Privacy Policy

Last updated: March 12, 2026

1. Introduction

I Keep The Books, LLC ("Company," "we," "us," or "our") is committed to protecting the privacy of our website visitors and clients. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website at ikeepthebooks.com (the "Site") or use our bookkeeping services.

By using the Site, you consent to the practices described in this Privacy Policy.

2. Information We Collect

Information You Provide Directly

We collect information that you voluntarily provide to us, including:

  • Contact form submissions: Your name, email address, phone number, business name, and message content when you submit our contact form or request a consultation.
  • Testimonial submissions: Your name, business name (optional), rating, and review text when you submit a testimonial through our review system.
  • Pricing calculator: Business type, transaction volume, and service preferences when you use our pricing estimator. This information is not stored unless you explicitly request a saved quote.

Information Collected Automatically

When you visit the Site, we may automatically collect certain technical information, including:

  • Log data: Your IP address, browser type and version, operating system, referring URL, pages visited, and the date and time of your visit.
  • Device information: Screen resolution, device type (desktop, mobile, tablet), and language preferences.

Client Financial Information

When you engage our bookkeeping services under a Service Agreement, we collect and process financial information necessary to perform those services. This includes bank statements, transaction records, payroll data, tax documents, and other financial records. The handling of client financial information is governed by the Service Agreement and Confidentiality Agreement executed with each client, not by this Privacy Policy.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to your inquiries and contact form submissions
  • To provide and improve our bookkeeping services
  • To display testimonials and reviews on the Site (with your consent)
  • To send you information about our services if you have requested it
  • To maintain and improve the functionality of the Site
  • To comply with legal obligations

We do not use your information for automated decision-making or profiling.

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

  • Service providers: We may share information with trusted service providers who assist us in operating the Site and delivering services, such as our email service provider for contact form notifications. These providers are contractually obligated to use your information only as directed by us.
  • Legal requirements: We may disclose your information if required to do so by law, court order, or governmental regulation, or if we believe such disclosure is necessary to protect our rights, your safety, or the safety of others.
  • Business transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership.

5. Cookies and Tracking Technologies

The Site uses minimal cookies necessary for basic functionality:

  • Session cookies: Temporary cookies used to maintain your session while browsing the Site and to protect against cross-site request forgery (CSRF). These cookies are deleted when you close your browser.

We do not use third-party advertising cookies, social media tracking pixels, or behavioral analytics tools on the Site.

6. Data Security

We implement appropriate technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encrypted data transmission (HTTPS/TLS)
  • Secure server infrastructure
  • Access controls limiting data access to authorized personnel
  • Regular security reviews

While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

7. Data Retention

We retain your information only as long as necessary to fulfill the purposes described in this Privacy Policy:

  • Contact form submissions: Retained for as long as needed to respond to your inquiry, then deleted or archived.
  • Testimonials: Retained for as long as they are displayed on the Site, or until you request removal.
  • Client financial records: Retained in accordance with the Service Agreement and applicable legal requirements (typically seven years for financial records).
  • Server logs: Retained for up to 90 days for security and troubleshooting purposes.

8. Your Rights

You have the following rights regarding your personal information:

  • Access: You may request a copy of the personal information we hold about you.
  • Correction: You may request that we correct inaccurate or incomplete information.
  • Deletion: You may request that we delete your personal information, subject to legal retention requirements.
  • Testimonial removal: You may request removal of your testimonial from the Site at any time.

To exercise any of these rights, please contact us using the information provided below.

9. Montana Consumer Data Privacy Act

The Montana Consumer Data Privacy Act (MCDPA) provides Montana residents with specific data privacy rights. While our business may fall below the MCDPA's applicability thresholds, we are committed to respecting the privacy rights of all our clients and website visitors. If you are a Montana resident and wish to exercise your rights under the MCDPA, please contact us and we will respond promptly.

10. Children's Privacy

The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us and we will take steps to delete such information.

11. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. We encourage you to review this Privacy Policy periodically. Your continued use of the Site following any changes constitutes acceptance of the revised Privacy Policy.

13. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

I Keep The Books, LLC
Forest Grove, Montana
Contact Form