Privacy Policy

Effective Date: July 21, 2025

Xcel Bookkeeping, LLC (”we”, “us”, or “our”)is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.xcelbookkeeping.com (the "Site").

Please read this Privacy Policy carefully. By accessing or using our Site, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use the Site.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you use our Site. This may include, but is not limited to:

  • Contact information (e.g., name, email address, phone number)

  • Demographic information (e.g., age, gender)

  • Payment information (e.g., credit card details)

  • Service preferences when you use our services

  • Opt into our SMS program

  • Other information relevant to customer surveys and/or offers

  • Information when you reach out to contact us

2. How We Use Your Information

We may use the information we collect for various purposes, including:

  • To provide and maintain our Site

  • Provide our bookkeeping and advisory services

  • Send appointment reminders, important updates, or alerts

  • Respond to your inquiries or support requests

  • To process transactions and send related information

  • To improve our products and services

  • To send promotional emails about new products, special offers, or other information we think you may find interesting if you opt in

  • Maintain security and ensure service integrity

3. How We Share Your Information

We do NOT rent, sell, or share your personal or mobile information with third parties or affiliates for marketing or promotional purposes.

We may share limited information with subcontractors or service providers strictly for operational purposes, such as customer support or SMS delivery services.

We may share your personal information with third parties only in the ways that are described in this Privacy Policy or as required by law.

All the above 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.

4. Mobile Information and SMS Program Compliance

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

Information sharing to subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.4. How We Protect Your Information

We are committed to ensuring that your information is secure. We have implemented reasonable physical, technical, and administrative measures to safeguard and secure the information we collect.

5. Your Rights

You may request access to or correction of your personal data, or unsubscribe from communications, at any time.

6. Security

We implement industry-standard measures to protect your data against unauthorized access or disclosure.

7. Cookies

Our Site may use cookies to enhance your experience. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.

8. Changes to this Privacy Policy

We reserve the right to update or change this Privacy Policy at any time. Any changes will be effective immediately upon posting the revised Privacy Policy on the Site.

9. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us at info@xcelbookkeeping.com.