Privacy Policy

Last updated: September 2026

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 nationwide 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.
Documents you submit: Files and supporting documentation voluntarily uploaded through our secure document upload portal.

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, website, and secure file-sharing providers – To manage communications, website operations, and secure document exchange, including Google Workspace and ShareFile.

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. Documents and information you voluntarily submit through our secure document upload portal are transmitted using secure file-sharing technology.

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 information, please contact us at
Info@fortunebookkeepingllc.com