Information Collected

Information may be collected when you:

• submit a quote-request or inquiry form;

• schedule a consultation;

• send an email;

• communicate with Lund Ledger & Bookkeeping Services; or

• use or browse this website.

The information you provide may include:

• your name;

• business name;

• email address;

• telephone number;

• business location;

• industry or type of business;

• accounting software used;

• approximate transaction volume;

• services requested;

• information about your current bookkeeping needs; and

• other details you choose to provide.

Please do not submit bank account numbers, Social Security numbers, tax returns, payroll records, passwords, financial statements, or other sensitive financial information through the public website forms.

 

Information Collected Automatically

This website is hosted through Wix. Wix and its service providers may automatically collect limited technical information when you visit the site, such as:

• internet protocol address;

• browser and device type;

• general geographic location;

• pages visited;

• date and time of access;

• referring website; and

• website activity and performance information.

This information may be collected through cookies and similar technologies used for website operation, security, performance, and analytics.

 

How Information Is Used

Information collected through this website may be used to:

• respond to inquiries;

• evaluate whether services may be a suitable fit;

• prepare or discuss a service quote;

• schedule and conduct consultations;

• communicate about requested services;

• maintain business records;

• improve website content and functionality;

• protect the website and business from misuse, fraud, or security threats;

• comply with legal or regulatory obligations; and

• establish or manage a client relationship when services are retained.

Submitting an inquiry does not create a client relationship. A client relationship begins only after the scope of services has been agreed upon and an engagement agreement has been signed.

 

How Information May Be Shared

Lund Ledger & Bookkeeping Services does not sell or rent personal information.

Information may be shared with service providers used to operate the website and business, including providers for:

• website hosting;

• form processing;

• email;

• appointment scheduling;

• secure document management;

• customer relationship management;

• electronic signatures;

• payment processing; and

• information technology or security support.

These providers may access information only as needed to perform services on behalf of the business and are subject to their own privacy and security practices.

Information may also be disclosed when reasonably necessary to:

• comply with a law, court order, subpoena, or legal process;

• protect the rights, safety, or property of the business or others;

• investigate suspected fraud, misuse, or security concerns; or

• complete a business transfer, merger, restructuring, or sale, subject to applicable law.

 

Cookies and Website Analytics

This website may use cookies and similar technologies to operate properly, remember visitor preferences, measure website use, and improve performance.

Some cookies are necessary for the website to function. Other cookies, including certain analytics or marketing cookies, may be optional.

Where available, you may use the website’s cookie settings or banner to accept, reject, or change your preferences for nonessential cookies. You may also adjust your browser settings to limit or block cookies, although some website features may not function properly as a result.

 

Email Communications

When you submit an inquiry or request a consultation, Lund Ledger & Bookkeeping Services may use the information provided to respond to you and communicate about the services you requested.

Your contact information will not be added to a promotional mailing list unless you separately choose to receive those communications. You may ask to stop receiving nonessential emails at any time.

Messages necessary to respond to an inquiry or manage an existing client relationship may still be sent.

 

Data Security

Reasonable administrative, technical, and physical safeguards are used to protect personal information from unauthorized access, loss, misuse, or disclosure.

No website, email system, or method of electronic transmission can be guaranteed to be completely secure. Sensitive financial records and account credentials should be exchanged only through an approved secure system after a client relationship has been established.

The Federal Trade Commission recommends that businesses collect only the information they need, protect what they retain, dispose of information securely, and maintain a plan for security incidents.

 

Data Retention

Information is retained only as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining business records, meeting legal obligations, resolving disputes, and enforcing agreements.

Information that is no longer needed may be deleted, securely destroyed, or anonymized.

Your Choices and Requests

You may contact Lund Ledger & Bookkeeping Services to request that personal information you submitted through the website be:

• reviewed;

• corrected;

• updated; or

• deleted.

Some information may need to be retained for legal, contractual, security, or legitimate business-record purposes.

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To make a request, email:

sdlund@lundledger.com

Additional information may be requested to confirm your identity before completing a privacy-related request.

 

Third-Party Links and Services

This website may contain links to third-party websites or services. Lund Ledger & Bookkeeping Services is not responsible for the privacy, security, or content practices of third parties.

You should review the privacy policies of any outside service you choose to use.

 

Children’s Privacy

This website and its services are intended for business owners and adult professionals. The website is not directed to children under 13, and Lund Ledger & Bookkeeping Services does not knowingly collect personal information from children under 13.

If information from a child under 13 is discovered, reasonable steps will be taken to delete it.

 

Changes to This Policy

This Privacy Policy may be updated periodically to reflect changes in website features, business practices, service providers, or legal requirements.

The current version will be posted on this page with the revised effective date.

 

Contact

Questions or requests regarding this Privacy Policy may be directed to:

Lund Ledger & Bookkeeping Services LLC
Eugene, Oregon
Email: sdlund@lundledger.com