Privacy policy
Effective Date: October 2026
Heritage Bookkeeping Solutions respects your privacy and is committed to protecting the information you provide when you visit our website, contact us, request a quote, or communicate with us about our services.
Information We May Collect
When you contact Heritage Bookkeeping Solutions, we may collect information such as:
Name
Email address
Phone number
Business name
Information about your bookkeeping needs
Other information you voluntarily provide through our website or contact forms
Please do not submit sensitive financial documents, passwords, Social Security numbers, bank account numbers, or other confidential financial information through a general website contact form. We will provide clients with appropriate methods for securely sharing documents when needed.
How We Use Your Information
We may use information you provide to:
Respond to your questions and requests
Provide quotes and information about our services
Schedule consultations
Communicate with current or potential clients
Provide and manage bookkeeping services
Improve our website and services
Send business-related communications when permitted by law
How We Protect Your Information
We take reasonable steps to protect the information provided to us from unauthorized access, use, or disclosure. However, no website, email system, or electronic transmission can be guaranteed to be completely secure.
For bookkeeping clients, we may use secure third-party platforms and services to receive, store, and manage business documents and information.
Information Sharing
Heritage Bookkeeping Solutions does not sell or rent your personal information.
We may share information with trusted service providers when necessary to operate our business or provide requested services. We may also disclose information when required by law or when necessary to protect our legal rights.
Cookies & Website Analytics
Our website or third-party services we use may collect certain information about website visitors, such as browser type, device information, pages visited, and general website activity. This information may be used to improve website performance and understand how visitors use our website.
Third-Party Services
Our website may use third-party services such as website hosting, forms, scheduling, payment processing, analytics, email, or other business tools. Those services may collect or process information according to their own privacy policies.
Your Choices
You may contact us to request information about the personal information we maintain about you or to ask us to update or correct information you have provided, subject to applicable legal requirements.
Contact Us
If you have questions about this Privacy Policy or how Heritage Bookkeeping Solutions handles information, please contact us through the contact information provided on our website.
Refund Policy
Because bookkeeping services involve time and work performed specifically for each client, payments are generally non-refundable once work has begun. Any required deposit or project payment will be clearly communicated and agreed upon before services begin.
If Heritage Bookkeeping Solutions is unable to complete an agreed-upon service, we will work with the client to determine an appropriate resolution for any unearned portion of the payment.
Monthly bookkeeping services may be canceled with 30 days' written notice. Fees for services already performed are non-refundable.
Monthly bookkeeping services may be canceled with 30 days' written notice. Fees for services already performed are non-refundable.
Legal & Service Information
1. Our Services
Heritage Bookkeeping Solutions provides bookkeeping and QuickBooks support to small businesses. Our services may include monthly bookkeeping, account reconciliation, transaction categorization, financial reporting, catch-up bookkeeping, cleanup bookkeeping, and year-end tax-ready financial reporting.
Our goal is to help clients maintain organized and accurate financial records so they can better understand their business finances and provide their financial information to their tax professional when needed.
What We Do Not Provide
Unless specifically agreed to in writing, Heritage Bookkeeping Solutions does not provide:
Tax return preparation
Tax advice or tax planning
Legal advice
Investment or financial planning advice
Auditing or assurance services
CPA services
Payroll tax filing
Sales tax filing
Representation before the IRS or other tax authorities
Services outside the agreed scope of a client's bookkeeping engagement
2. Our Role
Heritage Bookkeeping Solutions provides bookkeeping services, not tax or legal services. We organize and record financial information provided by our clients and prepare financial reports based on that information.
Clients are responsible for providing complete, accurate, and timely financial information and supporting documentation.
3. Year-End Tax-Ready Financials
At year-end, Heritage may prepare financial reports such as a Profit & Loss Statement, Balance Sheet, and other appropriate bookkeeping reports to help organize the client's financial information for their tax professional.
Year-End Tax-Ready Bookkeeping does not include preparation of the client's tax return or tax advice.
***Important Notice***
Bookkeeping information and financial reports prepared by Heritage Bookkeeping Solutions are based on information provided by the client. Clients should consult a qualified tax professional, CPA, or attorney for tax, legal, or financial advice.