PRIVACY POLICY

Last updated: July 21, 2026

Bloomwell Business Solutions, doing business as Bloomwell Bookkeeping (“Bloomwell,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit https://www.bloomwellnc.com, contact us, request information about our services, or otherwise interact with Bloomwell.

This Privacy Policy applies to information collected through our public website and related business communications. Information provided by established bookkeeping clients through accounting platforms, payroll systems, document portals, engagement forms, or other professional systems may also be governed by the applicable service agreement, engagement terms, and the privacy practices of those platforms.

1. Information We Collect

Information You Provide

We may collect information that you voluntarily provide to us, including:

  • Your name

  • Business name

  • Email address

  • Telephone or mobile number

  • Mailing address

  • Communication preferences

  • Information included in a website form, email, text message, consultation request, or other inquiry

  • Information needed to evaluate, establish, or provide bookkeeping and related business services

Please do not send confidential financial records, Social Security numbers, banking credentials, passwords, or similar sensitive information through an ordinary website contact form or unsecured email unless Bloomwell has specifically instructed you to do so.

Client Information

When you become a Bloomwell client, we may receive information necessary to perform the services you request. Depending on the engagement, this may include business contact information, accounting records, transaction information, payroll information, tax-related documents, financial statements, banking information, vendor and customer information, and other business records.

We collect and use this information only as reasonably necessary to evaluate or perform our services, meet professional and legal obligations, protect our business and clients, and administer the client relationship.

Information Collected Automatically

When you visit our website, our website host and service providers may automatically collect limited technical information, such as:

  • Internet Protocol address

  • Browser and device type

  • Operating system

  • Referring website

  • Pages viewed

  • Date and time of visits

  • General website usage and diagnostic information

This information is generally used to operate, secure, maintain, and improve the website.

Cookies and Similar Technologies

Our website and service providers may use cookies or similar technologies to support basic website functions, remember preferences, understand website traffic, and maintain security.

You can usually adjust your browser settings to reject or delete cookies. Disabling cookies may affect how some website features function.

2. How We Use Information

We may use personal information to:

  • Respond to inquiries and consultation requests

  • Provide information about Bloomwell’s services

  • Evaluate whether our services are appropriate for a prospective client

  • Establish and manage client relationships

  • Perform bookkeeping, payroll administration, reporting, advisory, and related services

  • Schedule meetings and communicate about services

  • Send administrative, service-related, or account-related communications

  • Request feedback or testimonials

  • Improve our website, services, and business operations

  • Maintain the security and integrity of our systems

  • Detect or prevent fraud, misuse, or unauthorized activity

  • Maintain business and professional records

  • Comply with legal, regulatory, tax, accounting, insurance, and professional obligations

  • Establish, exercise, or defend legal rights

We do not use personal information to build or sell consumer profiles for unrelated third-party advertising.

3. Email and Marketing Communications

We may send occasional business updates, educational information, event notices, service information, or promotional communications when permitted by law.

You may unsubscribe from marketing emails by using the unsubscribe link included in the message or by contacting us at info@bloomwellnc.com.

Even after opting out of marketing communications, you may continue to receive necessary service-related, administrative, transactional, or client communications.

4. Text Messaging and Mobile Information

If you provide your mobile number and consent to receive text messages from Bloomwell Bookkeeping, we may send messages concerning inquiries, appointments, service updates, client communications, reminders, account matters, or other communications you requested or authorized.

Message frequency varies. Message and data rates may apply.

You may reply STOP to unsubscribe from text messages. You may reply HELP for assistance or contact us at info@bloomwellnc.com.

Consent to receive text messages is not a condition of purchasing services.

We do not share, sell, rent, or otherwise provide mobile phone numbers, text-message opt-in information, or messaging consent to third parties or affiliates for their own marketing or promotional purposes.

We may provide limited information to communications providers, technology vendors, or subcontractors solely as necessary to deliver messages, provide customer support, maintain records, prevent fraud, or operate our communications systems. Text-message originator opt-in data and consent are excluded from all other data-sharing categories and will not be transferred to third parties for marketing or promotional use.

