Privacy Policy
Effective Date: August 3, 2026
Blackbridge Bookkeeping, LLC respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains what information we may collect through our website, how we use it, and the choices available to you.
This policy applies to information collected through:
Information We Collect
We may collect personal information that you voluntarily provide when you:
- Complete a consultation or contact form
- Schedule a consultation
- Send us an email
- Request information about our services
- Communicate with us regarding a potential or existing bookkeeping engagement
The information collected may include:
- Your name
- Business name
- Email address
- Telephone number
- Business location
- Industry or type of business
- Monthly transaction volume
- Information about your current bookkeeping needs
- Information you include in messages or form submissions
Please do not submit Social Security numbers, bank account numbers, passwords, tax identification numbers, credit card information, or other highly sensitive financial information through a general website form.
How We Use Your Information
We may use the information you provide to:
- Respond to questions or consultation requests
- Evaluate whether our bookkeeping services may fit your business
- Schedule and conduct consultations
- Prepare service recommendations or proposals
- Communicate about onboarding or requested services
- Maintain business and administrative records
- Improve our website and customer experience
- Protect the website against spam, fraud, misuse, or security threats
- Comply with legal, regulatory, or professional obligations
We aim to collect only information reasonably necessary for these purposes. The Federal Trade Commission recommends that businesses identify the personal information they maintain, retain only what is needed, protect it appropriately, and dispose of it securely.
Consultation Scheduling
We may use Calendly or another scheduling provider to allow visitors to schedule consultations.
When you use a scheduling service, the provider may collect information such as your name, email address, telephone number, appointment selection, time zone, and information you submit while scheduling.
Information submitted through an external scheduling service is also subject to that provider’s privacy policy and terms.
Contact and Consultation Forms
Information submitted through a website form may be processed by our website, hosting provider, form software, email provider, spam-prevention services, and other service providers needed to deliver and protect the submission.
We use this information to respond to you and determine the appropriate next steps regarding your request.
Submitting a form does not create a bookkeeper-client relationship or obligate Blackbridge Bookkeeping, LLC to accept an engagement.
Cookies and Similar Technologies
Our website may use cookies or similar technologies that are necessary to:
- Operate the website
- Maintain security
- Remember basic preferences
- Prevent spam or fraudulent submissions
- Support embedded content or scheduling features
- Measure general website performance, if analytics tools are enabled
Cookies are small files stored on your device. You may adjust your browser settings to block or delete cookies, although some website functions may not work properly afterward.
Automatically Collected Information
When you visit the website, certain technical information may be collected automatically by the website, hosting provider, security tools, or related service providers.
This information may include:
- Internet Protocol address
- Browser type
- Device type
- Operating system
- Referring website
- Pages visited
- Approximate date and time of access
- General technical and security information
This information may be used to maintain website security, diagnose technical problems, prevent abuse, and understand general website use.
Embedded Content and External Links
The website may include links to or embedded content from other websites, including scheduling platforms, social media platforms, video services, map services, or other third-party providers.
Those third parties may collect information, use cookies, or monitor your interaction with their services. Their information practices are governed by their own privacy policies, not this Privacy Policy.
How We Share Information
Blackbridge Bookkeeping, LLC does not sell personal information.
We may share information with service providers that help us operate the website or communicate with prospective and current clients, including:
- Website hosting providers
- Website and form software providers
- Email providers
- Scheduling providers
- Security and spam-prevention providers
- Customer relationship or practice-management platforms
- Professional advisers or contractors assisting with legitimate business operations
These providers may access information only as reasonably necessary to provide their services or fulfill a legitimate business purpose.
We may also disclose information when reasonably necessary to:
- Comply with applicable law, regulation, subpoena, court order, or legal process
- Protect the rights, property, safety, or security of Blackbridge Bookkeeping, LLC, our clients, or others
- Investigate fraud, abuse, security incidents, or unlawful activity
- Complete a merger, sale, restructuring, or transfer of business assets
Data Retention
We retain personal information only for as long as reasonably necessary to:
- Respond to an inquiry
- Evaluate a potential engagement
- Provide requested services
- Maintain required business records
- Resolve disputes
- Enforce agreements
- Meet legal, tax, insurance, or professional obligations
Information that is no longer needed may be deleted, anonymized, or securely disposed of.
Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information.
However, no website, email system, electronic transmission, or storage method can be guaranteed to be completely secure. You should avoid transmitting highly sensitive financial or identifying information through ordinary email or public website forms unless specifically instructed to use a secure system.
Your Privacy Choices
You may contact us to request that we:
- Provide information about personal information we maintain about you
- Correct inaccurate information
- Delete information, where legally and operationally appropriate
- Stop certain communications
- Address a question or concern regarding our privacy practices
We may need to verify your identity before completing a privacy-related request.
Certain state privacy laws may provide additional rights to eligible residents or apply to businesses meeting particular statutory thresholds. California, for example, provides rights that can include access, correction, deletion, and opting out of certain sales or sharing when the law applies to the business involved.
Children’s Privacy
Our website and services are intended for business owners and adults. They are not directed toward children under 13, and we do not knowingly collect personal information from children under 13.
If we learn that such information has been submitted, we will take reasonable steps to delete it.
Bookkeeping and Client Information
This website Privacy Policy primarily covers information collected through the public website.
Once a business becomes a client, additional financial, bookkeeping, account-access, and business information may be handled under the engagement letter, service agreement, secure portal procedures, and other applicable policies.
Prospective clients should not send bank statements, tax returns, account credentials, payroll records, or other confidential financial documents through the public contact form.
Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our website, services, technology, vendors, or legal obligations.
The updated version will be posted on this page with a revised effective date.
Contact Us
Questions or privacy-related requests may be directed to:
Blackbridge Bookkeeping, LLC
Blue Bell, Pennsylvania
Email: info@blackbridgebooks.com
Website: https://blackbridgebooks.com