Privacy Policy

Last updated: June 26, 2026

This Privacy Policy explains how NextGen Bookkeeping ("NextGen," "we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website, contact us, or use our bookkeeping services (collectively, the "Services"). By using our Services, you agree to the practices described in this policy.

1. Information We Collect

Information you provide to us

• Contact details such as your name, email address, phone number, and business name.
• Business and financial information you share so we can quote or perform services, including entity type, industry, revenue range, transaction volume, accounting software, and the contents of financial documents and statements you provide.
• Communications you send us by form, email, text, chat, or phone.

Information collected automatically

• Usage and device data such as IP address, browser type, pages viewed, referring page, and time spent, collected through cookies and similar technologies.
• Analytics and advertising data from tools such as Google Analytics and advertising pixels (for example, Google and Meta) that help us understand traffic and measure marketing performance.

Information from third parties

• Where you authorize it, we may receive information from accounting platforms (such as QuickBooks Online), financial institutions, or your other advisors in order to perform the Services.

2. How We Use Your Information

• To provide, perform, and improve our bookkeeping Services.
• To prepare quotes, recommend the right plan, and respond to your inquiries.
• To communicate with you about your account, reports, and service updates.
• To process payments and manage billing.
• To measure and improve our website and marketing.
• To comply with legal, tax, and regulatory obligations, and to protect against fraud or misuse.

3. Cookies & Tracking Technologies

We use cookies and similar technologies to operate the site, remember preferences, analyze traffic, and measure advertising. You can control or disable cookies in your browser settings; some features may not work properly if you do. Where required by law, we will request your consent before placing non-essential cookies.

We may use Google Analytics and advertising pixels. You can opt out of Google Analytics via the Google Analytics Opt-out Browser Add-on, and manage ad personalization through your Google and Meta account settings.

4. How We Share Information

We share information only as needed to run our business and Services:

• Service providers who work on our behalf, such as accounting software, cloud hosting, payment processors, email, and analytics providers, under confidentiality obligations.
• Professional advisors such as your CPA or tax preparer, where you direct us to coordinate.
• Legal and safety reasons, when required by law, subpoena, or to protect our rights, clients, or the public.
• Business transfers, in connection with a merger, acquisition, or sale of assets, with notice where required.

We do not sell or rent your personal information.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information, including secure software, access controls, and encryption in transit where available. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security, but we work hard to protect your data and limit access to those who need it to serve you.

6. Data Retention

We retain your information for as long as needed to provide the Services, comply with our legal, tax, and accounting obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or de-identify it.

7. Your Privacy Rights

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information, and to opt out of certain processing. To exercise any of these rights, contact us using the details below and we will respond as required by applicable law.

California residents (CCPA/CPRA)

If you are a California resident, you have the right to know what personal information we collect, request deletion, correct inaccuracies, and opt out of the "sale" or "sharing" of personal information. We do not sell your personal information. We will not discriminate against you for exercising these rights.

8. Third-Party Links

Our site may link to third-party websites or tools we do not control. This policy does not apply to those sites, and we encourage you to review their privacy policies.

9. Children's Privacy

Our Services are intended for businesses and adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, please contact us so we can remove it.

10. Do Not Track

Some browsers offer a "Do Not Track" signal. Because there is no industry-standard response, our site does not currently respond to these signals.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent version. Material changes will be posted on this page.

12. Contact Us

Questions about this policy or your information? Reach out:

• Email: patrick@nextgen-bookkeeping.com
• Phone: (208) 402-8185