Last Updated: 2026

This Privacy Policy describes how Ferrara Bookkeeping and Consulting ("Company," "we," "us," or "our") collects, uses, processes, stores, shares, and protects personal information obtained through our website, contact forms, scheduling tools, consultation booking systems, communication channels, and related services (collectively, the "Services").

By accessing or using our Services, you acknowledge that you have read, understood, and agree to the practices described in this Privacy Policy.

1. Company Information

Ferrara Bookkeeping and Consulting Las Vegas, NV United States Phone: (725) 255-2535 Email: [email protected] Website: ferrarabookkeeping.com

2. Scope & Applicability

This Privacy Policy applies to all:

Website visitors

Contact form submissions

Consultation booking inquiries

Existing and prospective clients

Newsletter and blog subscribers

All individuals who communicate with Ferrara Bookkeeping and Consulting by phone, email, SMS, or through our website

This Policy governs all data collected across our website, contact forms, scheduling tools, email communications, SMS communications, and phone interactions.

3. Information We Collect

A. Information You Provide Directly

We may collect:

Full name

Business name

Email address

Phone number

Physical address

Industry and business type

Bookkeeping service needs and financial situation details

Messages, inquiries, and consultation requests

Booking and scheduling data

Documents and financial records shared in connection with our services

B. Information Collected Automatically

When you visit our website, we automatically collect:

IP address

Browser type and version

Device identifiers

Operating system

Referring URLs

Page views and session data

Click interactions and usage patterns

C. Communication & Interaction Data

We may collect:

Email correspondence

SMS messages

Phone call records

Voicemail messages

Contact form submissions

Consultation notes and follow-up communications

D. Cookies & Tracking Technologies

We use cookies, pixels, and similar technologies to:

Improve website user experience

Track website analytics and performance

Measure marketing effectiveness

Understand how visitors interact with our website

You may manage cookies through your browser settings at any time.

4. How We Use Information

We process personal data to:

Respond to inquiries and consultation requests

Schedule and conduct free clarity calls and paid consultations

Provide bookkeeping, payroll, cleanup, setup, training, 1099 filing, and consulting services

Send transactional and service-related communications

Deliver appointment reminders and follow-up communications

Send marketing communications where you have provided consent

Improve our website and service delivery

Maintain client records and financial documentation

Comply with legal and regulatory obligations

Detect and prevent fraud or unauthorized access

Mobile Information Sharing Policy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support of service delivery — including scheduling platforms, email service providers, and bookkeeping software providers — is permitted solely for the purpose of operating and delivering the services requested by the client.

All such subcontractors are required to maintain the confidentiality and security of personal information and are prohibited from using the information for any purpose other than providing support services on behalf of Ferrara Bookkeeping and Consulting.

Mobile phone numbers and SMS consent data will not be sold, rented, or shared with third parties for their own marketing purposes.

SMS Consent Protection

SMS opt-in consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliate for marketing purposes.

5. Legal Basis for Processing (GDPR Compliance)

For individuals located in the European Economic Area (EEA), we rely on the following legal bases:

User consent

Performance of a contract

Compliance with legal obligations

Legitimate business interests

6. SMS, Voice & Communication Compliance (TCPA, A2P 10DLC, CAN-SPAM)

SMS Messaging Program

If you provide your phone number through our website contact form, consultation booking tool, or other communication channels and explicitly consent to receive SMS messages, you may receive text messages from Ferrara Bookkeeping and Consulting.

Non-Marketing Messages If you opt in to non-marketing communications, you may receive transactional and service-related messages including appointment reminders, responses to inquiries, service updates, account notifications, and onboarding communications related to your bookkeeping engagement.

Marketing & Promotional Messages If you separately opt in to marketing communications, you may receive promotional messages including information about bookkeeping services, consultations, and updates from Ferrara Bookkeeping and Consulting.

Message frequency may vary depending on your interaction with our services. Message and data rates may apply depending on your mobile carrier.

