Effective Date: June 8, 2026 Last Updated: June 8, 2026
Keeping Pace (“we,” “us,” or “our”) respects your privacy and is committed to protecting it. This Privacy Policy explains what information we collect, how we use it, and the choices you have about your data when you visit alwayskeepingpace.com or use our bookkeeping services.
1. Information We Collect
We collect information in three main ways: information you provide directly, information collected automatically when you visit our website, and financial information you share with us as a client.
Information You Provide Directly
When you contact us, request a consultation, or sign up as a client, you may give us:
- Your name and business name
- Email address and phone number
- General information about your business and bookkeeping needs
- Any other information you choose to share in messages, forms, or calls
Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address and approximate geographic location
- Browser type, device, and operating system
- Pages you visit and how long you stay
- Referring website or search terms that brought you to our site
- Cookie data (see “Cookies and Tracking” below)
Client Financial Information
If you become a client, we will need access to financial information to provide our services. This may include:
- Business and personal bank account information
- Credit card and loan account details
- Tax identification numbers (EIN, SSN, or ITIN as required)
- Payroll and employee information (for full-service clients)
- Transaction history, invoices, receipts, and other financial records
- QuickBooks Online login credentials or read-only access
We only collect financial information that is necessary to provide bookkeeping, payroll, sales tax, or related services you’ve engaged us for.
2. How We Use Your Information
We use the information we collect to:
- Respond to your questions and consultation requests
- Provide bookkeeping, payroll, sales tax, and related services
- Send you reports, invoices, and updates about your account
- Maintain accurate financial records on your behalf
- Communicate with your CPA, tax preparer, or other authorized professionals at your direction
- Comply with applicable laws, tax regulations, and recordkeeping requirements
- Improve our website and services
- Send occasional updates about our services if you’ve opted in
We do not sell, rent, or trade your personal or financial information. Ever.
3. How We Share Your Information
We share information only when necessary to provide our services or when required by law.
Service Providers
We use trusted third-party services to operate our business, including:
- QuickBooks Online (Intuit) — our primary accounting platform
- Email and communication tools — for sending reports and corresponding with clients
- Website hosting and analytics providers — to keep alwayskeepingpace.com running and improve user experience
- Payment processors — if you pay our invoices electronically
Each of these providers has its own privacy practices. We choose providers that maintain industry-standard security and only share what’s necessary to perform their service.
At Your Direction
If you ask us to coordinate with your CPA, tax preparer, attorney, or other professional, we will share relevant information with them on your behalf. We will not share your information with any outside party without your explicit permission, unless required by law.
Legal Requirements
We may disclose information if required to do so by law, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, the safety of others, or to prevent fraud.
4. Data Security
We take the security of your financial information seriously. Our security practices include:
- Encrypted communication and document sharing
- Secure, password-protected access to client files
- Cloud-based platforms (such as QuickBooks Online) that maintain bank-level security
- No storage of sensitive credentials on personal devices or unsecured email
- Limited access — only authorized team members can view your data
While no system can guarantee absolute security, we work continuously to protect your information using reasonable administrative, technical, and physical safeguards.
5. Cookies and Tracking
Our website uses cookies and similar tracking technologies to improve your experience and understand how visitors use our site. Cookies are small data files stored on your device.
We may use:
- Essential cookies — required for the website to function
- Analytics cookies — to understand traffic patterns (e.g., Google Analytics)
- Functional cookies — to remember your preferences
You can disable cookies in your browser settings. Disabling cookies may affect some website functionality.
6. Third-Party Links
Our website may contain links to other websites, such as our QuickBooks client portal or external resources. We are not responsible for the privacy practices of those external sites. We encourage you to review their privacy policies before sharing any information.
7. Your Rights and Choices
Depending on where you live, you may have specific rights regarding your personal information. These may include the right to:
- Request access to the personal information we have about you
- Request correction or deletion of your personal information
- Opt out of marketing communications
- Withdraw consent to data processing
- Request a copy of your information in a portable format
To exercise any of these rights, contact us using the information below. We will respond within a reasonable timeframe, typically within 30 days.
Please note: as a bookkeeping firm, we are required by federal and state law to retain certain financial records for specific periods. We may not be able to delete information that we are legally required to keep.
8. Children’s Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.
9. Data Retention
We retain your information only as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. Financial records related to bookkeeping and tax services are typically retained for at least 7 years to comply with IRS and state tax recordkeeping requirements.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. For significant changes, we will notify you by email or through a notice on our website.
We encourage you to review this Privacy Policy periodically.
11. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Keeping Pace Email: contact@alwayskeepingpace.com
Phone: (864) 915-4028
Website: alwayskeepingpace.com
This Privacy Policy is provided for general informational purposes and does not constitute legal advice. Keeping Pace recommends consulting with a qualified attorney to ensure your privacy practices and disclosures meet all applicable legal requirements in your jurisdiction.
