Effective date: November 3, 2026

This Privacy Policy explains how Lady Heron Bookkeeping, LLC ("Lady Heron," "we," or "us") collects, uses, and protects your information. It applies when you visit ladyheronbookkeeping.com, contact us, respond to our ads, schedule a call, or become a client.

Lady Heron is a virtual bookkeeping firm based in Nashville, Tennessee. We take the privacy of your personal and financial information seriously.

Information we collect

Information you give us. When you contact us or request information, we may collect your name, email address, phone number, business name and type, and your answers to questions about your business. These questions may cover how current your books are, the accounting software you use, and your approximate annual revenue. We collect this through:

  • The contact form on our website

  • Lead forms in our Facebook and Instagram ads

  • Our online scheduling page

  • Our intake form

  • Emails and messages you send us

Client information. If you become a client, we collect the financial information needed to provide our services. This may include bank and credit card transactions, statements, receipts, invoices, contractor and payroll details, and access to your QuickBooks Online account. You may share documents through our secure client portal or a secure shared folder.

Information collected automatically. Our website host and advertising platforms may automatically collect basic technical information when you visit our site or interact with our ads. This can include your browser type, device, IP address, and pages viewed, usually through cookies.

How we use your information

We use your information to:

  • Respond to your inquiries and follow up with you

  • Schedule discovery calls and meetings

  • Prepare quotes and proposals

  • Provide bookkeeping services and deliver reports

  • Communicate with you about your account, invoices, and payments

  • Improve our website, services, and advertising

  • Meet legal and professional record-keeping requirements

We never use your financial records for marketing.

How we share your information

We do not sell or rent your personal or financial information.

We share information only with trusted service providers that help us run our business, and only as needed for them to do so. These include:

  • Squarespace: our website and contact form

  • Meta: lead forms in our Facebook and Instagram ads

  • Calendly: scheduling discovery calls

  • Google: email, forms, and secure document storage

  • Intuit QuickBooks: accounting software and payment processing

  • Double HQ and Zoho Sign: managing client work, delivering reports, and signing engagement agreements

We share your information with your CPA, tax preparer, or other advisors only with your permission. We may also disclose information if required by law, such as in response to a valid legal request.

Security and retention

Security. We protect your information with secure, access-controlled tools, multi-factor authentication where available, and limited access to client records. No method of storing or sending information online is completely secure, but we take reasonable steps to keep your information safe.

Retention. We keep inquiry information as long as needed to respond and follow up. We keep client records for the length of our engagement and as long as required for legal and professional record-keeping, then delete them securely.

Cookies. Our website and advertising partners use cookies to keep the site working, understand how visitors use it, and measure ad performance. You can block or delete cookies in your browser settings.

Your choices

You can ask us to access, correct, or delete the personal information we hold about you. You can also unsubscribe from marketing emails at any time. To make a request, email us at the address below. We may keep some client records where the law requires it.

Children's privacy

Our services are for businesses and adults. We do not knowingly collect information from children under 13.

Changes to this policy

We may update this policy from time to time. When we do, we will post the new version on this page with an updated effective date.

Contact us

Questions about this policy or your information? Contact:

Lady Heron Bookkeeping, LLC Nashville, Tennessee natalie@ladyheronbookkeeping.com