Messaging Privacy Policy

Effective Date: August 20, 2026

Ledger House Bookkeeping & Tax (“Ledger House,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Messaging Privacy Policy explains how we collect, use, disclose, and protect information about you when you communicate with us or opt in to receive SMS/text messages from Ledger House Bookkeeping & Tax.

Information We Collect

When you contact us or opt in to receive SMS messages, we may collect:

  • Your name

  • Your mobile phone number

  • Your consent to receive SMS/text messages

  • Your email address

  • Basic contact information

  • Information you voluntarily provide when contacting us, completing a form, scheduling an appointment, or requesting our services

  • Information reasonably necessary to provide our bookkeeping, tax, fractional CFO, and related professional services

How We Collect Your Information

We may collect information directly from you when you:

  • Complete a form on our website

  • Schedule an appointment or consultation

  • Contact us by phone, email, or text message

  • Request information about our services

  • Become a client of Ledger House Bookkeeping & Tax

  • Otherwise voluntarily provide your information to us

We may also collect certain information automatically when you interact with our website or receive information through service providers or other third parties when permitted by law.

How We Use Your Information

We may use your information to:

  • Send SMS/text messages that you have consented to receive

  • Respond to questions or service inquiries

  • Communicate regarding bookkeeping, tax, fractional CFO, and other services

  • Provide appointment confirmations and reminders

  • Provide service-related notifications and updates

  • Communicate regarding documents, deadlines, or information needed to provide services

  • Provide customer support

  • Operate and administer our business

  • Maintain records of our communications and services

The frequency of SMS messages may vary depending on your interactions with us and the services you request.

Message and data rates may apply depending on your mobile carrier and service plan.

SMS Consent and Opt-Out

By opting in to receive SMS/text messages from Ledger House Bookkeeping & Tax, you consent to receive text communications from us at the mobile number you provide.

Consent to receive SMS messages is not a condition of purchasing our services.

You may opt out of receiving SMS messages at any time by replying STOP to any SMS message you receive from us.

After opting out, you may receive a final confirmation message indicating that your opt-out request has been processed.

For assistance, reply HELP to an SMS message or contact us using the information provided below.

Disclosure of Your Information

We may disclose personal information to service providers, professional advisors, contractors, or other parties that assist us in operating our business and providing services to our clients.

We may also disclose information when required by law, legal process, governmental request, or when reasonably necessary to protect our rights, property, clients, or business.

We may disclose information in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.

However, Ledger House Bookkeeping & Tax does not share, sell, rent, or disclose your personal information, mobile phone number, or SMS consent/opt-in data to third parties or affiliates for marketing or promotional purposes.

We do not share your mobile opt-in or SMS consent information with anyone for marketing or promotional purposes.

SMS consent information is used only as necessary to provide and support the messaging services you have requested.

Protection of Information

Ledger House Bookkeeping & Tax takes reasonable administrative, technical, and organizational measures to protect your personal information against unauthorized access, use, loss, alteration, or disclosure.

Although we take reasonable precautions to protect your information, no electronic transmission or storage method can be guaranteed to be completely secure.

Updates to This Privacy Policy

We may periodically update this Messaging Privacy Policy to reflect changes to our practices, services, legal requirements, or messaging programs.

If we make material changes that have a substantive and adverse impact on your privacy, we will provide appropriate notice, including by posting an updated policy on our website before the changes become effective when required.

We encourage you to periodically review this page for the latest information about our privacy practices.

Contact Us

If you have questions about this Messaging Privacy Policy or need assistance with our SMS messaging program, you may contact: