Privacy Policy
Last Updated: September 20, 2026
At Storybook Bookkeeping, we believe trust is an important part of every client relationship. Protecting your personal and financial information is a responsibility we take seriously.
This Privacy Policy explains how Storybook Bookkeeping (“Storybook Bookkeeping,” “we,” “our,” or “us”) may collect, use, store, and share information when you visit our website, contact us, become a client, or use our bookkeeping and related services.
Information We May Collect
Depending on how you interact with Storybook Bookkeeping, we may collect information including:
Contact Information: Your name, business name, email address, telephone number, mailing address, and other information you provide when contacting us.
Business Information: Information about your business, business structure, operations, accounting needs, and other information necessary to provide our services.
Financial and Bookkeeping Information: If you become a client, we may receive financial records and other information necessary to perform bookkeeping services, such as transaction information, financial statements, invoices, receipts, expense records, payroll-related records, account information, and documents you provide through our secure client portal or other approved methods.
Website Information: When you visit our website, certain technical information may be collected automatically, such as your IP address, browser type, device information, pages visited, referring website, and general website usage information.
Communications: We may maintain records of emails, contact-form submissions, messages, appointments, and other communications you have with us.
How We Use Your Information
We may use information we collect to:
- Respond to inquiries and consultation requests.
- Provide bookkeeping and related services.
- Establish and manage client accounts.
- Communicate with clients regarding their accounts and services.
- Prepare bookkeeping reports and financial information requested by clients.
- Process invoices and payments.
- Maintain our business and client records.
- Improve our website and services.
- Protect our website, systems, clients, and business from fraud, misuse, or security threats.
- Comply with applicable legal, regulatory, accounting, or recordkeeping requirements.
We only use client information for legitimate business purposes related to providing and administering our services.
Financial Information
Because bookkeeping services may require access to sensitive financial information, Storybook Bookkeeping takes reasonable administrative, technical, and organizational measures intended to protect client information.
Clients may be asked to provide sensitive documents through a secure client portal or another approved secure method rather than through ordinary website forms or unsecured communication channels.
We encourage clients not to send passwords, Social Security numbers, banking credentials, or other highly sensitive information through standard email unless specifically instructed to use an appropriate secure method.
Client Portal
Storybook Bookkeeping may provide clients with access to a secure third-party client portal for exchanging documents, communicating with our team, reviewing information, scheduling, invoicing, electronic signatures, or other client services.
Information submitted through a third-party portal may also be subject to that provider’s privacy and security policies.
Clients are responsible for maintaining the confidentiality of their account credentials and should notify Storybook Bookkeeping promptly if they believe their account or credentials have been compromised.
How We Share Information
Storybook Bookkeeping does not sell your personal or financial information.
We may share information only when reasonably necessary to operate our business or provide requested services, including with trusted service providers that help us operate our website, client portal, payment processing, scheduling, communications, document storage, bookkeeping systems, or other business functions.
We may also disclose information when required by law, subpoena, court order, governmental request, or when reasonably necessary to protect the rights, property, security, or safety of Storybook Bookkeeping, our clients, or others.
Where appropriate, service providers are given access only to information reasonably necessary to perform the services they provide.
Cookies and Website Technologies
Our website may use cookies and similar technologies to operate properly, understand website traffic, improve visitor experience, maintain security, and analyze website performance.
Some third-party services integrated into our website may also use cookies or similar technologies according to their own privacy policies.
You can control certain cookies through your browser settings. Disabling cookies may affect the functionality of some portions of the website.
Data Security
We take reasonable measures designed to safeguard personal and financial information from unauthorized access, disclosure, alteration, or misuse.
However, no internet transmission, electronic communication, or data storage system can be guaranteed to be completely secure. Therefore, while we work to protect information entrusted to us, we cannot guarantee absolute security.
Florida law imposes obligations on covered businesses regarding security and breach notification for certain personal information.
Data Retention
We retain personal, business, and financial information for as long as reasonably necessary to provide services, maintain appropriate business records, fulfill contractual obligations, comply with legal or regulatory requirements, resolve disputes, and protect our legitimate business interests.
When information is no longer reasonably required, it may be securely deleted, destroyed, or anonymized as appropriate.
Third-Party Websites and Services
Our website may contain links to or integrations with third-party websites and services.
Storybook Bookkeeping does not control the privacy practices of third parties. When you use a third-party website or service, its own privacy policy and terms may apply.
We encourage you to review those policies before providing personal information.
Children’s Privacy
Our website and services are intended for businesses and adults and are not directed toward children under the age of 13.
We do not knowingly collect personal information from children under 13 through our website. If we become aware that such information has been collected, we will take reasonable steps to delete it as appropriate.
Federal COPPA requirements apply to websites and online services that knowingly collect personal information from children under 13.
Your Privacy Choices
Depending on applicable law and the nature of your relationship with Storybook Bookkeeping, you may contact us to request that we:
- Update or correct certain personal information.
- Provide information about personal information we maintain about you.
- Delete certain personal information when legally and operationally permissible.
- Address questions or concerns regarding how your information is handled.
Certain information may need to be retained to comply with legal, contractual, accounting, security, or recordkeeping obligations.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable requirements.
When changes are made, the revised policy will be posted on this website with an updated “Last Updated” date.
Contact Storybook Bookkeeping
If you have questions about this Privacy Policy or how your information is handled, please contact:
Storybook Bookkeeping
Wesley Chapel, Florida
Email: michael.ousley@storybookbookkeeping.com
Phone: 813-777-9237
Website: www.storybookbookkeeping.com