Privacy Policy

Last updated: 12/6/25

Branch & Ledger values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or engage with our services.

Information We Collect

We may collect personal information you voluntarily provide, including but not limited to:

  • Name

  • Email address

  • Phone number

  • Business name

  • Information submitted through contact forms, scheduling tools, or inquiries

If you become a client, we may also receive financial and business data necessary to provide bookkeeping services. This information is collected only to perform agreed-upon services.

How We Use Your Information

We use your information to:

  • Respond to inquiries and schedule consultations

  • Provide bookkeeping and advisory services

  • Communicate about your account or services

  • Send requested information or resources

  • Improve our website and service offerings

We do not sell, rent, share, or trade your personal information for marketing purposes.

Financial & Client Data

As a bookkeeping firm, Branch & Ledger may access sensitive business and financial information. This data is:

  • Used solely for providing agreed-upon services

  • Handled confidentially

  • Never shared with third parties without authorization, except where required by law or with your consent (e.g., coordination with your CPA)

We take confidentiality seriously and treat all client information with care and discretion.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your information, including:

  • Secure online platforms

  • Encrypted file-sharing tools

  • Limited access to client data

However, no method of data transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Third-Party Services

Our website and services may use third-party tools such as:

  • Scheduling software (e.g., Calendly)

  • Email communication services

  • Accounting platforms (e.g., QuickBooks Online)

These third parties have their own privacy policies, and we recommend reviewing them. Branch & Ledger is not responsible for the privacy practices of external websites or services.

Cookies & Website Analytics

Our website may use cookies or similar technologies to improve user experience and analyze website traffic. These tools do not collect personally identifiable financial information.

You may disable cookies through your browser settings.

Your Rights

You may request to:

  • Access the personal information we have about you

  • Correct or update your information

  • Request deletion of your information (unless required for legal or contractual reasons)

Requests can be made by contacting us using the information below.

Children’s Privacy

Branch & Ledger does not knowingly collect information from individuals under the age of 18. Our services are intended for business owners and adults.

Changes to This Policy

We may update this Privacy Policy occasionally. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Branch & Ledger
Email: info@branchandledger.com
Website: https://www.branchandledger.com