Privacy Policy

Effective Date: September 27, 2026

Cait’s Bookkeeping & Advisory Firm (“Cait’s,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit an inquiry, request a consultation, or otherwise communicate with us through our website.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Your name
Email address
Phone number
Business name
Information about your business
Information about the bookkeeping or advisory services you are interested in
Information submitted through contact, consultation, or inquiry forms
Communications you send to us

Please do not submit sensitive financial information, passwords, banking credentials, Social Security numbers, or other highly confidential information through general website contact forms.

We may also automatically receive certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, and information collected through cookies or similar technologies.

2. How We Use Your Information

We may use the information we collect to:

Respond to inquiries and consultation requests
Communicate with prospective and current clients
Evaluate whether our services may be appropriate for your business
Provide information about our services
Schedule consultations
Operate, maintain, and improve our website
Maintain the security and functionality of our website
Comply with applicable legal or regulatory requirements
Protect our rights, business, clients, and website

Submitting an inquiry through our website does not create a client relationship or engagement with Cait’s Bookkeeping & Advisory Firm.

3. How Information May Be Shared

We do not sell your personal information for monetary consideration.

We may disclose information to service providers that help us operate our website or business, such as website hosting, communications, scheduling, analytics, client-management, or other technology providers.

These providers may process information as necessary to provide their services to us and are subject to their own privacy and security practices.

We may also disclose information when reasonably necessary to comply with applicable law, legal process, governmental requests, protect our legal rights, prevent fraud or misuse, or protect the safety and security of our business or others.

4. Wix

Our website is hosted using Wix. Wix provides the technology and infrastructure used to operate our website.

Information submitted through our website may therefore be processed or stored through Wix and its systems in accordance with Wix's applicable privacy and data-processing practices.

5. Cookies and Similar Technologies

Our website may use cookies and similar technologies that support website functionality, security, performance, analytics, and user experience.

Some cookies are necessary for the website to function properly, while other cookies or technologies may be used for analytics or other optional purposes.

Depending on your location and the technologies enabled on our website, you may be provided with options for managing certain cookie preferences.

You may also be able to control cookies through your browser settings. Disabling certain cookies may affect the functionality of the website.

6. Data Security

We take reasonable administrative and technical measures intended to protect personal information under our control.

However, no website, internet transmission, or electronic storage system can be guaranteed to be completely secure. You should use appropriate caution when transmitting information electronically.

Sensitive financial records, login credentials, banking information, and other confidential client documents should only be provided through the secure methods specifically designated by Cait’s Bookkeeping & Advisory Firm and should not be submitted through general website forms or ordinary email unless specifically requested through an appropriate secure process.

7. Data Retention

We may retain personal information for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business records, resolve disputes, enforce agreements, and satisfy applicable legal or regulatory requirements.

When information is no longer reasonably necessary, we may delete, anonymize, or otherwise securely dispose of it as appropriate.

8. Your Privacy Choices

Depending on where you live and applicable law, you may have certain rights regarding your personal information, which may include the ability to request access to, correction of, or deletion of certain personal information.

You may contact us using the information below to make a privacy-related request. We may need to verify your identity before completing certain requests.

9. Third-Party Websites

Our website may contain links to websites or services operated by third parties.

Cait’s Bookkeeping & Advisory Firm is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of any third-party websites or services you choose to use.

10. Children's Privacy

Our website and services are intended for businesses and adults and are not directed toward children.

We do not knowingly collect personal information from children through our website.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our business, website, technology, practices, or applicable requirements.

Any updated Privacy Policy will be posted on this page with a revised effective date.

12. Contact Us

If you have questions about this Privacy Policy or would like to make a request regarding personal information you have provided through our website, please contact:

Cait’s Bookkeeping & Advisory Firm
Email: hello@caitsadvisory.com
Website: caitsadvisory.com

Last Updated: September 27, 2026