Privacy Policy

Last Updated: June 11, 2026

At Upton Blake Bookkeepers (“Company,” “we,” “our,” or “us”), we are committed to protecting your privacy and safeguarding the personal and business information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or use our bookkeeping and financial support services.

Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Business name

  • Mailing address

  • Any information submitted through contact forms

Financial and Business Information

When providing bookkeeping services, we may collect:

  • Financial records and transaction data

  • Bank and accounting information

  • Payroll-related information

  • Tax and business documents

  • Other information necessary to perform our services

Technical Information

When you visit our website, we may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Website usage statistics

  • Cookies and tracking data

How We Use Your Information

We use your information to:

  • Provide bookkeeping and financial management services

  • Respond to inquiries and support requests

  • Schedule consultations and meetings

  • Improve our website and services

  • Maintain business records

  • Send service-related communications

  • Comply with legal and regulatory requirements

  • Protect our business from fraud and unauthorized activity

Information Sharing

We do not sell, rent, or trade your personal information.

We may share information with trusted third-party service providers when necessary to:

  • Deliver our services

  • Process payments

  • Host and maintain our website

  • Comply with legal obligations

Any third-party providers are required to maintain the confidentiality and security of your information.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed as completely secure.

Cookies

Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and enhance website functionality.

You can choose to disable cookies through your browser settings; however, some features of the website may not function properly.

Data Retention

We retain personal and business information only for as long as necessary to:

  • Provide our services

  • Fulfill contractual obligations

  • Comply with legal, accounting, and regulatory requirements

  • Resolve disputes and enforce agreements

Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices, content, or security of third-party websites. We encourage users to review the privacy policies of any external sites they visit.

Your Rights

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

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of your information

  • Withdraw consent where applicable

  • Object to certain processing activities

To exercise any of these rights, please contact us using the information below.

Children’s Privacy

Our services are intended for businesses and individuals over the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have any questions regarding this Privacy Policy or how we handle your information, please contact us:

Upton Blake Bookkeepers

Email: richard.neely@uptonblakebookkeepers.com

Phone: +1 (323) 202-7042

Website: https://uptonblakebookkeepers.com/