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Last Updated: October 31, 2025

 

1. Introduction

Ducharme Bookkeeping, LLC we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our bookkeeping and financial consulting services, visit our website, or communicate with us by email, phone, or other means.

By using our services, you agree to the terms of this Privacy Policy.

 

2. Information We Collect

We may collect the following types of information in order to provide bookkeeping and financial services:

Personal Information:
- Name, business name, and contact details (address, email, phone number).
- Tax identification numbers or Social Security numbers (if required for filings).
- Bank account information (for reconciliations and bookkeeping services).
- Accounting records, invoices, receipts, payroll, and other financial data.

Automatically Collected Information:
- IP address, browser type, operating system, and usage data.
- Cookies or analytics data to help improve our services.

 

3. How We Use Your Information

We use the information we collect for the following purposes:
- To provide bookkeeping, financial reporting, and consulting services.
- To communicate with you about your account, transactions, or service updates.
- To comply with applicable tax and financial reporting regulations.
- To improve our website, offerings, and client experience.
- To maintain internal records and manage client relationships.

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

 

4. Data Sharing and Disclosure

We may share your information only in the following limited circumstances:
- With your consent: When you request or authorize us to share data (e.g., with your CPA or tax preparer).
- Service providers: With trusted vendors who help us operate our business (e.g., secure cloud-based accounting platforms). These providers are bound by confidentiality agreements.
- Legal compliance: When required by law, court order, or government request.
- Business transfers: In the unlikely event of a merger or sale, we will ensure your data remains protected.

 

5. Data Security

We take appropriate administrative, technical, and physical safeguards to protect your information from loss, misuse, or unauthorized access.
These measures include:
- Encrypted data storage and secure password-protected systems.
- Limited access to client data based on business need.
- Use of reputable, secure accounting platforms (e.g., QuickBooks Online).

While we take security seriously, no method of transmission or storage is 100% secure. We cannot guarantee absolute protection.

 

6. Data Retention

We retain your personal and financial data for as long as necessary to provide our services and comply with legal or regulatory obligations (typically seven years for financial records, per IRS standards).

When data is no longer required, we securely delete or anonymize it.

 

7. Your Rights

Depending on your location, you may have the right to:
- Access or request a copy of your personal data.
- Request corrections to inaccurate information.
- Request deletion of your personal data, subject to legal requirements.
- Withdraw consent for certain uses of your data.

You may exercise these rights by contacting us at the email below.

 

8. Third-Party Links and Services

Our website or communications may contain links to third-party websites or software (e.g., accounting apps, payment platforms). We are not responsible for the privacy practices or content of these third-party sites.

 

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with the “Effective Date” revised accordingly.

 

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact:

Ducharme Bookkeeping, LLC
Email: ducharmebookkeeping@gmail.com
Phone: 36.728.4114
Website: www.ducharmebookkeeping.com
Mailing Address: 870 NE Sutton Pl., Bremerton, WA 98311