Privacy Policy

Horizon Bookkeeping Services (“Horizon,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This policy explains how we collect, use, disclose, retain, and protect information received through our website and during inquiries about our bookkeeping services.

1. Information we collect

We may collect information you provide directly, including your name, email address, telephone number, business name, service interests, and details included in a contact form, email, telephone call, or consultation request.

If you become a client, additional information may be collected under a separate service agreement. This may include business contact information, bookkeeping records, financial documents, transaction data, account statements, tax-related records, and information needed to deliver the agreed services.

2. How we use information

We use personal information to respond to inquiries, schedule consultations, assess whether our services are suitable, provide bookkeeping and reporting services, communicate with clients, maintain business records, improve our website, meet professional and legal obligations, and protect against fraud or misuse.

3. Financial and bookkeeping information

Financial records supplied by clients are used only for the services authorized in the applicable engagement or service agreement. Horizon does not sell client information. Access is limited to persons and service providers who need the information to perform authorized work.

4. Service providers and disclosure

We may use reputable third-party providers for website hosting, email, contact forms, cloud storage, bookkeeping software, document exchange, analytics, or other business systems. Information may be processed by these providers only as required to deliver their services to Horizon.

We may also disclose information where required by law, court order, regulatory requirement, or to protect the rights, property, or safety of Horizon, our clients, or others.

5. Website forms, analytics, and cookies

Information submitted through our website forms is transmitted to us so we can respond. Our website host or analytics tools may collect basic technical information such as browser type, device type, approximate location, referring page, and pages visited. Cookies or similar technologies may be used for essential site operation and basic analytics.

6. Safeguards

We use reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information. No online system can be guaranteed to be completely secure, so clients should use approved secure channels when sending sensitive financial documents rather than ordinary website forms or unsecured email.

7. Retention

We retain information only as long as reasonably necessary for the purposes described in this policy, to provide services, maintain business and tax records, resolve disputes, enforce agreements, and comply with applicable legal requirements. Information may then be securely deleted or anonymized.

8. Access and correction

You may request access to, or correction of, personal information held by Horizon, subject to applicable legal exceptions. We may need to verify your identity before completing a request.

9. Links to other websites

Our website may contain links to third-party websites. Horizon is not responsible for the privacy practices, security, or content of those sites.

10. Changes to this policy

We may update this policy from time to time. The current version will be posted on this page with its effective date.

11. Contact

Questions or privacy requests may be submitted through our contact page. Please do not include bank account numbers, passwords, government identification numbers, or other highly sensitive information in the general website contact form.