Privacy Policy

Effective September 26, 2026

Your privacy matters to us. Mecklenburg Bookkeeping treats client information as confidential and collects website form details only to understand bookkeeping needs, respond to inquiries, and recommend appropriate services.

Information we collect

When you submit the consultation form, we may collect your name, business name, email address, phone number, contact preference, general business details, current bookkeeping situation, requested services, scheduling preferences, and any message you choose to provide. Please do not submit passwords, bank credentials, account numbers, Social Security numbers, tax identification numbers, or other sensitive financial information through the website or chat.

How we use information

We use submitted information to respond to inquiries, prepare for consultations, evaluate requested bookkeeping support, communicate about services, and maintain reasonable business records. We do not sell personal information.

Service providers and form processing

Website forms are processed through Netlify, our website hosting and form-processing provider. Information may be handled by service providers only as needed to operate the website, communicate with you, protect the service, or comply with law.

Chat

Sofia, the website’s virtual assistant, provides general information about Mecklenburg Bookkeeping. Chat questions may be processed by technology providers to generate a response. Do not share confidential financial details in chat.

Security and retention

We use reasonable administrative and technical safeguards appropriate to the information collected. No internet transmission is completely secure. We retain inquiry information only as reasonably needed for business, legal, security, and recordkeeping purposes.

Your choices

You may ask to review, correct, or delete personal information you submitted, subject to legal and operational retention requirements. Contact support@mecklenburgbookkeeping.com or call (704) 803-6767.

Policy updates

We may update this policy as our services or legal obligations change. The effective date above identifies the current version.