Privacy Policy & Mobile Terms of Service
Effective Date: December 1, 2025

This Privacy Policy describes how BookkeeperSA (“we,” “us,” or “our”), a registered business entity in the State of Texas, collects, uses, protects, and discloses information when you use our website and/or our phone and SMS (text messaging) services.

1. Information We Collect
We collect information that identifies, relates to, describes, or is reasonably capable of being associated with you (“Personal Information”).

A. Information Collected via the Website
When you interact with our website—for example, by filling out a contact form or requesting a quote—you may provide us with the following Personal Information:
• Name
• Business Name
• Email Address
• Phone Number
• Any other information you choose to provide

B. Information Collected via Phone and SMS Services
When you communicate with us by phone or text message, we may collect:
• Phone Number
• Text message content
• Time and date of communications

2. How We Use Your Information
We use your Personal Information for:
• Appointment confirmation
• Marketing and promotional communications (as permitted)
• Communication and customer support
• Internal business and legal purposes

3. Sharing and Disclosure of Your Information
We do not sell your Personal Information. We may share it with:
• Service providers under confidentiality agreements
• Legal authorities when required
• Third parties in the event of a business transfer

4. Mobile Phone & SMS Terms of Service
By providing your mobile number and consenting to SMS messages, you agree to receive appointment-related texts from BookkeeperSA.

• Messages are transactional only
• Frequency varies based on your appointments
• Standard carrier rates may apply
• Reply STOP to unsubscribe at any time (you will receive one confirmation message)
• For help, contact 210-660-8064 or John@BookkeeperSA.com

SMS Data Sharing Restriction:
We do not share mobile opt-in data, SMS consent records, or phone numbers collected for SMS services with third parties for marketing.

5. Your Rights and Choices
• You may unsubscribe from marketing emails using the link in the email
• You may opt out of SMS at any time by replying STOP

6. Data Security and Retention
We use reasonable security measures to protect your Personal Information and retain information only as long as necessary for business or legal purposes.

7. Changes to This Privacy Policy
We may update this policy periodically. The updated version will appear on this page with a new effective date.

8. Contact Us
BookkeeperSA
10430 Summerstone
San Antonio, TX 78254
Email: John@BookkeeperSA.com
Phone: 210-660-8064 or 210-688-8104

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