Privacy Policy
This document is a current draft and is pending review by counsel.
The monthly service is unavailable and intake remains closed. This site provides general education. References below to a service engagement describe terms and requirements that would apply only if services later become available and a separate written engagement is agreed. They do not confirm current staffing, fulfillment, data access or security implementation.
Overview
Book More Jobs, LLC d/b/a Trade Bookkeeping Pro ("Trade Bookkeeping Pro," "we," "us," or "our") operates the website at tradebookkeepingpro.com. Monthly bookkeeping is in development and intake is closed.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. By accessing our website, you acknowledge you have read and understood this policy.
The separate client hub is outside this public-site notice. This page does not confirm its data handling or any future engagement process. Those details must be verified before service intake can reopen.
Information We Collect
Information you may provide directly:
- Contact details: name, email address
- Business information: trade type, business name, state of operation
- Communications: messages you choose to send to a published contact address. Public contact, booking and resource-capture forms are unavailable while intake is closed.
- Financial and bookkeeping information provided during the service engagement, which could include authorized QuickBooks Online access, bank-feed data, receipts, invoices and payroll records. This is a future service description; intake is closed and no public form requests those records.
Information website hosting and analytics may process:
- IP address and general geographic region (city/state level)
- Browser type, operating system, and device type
- Pages visited, time on site, and referring URL
- Cookie identifiers (see Cookies section below)
Information from third parties:
- Public scheduling is unavailable while intake is closed. Any future scheduling provider and data sharing would need to be disclosed before use.
- There is no public checkout. Any future payment-processing arrangements would need to be confirmed and disclosed before use.
How We Use Information
We use the information we collect to:
- Respond to inquiries; bookkeeping service intake is closed
- Send appointment and service communications only if a future service arrangement makes them applicable
- Process payments only if services later become available and an engagement is agreed
- Maintain and improve our website
- Comply with legal obligations, including applicable recordkeeping requirements
- Send periodic informational emails only where the recipient has opted in; you may opt out at any time
We do not use your information for automated profiling or decisions that produce legal or similarly significant effects.
Sharing & Disclosure
We do not sell, rent, or trade your personal information to third parties for their marketing purposes.
We may share your information in the following limited circumstances:
- Future fulfillment arrangements: No current fulfillment partner or executed data processing agreement (DPA) is confirmed by this page. Any future partner access to financial records would require confirmed scope, authorization and appropriate written data-processing terms before access begins.
- Service providers: The public site uses website hosting. The existing optional Google Tag Manager collector is disabled. Future CRM, scheduling and payment arrangements, vendor terms and data access must be confirmed before service intake can reopen. This page does not attest that those contracts are in place.
- Legal requirements: We may disclose information when required by law, subpoena, court order, or to protect our legal rights.
- Business transfers: In the event of a merger, acquisition, or asset sale, client records may transfer to the successor entity. You will be notified if this occurs.
Gramm-Leach-Bliley Act (GLBA) Safeguards Notice
For any future bookkeeping engagement that involves nonpublic personal financial information, Trade Bookkeeping Pro is a "financial institution" under the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule (16 CFR Part 314). Federal law requires us to protect that information.
What we protect: Nonpublic personal information (NPI) includes personally identifiable financial information you provide to obtain bookkeeping services from us, or that we obtain in the course of providing those services. Examples include bank account details, business income and expense records, QuickBooks data, contractor payment records, and accounts receivable and payable information.
Safeguards to confirm before any financial-data access:
- A written Information Security Program (ISP) and a designated security coordinator; neither is attested as currently implemented by this page
- Risk assessments to identify threats to client data
- Access controls that limit NPI access to personnel who need it to perform their job functions
- Encryption of NPI in transit and at rest where technically feasible
- Multi-factor authentication for systems containing NPI
- Periodic training for employees handling client data
- Vendor oversight, including DPA requirements for our fulfillment partner
- An incident response plan for potential data breaches
Limits on sharing NPI: We share NPI only as permitted by GLBA and as described in this Privacy Policy. We do not share NPI with unaffiliated third parties for their independent marketing purposes.
Data Security
Before future service intake can reopen, applicable administrative, technical and physical safeguards must be verified. The following are requirements to confirm, not assertions of completed implementation:
- TLS/SSL encryption for all data transmitted to and from our website
- Encrypted document transmission for financial files via our client hub
- Password-protected systems with multi-factor authentication
- Regular software updates and security patches
- Physical security controls at our office locations
Retention & Deletion
We retain client bookkeeping records and related financial information for a minimum of seven (7) years from the date of the last service, consistent with standard professional recordkeeping practice and applicable law.
Website contact form submissions and CRM records are retained for up to three (3) years unless you request earlier deletion.
You may request deletion of your personal information (subject to our legal recordkeeping obligations) by contacting us at the information below. We cannot delete information that we are legally required to retain.
Cookies & Analytics
The existing optional Google Tag Manager collector and advertising collection are disabled. They stay off before and after a saved preference, on reload and under Global Privacy Control. The banner stores a preference locally; see the Cookie Policy. Technologies that would require disclosure before future activation include:
- Essential cookies: Required for the website to function (e.g., form submissions, session management)
- Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics). The actual data collected and any de-identification must be verified before that claim is made
- Marketing cookies: If you arrived via an ad, tracking pixels may record that you visited to measure ad effectiveness
You can control cookie settings through your browser preferences. Disabling cookies may limit some website functionality. We do not respond to browser "Do Not Track" signals at this time.
Your Rights
Depending on your state of residence, you may have rights regarding your personal information, including:
- Access: Request a copy of the personal information we hold about you
- Correction: Request that we correct inaccurate or incomplete information
- Deletion: Request that we delete your personal information (subject to legal retention requirements)
- Opt-out: Unsubscribe from marketing communications at any time using the unsubscribe link in any email
- Portability: Request your data in a portable format where technically feasible
California residents may have additional rights under the California Consumer Privacy Act (CCPA/CPRA). Texas residents should note that Texas has enacted its own data privacy law (TDPSA) with similar rights. To exercise any of these rights, contact us using the information in the Contact section below.
We will respond to verifiable requests within 45 days as required by applicable law.
Children's Privacy
Our services are intended for adults operating businesses. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected information from a child, please contact us and we will promptly delete it.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this page.
We encourage you to review this policy periodically. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.
Contact Us
For privacy-related questions, requests to exercise your rights, or to report a privacy concern, use the contact details below:
Questions About Your Data?
Use the privacy email above to ask about this policy or exercise your privacy rights.