Privacy Policy
Effective Date: October 2, 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:
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Name
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Email address
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Phone number
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Business name
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Type of business
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Information about your bookkeeping needs
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Whether you use QuickBooks
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How far behind your books may be
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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:
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Respond to your inquiry
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Contact you about bookkeeping services
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Schedule a consultation
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Evaluate whether our services may be a good fit
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Provide estimates or service recommendations
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Communicate with you about cleanup bookkeeping, monthly bookkeeping, payroll support, or related services
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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:
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Provide requested services
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Use trusted business tools such as email, scheduling, CRM, bookkeeping, or website platforms
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Comply with legal obligations
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Protect our business, clients, or legal rights
Cookies, Analytics, and Advertising
Our website uses cookies and similar tools to understand how visitors use the site and to measure our advertising. These tools include:
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Google Analytics, which collects information such as the pages you visit, how long you stay, your general location, and the type of device and browser you use.
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The Meta Pixel, which tells Meta (Facebook and Instagram) when you visit our pages or submit a form so we can measure and improve our ads. When you submit a form, your email address and phone number may be shared with Meta in a hashed (scrambled) format so the submission can be matched to an ad.
Google and Meta process this information under their own privacy policies. You can block or delete cookies in your browser settings, opt out of Google Analytics with the Google Analytics Opt-out Browser Add-on, and manage your ad preferences in your Facebook or Instagram settings.
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:
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Ask what information we have about you
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Request that we update your information
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Request that we delete your information
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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
