Privacy Policy
Last Updated: October 7, 2026
1. Introduction
Over The Moon Bookkeeping LLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how information may be collected, used, and protected when you visit our website or communicate with us through it.
This policy applies to our public website. Information exchanged separately as part of a professional accounting or bookkeeping engagement may be subject to additional agreements and confidentiality requirements.
2. Information We Collect
Information You Provide
When you contact us through our website, we may collect:
- Your name
- Email address
- Phone number
- Business name
- Information voluntarily included in your message
We use this information to respond to inquiries, discuss potential services, and communicate with you.
Our website is not intended to collect sensitive financial documentation, banking credentials, Social Security numbers, or payroll records.
Appointment Scheduling Information
When you schedule an appointment through Calendly, we may receive:
- Your name
- Email address
- Phone number, if requested
- Appointment date and time
- Information voluntarily provided during scheduling
This information is used to arrange, confirm, and manage appointments.
Automatically Collected Information
When visiting our website, certain technical information may be collected, including:
- IP address
- Browser and device information
- Pages visited
- Approximate geographic location derived from IP address
- Website interactions
- Cookie and tracking preferences
3. How We Use Information
Information collected through our website may be used to:
- Respond to inquiries
- Communicate about our services
- Schedule and manage appointments
- Maintain website functionality and security
- Understand website traffic
- Improve website performance and usability
- Measure advertising effectiveness
- Comply with applicable legal obligations
We do not use public website forms to collect confidential financial documentation.
4. Cookies and Tracking Technologies
Our website uses cookies and may use analytics and advertising technologies.
Essential Cookies
Essential cookies support necessary website functionality, security, and cookie preference management.
Analytics Cookies
Analytics technologies, including Google Analytics, help us understand website activity and performance.
Advertising Cookies
Advertising technologies may measure campaign effectiveness and support relevant advertising.
Where required by applicable law, optional cookies and tracking technologies are activated only after obtaining appropriate consent.
Visitors may manage their preferences through our website’s cookie controls or their browser settings.
Disabling certain technologies may affect website functionality.
5. Calendly Appointment Scheduling
We use Calendly, a third-party appointment scheduling service, to allow visitors to schedule consultations and appointments.
When scheduling through Calendly, information submitted during the booking process is processed through Calendly’s platform.
Calendly may process scheduling information, technical information, and cookies or similar technologies according to its privacy practices.
Scheduling information may also be processed through connected calendar or communication services where configured.
We encourage visitors to avoid entering sensitive financial information, banking details, or personal identification documents into scheduling fields.
For more information, see: https://calendly.com/legal/privacy-notice
6. Information Sharing
We may share limited website-related information with service providers involved in:
- Website hosting and technical maintenance
- Email delivery and communications
- Appointment scheduling through Calendly
- Website analytics
- Advertising and performance measurement
- Website security
We do not sell visitor contact information to data brokers or third-party marketing lists.
Certain advertising and analytics disclosures may constitute “sharing” or targeted advertising under applicable state privacy laws, even without monetary compensation.
Where required by applicable law, we provide relevant privacy choices and opt-out rights.
Information may also be disclosed when required by law or reasonably necessary to protect legal rights and website security.
7. Information Storage and Security
Website communications and scheduling information may be processed or retained through email services, website hosting systems, Calendly, server logs, or other relevant providers.
We seek to use reasonable safeguards appropriate to the information collected and the nature of our website.
However, no internet transmission or electronic storage system can be guaranteed completely secure.
Visitors should not submit confidential financial documents, banking credentials, or highly sensitive identification information through ordinary website forms.
8. Data Retention
Website-related information may be retained as reasonably necessary to:
- Respond to inquiries
- Manage appointments
- Operate and secure the website
- Maintain legitimate business records
- Comply with applicable legal obligations
Retention periods may vary depending on the information and the systems processing it.
Information may be deleted when no longer reasonably required, subject to applicable legal and operational obligations.
9. Your Privacy Rights
Depending on your state of residence and applicable privacy laws, you may have rights to:
- Request access to certain personal information
- Request correction of inaccurate information
- Request deletion of eligible information
- Request a portable copy of certain information
- Opt out of applicable targeted advertising or data-sharing activities
- Withdraw consent where applicable
- Appeal a privacy request decision where required
These rights may be subject to applicable legal requirements and exceptions.
To submit a privacy request, contact us using the information below.
We may request reasonable identity verification before fulfilling certain requests.
We will respond according to applicable law and will not unlawfully discriminate against individuals for exercising their privacy rights.
10. Third-Party Services
Our website may contain links or integrations involving third-party services, including Calendly, analytics providers, advertising services, and other website technologies.
These providers may collect and process information according to their own privacy policies.
We encourage visitors to review applicable third-party privacy policies.
11. Children’s Privacy
Our website is intended for adults seeking professional business services.
We do not knowingly solicit personal information from children under 13.
If you believe a child has submitted personal information through our website, please contact us so we can review and address the situation appropriately.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, business operations, or applicable laws.
Updates will be posted on this page with a revised “Last Updated” date.
13. Contact Information
For questions concerning this Privacy Policy or requests relating to your personal information, contact:
Over The Moon Bookkeeping LLC
Email: Nancy@overthemoonbkp.com
Phone: (253) 249-9788
Website: https://overthemoonbkp.com/
