Privacy Policy
Effective date: August 15, 2026
Carlisle Bookkeeping LLC ("Carlisle Bookkeeping," "we," "us," or "our") respects your privacy. This policy explains how we collect, use, disclose, and protect information when you visit carlislebookkeeping.com, submit a form, communicate with us, or use our bookkeeping services.
Information We Collect
We may collect information you provide directly, including your name, email address, phone number, company information, service needs, questionnaire responses, and messages. When you become a client, we may also collect business and financial information needed to provide the services you request.
We may automatically receive limited technical information such as device and browser type, IP address, referring pages, pages viewed, and similar usage data through hosting, security, and analytics technologies.
How We Use Information
- Respond to inquiries and schedule or manage consultations.
- Provide, administer, support, and improve bookkeeping services.
- Send service-related communications and, when you separately opt in, SMS messages and occasional promotional communications.
- Protect our website, prevent fraud, maintain records, and comply with legal obligations.
SMS and Mobile Information
If you affirmatively select an SMS consent checkbox, Carlisle Bookkeeping LLC may send recurring text messages concerning your inquiry, appointments, bookkeeping services, and occasional promotional offers. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent is not a condition of purchase.
Mobile information, text-messaging originator opt-in data, and consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes. We may disclose this information only to vendors and telecommunications providers that help us deliver and support the messaging program, as required by law, or to protect rights and safety.
When We Disclose Information
We may disclose information to service providers that support website hosting, forms, scheduling, communications, bookkeeping operations, security, and other business functions. These providers may use the information only to perform services for us. We may also disclose information when required by law, in connection with a business transaction, or when reasonably necessary to protect rights, safety, and security.
We do not sell your personal information.
Cookies and Third-Party Links
Our website and service providers may use cookies or similar technologies for essential functionality, performance, security, and analytics. Our website may link to third-party websites or services. Their privacy practices are governed by their own policies, and we are not responsible for their content or practices.
Data Retention and Security
We retain information for as long as reasonably necessary to fulfill the purposes described here, provide services, maintain business and legal records, resolve disputes, and enforce agreements. We use reasonable administrative, technical, and physical safeguards, but no transmission or storage system is completely secure.
Your Choices
You may decline SMS consent and still submit an inquiry or obtain services. You may stop SMS messages at any time by replying STOP. You may also contact us to request access to, correction of, or deletion of personal information, subject to applicable legal and recordkeeping requirements.
Children's Privacy
Our website and services are intended for businesses and adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this policy periodically. The effective date above indicates when the current version became effective. Material changes will be posted on this page.
Contact Us
Carlisle Bookkeeping LLC
Mailing address: 17595 Harvard Ave STE C PMB 230, Irvine, CA 92614
Email: cristal@carlislebookkeeping.com
Phone: (714) 252-7552