Wireless carriers are not responsible for delayed or undelivered messages.

5. How We Disclose Information

We do not sell personal information.

We may disclose personal information in the following limited circumstances:

Service Providers

We may use trusted service providers to support our website, email, telephone and text communications, appointment scheduling, bookkeeping systems, payroll administration, document storage, payment processing, cybersecurity, information technology, analytics, and other business operations.

These providers may receive only the information reasonably necessary to perform services for Bloomwell and are expected to handle that information appropriately.

Professional Advisers

We may disclose information when reasonably necessary to attorneys, accountants, tax professionals, insurance providers, financial institutions, consultants, or other professional advisers assisting Bloomwell or a client engagement.

At Your Direction

We may disclose information when you request or authorize us to do so, including when coordinating with your CPA, tax preparer, payroll provider, financial adviser, lender, attorney, insurance professional, employee, contractor, or other designated representative.

Legal and Safety Requirements

We may disclose information when we reasonably believe it is necessary to:

  • Comply with a law, regulation, subpoena, court order, or lawful government request

  • Protect the rights, safety, property, or security of Bloomwell, our clients, or others

  • Investigate suspected fraud, misuse, security incidents, or unlawful activity

  • Enforce our agreements or establish, exercise, or defend legal claims

Business Transfers

If Bloomwell is involved in a merger, reorganization, financing, sale of assets, or similar business transaction, relevant information may be disclosed as part of that transaction, subject to appropriate confidentiality and legal protections.

6. Third-Party Platforms and Links

Our website may link to third-party websites, social-media pages, accounting systems, scheduling tools, payment processors, or other services.

Bloomwell does not control the privacy, security, or content practices of independent third parties. Information you provide directly to another platform is governed by that platform’s privacy policy and terms.

7. Data Retention

We retain personal information for as long as reasonably necessary to:

  • Respond to inquiries

  • Provide and document services

  • Maintain client and business records

  • Fulfill the purposes described in this policy

  • Comply with tax, accounting, legal, insurance, contractual, and professional obligations

  • Resolve disputes

  • Enforce agreements

  • Protect against fraud or security risks

Retention periods may vary depending on the type of information and the nature of the relationship.

When information is no longer reasonably needed, we may delete, destroy, de-identify, or securely retain it in accordance with our record-retention practices and applicable requirements.

8. Information Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, use, alteration, loss, or disclosure.

However, no website, email system, electronic transmission, or storage method can be guaranteed to be completely secure. You should use care when transmitting confidential information and follow Bloomwell’s instructions regarding approved document portals, accounting systems, and secure methods of communication.

9. Your Choices and Privacy Requests

Depending on applicable law and the circumstances, you may request that we:

  • Confirm whether we hold personal information about you

  • Provide access to certain personal information

  • Correct inaccurate information

  • Delete certain information

  • Update your communication preferences

  • Withdraw consent where processing is based on consent

Some information may be exempt from a request or may need to be retained to provide services, comply with legal or professional obligations, maintain business records, prevent fraud, resolve disputes, or protect legal rights.

To submit a privacy request, email info@bloomwellnc.com. We may need to verify your identity before completing a request.

10. Children’s Privacy

Bloomwell’s website and services are intended for businesses and adults. We do not knowingly collect personal information through the website from children under 13.

If you believe a child has provided personal information to us through the website, contact info@bloomwellnc.com so we can review and address the situation.

11. Visitors From Outside the United States

Bloomwell is based in North Carolina, United States. If you access our website from another country, your information may be processed and stored in the United States, where privacy laws may differ from those in your location.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal obligations, or business practices.

The date at the top of the policy indicates when it was last updated. Material changes may also be communicated through the website or other appropriate means.

13. Contact Us

Questions, concerns, or privacy requests may be directed to:

Bloomwell Business Solutions
Doing business as Bloomwell Bookkeeping
Fuquay-Varina, North Carolina 27526
United States
Email: info@bloomwellnc.com
Website: https://www.bloomwellnc.com