Plain English, because you should not need a lawyer to read a privacy policy.
If you fill in the form on this site, I collect your name, email address, business name, the type of business you run, your phone number if you choose to give it, and whatever you write in the message box. That is all. There is no account to create and no tracking or analytics running on this site.
A few services handle information on my behalf:
FormSubmit receives what you type into the contact form and forwards it to my email. They are the delivery mechanism, nothing more.
Calendly handles scheduling if you book a call, and collects the name and email you give it.
Intuit runs QuickBooks Online, which is where client bookkeeping is performed and where client financial records are held. Vercel hosts this site and generates standard server logs, including IP addresses. This site also loads its fonts from Google Fonts, which means your browser makes a request to Google when the page loads. That is standard for most of the web, and I mention it because it is true.
To reply to you, and to do the work if you become a client. Nothing else. BooksSteady has one employee besides me, who works on client bookkeeping under the same confidentiality obligations I hold myself to. I do not sell your information, I do not rent it, I do not share it with anyone for marketing, and I do not add you to a mailing list you did not ask for.
If you send me statements or connect an account for a Business Health Review or for ongoing bookkeeping, that information is confidential and is used only to do your work. Bank connections are read-only: I can see transactions and I can never move money. You can disconnect at any time.
Enquiries that do not become clients: I delete them from my systems within 30 days of the conversation ending. If you send statements for a free review and do not become a client, I delete those within 30 days of the review. FormSubmit and Calendly keep their own copies under their own policies, which I do not control. Client records: I keep them for as long as you are a client and for seven years after, as a matter of policy, to cover the periods during which tax authorities may examine them.
Email me at doug@bookssteady.com and ask. I will tell you what I have, and delete whatever I am not required to retain. No forms, no process.
If this policy changes, the date below changes with it.
Last updated July 27, 2026. Questions: doug@bookssteady.com or (901) 350-4009.