Effective Date: May 1, 2026 

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At Big Al’s Bookkeeping, LLC (“we,” “us,” or “our”), we are committed to protecting the privacy, confidentiality, and security of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and safeguard your personal and financial information when you interact with our website or utilize our services.

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Information We Collect

To provide professional bookkeeping and payroll services, we collect information that you voluntarily provide to us, as well as technical data from website visitors. This includes:

• Contact Information: Names, business names, email addresses, phone numbers, and physical addresses provided through our contact forms or onboarding documents.

• Financial & Accounting Data: Bank statements, receipts, vendor invoices, aging reports, accounts payable details, and accounts receivable records required for ledger reconciliations.

• Payroll & Employee Data: Employee identifiers, wage details, and tax information necessary for full payroll processing, issuing W-2s and 1099s, and worker's compensation audit preparations.

• Payment & Disbursement Details: ACH payment processing information and physical check stock details provided for authorized business payments.

• Automated Website Data: Basic technical data collected when browsing our site, such as IP addresses, browser types, and standard web cookies used for site functionality and performance monitoring.

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How We Use Your Information

We use the information collected strictly for legitimate business purposes, including:

• Delivering contracted services such as general bookkeeping, accounts receivable/payable administration, and payroll compliance.

• Reconciling bank ledgers and generating internal financial management reports.

• Communicating with clients regarding billing, accounting discrepancies, historical data gaps, or service updates.

• Fulfilling legal, tax, and regulatory compliance obligations.

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Confidentiality & Third-Party Disclosure

We maintain strict confidentiality standards regarding all client information:

• Proprietary & Confidential Information: All personal, business, and financial data provided to us is recognized as strictly proprietary and confidential.

• No Selling of Data: We do not sell, rent, or trade your personal or financial information to any third parties for marketing purposes.

• Third-Party Sharing: Information obtained during or after an engagement will not be shared with any third party without express written consent, except as required by law or as necessary to conduct authorized services (e.g., approved tax reporting, banking transactions, or authorized software integrations).

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Data Security & Storage

We implement strict administrative and physical safeguards to protect your data:

• Financial data and digital records are stored securely utilizing industry-standard protective measures.

• Physical assets provided to us, such as blank check stock, are securely stored and utilized solely for authorized disbursements.

• In the event of contract termination, physical assets and unused check stock are returned immediately to the client.

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Cookies & Tracking Technologies

Our website may use standard cookies and analytical tools to enhance user experience and understand web traffic patterns. You can choose to disable cookies through your individual browser settings; however, doing so may affect certain website features.

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Your Data Rights & Choices

You have the right to request access to, correction of, or deletion of your personal contact information stored in our web systems. For active service engagements, necessary financial records are retained as required to fulfill contract obligations, maintain ledger integrity, and satisfy legal reporting guidelines.

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Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how your data is handled, please contact us.