Effective Date: July 1, 2026
At Greenstar Bookkeeping, we understand that trust is the foundation of every client relationship. As a bookkeeping service, we are entrusted with sensitive financial information, and we take that responsibility seriously. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website or use our services.
Information We Collect
Depending on your interaction with Greenstar Bookkeeping, we may collect information including:
- Name
- Business name
- Email address
- Telephone number
- Mailing address
- Information submitted through contact forms
- Financial information necessary to perform bookkeeping services
- Website usage information such as IP address, browser type, and pages visited
We collect only the information necessary to provide our services and communicate effectively with you.
How We Collect Information
Information may be collected when you:
- Contact us through our website
- Request a consultation
- Become a client
- Email, call, or text us
- Submit bookkeeping documents
- Use our website
We may also collect limited technical information automatically through cookies and website analytics.
How We Use Your Information
Your information may be used to:
- Provide bookkeeping services
- Respond to questions and inquiries
- Prepare financial reports and maintain accounting records
- Request documentation needed to complete your bookkeeping
- Schedule appointments
- Communicate regarding your account
- Improve our website and client experience
- Comply with legal and regulatory obligations
We do not use your personal information for unrelated marketing purposes without your permission.
Confidentiality of Financial Information
Protecting your financial information is central to our business.
Information you provide while receiving bookkeeping services is treated as confidential and is used solely for providing agreed-upon services unless disclosure is required by law or authorized by you.
Information Sharing
Greenstar Bookkeeping does not sell your personal information.
We may disclose information only:
- To trusted service providers that help us operate our business
- When required by law
- To protect our legal rights
- With your express authorization
Any service providers we use are expected to maintain appropriate security measures to safeguard your information.
Data Security
We use commercially reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.
While no internet transmission or electronic storage system can be guaranteed to be completely secure, we continually strive to follow industry best practices.
Data Retention
We retain personal information only as long as necessary to:
- Provide services
- Meet legal and tax recordkeeping requirements
- Resolve disputes
- Enforce agreements
When information is no longer needed, it is securely deleted or destroyed where practical.
Cookies and Website Analytics
Our website may use cookies or similar technologies to:
- Improve website performance
- Understand visitor behavior
- Enhance user experience
You may disable cookies through your browser settings; however, some website features may not function properly.
Third-Party Services
We may utilize reputable third-party providers to support our business operations, including bookkeeping software, secure document storage, payment processing, scheduling, website hosting, analytics, and communication platforms.
These providers have their own privacy practices, and we encourage you to review their privacy policies where appropriate.
SMS Communications
Greenstar Bookkeeping only sends text messages to clients who have provided verbal consent during onboarding or another direct conversation.
SMS messages are used solely for service-related communications such as:
- Appointment reminders
- Requests for bookkeeping documents
- Client support
- Account updates
- Service notifications
Message frequency varies depending on your needs.
Message and data rates may apply according to your wireless carrier.
You may opt out of future text messages at any time by replying STOP. Reply HELP for assistance.
SMS Privacy Commitment
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties except as necessary to provide messaging services or as required by law.
Your Privacy Rights
You may request to:
- Access your personal information
- Correct inaccurate information
- Request deletion of information where legally permitted
- Withdraw consent for future communications
To submit a request, please contact us using the information below.
Children’s Privacy
Our services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page along with a revised effective date.
Contact Us
If you have questions regarding this Privacy Policy or how your information is handled, please contact:
Greenstar Bookkeeping
Email: [email protected]
Website: https://greenstarbookkeeping.com