Privacy Policy

Effective Date: 01/28/2025
William (Bill) Thomas Excellence in Bookkeeping
Virginia, USA
bill@williamthomasexcellenceinbookkeeping.com
(540) 412-8405

1. Introduction

At William Thomas Excellence in Bookkeeping, we respect your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services or visit our website.

2. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, email address, phone number, business name, and mailing address.

  • Financial Data: Accounting records, bank statements, tax documents, payroll records, and other financial materials you provide.

  • Technical Data: IP address, browser type, operating system, and usage data when you visit our website.

  • Communication Records: Emails, messages, and phone conversations related to your services.

3. How We Use Your Information

We use your information to:

  • Provide professional bookkeeping and payroll services

  • Communicate with you about your account or inquiries

  • Maintain internal records and ensure compliance with laws

  • Improve our website, services, and customer experience

  • Send updates, service notices, or marketing (with your consent)

4. How We Protect Your Information

We implement a variety of security measures to maintain the safety of your personal and financial information, including:

  • Secure cloud storage and encryption

  • Limited access to client files

  • Secure file sharing tools (e.g., QuickBooks Online, password-protected documents)

5. Sharing of Information

We do not sell, trade, or rent your personal information. We may share data only with:

  • Trusted service providers (e.g., accounting software platforms) who assist us in operating our business, under confidentiality agreements

  • Legal authorities when required by law or legal process

  • Your CPA or authorized representatives, with your consent

6. Your Rights

You have the right to:

  • Access or request a copy of your personal data

  • Request corrections or updates to your information

  • Withdraw consent or request deletion, where applicable by law

To exercise your rights, contact us at bill@williamthomasexcellenceinbookkeeping.com

7. Cookies and Website Tracking

Our website may use cookies and similar technologies to improve user experience and track site performance. You may disable cookies through your browser settings.

8. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. We will post the updated version with the effective date on this page.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact:

Bill Thomas
William Thomas Excellence in Bookkeeping
📧 bill@williamthomasexcellenceinbookkeeping.com
📞 (540) 412-8405