Privacy Policy

Coherent Bookkeeping ('we,' 'our,' or 'us') is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information you provide when visiting our website or submitting a contact form.

1. Information We Collect

When you fill out our contact form, we may collect the following information:

Your name and business name
Email address and phone number
Business type, industry, and general size
A description of the services you are interested in
Any additional details you voluntarily share in your message

We do not collect payment information, Social Security numbers, or any sensitive financial data through our website contact form.

2. How We Use Your Information

We use the information you provide solely to:
Respond to your inquiry and communicate with you about our services
Determine whether our services are a good fit for your needs
Follow up as part of our standard client onboarding process
We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Third-Party Tools and Service Providers

To operate our business, we may use trusted third-party software and service providers, including accounting platforms, cloud storage, email services, and scheduling tools. These providers may process or store your information as part of delivering services to you. We only work with reputable providers and take reasonable steps to ensure your data is handled securely.
Examples of categories of tools we may use include: accounting and bookkeeping software, cloud-based file storage, and business communication tools. Specific tools may change as our business evolves. We will update this policy if material changes occur.

4. Data Security

We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain contact inquiry information only as long as necessary to respond to your inquiry and for legitimate business recordkeeping purposes. If you become a client, your records will be retained in accordance with applicable legal and regulatory requirements

6. Your Rights

You have the right to request access to, correction of, or deletion of personal information we hold about you. To make such a request, please contact us directly at the information provided below.

7. Colorado Privacy Notice

If you are a Colorado resident, you may have additional rights under the Colorado Privacy Act (CPA), including the right to opt out of certain data processing and the right to appeal our decisions regarding your data requests. To exercise these rights, please contact us.

8. Contact Us - Privacy Questions

For questions about these terms, please use the contact form on our website.

Terms of Use

Please read these Terms of Use carefully before using the Coherent Bookkeeping website. By accessing or using our website, you agree to be bound by these terms.

1. Website Purpose

This website is provided for informational purposes only. It is intended to give potential and existing clients an overview of Coherent Bookkeeping's services and to provide a means to get in touch with us. Nothing on this website constitutes professional financial, tax, or legal advice.

2. No Professional Relationship

Submitting a contact form or otherwise communicating with us through this website does not create a client relationship. A formal engagement only begins once a written service agreement has been signed by both parties.

3. Accuracy of Information

We make reasonable efforts to ensure the information on this website is accurate and up to date. However, we make no warranties or representations - express or implied - about the completeness, accuracy, or suitability of the content for any particular purpose.

4. Intellectual Property

All content on this website, including text, design, and branding, is the property of Coherent Bookkeeping and may not be reproduced, distributed, or used without prior written permission.

5. Third-Party Links

Our website may contain links to third-party websites for your convenience. We are not responsible for the content, privacy practices, or accuracy of any third-party sites. Visiting external links is at your own risk.

6. Limitation of Liability

To the fullest extent permitted by law, Coherent Bookkeeping shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this website or its content.

7. Changes to These Terms

We reserve the right to update these Terms of Use at any time. Changes will be posted on this page with an updated effective date. Continued use of the website following any changes constitutes your acceptance of the revised terms.

8. Governing Law

These Terms of Use are governed by the laws of the State of Colorado, without regard to its conflict of law provisions.

9. Contact Us - Terms Questions

For questions about these terms, please use the contact form on our website.