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Frontline Bookkeeping logo

813-544-6165

celeste@frontlinebks.com

Privacy Policy

Frontline Bookkeeping Solutions LLC
Effective Date: November 11, 2026

Website:

1. Introduction

Frontline Bookkeeping Solutions LLC ("we," "us," or "our") respects your privacy and recognizes the importance of protecting the personal and business information entrusted to us.

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This Privacy Policy explains how we collect, use, process, share, and protect information when you visit our website, contact us, schedule a consultation, or engage our bookkeeping services.

2. Information We Collect

We may collect information you voluntarily provide, including:

  • First and last name

  • Email address and phone number

  • Business name and business contact information

  • Bookkeeping service inquiries

  • Messages submitted through our website

  • Consultation scheduling information

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When providing bookkeeping services, we may also receive financial and business records necessary to perform the services authorized by our clients. Depending on the engagement, these may include accounting transactions, invoices, bills, financial statements, accounts payable and receivable records, and other relevant financial information.

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Our website and integrated service providers may also automatically collect technical information, including IP addresses, browser information, device information, and website interaction data.

3. How We Use Your Information

We may use information to:

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  • Respond to questions and inquiries

  • Schedule and manage consultations

  • Evaluate prospective bookkeeping engagements

  • Provide agreed-upon bookkeeping services

  • Communicate with clients about their accounts and services

  • Maintain appropriate business and accounting records

  • Support website functionality and security

  • Meet applicable legal and regulatory obligations

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If we introduce promotional communications, we will provide applicable disclosures and honor legally required consent and opt-out choices.

4. Website Hosting and Contact Forms

Our website is hosted through Wix.

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When visitors complete our contact form, the information submitted may be collected, processed, and stored through Wix's website and form management services.

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This information may also be accessible to authorized individuals responsible for responding to business inquiries.

For additional information about Wix's data practices, visit:

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5. Consultation Scheduling

We use Calendly to allow visitors to schedule consultations.

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When you schedule an appointment, Calendly may process information such as your name, email address, phone number, appointment preferences, and any information you voluntarily provide during scheduling.

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Calendly may also process technical information associated with its scheduling services.

For additional information, visit:

6. Confidentiality and Financial Information

We recognize that business financial information is sensitive and should be handled with care.

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We seek to limit the collection, access, use, and disclosure of financial records to what is reasonably necessary for authorized business purposes and agreed-upon services.

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We take reasonable steps to protect information in our possession or control and evaluate appropriate safeguards as our business operations and service requirements develop.

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No method of electronic storage or transmission can be guaranteed completely secure.

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Please do not submit Social Security numbers, banking passwords, complete payment card details, or sensitive financial documents through our general website contact form.

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Arrangements for exchanging sensitive financial records should be established separately as part of the client engagement.

7. Information Sharing

We may disclose information when reasonably necessary to:

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  • Provide services requested or authorized by clients

  • Operate our website and scheduling systems

  • Work with service providers supporting our business operations

  • Comply with applicable laws or lawful requests

  • Protect our rights, systems, and business operations

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Service providers may process information on our behalf according to their applicable agreements and privacy practices.

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We do not currently represent that client information is shared with any particular accounting, document-storage, or marketing provider unless that provider is actually used in our operations.

8. Cookies and Tracking Technologies

Our website and integrated third-party services may use cookies and similar technologies for functionality, security, scheduling, and other purposes.

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Some technologies may be necessary for website operation, while others may support analytics or additional features.

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Available cookie preferences and consent options may depend on the technologies used and applicable legal requirements.

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Visitors can also manage certain cookies through their browser settings.

9. Data Retention

We retain information for periods reasonably necessary to fulfill the purposes for which it was collected, provide services, maintain appropriate records, resolve disputes, and comply with applicable legal obligations.

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Retention requirements may vary based on the nature of the information and any applicable contractual or legal obligations.

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When information is no longer needed, we seek to dispose of it appropriately, subject to applicable requirements.

10. Your Privacy Rights

Depending on applicable law, individuals may have rights concerning their personal information, including requesting access, correction, or deletion.

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Requests may be subject to identity verification, applicable legal exceptions, and recordkeeping obligations.

To make a privacy-related request, contact us using the information provided below.

11. Third-Party Links

Our website may contain links to third-party services, including scheduling platforms and social media websites.

 

These services maintain their own privacy policies and practices.

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We encourage visitors to review the privacy information provided by third-party websites before sharing personal information.

12. Children's Privacy

Our website and services are intended for business owners and adults.

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We do not knowingly solicit personal information from children under the age of 13.

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If we become aware that personal information from a child under 13 has been collected without appropriate authorization, we will take appropriate steps to address the information in accordance with applicable law.

13. Changes to This Privacy Policy

We may update this Privacy Policy as our business practices, technology, services, or legal obligations change.

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Updates will be posted on this page with a revised effective date.

14. Contact Information

For questions about this Privacy Policy or the handling of your information, please contact:

Frontline Bookkeeping Solutions LLC

Email: celeste@frontlinebks.com

Phone: 813-544-6165

Website:

Honesty • Integrity • Accuracy

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