Yield Bookkeeping Services
Privacy Policy
Effective Date: June 12, 2026
Yield Bookkeeping Services (“Yield,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to our website at www.yieldbookkeeping.com, our client communications (including email and text messaging), and the services we provide.
1. Information We Collect
Information you provide to us
- Contact information — your name, business name, email address, mailing address, and phone number when you request a consultation, contact us, or become a client.
- Client and financial information — documents and records you share with us so we can perform bookkeeping and accounting services, such as bank and credit card statements, invoices, payroll data, and related business records.
- Communications — messages you send us by email, phone, text message, or through forms on our website.
Information collected automatically
- Usage data — standard analytics information such as browser type, device, pages visited, and referring pages, collected through cookies and similar technologies when you visit our website.
2. How We Use Your Information
- To provide bookkeeping, accounting, and financial reporting services.
- To respond to inquiries and schedule consultations.
- To send service-related communications, such as appointment reminders, document requests, and account notifications.
- To improve our website and services.
- To comply with legal, regulatory, and professional obligations.
3. SMS / Text Messaging
If you provide your mobile phone number and opt in, Yield Bookkeeping Services may send you text messages related to your account and our services — for example, appointment and consultation reminders, document requests, and account notifications. We do not send marketing or promotional text messages.
Consent. By providing your mobile number and opting in, you consent to receive informational and account-related text messages from Yield Bookkeeping Services. Consent is not a condition of purchasing any services.
Message frequency varies based on your account activity. Message and data rates may apply.
Opt out at any time by replying STOP to any message. Reply HELP for assistance, or contact us at info@yieldbookkeeping.com or 571-249-4316.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.
4. How We Share Information
We do not sell your personal information. We share information only:
- With trusted service providers who help us operate our business (such as accounting software platforms, secure document storage, and communications providers), and only as needed to provide our services.
- With your CPA or other professionals, at your direction.
- When required by law, regulation, or legal process, or to protect our rights and the safety of others.
5. Data Security
We use commercially reasonable administrative, technical, and physical safeguards to protect your information, including secure systems for handling client financial records. No method of transmission or storage is completely secure, but we work to protect your information consistent with industry standards for financial services.
6. Data Retention
We retain client records for as long as needed to provide our services and to meet legal, regulatory, and professional recordkeeping requirements. When information is no longer needed, we dispose of it securely.
7. Your Choices and Rights
- You may request access to, correction of, or deletion of your personal information by contacting us.
- You may opt out of text messages at any time by replying STOP.
- You may disable cookies through your browser settings; some site features may not function as intended.
8. Children’s Privacy
Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective Date” above reflects the most recent revision. Material changes will be posted on this page.