Privacy Policy

Last updated: July 2026

The Counting Firm ("we," "us," or "our") provides bookkeeping services to business clients. This Privacy Policy explains how we collect, use, disclose, and protect information in connection with our website and services.

Information We Collect

We may collect information you provide directly, such as your name, email address, phone number, and business details, when you request a consultation, contact us, schedule through Calendly, make a payment through our website, or engage our services.

When you become a client, we collect financial and business records necessary to provide bookkeeping services, which may include bank and credit card transaction data, QuickBooks account access, payroll information, contractor information, sales tax data, and related financial documents.

We may also collect information automatically through the website, such as:

• IP address
• Browser type
• Device type
• Pages visited
• Time spent on the site
• Referring website
• Cookie or analytics data

How We Use Information

We use the information we collect to:

• Provide and manage bookkeeping services
• Respond to inquiries and schedule consultations
• Process payments and maintain billing records
• Communicate with you about your account, services, and requests
• Improve our website and operations
• Meet legal, accounting, and recordkeeping obligations

How We Protect Information

We take reasonable administrative, technical, and physical measures to protect client financial information, including limiting access to authorized personnel and using secure platforms for data storage and communication.

Specific practices may include:

• Password-protected systems
• Two-factor authentication where available
• Secure file-sharing tools
• Access controls
• Limiting the sharing of financial data to those who need it to perform services

No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Sharing of Information

We do not sell client information.

We may share information with service providers who support our operations, such as:

• QuickBooks
• Payroll processors
• Calendly
• Payment processors
• Email providers
• Cloud storage or secure file-sharing providers
• Website hosting or analytics providers

We may also disclose information when required by law, subpoena, court order, or to protect our rights, users, or property.

Data Retention

We retain client financial records for as long as necessary to provide services and to comply with applicable recordkeeping, tax, legal, and business requirements.

A practical retention policy you can use is:

• Client records: retained for at least 7 years after the end of the engagement, unless a longer period is required by law or necessary for business or legal purposes
• Prospect inquiries: retained as long as needed for follow-up and internal records

Your Choices

You may request access to, correction of, or deletion of your personal information, subject to our legal, contractual, and recordkeeping obligations.

You may also:

• Request that we stop sending marketing emails
• Disable cookies through your browser settings
• Ask us to update contact information

Children's Privacy

Our website and services are intended only for business clients and are not directed to children under 13.

Third-Party Links and Tools

Our website may contain links to third-party websites or use embedded third-party tools. We are not responsible for the privacy practices, security, or content of those third parties.

Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with a new "Last updated" date.

Contact Us

Questions about this policy can be directed to:
The Counting Firm
bookkeeping@thecountingfirm.com
(202) 455-6490