Privacy Policy for FixYourBooks101

Last Updated: April 8, 2026

1. Introduction

At FixYourBooks101, we value your privacy and the security of your financial data. This Privacy Policy outlines how we collect, use, and protect your information when you visit fixyourbooks101.com or engage our bookkeeping services.

2. Information We Collect

We collect information to provide professional bookkeeping and financial services. This includes:

Personal Information: Name, email address, phone number, and physical address.

Financial Information: Business bank statements, credit card statements, payroll data, and access to accounting software (e.g., QuickBooks Online).

Usage Data: IP addresses, browser type, and cookies gathered when you visit our website via GoHighLevel.

3. How We Use Your Information

We use your data strictly for business purposes, including:

Performing bookkeeping, reconciliation, and financial reporting.

Communicating regarding your "Discovery Call" or ongoing services.

Sending automated appointment reminders and invoices via our CRM.

Complying with federal and state tax and legal regulations in the United States.

4. Data Sharing and Disclosure

We do not sell your personal or financial data to third parties. We only share information with:

Software Partners: Secure accounting platforms (like QuickBooks) and our CRM (GoHighLevel) to manage your account.

Legal Compliance: If required by US law or in response to valid requests by public authorities (e.g., a court or government agency).

5. Data Security

As a bookkeeping firm, security is our priority. We implement:

Encryption: Using SSL/TLS for data transmission.

Restricted Access: Only authorized personnel (Joanna Ragpala) have access to sensitive client files.

Third-Party Security: We choose partners (QBO, GHL, Google) that maintain high-level security certifications.

6. Your Rights (US & International)

Depending on your location (e.g., California CCPA), you may have the right to:

Request a copy of the data we hold about you.

Request that we delete your personal information.

Opt-out of marketing communications.

7. Contact Us

If you have questions about this Privacy Policy or how your data is handled, please contact:

FixYourBooks101 Owner: Joanna Marie Ragpala

Email: [email protected]

Website: www.fixyourbooks101.com