Privacy Policy
Effective Date: February 3, 2026
This Privacy Policy explains how Excellence Bookkeeping LLC (“Company,” “we,” “us,” or “our”) collects, uses, shares, and protects information when you visit our website, including joinexcellencebk.com and related pages (the “Site”), schedule a discovery call, or purchase our services.
1) Information We Collect
We may collect the following categories of information:
A. Information you provide directly
Contact details (such as name, email address, phone number) when you contact us, schedule a call, or complete a form.
Billing information when you purchase services (note: payment card details are generally handled by our payment processor—see “Payments” below).
Business/client information you provide for bookkeeping services (which may include financial documents, transaction records, invoices/receipts, bank feeds, account information, and other business records).
B. Information collected automatically
Device and usage data such as IP address, browser type, device identifiers, pages viewed, and referring/exit pages.
Cookies and similar technologies used for basic site functionalit
2) How We Use Your Information
We use information to:
Provide and manage our services (including monthly bookkeeping and CEO review/strategy calls).
Process purchases and manage subscriptions.
Schedule meetings and communicate with you about appointments and services.
Respond to inquiries and provide customer support.
Improve our Site, offerings, and user experience.
Prevent fraud, protect security, and enforce our terms.
Comply with legal and accounting obligations.
3) Scheduling via Calendly
If you schedule a discovery call through our Calendly link, the information you provide is collected and processed by Calendly under their policies (typically name, email, and scheduling details).
4) Payments
When you purchase through our checkout, payments are processed through a third-party payment processor. We do not intentionally collect or store full payment card numbers in our own systems; payment information is handled by the processor according to their policies and security standards.
5) How We Share Information
We may share information only as needed:
Service providers that help us operate the Site, process payments, schedule calls, communicate with you, and deliver services (e.g., scheduling and payment vendors).
Professional advisors (legal, accounting, compliance) as necessary.
Legal/safety reasons if required by law, subpoena, or to protect rights, safety, and security.
Business transfers (e.g., merger, acquisition) where permitted by law.
We do not sell your personal information in the traditional sense.
6) Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect your information. However, no method of transmission or storage is 100% secure.
7) Data Retention
We retain information only as long as necessary for:
providing services and support,
maintaining business records,
complying with legal/tax/accounting requirements,
resolving disputes and enforcing agreements.
8) Your Choices & Rights
Depending on where you live, you may have rights to:
request access to personal information we hold about you,
request correction or deletion (subject to legal/contract limits),
opt out of marketing emails (use the unsubscribe link or contact us).
California & other U.S. state privacy rights: You may have additional rights (e.g., access, deletion, correction, and limitations on “sharing” for targeted advertising). If applicable, you can contact us using the details below.
9) Children’s Privacy
The Site is not intended for children under 13, and we do not knowingly collect personal information from children.
10) Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective Date” will reflect the latest version.
11) Contact Us
For privacy questions or requests, contact:
Excellence Bookkeeping LLC
Email: [email protected]
Phone: +1 870-384-2615
Location: Evening Shade, Arkansas, United States
12) SMS Opt-In Details
By opting in to receive SMS or text messages from us, you consent to receiving recurring automated marketing and informational text messages at the mobile number you provided. Consent is not a condition of any purchase. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan. You may opt out at any time by replying STOP to any message you receive from us, and you will receive a single confirmation message acknowledging your opt-out. For assistance, reply HELP or contact us at the email or phone number listed in this policy. We process your mobile number in accordance with applicable law, including the Telephone Consumer Protection Act (TCPA), and we do not charge any fee for sending or receiving text messages.
13) Cookie & Tracking Practices
We and our third-party partners use cookies, pixel tags, web beacons, and similar tracking technologies to collect information about your browsing activity, preferences, and device when you visit our website or interact with our digital content. This information may include your IP address, browser type, referring URL, pages viewed, and the dates and times of your visits. We use this data to operate and improve our services, personalize your experience, analyze usage trends, and deliver relevant advertising. Some cookies are strictly necessary for our site to function, while others are used for analytics or marketing purposes. You may manage your cookie preferences through your browser settings or through any cookie consent tool we make available on our site. Please note that disabling certain cookies may limit the functionality of our services.
14) Mobile Info Sharing Statement
We do not sell, rent, lease, or share your mobile phone number or any personal information collected through our mobile applications or SMS programs with third parties for their own marketing purposes without your explicit consent. Information collected via mobile, including device identifiers, location data (if you have granted permission), and usage analytics, may be shared with trusted service providers who assist us in operating our platforms, processing transactions, or delivering communications on our behalf. These service providers are contractually obligated to use your information only for the purposes we specify and in accordance with this privacy policy. We may also disclose mobile-collected information where required by law, regulation, or legal process.
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©2026 Excellence Bookkeeping LLC. All Rights Reserved.
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