This Privacy Policy explains how Willow Way Bookkeeping collects, uses, stores, and safeguards the information you provide to us. We are committed to maintaining your trust and protecting the confidentiality of your personal and financial data.

When you engage our bookkeeping services, we collect information necessary to perform our work accurately and efficiently. This includes personal details such as your name and contact information, business-related data, and financial records like bank statements, income and expense reports, payroll information, and tax documentation. This information may be provided directly by you or through third-party systems or applications you authorize us to use.

We use this information solely to provide bookkeeping services, communicate with you about your account, generate reports, maintain regulatory compliance, and support any necessary tax preparation or filings. Your information is never sold or rented to third parties. We only share your data with trusted service providers or professionals—such as accounting software platforms or tax advisors—who are contractually bound to maintain confidentiality. We may also disclose your information if required by law, such as in response to a subpoena or court order.

We take data security seriously and implement appropriate physical, technical, and administrative measures to protect your information from unauthorized access, misuse, or disclosure. This includes secure cloud storage, encryption, password protection, and limiting access to those with a legitimate business need. All team members and contractors handling sensitive data are required to sign confidentiality agreements and adhere to our internal privacy practices.

You have the right to request access to your information, ask for corrections, or withdraw your consent for certain types of data use, though doing so may limit the services we can provide. We retain your records only as long as necessary to fulfill our bookkeeping obligations and comply with applicable legal and regulatory standards. After the service period ends, we securely archive or dispose of your data in accordance with our retention policy.

We reserve the right to update this Privacy Policy as needed. Any changes will be posted on our website or sent to you directly. Your continued use of our services after any changes take effect constitutes your agreement to the revised terms.

If you have any questions or concerns about our privacy practices, or if you wish to exercise your rights regarding your data, please contact us at cindy@willowwaybookkeeping.com or Willow Way Bookkeeping, 1406 303rd Place, Ocean Park, WA 98640 or 971-227-4078.