You may opt out of receiving SMS messages at any time by replying STOP to any message. You may reply HELP for assistance or contact us directly at (725) 255-2535 or [email protected].

SMS consent is not a condition of purchasing services, and your consent may be withdrawn at any time.

Email Communications

By providing your email address, you consent to receive:

Transactional emails related to your inquiry or engagement

Service notices and consultation follow-ups

Marketing communications where separately consented

You may unsubscribe from marketing emails at any time using the unsubscribe link included in each email.

7. Data Sharing & Disclosure

We may share data with trusted third-party service providers, including:

Scheduling and calendar platforms

Email service providers

QuickBooks Online and Intuit platforms

Cloud storage and document management providers

Website hosting and analytics providers

Payment processors

Legal and regulatory authorities when required by law

We do not sell personal data.

All third-party service providers are required to maintain the confidentiality and security of personal information shared with them and are prohibited from using your information for any purpose beyond delivering services on our behalf.

8. Financial Data & Confidentiality

Ferrara Bookkeeping and Consulting handles sensitive financial information as a core part of our bookkeeping services. All financial data, business records, tax documents, and related information shared with us in connection with bookkeeping services are treated with the highest level of professional discretion and confidentiality.

Client financial information is:

Accessed exclusively through secure, encrypted QuickBooks Online platforms

Never shared with unauthorized third parties

Retained only as long as necessary to provide services or meet legal obligations

Protected through role-based access controls and secure data handling practices

9. Data Security Measures

We implement security safeguards including:

SSL encryption on all website communications

Secure cloud-based access through QuickBooks Online

Password-protected and encrypted file management

Role-based access controls limiting data access to authorized personnel

Regular security monitoring and auditing practices

Despite our safeguards, no method of electronic transmission or storage is completely secure. We encourage clients to contact us immediately at [email protected] if they suspect any unauthorized access to their information.

10. Data Retention & Deletion

We retain personal data only as long as necessary to:

Provide bookkeeping and consulting services

Meet applicable legal and regulatory obligations

Resolve disputes and enforce service agreements

Maintain records required by tax authorities and professional standards

Clients and website visitors may request deletion of their personal data by contacting us at [email protected]. Requests will be honored subject to any legal obligations that require us to retain certain records.

11. International Data Transfers

Your information may be transferred to and processed in jurisdictions outside your home country in connection with the third-party platforms we use to deliver our services. We apply appropriate safeguards for all cross-border data transfers in compliance with applicable privacy law.

12. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

Access your personal data

Request corrections to inaccurate information

Request deletion of your personal data

Restrict or object to certain processing activities

Request data portability

California Residents (CCPA & CPRA)

California residents have the right to:

Know what personal data we collect and how it is used

Request deletion of personal data

Request disclosure of data sharing practices

Opt out of the sale of personal data (we do not sell personal data)

Non-discrimination for exercising privacy rights

Requests may be submitted to: [email protected] or (725) 255-2535.

13. Children's Privacy (COPPA)

Ferrara Bookkeeping and Consulting does not knowingly collect personal data from children under the age of 13. Our services are intended exclusively for small business owners and professionals. If we discover that personal data has been collected from a child under 13, it will be promptly deleted.

14. Data Breach Notification Policy

In the event of a data breach affecting personal information, Ferrara Bookkeeping and Consulting will notify affected individuals and applicable regulatory authorities as required by applicable federal and state law, including Nevada data breach notification requirements.

15. Nevada Privacy Rights

Nevada residents have the right to opt out of the sale of their personal data. Ferrara Bookkeeping and Consulting does not sell personal data. Nevada residents with privacy inquiries may contact us at [email protected].

16. Policy Updates

Ferrara Bookkeeping and Consulting reserves the right to modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Continued use of our website or services following the posting of any update constitutes acceptance of the revised Privacy Policy.

17. Contact Information

For questions, requests, or concerns related to this Privacy Policy or the handling of your personal information, please contact:

Ferrara Bookkeeping and Consulting Las Vegas, NV Phone: (725) 255-2535 Email: [email protected] Website: ferrarabookkeeping.com