Privacy Policy

Privacy Policy — Crown Accounting Solutions
Last updated: 09/25/2025

At Crown Accounting Solutions in Fayetteville, NC, we respect your privacy and protect your information. We’re a virtual, by-appointment firm providing bookkeeping, payroll, and tax planning for small businesses and entrepreneurs. This policy explains, in plain language, what we collect (e.g., contact details, booking info from Calendly, and anonymous website analytics via Google Analytics 4), how we use it (to schedule consultations, deliver services, process billing, improve the site), who we share it with (trusted service providers only—no data sales), how long we keep it, and your choices (access, correction, deletion, opt-out). If you have questions about this policy or how we handle your data, please contact us through our Contact page.

Information we collect

What we collect (short version)
Crown Accounting Solutions (Fayetteville, NC) collects limited information to deliver bookkeeping, payroll, and tax-planning services and improve the website:

  • Contact & identifiers: name, email, phone, business name, role/title, mailing address (if provided).

  • Booking details (Calendly): appointment type (free consult, onboarding, monthly review, quarterly tax planning, year-end review), preferred date/time, notes, and contact info for confirmations.

  • Website analytics (GA4): approximate location (via IP), device/browser, pages viewed, time on page, outbound link clicks (e.g., Calendly), referrer, and campaign data (UTM source/medium/content).

  • Communications: messages sent via our contact form, email, or Google Business Profile, plus any files you upload.

  • Business context (if shared): industry, accounting platform (e.g., QuickBooks), transaction volume, service preferences.

  • Billing/transactions: invoice and payment details handled by our processor (we don’t store full card numbers).

We don’t intentionally collect sensitive data (e.g., SSNs, full tax returns) through the public site. If needed for services, we’ll request documents through a secure portal.

Strict category list (concise)

  • Identifiers: name, email, phone, IP.

  • Professional/Business info: business name, role, industry.

  • Internet activity: pages viewed, clicks (incl. Calendly), referrers, device/browser, UTM/campaign data.

  • Appointment data: service type, date/time, notes.

  • Communications & attachments.

  • Commercial/Billing info: invoices, payment confirmations (via processor).

How we use your information

We use data to run Crown Accounting Solutions (Fayetteville, NC) and serve small businesses needing bookkeeping, payroll, and tax planning:

  • Provide services: schedule via Calendly, onboard, deliver bookkeeping/payroll, quarterly tax planning, year-end reviews; send confirmations/reminders.

  • Communicate: respond to inquiries, send proposals/engagement letters, service updates, and support.

  • Billing: issue invoices/receipts and process payments through our processor (we don’t store full card numbers).

  • Improve site & services: use Google Analytics 4 to see which pages work and measure conversions (e.g., calendly_click)—analyzed in aggregate.

  • Personalize: recommend relevant services based on pages viewed or requests.

  • Marketing (optional): send helpful emails/tips and offers; you can unsubscribe anytime. We do not sell personal information.

  • Security & compliance: protect accounts, prevent abuse, and meet legal/tax obligations.

If we use information for a new purpose, we’ll update this policy and, when required, request your consent.

How we protect your information

How we protect your information (short version)
We use administrative, technical, and physical safeguards to protect personal data at Crown Accounting Solutions (Fayetteville, NC):

  • Encryption (HTTPS/TLS): Data in transit between your browser and our site/forms is encrypted.

  • Trusted providers: Scheduling (Calendly), analytics (Google Analytics 4), and payments use reputable platforms with their own security; we share only the minimum needed.

  • Access control: Least-privilege access, strong passwords, device locks, and MFA where available.

  • Data minimization: We collect only what’s needed for bookkeeping, payroll, and tax planning; sensitive docs are sent via secure channels (not public email whenever possible).

  • Retention & deletion: Kept only as long as required for services/legal duties, then deleted or de-identified.

  • Updates & patching: Site, integrations, and devices are kept reasonably up to date.

  • Backups: Regular backups of critical business records for continuity.

  • Monitoring & training: We review account activity and train staff who handle client data.

  • Incident response: If a breach is suspected, we investigate, mitigate, and notify affected individuals/authorities as required.

No method of transmission or storage is 100% secure, but we regularly review our practices and vendors to help keep your information safe.

Third-party data sharing

Third-Party Sharing (short version)
We do not sell personal information. We share limited data with trusted service providers only to run Crown Accounting Solutions and deliver bookkeeping, payroll, and tax-planning services in Fayetteville, NC.

  • Scheduling (Calendly): appointments & reminders (name, email, phone, selected service, notes).

  • Analytics (Google Analytics 4): site usage + performance (pseudonymous device/usage data, referrer, UTM tags).

  • Payments & invoicing (processor/accounting software): issue invoices, process payments (we don’t store full card numbers).

  • Email & communications (email service, contact forms, GBP): proposals, service updates, support.

  • Hosting & security (Webador/security tools): host the site, prevent abuse (IP address, logs).

  • Document exchange (secure portal, if used): engagement letters & financial docs (minimum necessary).

  • Accounting platforms (e.g., QuickBooks, Gusto—if engaged): bookkeeping/payroll setup and service.

  • Professional advisors & legal: attorneys, insurers, auditors, or required disclosures to comply with law.

  • Business transfers (rare): if we merge/sell, data may transfer under the same privacy commitments.

Providers must use data only per our instructions, apply appropriate security, and follow applicable laws. Some may process data outside your state/country; we use contractual safeguards.
You can unsubscribe from marketing emails anytime; to limit analytics, adjust your browser settings or use Google’s opt-out tools.

Contact us

If you have any questions about this privacy policy, please contact us. We are committed to protecting your personal information and ensuring transparency in our practices.