Privacy Policy

Effective Date: January 9, 2026

Ledgerly Bookkeeping (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard personal information when you visit our website, submit a form, or communicate with us.


1. Information We Collect

When you contact Ledgerly Bookkeeping through our website, scheduling tools, or direct communication, we may collect the following information:

- Full name

- Email address

- Phone number

- City or general location

- Any message or information you voluntarily provide

We do not collect sensitive personal information unless you choose to provide it voluntarily.


2. How We Use Information

The information we collect is used solely to:

Respond to inquiries

Communicate regarding bookkeeping services

Schedule or confirm appointments

Provide service-related updates or administrative information

Information collected is used only for legitimate business purposes related to Ledgerly Bookkeeping services.


3. Mobile Information & SMS Privacy (IMPORTANT)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support services, such as customer service, software platforms, or communications infrastructure, is permitted solely for operational purposes.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Text messaging originator opt-in data and consent are used exclusively to deliver requested communications and comply with applicable messaging laws.


4. SMS Communications

If you provide your phone number and consent to receive SMS messages, Ledgerly Bookkeeping may send text messages related to:

Your inquiry

Appointment confirmations or reminders

Bookkeeping or service-related updates

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying “STOP.”


5. Data Security

We take reasonable administrative and technical measures to protect the information you provide. While we strive to safeguard data, no method of transmission over the internet or electronic storage is completely secure.


6. External Links

Our website may contain links to external websites for informational purposes. Ledgerly Bookkeeping is not responsible for the privacy practices or content of those websites.


7. Changes to This Privacy Policy

This Privacy Policy may be updated from time to time. Any changes will be posted on this page with an updated effective date.


8. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Ledgerly Bookkeeping
Email: [email protected]
Phone: (817) 774-4878


© Ledgerly Bookkeeping. 2026. All Rights Reserved.