, please contact us at leahbookkeepingservice@gmail.com or 720-710-4709.

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