Privacy Policy
Effective date: September 1, 2025
Who we are: Neat Ledger, a California-based bookkeeping firm
Website: https://neatledger.co
Contact: info@neatledger.co
Neat Ledger respects your privacy. This Policy explains what personal information we collect, how we use it, and your choices when you visit our website (the “Site”) or communicate with us.
1. Information We Collect:
Information you provide:
When you fill out a contact form on our Site, we collect your name, email address, and message so we can respond to your inquiry.
Automatic data:
We may automatically collect limited technical information, such as your IP address, browser type, and time of visit, to help operate and secure the Site.
If you become a client:
With your consent, we may collect accounting or business data you share (such as receipts or payout summaries) strictly for bookkeeping and financial services under a separate engagement agreement.
We do not intentionally collect sensitive personal data through the Site.
2. How We Use Information
We use the information we collect to:
- Respond to your inquiries and provide requested services
- Operate, secure, and improve our website
- Maintain business records and comply with applicable laws
We may send occasional service-related updates or information about our services. You can opt out of marketing emails at any time.
3. Cookies & Analytics
We use only essential cookies that help our website function properly.
If analytics tools are added in the future, they may collect anonymized, aggregate usage data (for example, total page views).
You can control or delete cookies through your browser settings.
Our Site does not currently respond to “Do Not Track” (DNT) signals
4. How We Share Information
We do not sell or share your personal information.
We may share limited information only when necessary to:
- Operate the Site (e.g., hosting, email delivery, security monitoring)
- Comply with legal obligations or protect rights
All service providers we use are under contracts that restrict them from using your information for any other purpose.
5. Outsourcing and Contractors
To provide bookkeeping and related services efficiently, Neat Ledger may engage trusted independent contractors or affiliates, including those located outside the United States.
All such contractors operate under written agreements that require confidentiality, data security, and compliance with applicable privacy and professional standards.
These contractors only access information necessary to perform their assigned tasks and may not use it for any other purpose.”
6. Data Retention
We retain personal information only as long as needed to respond to your inquiry or maintain business records.
If you become a client, we retain accounting-related records as required by tax and accounting regulations.
7. Security
We use reasonable technical and organizational safeguards to protect the information you share with us.
However, no online system or method of transmission is completely secure.
8. Your Rights and Choices
You can request that we:
- Provide access to your personal information
- Correct or delete it, where legally permissible
To make a request, contact info@neatledger.co.
We’ll verify your identity and respond within applicable timeframes.
California residents:
Neat Ledger does not sell or share personal information. You may request to know, correct, or delete information we hold about you, consistent with the California Privacy Rights Act (CPRA).
9. Children’s Privacy
Our Site is intended for adults and business users.
We do not knowingly collect information from children under 13.
10. International Visitors
We operate in the United States.
By using our Site, you consent to the processing of your data in the U.S., where privacy laws may differ from those in your country.
11. Changes to This Policy
We may update this Privacy Policy as needed.
Any updates will be posted on this page with a revised “Effective date.”
12. Contact Us
For questions or privacy requests, email us at info@neatledger.co