Privacy Policy
Last Updated on April 9, 2026
This Privacy Policy explains how ATS Bookkeeping & Advisory Services collects, uses, and protects your information when you visit our website or use our services. Because we handle sensitive financial data for small and mid-sized businesses, we take your privacy seriously and want to be fully transparent about how your information is managed.
1. Information We Collect
When you fill out a contact form, schedule a discovery call, or reach out to us directly, we collect the information you provide. This may include your name, email address, phone number, and business name.
Our website also collects basic technical data automatically. This includes your IP address, browser type, and how you navigate our pages. This data is gathered through cookies and similar technologies described in the next section.
2. Cookies and Analytics
Cookies are small files stored on your browser that help websites function properly and remember your preferences.
Google Analytics: We use Google Analytics to understand how visitors find and interact with our website. This data is anonymous and helps us improve the experience for future visitors. Google may store this data on servers in the United States.
Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may collect technical data such as your IP address to protect the site from malicious traffic and to deliver pages faster. Cloudflare's Web Analytics may also collect anonymous usage data to help us understand overall site traffic.
You can disable cookies through your browser settings at any time, though some features of the site may not work as expected if you do.
3. How We Use Your Information
We use the information we collect for the following purposes.
- To respond to your inquiries and schedule consultations.
- To provide bookkeeping, payroll, tax preparation, advisory, and other services if you become a client.
- To communicate with you about your account or the services we provide.
- To improve our website based on how visitors use it.
We do not sell, rent, or trade your personal information to third parties.
4. Sharing Your Information
We do not share your personal information with outside parties except when it is necessary to deliver our services or when required by law. For example, if you are a client and we need to coordinate with your CPA or tax preparer, we will get your permission before sharing any information. Any third parties we work with are expected to maintain appropriate security standards.
5. Data Security
We take reasonable and appropriate steps to protect your information. This includes encryption, secure client portals, and process-driven workflows designed to safeguard your financial data. That said, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
6. Your Rights
You have the right to request access to the personal information we hold about you. You can also ask us to correct, update, or delete it at any time. To make a request, simply reach out using the contact information below.
7. Changes to This Policy
We may update this Privacy Policy from time to time as our business or technology evolves. When we do, we will post the revised version on this page and update the date at the top.
8. Contact
If you have questions about this Privacy Policy or how we handle your information, please email us at info@atsbookkeeping.com .
