Privacy Policy

1. Introduction

Good Rich Bookkeeping, LLC ("we," "us," or "our") is a professional bookkeeping firm serving small businesses across a variety of industries, including contractors, real estate, retail, restaurants, coaching, and home services. We are a female-owned company based in Washington state, proudly serving clients nationwide.

This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at goodrichbookkeeping.com, communicate with us by phone, email, or text message, or otherwise engage with our services. By using our website or services, you agree to the practices described in this Privacy Policy.

We are committed to protecting your privacy and ensuring transparency about our data practices. If you do not agree with the terms of this Privacy Policy, please do not access or use our website or services.

2. Information We Collect

We may collect the following types of information:

Personal Information You Provide:

• Contact information: Your name, email address, phone number, and mailing address
• Business information: Company name, industry, state of operation, and business type
• Communication preferences: Your opt-in choices for SMS/text messaging (transactional and marketing), email communications, and preferred contact methods
• Inquiry details: Information you provide when contacting us through our website forms, phone calls, or email, including messages about your bookkeeping needs
• Consent records: Timestamps, source, and details of your opt-in consent for SMS and marketing communications

Information Collected Automatically:

• Usage data: Pages visited, time spent on pages, links clicked, and referring URLs
• Device information: Browser type, operating system, screen resolution, and device type
• Log data: IP address, access times, and date/time stamps

3. How We Use Your Information

We use the information we collect for the following purposes:

• Respond to inquiries: To reply to your questions, consultation requests, and messages submitted through our website or other communication channels
• Provide services: To deliver the bookkeeping services you have engaged us for, including managing your account and communicating about your books
• Send transactional SMS messages: If you have opted in, to send appointment reminders, inquiry responses, service updates, and account notifications via text message
• Send marketing SMS messages: If you have separately opted in, to send bookkeeping tips, special offers, company updates, and promotional messages via text message
• Improve our services: To analyze usage patterns, enhance website functionality, and improve the overall quality of our offerings
• Comply with legal obligations: To meet applicable legal and regulatory requirements, respond to lawful requests, and protect our legal rights
• Business communications: To send administrative information such as changes to our terms, conditions, and policies

4. SMS/Text Messaging

Good Rich Bookkeeping, LLC offers SMS/text messaging as a convenience to our clients and prospective clients. Our text messaging program operates as follows:

Transactional Messages:

With your opt-in consent, we may send you transactional text messages including:

• Appointment reminders and scheduling confirmations
• Responses to your inquiries and service requests
• Account updates and important notifications about your bookkeeping services
• Service delivery communications

Marketing Messages:

With your separate, explicit opt-in consent, we may send you marketing text messages including:

• Bookkeeping tips and best practices for small businesses
• Special offers and promotions
• Company news and updates
• Educational content related to financial management for small business owners

Opt-Out: You can opt out of receiving text messages at any time by replying STOP to any message you receive from us. After opting out, you will receive a single confirmation message, and no further text messages will be sent unless you re-subscribe.

Help: For assistance with our text messaging program, reply HELP to any message or call us at (509) 750-8585.

Message Frequency: Message frequency varies based on the nature of your interactions with us and the services you use. Transactional messages are sent as needed based on your account activity. Marketing message frequency varies.

Message and Data Rates: Message and data rates may apply. Please contact your wireless carrier for details about your messaging plan and any applicable charges.

Supported Carriers: Our SMS program is supported by AT&T, T-Mobile, Verizon, and other major US carriers. Carriers are not liable for delayed or undelivered messages.

Consent: Opting in to receive SMS messages is not a condition of purchasing any services from Good Rich Bookkeeping, LLC. Consent for transactional messages and consent for marketing messages are collected separately.

5. Information Sharing and Disclosure

We do not sell your personal data. Good Rich Bookkeeping, LLC does not sell, rent, or trade your personal information to third parties for their own marketing purposes.

We may share your information only in the following limited circumstances:

• Service providers: We may share information with trusted third-party service providers who assist us in operating our business, such as our CRM platform, email service provider, website hosting provider, and payment processors. These providers are contractually obligated to use your information only as necessary to perform services on our behalf and to maintain appropriate confidentiality and security measures.
• Legal compliance: We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business transfers: In the event of a merger, acquisition, reorganization, bankruptcy, or sale of all or a portion of our assets, your personal information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

We never share your phone number or SMS consent data with third parties or affiliates for marketing or promotional purposes.

6. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, and disclosure. These measures include:

• Secure, encrypted connections (SSL/TLS) for data transmitted through our website
• Access controls that limit personal information access to authorized personnel who need it to perform their job functions
• Regular review and updates to our security practices
• Use of trusted, reputable third-party service providers with their own security protocols

While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining appropriate safeguards to protect your data.

7. Data Retention

We retain your personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including:

• Active client data: Retained for the duration of our business relationship and for a reasonable period thereafter to address any follow-up needs
• Inquiry and prospect data: Retained for a reasonable period to respond to and follow up on your requests
• SMS consent records: Maintained for a minimum of four (4) years per industry regulations and best practices for A2P messaging compliance
• Financial and business records: Retained as required by applicable tax and accounting regulations

When your personal information is no longer needed for these purposes, we will securely delete or anonymize it in accordance with our data retention policies.

8. Your Rights

Depending on your location and applicable laws, you may have the following rights regarding your personal information:

• Access: You may request a copy of the personal information we hold about you
• Correction: You may request that we correct any inaccurate or incomplete personal information
• Deletion: You may request that we delete your personal information, subject to certain legal exceptions and retention requirements
• Opt-out of marketing communications: You may opt out of receiving marketing emails by clicking the "unsubscribe" link in any marketing email, or opt out of marketing SMS by replying STOP to any marketing text message
• Opt-out of SMS: You may opt out of all text messages at any time by replying STOP to any message

To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

9. Children's Privacy

Our website and services are not directed at children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take reasonable steps to promptly delete that information from our records.

If you are a parent or guardian and believe that your child has provided us with personal information, please contact us immediately at (509) 750-8585 so that we can take appropriate action.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will revise the "Last updated" date at the top of this page.

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 services after any changes to this Privacy Policy constitutes your acceptance of the updated terms.

For material changes that significantly affect how we handle your personal information, we will make reasonable efforts to notify you, such as by posting a prominent notice on our website or sending you a direct communication.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Good Rich Bookkeeping, LLC
Phone: (509) 750-8585
Website: goodrichbookkeeping.com

We will do our best to respond to your inquiry within a reasonable timeframe.