Privacy Policy

Avonlea Bookkeeping, LLC

Effective Date: April 1, 2026

Last Updated: March 2026

This Privacy Policy describes how Avonlea Bookkeeping, LLC ("Avonlea Bookkeeping," "we," "us," or "our"), located in Brentwood, Tennessee, collects, uses, and protects information when you visit our website at avonleabookkeeping.com, contact us, or engage our bookkeeping services. We are committed to protecting your privacy and handling your information with care and transparency.

1. Information We Collect

We collect information only when you voluntarily provide it to us. This may include:

• Contact information such as your name, email address, and phone number when you submit our contact form, schedule a consultation, or reach out to us directly.

• Business information such as your company name, industry, and general description of your bookkeeping needs when you inquire about our services.

• Financial and accounting information only after you become an active client and have signed an engagement agreement. We do not collect or store sensitive financial data from website visitors or prospective clients.

• Communications including emails, text messages, and phone call records when you contact us through our business phone number or email.

We do not collect any personal or financial information from website visitors who do not contact us. If you do not become a client, we do not retain your information.

2. How We Use Your Information

We use the information we collect solely for the following purposes:

• To respond to your inquiry and communicate with you about our bookkeeping services.

• To schedule and conduct consultations.

• To provide bookkeeping, payroll, and financial services to active clients under a signed engagement agreement.

• To send you text messages and communicate via SMS if you have opted in to receive text communications from us (see Section 5 below).

• To comply with applicable laws and professional obligations.

We do not use your information for marketing purposes, and we do not send unsolicited promotional messages.

3. How We Share Your Information

Avonlea Bookkeeping does not sell, rent, trade, or share your personal information with third parties for marketing or commercial purposes. Your information may be shared only in the following limited circumstances:

• With your CPA, tax preparer, or other professional advisors as directed by you and necessary to provide our services.

• With software service providers used to deliver our services (such as QuickBooks Online or payroll platforms), solely for the purpose of providing those services.

• As required by law, regulation, court order, or other legal process.

• To protect the rights, safety, or property of Avonlea Bookkeeping, our clients, or others.

We do not share your mobile phone number, SMS opt-in status, or text message consent with any third party for any purpose.

4. Data Retention

We retain your information only as long as necessary to fulfill the purpose for which it was collected:

• Prospective clients who do not engage our services: we do not retain your contact information beyond our initial communications unless you request otherwise.

• Active clients: we retain financial records and communications for the duration of our engagement and for a reasonable period thereafter as required by professional and legal standards.

• Former clients: records are retained in accordance with applicable professional guidelines and Tennessee state law requirements.

You may request deletion of your information at any time by contacting us directly at monica@avonleabookkeeping.com, subject to any legal or professional retention obligations.

5. SMS and Text Message Communications

Avonlea Bookkeeping uses a business phone line to communicate with clients and prospective clients via text message (SMS). The following terms govern our text messaging practices in compliance with CTIA guidelines and 10DLC carrier registration requirements.

Opt-In

By providing your phone number and contacting us, or by signing a client engagement agreement that includes your phone number, you consent to receive text messages from Avonlea Bookkeeping at the phone number you provided. Consent is not a condition of purchasing any services.

Types of Messages

We may send text messages for the following purposes:

• Appointment confirmations and reminders

• Responses to your inquiries

• Document requests or follow-ups related to your bookkeeping services

• General business communications related to your account

We do not send promotional, marketing, or spam text messages.

Message Frequency

Message frequency will vary based on your account activity and the nature of our communications. We send messages only as needed to conduct business with you.

Opt-Out

You may opt out of receiving text messages from us at any time by replying STOP to any text message you receive from us. After opting out, you will receive one final confirmation message and no further texts will be sent. You may also contact us directly at monica@avonleabookkeeping.com to opt out.

Help

For help with text messaging, reply HELP to any text message or contact us at monica@avonleabookkeeping.com or 615.703.4787.

Rates

Message and data rates may apply based on your mobile carrier's terms and conditions. Carriers are not liable for delayed or undelivered messages.

We do not share your mobile opt-in or SMS consent information with any third party under any circumstances.

Required SMS Disclosures

Sender: Avonlea Bookkeeping, LLC

Message types: Appointment reminders, document requests, account communications

Frequency: Varies based on account activity

To opt out: Reply STOP at any time

For help: Reply HELP or email monica@avonleabookkeeping.com

Rates: Message and data rates may apply

SMS consent is never shared with third parties

Avonlea Bookkeeping Messaging Terms and Conditions

● The messaging program consists of general conversational messaging to answer questions and provide support to customers.

● You can cancel the SMS service at any time. Just text ‘STOP’ to the phone number from which you received messages. After you send the SMS message ‘STOP’ to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

● If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at monica@avonleabookkeeping.com.

● Carriers are not liable for delayed or undelivered messages.

● As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

● If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page.

Data Sharing Disclosures

Customer data is not shared with 3rd parties for promotional or marketing purposes.

Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

We do not sell, share, or transfer consumer personal data, including SMS consent and phone numbers, to any external organizations under any circumstances, even with consumer consent, except as required by law.

SMS Contact Information

For questions or concerns about this policy or our SMS messaging practices, please contact us: Avonlea Bookkeeping, LLC | Brentwood, Tennessee | Phone: 615.703.4787 | Email: monica@avonleabookkeeping.com | Website: avonleabookkeeping.com

6. Data Security

We take reasonable and appropriate steps to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. Our security practices include:

• Two-factor authentication on all accounts used to access client information.

• Secure, encrypted file sharing for document exchange with clients.

• Password-protected and access-controlled systems for all financial software.

• Limiting access to client information to only those who need it to perform our services.

While we implement strong security measures, no method of electronic transmission or storage is 100% secure. If you have concerns about the security of your information, please contact us directly.

7. Cookies and Website Tracking

Our website (avonleabookkeeping.com) may use basic cookies or similar technologies to support site functionality. We do not use tracking cookies for advertising or analytics purposes beyond what our website hosting platform (Hostinger) collects by default. We do not sell or share any website usage data with third parties.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you.

• Request correction of any inaccurate information.

• Request deletion of your information, subject to any legal or professional retention requirements.

• Opt out of SMS communications at any time by replying STOP.

• Contact us with any privacy-related concerns or questions.

To exercise any of these rights, please contact us at monica@avonleabookkeeping.com or 615.703.4787.

9. Children's Privacy

Our services are intended for business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected such information, we will promptly delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this policy and post the revised version on our website. We encourage you to review this policy periodically. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

11. Contact Us

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

Avonlea Bookkeeping, LLC

Brentwood, Tennessee

Phone: 615.703.4787

Email: monica@avonleabookkeeping.com

Website: avonleabookkeeping.com

Note: This privacy policy was prepared for Avonlea Bookkeeping, LLC for general business and SMS registration purposes. It is not a substitute for legal advice. Consult a licensed attorney if you have questions about your specific legal obligations.