Privacy policy

Eclectic Consulting + Bookkeeping Privacy Policy

Privacy Policy

Effective Date: August 1, 2025

Eclectic Consulting + Bookkeeping ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or engage with our consulting and bookkeeping services.

1. Information We Collect

We may collect the following types of information:

Personal Information:

  • Name, email address, phone number, mailing address

  • Business name, industry, and team size

Financial Information:

  • Financial records and business transactions (only if you engage in our bookkeeping services)

  • Banking transaction data via QuickBooks Online (read-only access, with client permission)

Technical Information:

  • IP address, browser type, device identifiers

  • Website usage data through cookies or analytics tools

2. How We Use Your Information

We use the information we collect to:

  • Provide consulting and/or bookkeeping services

  • Respond to inquiries and support requests

  • Customize service recommendations and proposals

  • Send administrative information and updates

  • Deliver quarterly reports (if included in your package)

  • Improve our website and offerings

3. Sharing Your Information

We do not sell your data.

We may share information with trusted third parties only to:

  • Provide services you've explicitly agreed to (e.g., QuickBooks Online)

  • Collaborate with your tax professional (with your consent)

  • Fulfill legal obligations, such as complying with tax authorities or court orders

4. Cookies and Website Tracking

Our website may use cookies and similar technologies to analyze site usage and improve functionality. You may disable cookies via your browser settings, though this may affect your user experience.

5. Data Security

We take your privacy seriously and implement appropriate technical and organizational measures to protect your data:

  • QuickBooks Online is used for bookkeeping, with secure, encrypted access

  • Banking credentials are never visible or stored by us

  • Access to financial data is limited strictly to what is needed for service delivery

6. Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined in this policy and to comply with applicable legal, accounting, or reporting requirements.

7. Your Rights and Choices

You have the right to:

  • Request access to your personal data

  • Request corrections or updates to your data

  • Request deletion of your data, subject to service and legal requirements

  • Opt out of non-essential communications at any time

8. Financial Data and Bookkeeping Services

If you engage in our GROWTH STRATEGY + BOOKKEEPING we may collect and access financial data to provide bookkeeping and strategic planning services. This may include:

  • Business income and expense records

  • Banking transaction data (via read-only access through QuickBooks Online)

  • Collaboration with your tax accountant or financial advisor (at your direction)

How we protect your data:

  • We use QuickBooks Online, an industry-standard, encrypted accounting platform

  • Your bank login credentials are never visible to us

  • Financial data is only accessed and used to perform agreed-upon services

  • We do not store financial data outside of QuickBooks unless required for reporting

We are committed to the privacy and integrity of your financial information.

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with the updated date.

10. Contact Us

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

Eclectic Consulting
hello@eclecticconsulting.co

This Privacy Policy applies to all users of our website and clients of our services.

Last updated: 8/1/2025