Privacy Policy

This Privacy Policy explains how Lochside LLC dba Bookkeeping Conroe ("Bookkeeping Conroe," "we," "us," or "our") collects, uses, and protects your information when you visit bookkeepingconroe.com (the "Site") or engage our services.

By using our Site or services, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

1.1 Information you provide to us

• Contact information such as your name, email address, phone number, company name, and mailing address when you complete forms on our Site, schedule a call, or contact us.
• Business and financial information that you choose to share with us in the course of bookkeeping, cleanup, advisory, or related services (for example, bank statements, invoices, receipts, financial reports).
• Account access information you provide so we can connect to your accounting, banking, or financial systems (such as QuickBooks Online) with your permission.
• Communication content from emails, calls, and messages exchanged with us about your engagement.

1.2 Information collected automatically

• Usage data such as IP address, browser type and version, device information, pages you visit, the time and date of your visit, and other diagnostic data.
• Cookies and similar technologies that help us understand how visitors use the Site and improve user experience. You can control cookie preferences in your browser settings.

2. How We Use Your Information

We use the information we collect to:

• Provide bookkeeping, cleanup, advisory, and related services you've requested.
• Operate, maintain, and improve our Site, services, and content.
• Communicate with you about inquiries, engagements, scheduling, invoices, and updates.
• Customize content, resources, and educational material we provide.
• Comply with legal, tax, and regulatory obligations applicable to our business.
• Protect the security and integrity of our systems and prevent fraud or abuse.

3. Legal Bases for Processing (Where Applicable)

Where required by law, we rely on one or more of the following legal bases to process your information:

• Your consent.
• Performance of a contract with you.
• Compliance with legal and regulatory obligations.
• Our legitimate interests in operating, improving, and protecting our business and services.

4. How We Share Information

We do not sell your personal information.

Lochside LLC may disclose Personal Data and other information as follows:

Third Parties that Help Provide the Messaging Service:

We will not share your opt-in to an SMS short code campaign with a third party for purposes unrelated to supporting you in connection with that campaign. We may share your Personal Data with third parties that help us provide the messaging service, including, but not limited to, platform providers, phone companies, and other vendors who assist us in the delivery of text messages.

Additional Disclosures:

Affiliates: We may disclose the Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Policy. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share information with:

• Service providers and subprocessors that help us deliver our services (for example: accounting platforms like QuickBooks Online, cloud storage, email service providers, client portals, or scheduling tools).
• Professional advisors such as attorneys, CPAs, or tax professionals where reasonably necessary to support the services we provide to you.
• Authorities or third parties when required by law, regulation, legal process, or to protect our rights, property, or safety or that of others.
• Business transfers in connection with a merger, acquisition, reorganization, or other corporate transaction involving Lochside LLC.

5. Data Security

We use commercially reasonable technical and organizational measures to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, to comply with our legal and tax obligations, to resolve disputes, and to enforce our agreements.

7. Your Choices and Rights

• You may request access to, correction of, or deletion of your personal information, subject to applicable legal and contractual restrictions.
• You may opt out of certain marketing communications by following the unsubscribe instructions in our emails, if we send any.
• You may control or disable cookies through your browser settings, but some features of the Site may not function properly if cookies are disabled.

8. Third-Party Links

Our Site may contain links to third-party websites or services that we do not operate. We are not responsible for the content, security, or privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our Site and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe that a child has provided us with personal information, please contact us so we can take appropriate action.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page indicates the most recent revision. Your continued use of the Site or our services after changes are posted constitutes your acceptance of the revised Privacy Policy.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Lochside LLC dba Bookkeeping Conroe
96 Beach Walk Blvd., Ste 1273
Conroe, TX 77304
United States
Email: support@bookkeepingconroe.com