Privacy Policy
Accounting by Jay, LLC ("we," "our," "us") respects your privacy. This policy describes the information we collect, how we use it, and the choices you have.
Information We Collect
Information you provide: Name, email, phone, business name, business type, and messages submitted via contact or booking forms.
Service information: If you become a client, we collect financial records and business documents necessary to provide services. This information is treated with strict confidentiality.
How We Use Your Information
- To respond to inquiries and provide requested services
- To schedule and conduct consultations
- To prepare financial statements, tax filings, and related deliverables
- To communicate about your account and important updates
- To comply with legal and regulatory requirements
How We Share Your Information
We do not sell your personal information. We may share information with your authorization (e.g., coordinating with CPAs), our service providers (QuickBooks, Xero), as required by law, or in connection with a business transfer.
Data Security
We use industry-standard security measures including encrypted transmission, secure cloud storage, and two-factor authentication on all professional accounts. No system is 100% secure.
Your Rights
You have the right to access, correct, or delete your information, opt out of marketing communications, and request a copy of your data. Email jay@accountingjay.com to exercise these rights.
Changes to This Policy
We may update this policy from time to time. Material changes will be posted here with an updated date.
Last updated: 6/28/2026