Privacy Policy
Last updated: October 2025
Fortune Bookkeeping (“we,” “us,” “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what data we collect, how we use it, and your rights regarding that data.
Who We Are
Fortune Bookkeeping provides bookkeeping, payroll, business setup, and notary services to small businesses and entrepreneurs across the U.S.
We are based in East Texas and proudly serve clients in all 50 states through secure, remote service options.
You can reach us at: Info@FortuneBookkeepingllc.com
Information We Collect
We collect personal information to provide and improve our services, including:
- Information you provide: Name, email, phone, and details submitted through contact forms, onboarding documents, or engagement letters.
- Business information: Data related to your bookkeeping, payroll, and accounting services.
- Billing details: Payment and invoicing information necessary to process transactions.
- Technical data: Basic website analytics and cookies to improve performance and understand usage.
How We Use Your Information
Your information is used to:
- Provide and manage our bookkeeping and payroll services
- Communicate with you about your account, invoices, or service updates
- Send legally required notifications or tax-related information
- Improve our website, services, and client experience
- Comply with legal and financial record keeping obligations
We do not sell or rent your personal data.
Sharing Information
We only share your data with trusted service providers who help us operate our business, including:
- QuickBooks (Intuit) – Accounting and financial tools
- Gusto – Payroll and HR platform
- Email and hosting providers – To manage communications and website operations
Each third-party provider is bound by confidentiality and data protection standards.
Data Retention
We retain records only as long as necessary for bookkeeping, tax, and legal compliance purposes.
When data is no longer needed, it is securely deleted or anonymized.
Security
We take reasonable administrative, technical, and organizational measures to protect your personal information from unauthorized access, loss, misuse, or alteration.
Your Rights
You have the right to:
- Request access to the information we hold about you
- Request corrections or deletion of your personal data
- Withdraw consent for communications at any time
To make a privacy request, email Info@fortunebookkeepingllc.com with the subject “Privacy Request.”
Cookies and Analytics
Our website uses basic cookies and analytics to understand visitor traffic and improve functionality.
You can adjust cookie settings in your browser at any time.
Policy Updates
We may update this Privacy Policy as our practices or legal requirements change.
The “Last updated” date above reflects the latest revision.
Contact Us
For questions about this Privacy Policy or your personal data, contact:
Info@fortunebookkeepingllc.com