Privacy Policy
Bugaboo Bookkeeping LLC ("Bugaboo Bookkeeping," "we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect, how we use it, who we share it with, and what rights you have regarding your data.
We handle financial records, tax information, and cryptocurrency transaction data — information that is inherently sensitive. We take that responsibility seriously, and we only collect what we need to do the work.
By using our website at bugaboobookkeeping.com, submitting an intake form, scheduling a call, or engaging us for services, you agree to the practices described in this policy.
Questions? Email us at info@bugaboobookkeeping.com or call 253-353-2040. We're a small firm — you'll get a real response.
Contents
1. Information We Collect
Information You Give Us
When you contact us, fill out our intake form, schedule a call, or become a client, we may collect:
- Your name, business name, email address, and phone number
- Business financial information (revenue, expenses, bank statements, QuickBooks data)
- Cryptocurrency transaction history, wallet addresses, and exchange account data
- Tax identification numbers and prior-year tax information (as needed to perform services)
- Payroll information (if you use our payroll services)
- Billing and payment details
- Correspondence and notes from calls, emails, or intake forms
Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address and general geographic location (city/state level)
- Browser type and device information
- Pages visited, time on site, and referring URLs
- Cookie identifiers (see Section 5 for details)
Information from Third Parties
If you connect your QuickBooks Online account, exchange accounts, or crypto wallets to any tool we use in delivering services, we receive the data necessary to perform the work — no more.
2. How We Use Your Information
We use the information we collect to:
- Deliver services — bookkeeping, cleanup, diagnostics, crypto tax reconciliation, and payroll
- Respond to inquiries — answer questions, provide quotes, schedule consultations
- Communicate with you — send reports, status updates, requests for information, and invoices
- Maintain client records — securely store financial records for the duration of the engagement
- Improve our services — understand what's working and fix what isn't (aggregated, non-identifiable)
- Comply with legal obligations — tax reporting, regulatory requirements, and professional standards
We do not sell your personal information. We do not use your financial data for any purpose other than providing the services you engaged us for.
3. Third-Party Services We Use
We use a limited set of trusted third-party tools to operate our business. Below is a summary of the key platforms and what they're used for. Each has its own privacy policy.
We only authorize these platforms to use your data for the purposes listed above. We do not grant third parties permission to use your information for their own marketing or advertising.
4. Financial & Cryptocurrency Data
Because we provide bookkeeping and crypto tax services, we inevitably handle sensitive financial information. We treat this data with extra care:
- Financial records are accessed only by team members working on your engagement
- We do not store bank credentials — read-only bank feed access in QuickBooks is controlled by Intuit's platform
- Cryptocurrency wallet addresses and transaction history are used solely to reconcile your tax position — not for any blockchain activity on our end
- We do not retain source documents (statements, CSV exports) longer than necessary to complete the work
- All electronic communication of sensitive files uses encrypted channels or our secure client portal
Professional obligation: As bookkeeping and tax professionals, we are bound by professional confidentiality standards. Your financial information is not discussed with third parties except as required to perform your services (e.g., sharing reconciled data with your CPA) or as required by law.
5. Cookies & Analytics
Our website may use cookies — small text files stored in your browser — for the following purposes:
Strictly Necessary
Required for the site to function (e.g., WordPress session cookies, contact form tokens). These cannot be disabled without breaking the site.
Analytics
If our WordPress theme or plugins enable Google Analytics or a similar tool, anonymized usage data (pages visited, session duration, general location) may be collected. This data helps us understand what content is useful and improve the site. It is not linked to your identity.
Third-Party Embeds
Our site embeds third-party tools including the Airtable intake form, an Outlook calendar booking widget, and Credly badge widgets. These services may set their own cookies when their content loads in your browser. We do not control those cookies — refer to each provider's privacy policy for details.
Most browsers allow you to control or block cookies through browser settings. Disabling cookies may affect the functionality of embedded forms and the booking calendar.
6. Affiliate Links
Our Resources page contains affiliate links to tools we recommend, including QuickBooks, Gusto, Koinly, ClickUp, and others. If you click one of these links and sign up for a paid plan, we may receive a commission at no extra cost to you.
We only recommend tools we have personally used or evaluated in our work with clients. Affiliate relationships do not influence which tools we recommend to you as part of an engagement — those recommendations are based entirely on what's right for your situation.
7. Data Retention
We retain your information for as long as is necessary to:
- Fulfill the services you engaged us for
- Comply with our professional obligations (bookkeeping and tax records are generally retained 7 years per IRS guidance)
- Resolve disputes and enforce agreements
- Meet applicable legal and regulatory requirements
Website inquiry data (intake form submissions, scheduling data) that does not result in an engagement is retained for up to 24 months, then deleted or anonymized.
If you would like us to delete your data sooner, see Your Rights below.
8. Security
We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction. These include:
- HTTPS encryption on all web pages and form submissions
- Secure client portal for document exchange
- Access controls limiting who can view client financial data
- Use of platform-level security features in QuickBooks Online, Microsoft 365, and Airtable
- Regular review of what data we hold and where
No method of transmission or storage is 100% secure. If you have concerns about a specific type of data, contact us and we'll discuss the most secure way to handle it.
If we become aware of a data breach that affects your personal information, we will notify you in accordance with applicable law.
9. Your Rights
Depending on where you live, you may have rights regarding your personal information. These may include:
- Access — request a copy of the personal information we hold about you
- Correction — ask us to correct inaccurate information
- Deletion — request deletion of your personal information, subject to our legal retention obligations
- Portability — receive your data in a portable format
- Objection — object to certain uses of your data
- Opt-out of marketing — unsubscribe from any marketing emails at any time using the unsubscribe link in the email
Washington State residents may have additional rights under the Washington My Health MY Data Act or other state privacy laws. We will honor valid requests in accordance with applicable law.
To exercise any of these rights, email us at info@bugaboobookkeeping.com with the subject line "Privacy Request." We will respond within 30 days.
Note on professional records: Some financial records are subject to professional and legal retention requirements that may limit our ability to delete them immediately upon request. We'll explain any such limitations when we respond to your request.
10. Children's Privacy
Our website and services are intended for adults running businesses or managing personal investment accounts. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected information from a minor, please contact us immediately at info@bugaboobookkeeping.com and we will delete it promptly.
11. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we'll update the "Last Updated" date at the top of this page. For material changes, we'll provide more prominent notice (such as an email to active clients or a notice on our website).
Your continued use of our website or services after a policy update constitutes your acceptance of the revised policy. If you don't agree with a change, please contact us — or discontinue use of the site.
12. How to Contact Us
If you have questions, concerns, or requests related to this Privacy Policy, reach out directly:
- Email: info@bugaboobookkeeping.com
- Phone: 253-353-2040
- Online: bugaboobookkeeping.com/contact/
We're a small, focused team. You won't get an automated ticketing system — you'll get a real person.