Welcome to Bean Counter KS. Your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your information when you engage with our website, services, and communications.

By using our website or working with us, you agree to the terms in this Privacy Policy.

We collect personal data from you to deliver bookkeeping services effectively. This includes:

• Name

• Email address

• Phone number

• Mailing address

• Tax Identification Number or Business Registration Number

• Financial information necessary for bookkeeping (e.g., transaction records, bank data, receipts)

We collect this data via:

• Email correspondence

• Client onboarding forms

• Accounting software (e.g., QuickBooks)

• Secure document storage platforms

We do not collect unnecessary data or use your information for unrelated purposes.

We use your information solely to:

• Provide bookkeeping services

• Manage client accounts and financial records

• Comply with legal and regulatory obligations

We do not use your data for advertising, remarketing, or third-party promotions.

Our website uses cookies for advertising purposes. Cookies may be used to:

• Track visitor interactions

• Improve the website’s functionality and performance

• Deliver relevant content and advertising

You can set your browser to disable cookies at any time. Disabling cookies may affect how the site functions.

We do not sell or share your data with unrelated third parties.

However, we may store or process your data using tools integrated with QuickBooks accounting software, which may involve third-party payment processors. These tools are used strictly for secure payment processing and data management related to bookkeeping services.

How Long We Retain Your Data

We retain your data for as long as is necessary to:

• Deliver and manage bookkeeping services

• Fulfill legal obligations (e.g., IRS recordkeeping requirements)

Data may be securely archived after the termination of our service relationship, in accordance with industry standards and U.S. tax laws.

You have the right to:

• Request access to the personal data we hold about you

• Correct or update your information

• Request that we delete your data, unless it is required to fulfill bookkeeping or legal obligations

Please email eheard@beancounterks.com to make a data request.

Note: You cannot opt out of essential communications or data collection, as both are required to provide our bookkeeping services.

We take data security seriously. Measures include:

• Secure document storage

• Use of a password manager for account access

• Two-factor authentication where available

• Limited and secure access to sensitive data

We strive to ensure your information is protected from unauthorized access, alteration, disclosure, or destruction.

This website and our services are not directed to children under 18. We do not knowingly collect personal information from minors.

We may update this Privacy Policy from time to time. Updates will be posted to this page with the new effective date. Your continued use of our services after changes are posted indicates your acceptance of the updated policy.

Bean Counter KS is a sole proprietorship based in Kansas, United States. We provide bookkeeping services to individuals and businesses within the U.S. If you have any questions about this Privacy Policy or your data, you can contact us at:

Email Address: eheard@beancounterks.com