Privacy Policy

Effective Date: January 1, 2026

Last Updated: September 8, 2026

Pena Bookkeeping, LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard personal information obtained through our website.

1. Information We Collect

We only collect personal information that you voluntarily provide to us when you fill out our contact form or inquire about our services. This may include:

• Full name

• Business name

• Email address

• Phone number

• Any information you choose to provide in the message field regarding your bookkeeping needs.

2. How We Use Your Information

We use the information we collect strictly to:

• Respond to your inquiries, schedule consultations, and provide bookkeeping quotes.

• Provide professional bookkeeping and consulting services if you become a client.

• Comply with legal, financial, and tax obligations.

3. Data Confidentiality & Security

We treat all client financial records and inquiries with the highest security standards. We implement industry-standard electronic safeguards to protect the data you send us.

Healthcare/HIPAA Note: We recognize the sensitive nature of healthcare financial workflows. We do not solicit, accept, or process Protected Health Information (PHI) through this website. All official client workflows involving sensitive medical practice data are conducted through secure, compliant channels established post-consultation.

4. Data Sharing

We do not sell, rent, or trade your personal or financial information to third parties. We only share information if required by law, such as complying with a subpoena or official tax audit.

5. Third-Party Links

Our website may contain links to third-party software tools (such as accounting or scheduling platforms). We are not responsible for the privacy practices of those external sites.

6. Your Rights

Depending on your location, you may have the right to request access to the personal data we hold about you or request that we delete your contact information from our internal records.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

• Pena Bookkeeping, LLC

• Phone: 929-607-0752

• Email: jalitza@penabookkeeping.net