Privacy Policy

01 Introduction

SmartSolve Bookkeeping Solutions LLC ("SmartSolve," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, contact us, or use our bookkeeping services.

By using our website or services, you agree to the collection and use of information in accordance with this policy. If you do not agree, please do not use our website or services.

This policy applies to information we collect through our website, email communications, phone calls, text messages, social media interactions, and in the course of providing bookkeeping services.

02 Information We Collect

We collect information you provide directly to us and information collected automatically when you interact with our website.

Information you provide directly:

• Full name and business name
• Email address and phone number
• Business type and industry
• Financial records, bank statements, and accounting data shared as part of bookkeeping services
• Messages and inquiries submitted through our contact form or email
• Consultation scheduling information
• Payment information (processed securely through third-party payment processors — we do not store payment card data)

Information collected automatically:

• IP address and general geographic location
• Browser type, device type, and operating system
• Pages visited, time spent on pages, and referring URLs
• Date and time of your visit
• Cookie identifiers and similar tracking technologies (see Section 6)

03 How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and improve our bookkeeping services
• To respond to your inquiries, schedule consultations, and communicate about services
• To send service-related emails, updates, and reminders (you may opt out at any time)
• To process payments and maintain billing records
• To prepare financial reports, reconciliations, and tax-ready documents on your behalf
• To comply with legal obligations, including tax reporting requirements
• To improve our website and understand how visitors use it
• To show you relevant advertising on Facebook, Instagram, and other platforms (see Section 4)
• To protect against fraud and unauthorized access

We will not use your financial or business data for any purpose other than delivering the services you have engaged us for.

04 Facebook / Meta Advertising

We use Facebook Pixel and Meta's advertising tools on our website. This is important to disclose clearly.

What the Facebook Pixel does on our site:

• Tracks when you visit our website and which pages you view
• Records actions you take, such as submitting a contact form or clicking a "Book a Call" button
• Allows us to show you SmartSolve ads on Facebook and Instagram after you visit our site (retargeting)
• Allows us to build "lookalike audiences" — people similar to our current visitors — to reach new potential clients
• Helps us measure which ads lead to consultation bookings

Data shared with Meta: When you visit our website, certain data — including your IP address, browser information, and actions taken — may be shared with Meta Platforms, Inc. This data is used in accordance with Meta's own Data Policy, which you can review at facebook.com/privacy/policy.

How to opt out of Facebook advertising:

• Visit facebook.com/adpreferences to manage your ad settings
• Use the Digital Advertising Alliance opt-out tool at optout.aboutads.info
• Disable cookies in your browser settings (see Section 6)
• Use browser extensions that block tracking pixels

We comply with Meta's Advertising Policies and Terms of Service. We do not share sensitive financial data (such as account numbers, tax returns, or detailed financial records) with Meta or use such data to target advertising.

05 Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

Service providers: We work with trusted third-party service providers who assist us in operating our business, including:

• Intuit QuickBooks — accounting software platform
• Google — calendar scheduling, email (Gmail), and analytics
• Meta (Facebook/Instagram) — advertising and analytics
• Payment processors — for secure billing
• Email service providers — for client communications

These providers are contractually obligated to protect your information and may only use it to provide services to us.

Your CPA or tax professional: With your explicit consent, we may share CPA-ready reports and financial summaries directly with your designated accountant or tax preparer.

Legal requirements: We may disclose your information if required by law, court order, or government regulation, or to protect the rights, property, or safety of SmartSolve, our clients, or others.

Business transfers: In the event of a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction. We will notify you before your information is transferred and subject to a different privacy policy.

06 Cookies & Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website and to enable our advertising features.

Types of cookies we use:

• Essential cookies: Required for the website to function (e.g., remembering your theme preference)
• Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics)
• Advertising cookies: Used by Facebook Pixel and similar tools to show you relevant ads and measure ad performance

Managing cookies: Most browsers allow you to refuse cookies or delete existing cookies through your browser settings. Note that disabling cookies may affect the functionality of our website and prevent us from showing you relevant advertising. Specific opt-out options for advertising cookies are described in Section 4.

We do not use cookies to collect sensitive personal or financial information.

07 Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations.

• Client financial records: Retained for a minimum of 7 years in accordance with IRS recordkeeping requirements and applicable tax laws
• Contact and communication records: Retained for 3 years after your last interaction with us
• Website analytics data: Retained per the data retention settings of the applicable platform (e.g., Google Analytics default)
• Advertising data: Retained per Meta's data retention policies

When retention periods expire, we securely delete or anonymize your information. You may request earlier deletion of certain data where legally permissible (see Section 8).

08 Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information, subject to legal retention requirements
• Opt-out of marketing: Unsubscribe from marketing emails at any time using the unsubscribe link or by contacting us directly
• Opt-out of advertising tracking: See Section 4 for options to opt out of Facebook Pixel and ad retargeting
• Data portability: Request a portable copy of your data in a machine-readable format
• Restrict processing: Request that we limit how we use your information in certain circumstances

California residents: Under the California Consumer Privacy Act (CCPA), California residents have additional rights, including the right to know what personal information is collected, the right to delete personal information, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your CCPA rights, contact us using the information in Section 13.

To exercise any of these rights, please contact us at smmoore1020@gmail.com. We will respond to verified requests within 30 days.

09 Children's Privacy

Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take steps to delete that information promptly.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us at smmoore1020@gmail.com.

10 Data Security

We take the security of your information seriously, particularly given the sensitive nature of financial data. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

• Financial documents are shared and stored through secure, encrypted channels
• Access to client financial data is strictly limited to Sharon Simms Moore and authorized personnel
• We use industry-standard platforms (QuickBooks, Google Workspace) with built-in security controls
• We do not store payment card numbers or bank account credentials

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security. In the event of a data breach that affects your rights, we will notify you as required by applicable law.

11 Third-Party Links

Our website may contain links to third-party websites, including QuickBooks, Google Calendar scheduling tools, and social media platforms. These websites have their own privacy policies, which we encourage you to review. We are not responsible for the privacy practices or content of third-party sites.

12 Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations. When we make material changes, we will update the "Last updated" date at the top of this page and, where appropriate, notify you by email or by posting a notice on our website.

Your continued use of our website or services after any changes to this policy constitutes your acceptance of the updated policy. We encourage you to review this page periodically.

13 Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: