Information We Collect

We may collect information you voluntarily provide to us when you contact WMB, submit a website form, request an appointment, or otherwise communicate with us.

• Name
• Email address
• Telephone number
• Business or company information
• Information submitted through website forms
• Any other information you choose to provide

Certain technical information may also be collected automatically when you use our website.

• Internet Protocol (IP) address
• Browser and device information
• Pages viewed and website interactions
• Referring website or traffic source
• General location information
• Website usage and performance information

How We Use Your Information

Information collected through our website may be used to support our business operations and communication with you.

• Respond to questions, inquiries, or requests
• Schedule discovery sessions or other appointments
• Provide information about WMB services
• Communicate with current and prospective clients
• Operate, maintain, and improve our website
• Understand how visitors use our website
• Help protect the security and integrity of our website
• Comply with applicable legal or regulatory requirements

Cookies & Website Analytics

Our website may use cookies and similar technologies to help the website function, understand website traffic, measure performance, and improve the visitor experience.

Third-party services used by our website may also place cookies or collect certain information according to their own privacy policies.

Most browsers allow you to control or delete cookies through your browser settings. Disabling certain cookies may affect how portions of the website function.

Third-Party Services

We may use third-party companies and technology providers to support our website and business operations. These services may include website hosting, analytics, communications, scheduling, website security, and other business tools.

These providers may receive access to certain information when necessary to perform services on our behalf. Their handling of information may also be governed by their own privacy policies and terms.

Links to Other Websites

Our website may contain links to websites operated by third parties. WMB is not responsible for the privacy practices, security, or content of third-party websites.

We encourage visitors to review the privacy policies of any third-party websites they choose to visit.

Information Security

We use reasonable administrative, technical, and organizational measures designed to help protect information collected through our website.

However, no website, electronic communication, or method of transmitting information can be guaranteed to be completely secure.

Client Financial Information

As a bookkeeping and financial support provider, WMB may receive financial, accounting, payroll, tax, business, or other confidential information from clients as part of an established professional relationship.

Information provided as part of our professional services may be subject to additional agreements, procedures, security safeguards, and legal requirements separate from this website Privacy Policy.

Children's Privacy

WMB's website and services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13 through this website.

Your Privacy Choices

You may contact WMB to:

• Ask questions about information you provided to us
• Request an update or correction to your contact information
• Request that we stop sending marketing communications
• Ask questions about our privacy practices

We may retain certain information when necessary for legal, regulatory, contractual, security, or legitimate business purposes.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes to our website, services, technology, business practices, or legal requirements.

When changes are made, the “Last Updated” date shown at the top of this page will be revised.

Contact Us

Questions about this Privacy Policy or our privacy practices can be directed to Wealth Management Bookkeeping.