Privacy Policy Information

Last Updated: 6/30/2025

Meet Bookkeeping (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through our website, https://www.meetbookkeepers.com (“Site”).

This Privacy Policy explains how we collect, use, share, and protect your information when you visit our Site or interact with us online.

1. Information We Collect

We collect the following personal information through forms, scheduling tools, newsletter signups, and CRM integrations:

• Name

• Email address

• Phone number

• Business name

• Business address

• Financial or tax-related information (when voluntarily provided)

• Uploaded documents (e.g., for onboarding or consultation purposes)

We also collect certain technical and behavioral data automatically through cookies and third-party tools, such as:

• IP address

• Browser type

• Pages visited and time spent

• User interactions and session recordings

2. How We Collect Information

We may collect information through:

• Contact forms and consultation requests

• Booking and scheduling tools

• Newsletter or marketing opt-ins

• HubSpot forms, live chat, and CRM

• Document upload portals

• Cookies, pixels, and analytics tools (see Section 5)

3. How We Use Your Information

We use your information to:

• Respond to your inquiries and consultation requests

• Deliver services or prepare proposals

• Analyze traffic and improve our website experience

• Send marketing communications or newsletters (if you opt in)

• Track engagement and conversions via analytics

• Maintain business records and comply with applicable law

4. Third-Party Services We Use

We use the following third-party tools which may collect and process user data on our behalf:

• Google Analytics (traffic and behavior analysis)

• Facebook Pixel (marketing and retargeting)

• Hotjar (session tracking and user experience analysis)

• HubSpot (CRM, forms, email communications)

• Stripe (secure payment processing)

Each provider processes data in accordance with its own privacy policies.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Track website performance and user behavior

• Improve page load speed and user experience

• Customize content and ads

• Analyze trends and optimize marketing efforts

You may control or disable cookies via your browser settings.

6. Data Sharing

We do not sell or rent your personal data.

We may share your information only with trusted service providers (e.g., HubSpot, Stripe, analytics vendors) for business operations and performance monitoring. All data sharing is limited to what is necessary to deliver services and is protected by appropriate data processing agreements.

7. Security Measures

We take data security seriously and use industry-standard encryption (SSL) and access controls to protect your information. However, no system can guarantee 100% security, and you submit information at your own risk.

8. Legal Compliance

We comply with:

• The California Consumer Privacy Act (CCPA)

• The New York SHIELD Act

If you are a California resident, you have specific rights regarding your personal information, including the right to request access or deletion. Contact us using the information below to exercise your rights.

We do not knowingly collect or market to children under the age of 18.

9. Your Choices

• You may opt out of marketing emails at any time via the “unsubscribe” link.

• You can manage cookie preferences through your browser.

• You may request, update, or delete your personal data by contacting us.

10. Contact Us

For questions about this policy or your data:

📧 Email: contact@meetbookkeepers.com

11. Policy Updates

We may update this Privacy Policy occasionally to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date.