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Privacy Policy

Effective Date: May 26, 2026

Moncada Bookkeeping respects your privacy. This Privacy Policy explains how we collect, use, and protect information you provide through our website, Facebook lead forms, Instagram lead forms, email, phone calls, consultations, and other business communications.

Information We Collect

We may collect the following information when you contact us or submit a lead form:

  • Name

  • Email address

  • Phone number

  • Business name

  • Type of business

  • Information about your bookkeeping needs

  • Whether you use QuickBooks

  • How far behind your books may be

  • Whether you are interested in cleanup services, monthly bookkeeping, or both

We may also collect information you voluntarily provide during a consultation or through email, phone, text message, website forms, or social media messages.

How We Use Your Information

We use the information you provide to:

  • Respond to your inquiry

  • Contact you about bookkeeping services

  • Schedule a consultation

  • Evaluate whether our services may be a good fit

  • Provide estimates or service recommendations

  • Communicate with you about cleanup bookkeeping, monthly bookkeeping, payroll support, or related services

  • Improve our marketing, website, and client communication

We do not sell your personal information.

Facebook and Instagram Lead Forms

If you submit your information through a Facebook or Instagram lead form, your information is sent to Moncada Bookkeeping so we can contact you about the service you requested.

Meta may also process your information according to its own policies and terms. Moncada Bookkeeping is responsible for how we use the information after we receive it.

Sharing Your Information

We do not sell, rent, or trade your personal information.

We may share information only when necessary to:

  • Provide requested services

  • Use trusted business tools such as email, scheduling, CRM, bookkeeping, or website platforms

  • Comply with legal obligations

  • Protect our business, clients, or legal rights

Data Security

We take reasonable steps to protect the information you provide. However, no online transmission, website, email, or electronic storage method is completely secure.

Your Choices

You may contact us to:

  • Ask what information we have about you

  • Request that we update your information

  • Request that we delete your information

  • Ask us to stop contacting you

To make a request, contact us using the information below.

Contact Us

Moncada Bookkeeping
Email: info@moncadabookkeeping.com
Website: https://moncadabookkeeping.com

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