369 Consulting LLC
Phone: (512) 696-3066
Effective Date: 10/18/2025
Last Updated: 10/18/2025
1. Introduction
Aurora Coates Bookkeeping (“we,” “us,” “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you engage with our bookkeeping services, visit our website, or communicate with us in any way.
By using our services, you agree to the terms of this Privacy Policy.
2. Information We Collect
We may collect the following types of information:
a. Personal Information
Name, address, phone number, and email address
Business name and contact details
Tax identification numbers or business registration data
Bank account or payment information (for billing or financial recordkeeping)
b. Financial Information
Income, expense, and transaction records
Invoices, receipts, and payroll data
Accounting or tax documentation provided for bookkeeping purposes
c. Technical and Usage Data
IP address, browser type, and device information when visiting our website
Communication preferences and inquiry history
3. How We Use Your Information
We use your information to:
Provide and manage bookkeeping and accounting services
Communicate with you regarding projects, invoices, and support
Process payments and maintain accurate financial records
Comply with legal and tax obligations
Improve our services and ensure security
We will never sell or rent your information to third parties.
4. Legal Basis for Processing (for EU/UK Clients)
If you are located in the European Union or the United Kingdom, we process your personal data under one or more of the following lawful bases:
Contractual necessity – to perform bookkeeping services as agreed
Legal obligation – to comply with tax and accounting laws
Legitimate interest – to improve and manage our business
Consent – when you explicitly agree to specific uses of your data
5. Information Sharing and Disclosure
We may share your information with:
Trusted third-party vendors or contractors who assist with accounting software, cloud storage, or communications (e.g., QuickBooks, Google Workspace)
Legal or governmental authorities when required by law
Professional advisors, such as accountants or auditors, under confidentiality agreements
All third parties are required to safeguard your information in compliance with this Privacy Policy.
6. Data Retention
We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy, including compliance with legal and accounting obligations. After that period, your data is securely deleted or anonymized.
7. Data Security
We implement administrative, technical, and physical safeguards to protect your data from unauthorized access, alteration, disclosure, or destruction. This includes secure encryption, password protection, and limited data access protocols.
8. Your Rights
Depending on your location, you may have the right to:
Access and request a copy of your personal data
Request corrections or deletions of inaccurate data
Withdraw consent to data processing
Request data portability
File a complaint with a data protection authority
To exercise your rights, please contact us at [Insert Contact Email].
9. Cookies and Website Tracking
Our website may use cookies and analytics tools to enhance your experience and track performance. You can manage cookie preferences through your browser settings.
10. Changes to This Policy
We may update this Privacy Policy periodically. The updated version will be posted on our website with the revised effective date. Continued use of our services constitutes acceptance of the updated terms.
11. Contact Us
If you have questions or concerns about this Privacy Policy or how your data is handled, please contact:
