Privacy Policy & SMS TERMS OF SERVICE

Effective Date: February 1, 2026

Brown and Barry Bookkeeping, LLC (“we,” “us,” or “our”) is committed to protecting your privacy and complying with applicable data protection laws and U.S. SMS carrier requirements, including RingCentral and A2P/10DLC standards. This policy explains what information we collect, how it is used, and how SMS consent is handled.

We collect only the personal information necessary to provide our bookkeeping services, and only when voluntarily provided.

• Name
   
• Phone number
   
• Email address (only when a client requests additional services, a free consultation, or signs up for bookkeeping, tax advisory, or tax preparation services)

The following information is collected only from clients who have formally signed up for our bookkeeping services and is never collected through our website:

• Bank account information
   
• Credit card or credit account information
   
• Payment information
   
• Social Security numbers or other tax identification numbers
   

Sensitive information is obtained through secure, offline, or encrypted methods appropriate for bookkeeping and tax-related services.

We collect personal information when you:

• Request information about our bookkeeping services
   
• Request a free consultation
   
• Request additional services
   
• Sign up for bookkeeping, tax advisory, or tax preparation services
   
• Request to schedule or confirm an appointment
   
• Are an existing client communicating with us regarding bookkeeping services
   

We use your information solely for legitimate business and service-related purposes, including:

• Responding to inquiries about our services
   
• Providing free consultations or additional service information
   
• Scheduling or confirming appointments
   
• Communicating with existing clients regarding bookkeeping services
   
• Answering questions and exchanging information necessary to perform bookkeeping services
   

We do not use your personal information for unsolicited marketing or advertising.

By providing your phone number, you consent to receive text messages from Brown and Barry Bookkeeping, LLC via RingCentral under the following conditions:

Text messages are conversational and service-related only, including:

• Appointment coordination
   
• Responses to client questions
   
• Bookkeeping, tax advisory, or tax preparation related communication
   

Message frequency varies depending on your interaction and service needs.

Message and data rates may apply depending on your mobile carrier and plan.

• SMS consent is obtained directly from you and is not a condition of purchasing services. If  you consent, you are agreeing to receive conversational SMS messages only.
   
• You may opt out of SMS messages at any time by replying STOP.
   
• For assistance, reply HELP or contact us using the information below.
   

Once you opt out, you will no longer receive text messages unless you re-initiate contact.

We take consumer privacy seriously.

• We NEVER sell, rent, trade, or share phone numbers, email addresses, SMS consent, or personal information with third parties or affiliates.
   
• Consumer opt-in information is not shared under any circumstances.
   
• Information is disclosed only if required by law or to protect our legal rights.
   

Our website, which is hosted on GoDaddy, may use cookies and similar tracking technologies to:

• Ensure proper website functionality
   
• Analyze website traffic and usage
   
• Improve user experience
   

Cookies may be set by GoDaddy or third-party services integrated into the website (such as analytics tools). These cookies do not collect sensitive personal information.

You can control or disable cookies through your browser settings. Disabling cookies may affect how the website functions.

We implement reasonable administrative and technical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of electronic transmission is completely secure.

Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

We may update this Privacy Policy & SMS Terms of Service from time to time. Any changes will be posted on this page with an updated effective date.

If you have questions about this policy or our privacy practices, please contact us:

Brown and Barry Bookkeeping, LLC
Phone: (510) 876.4065

Brown and Barry Bookkeeping LLC │ (510) 876-4065  │ info@brownandbarry.com