Privacy Policy

Last Updated: June 8, 2026

This Privacy Policy explains how Flow Accounting Services, LLC, doing business as Flow Books Accounting (“Flow Books Accounting,” “Flow Books,” “we,” “our,” or “us”), collects, uses, stores, and protects information when you visit our website, contact us, schedule a consultation, or use our bookkeeping and accounting-related services.

By using our website or working with Flow Books Accounting, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information you voluntarily provide to us, as well as limited information collected automatically when you visit our website.

Personal and Contact Information

When you contact us, book a call, submit a form, or become a client, we may collect information such as:

• Full name
• Email address
• Phone number
• Business name
• Business address
• Billing information
• Messages, questions, or information you submit through our website or forms

Business and Financial Information

To provide bookkeeping and accounting support, we may collect or access certain business and financial records, including but not limited to:

• Bank and credit card statements
• Transaction records
• Income and expense information
• Invoices, bills, receipts, and vendor records
• Payroll-related information, if applicable
• Contractor or 1099-related information, if applicable
• Accounting software data, including QuickBooks Online or similar platforms
• Tax-related documents provided for bookkeeping, reporting, or year-end support purposes

We only request and use financial information that is reasonably necessary to provide the services agreed upon with you.

Website and Usage Information

When you visit our website, certain information may be collected automatically, such as:

• IP address
• Browser type
• Device type
• Pages visited
• Time spent on the website
• Referring website or search engine
• General location information

2. How We Use Your Information

Flow Books Accounting may use the information we collect to:

• Respond to inquiries and consultation requests
• Provide bookkeeping, accounting, and business support services
• Maintain accurate client records
• Prepare financial reports, reconciliations, and related deliverables
• Communicate with you about your account, services, deadlines, or documents needed
• Send invoices, collect payments, and manage billing
• Improve our website, services, and client experience
• Meet legal, regulatory, tax, or accounting obligations
• Protect against fraud, unauthorized access, or misuse of our services

3. Cookies and Website Tracking

Our website may use cookies and similar technologies to help the website function properly, understand visitor activity, and improve the overall user experience.

Cookies may be used to:

• Remember website preferences
• Analyze website traffic
• Improve website performance
• Understand how visitors interact with our pages

You can adjust your browser settings to refuse or disable cookies. Please note that some website features may not work properly if cookies are disabled.

4. How We Share Information

We only share information when necessary to operate our business, provide services, or comply with legal obligations.

We may share information with:

• Secure accounting, bookkeeping, and document management platforms
• Payment processors or invoicing systems
• Scheduling or client communication tools
• Website hosting, analytics, or technology service providers
• Professional advisors, such as attorneys, tax professionals, or compliance consultants, when necessary
• Government authorities, courts, or regulators if required by law

Any third-party service providers we use are expected to protect your information and use it only for the purpose of providing services to Flow Books Accounting or our clients.

5. Data Security

We take reasonable steps to protect your personal, business, and financial information from unauthorized access, misuse, loss, or disclosure.

Our safeguards may include:

• Secure cloud-based software platforms
• Password-protected systems
• Limited access to sensitive information
• Secure file-sharing methods when available
• Use of reputable third-party service providers
• Internal procedures designed to protect client confidentiality

Although we work to protect your information, no online system, email transmission, or digital storage method can be guaranteed to be completely secure. You are encouraged to avoid sending sensitive financial information through unsecured email unless specifically instructed.

6. Data Retention

We retain personal, business, and financial information only for as long as reasonably necessary to provide our services, maintain business records, comply with legal, accounting, tax, or regulatory requirements, resolve disputes, or enforce agreements.

When information is no longer needed, we may securely delete, archive, or anonymize it in accordance with our business practices and applicable requirements.

7. Your Privacy Rights

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you
• Ask us to correct inaccurate or outdated information
• Request deletion of certain personal information, subject to legal or business recordkeeping obligations
• Withdraw consent where processing is based on consent
• Ask questions about how your information is used or shared

To make a privacy-related request, please contact us using the information listed below.

8. Third-Party Websites and Tools

Our website may include links to third-party websites, scheduling tools, payment platforms, client portals, or other external services. We are not responsible for the privacy practices, security, or content of those third-party websites or platforms.

We encourage you to review the privacy policies of any third-party services you use.

9. Client Confidentiality

Because Flow Books Accounting works with sensitive business and financial information, we take confidentiality seriously. Information shared with us for bookkeeping or accounting-related services is used only for the purpose of providing agreed-upon services, maintaining client records, communicating with you, and meeting applicable legal or professional obligations.

10. Children’s Privacy

Our website and services are intended for business owners and individuals who are at least 18 years old. We do not knowingly collect personal information from anyone under the age of 18. If we become aware that such information has been collected, we will take reasonable steps to delete it.

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, services, website, technology, or legal requirements. Any updates will be posted on this page with a new “Last Updated” date.

Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

12. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us: