Our Commitment to Your Data Security

At Juanita Bookkeeping Group, we handle the most sensitive aspects of your business and personal life. Your trust is our greatest asset. This policy outlines how we collect, protect, and use your information with the highest standards of integrity and technical security.

1. Information We Collect

To provide expert bookkeeping and educational services, we collect information that you voluntarily provide, including:

  • Contact Details: Name, email address, and phone number.
  • Business Data: Tax IDs (EIN), financial statements, and payroll information.
  • Access Credentials: “Read-Only” access to banking and accounting software (e.g., QuickBooks, Sage 100).
  • Course Data: Information provided during registration for Personal Bookkeeping 101.

2. How We Protect Your Data

We utilize a 100% remote, secure infrastructure to ensure your data remains confidential:

  • Bank-Level Encryption: We only utilize cloud-based platforms that employ industry-standard AES-256 encryption.
  • Secure Portals: Sensitive documents are exchanged via encrypted file-sharing portals, never through unencrypted email attachments.
  • Multi-Factor Authentication (MFA): All internal systems used by our team require secondary verification to prevent unauthorized access.

3. No Data Sharing Policy

We do not sell, rent, or trade your personal or business information to third parties. We only share data with:

  • Your Designated Tax Consultant/CPA: Only with your explicit written consent during tax season or audits.
  • Legal Requirements: If required by law to comply with a judicial proceeding or court order.

4. Professional Disclaimer

While we provide expert financial record-keeping and education:

  • Bookkeeping vs. Tax Advice: Juanita Bookkeeping Group provides bookkeeping and financial education services. We are not a CPA firm or a law firm. Our services do not constitute certified tax, legal, or investment advice.
  • CPA Collaboration: We strongly recommend that all clients review our prepared financials with their licensed CPA for final tax filings.

5. Course & Refund Policy (Personal Bookkeeping 101)

  • Registration: Payment is required in full to secure your spot in our 10-hour intensive series.
  • Cancellations: Due to limited class sizes, cancellations made less than 72 hours before the start date may be subject to a partial processing fee.
  • Expectations: This course is educational and does not guarantee specific financial outcomes.

6. Contact Our Compliance Officer

If you have questions regarding our privacy practices or the security of your data, please contact us directly:

Juanita Bookkeeping Group Attn: Privacy Compliance

Dallas, Texas 75006

Email: Juanitagroup@outlook.com

Phone: 972-464-6379