Effective Date: September 4, 2026
Who we are
Clean Books Magic, LLC (“Clean Books Magic,” “we,” “us,” or “our”) operates cleanbooksmagic.com. This Privacy Policy explains what information we collect through this site, how we use it, and the choices you have.
Information We Collect
Information you give us directly. When you fill out our consultation request form or otherwise contact us, we collect what you provide: your name, email address, phone number, business name, and any details you share about your bookkeeping situation.
Information collected automatically. Like most websites, our hosting and form tools automatically log some technical data when you visit, such as your IP address, browser type, device type, and which pages you viewed. We use this in aggregate to understand how people find and use the site, not to identify you personally.
Cookies and similar technology. This site may use cookies or similar tools (for example, standard web analytics) to understand site traffic and improve the experience. You can disable cookies in your browser settings, though some site features may not work as well if you do.
How We Use Your Information
We use the information we collect to:
- Respond to your consultation request and follow up about our services
- Evaluate whether we’re a good fit to work together
- Send you information you’ve requested, such as replies to blog comments or newsletter content, if you’ve opted in
- Keep the site secure and prevent spam or abuse of our contact forms
- Understand how visitors use the site so we can improve it
We do not use information submitted through this site to provide accounting, bookkeeping, or tax services. That only happens once we’ve had a direct conversation and signed an engagement letter, which will include its own confidentiality terms covering any financial records or data you share with us as a client.
We Don’t Sell Your Information
We don’t sell, rent, or trade your personal information to third parties for their own marketing purposes.
Who We Share Information With
We may share information with:
- Service providers who help us run the site and respond to inquiries, such as our web hosting provider, form software (Fluent Forms), and email delivery service. These providers only receive what they need to do their job and aren’t authorized to use it for anything else.
- Legal or safety reasons, if required by law, subpoena, or to protect the rights, property, or safety of Clean Books Magic, our clients, or others.
Data Retention
We keep information submitted through our forms as long as reasonably necessary to respond to your inquiry, maintain business records, and comply with legal or tax obligations. If you’d like us to delete information you’ve submitted and we have no ongoing business or legal reason to keep it, contact us and we’ll take care of it.
Your Choices
You can:
- Ask us what information we have about you, or ask us to correct or delete it, by emailing us at the address below
- Unsubscribe from any marketing emails using the link in the email or by contacting us directly
- Decline to submit information through our forms, though this means we won’t be able to follow up on a consultation request
Children’s Privacy
This site is intended for business owners and adults. We don’t knowingly collect information from children under 13, and this site isn’t directed at children.
Security
We take reasonable steps to protect the information you share with us, including spam and bot protection on our forms and standard website security practices. That said, no method of transmission over the internet is 100% secure, and we can’t guarantee absolute security.
Changes to This Policy
We may update this Privacy Policy from time to time as our practices or the site change. The effective date at the top will reflect the latest revision. We encourage you to review this page periodically.
Contact Us
Questions about this Privacy Policy or how we handle your information? Reach out at info@cleanbooksmagic.com.
Clean Books Magic, LLC · 11816 Inwood Dr #3158 Dallas, TX 75244 USA