PRIVACY POLICY

Last updated: August 5, 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 BloomwellNC.com, submit a form through our website, inquire about our services, become a client, or otherwise communicate with us.

1. Information We Collect

Information You Provide to Us

We may collect information you voluntarily provide, 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 Social Security numbers, banking passwords, account credentials, full payment-card information, or other highly sensitive information through an ordinary website form, unsecured email, or text message.

Client Information

When you become a Bloomwell client, we may receive information necessary to perform the services you request.

Depending on the engagement, this information may include:

  • Business and personal contact information

  • Accounting and bookkeeping records

  • Banking and transaction information

  • Payroll information

  • Tax-related documents

  • Financial statements

  • Vendor and customer information

  • Information contained in accounting, payroll, payment, or document-management systems

  • Other records reasonably necessary to provide our services

We use client information only as reasonably necessary to provide services, manage the client relationship, maintain records, protect our business and clients, and meet legal and professional obligations.

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

  • Dates and times of visits

  • General website usage and diagnostic information

We generally use this information to operate, secure, maintain, understand, and improve our website.

Cookies and Similar Technologies

Our website and service providers may use cookies and 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 certain website features function.

2. How We Use Information

We may use personal information to:

  • Respond to inquiries

  • Schedule consultations and appointments

  • Provide information about our services

  • Determine whether our services are appropriate for a prospective client

  • Establish and manage client relationships

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

  • Request information or documents needed to provide services

  • Send appointment, document, deadline, and service reminders

  • Communicate about client accounts and services

  • Send administrative or service-related information

  • Process payments and maintain business records

  • Request feedback or testimonials

  • Improve our website, services, and business operations

  • Maintain the security of our website and systems

  • Detect or prevent fraud, misuse, and unauthorized activity

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

  • Establish, exercise, or defend legal rights

We do not use mobile numbers or text-message consent to send marketing or promotional text messages.

3. Email Communications

We may use email to respond to inquiries, communicate with clients, provide service information, send educational content, announce events, or share information about Bloomwell’s services.

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 unsubscribing from marketing emails, you may continue to receive administrative, transactional, service-related, or client communications when necessary.

Email preferences are separate from text-message consent. Agreeing to receive emails does not automatically enroll you in text messages.

4. Text Messaging and Mobile Information

How You Consent to Text Messages

Bloomwell collects consent for text messaging only through the contact form on our website.

You will receive text messages from Bloomwell only if you:

  1. Enter your mobile telephone number on our website form; and

  2. Affirmatively select the optional text-message consent checkbox.

The text-message checkbox is optional. Consent to receive text messages is not a condition of purchasing services.

Do not provide a mobile number that you do not own or have permission to use.

Types of Text Messages We Send

Bloomwell uses text messaging only for customer-service and service-related communications.

Messages may include:

  • Responses to inquiries

  • Consultation and appointment scheduling

  • Appointment reminders

  • Requests for information or documents

  • Bookkeeping and payroll-related reminders

  • Service updates

  • Account or client-service communications

  • Follow-up messages related to an inquiry, appointment, or client relationship

Bloomwell does not use this text-messaging program to send marketing, advertising, promotional offers, sales announcements, or event promotions.

Message Frequency and Charges

Message frequency varies depending on your inquiry, appointments, services, and communications with Bloomwell.

Message and data rates may apply according to your wireless carrier and mobile plan.

Opting Out and Getting Help

Reply STOP to any Bloomwell text message to unsubscribe.

After you opt out, you may receive one final message confirming your request. You will not receive additional text messages unless you later submit the website form and provide new consent.

Reply HELP for assistance or email info@bloomwellnc.com.

Opting out of text messages does not necessarily stop communications through email, telephone calls, client portals, postal mail, or other methods needed to respond to your inquiry or provide services.

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Bloomwell does not sell, rent, trade, or provide mobile telephone 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 consent and opt-out records, prevent fraud, or operate our communication systems.

All categories of information sharing described in this Privacy Policy exclude text-message originator opt-in data and consent. Text-message opt-in data and consent will not be shared with third parties for marketing or promotional purposes.

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 limited circumstances described below.

Service Providers

We may use service providers to support:

  • Website hosting

  • Email services

  • Telephone and text communications

  • Appointment scheduling

  • Accounting and bookkeeping systems

  • Payroll administration

  • Document storage

  • Payment processing

  • Cybersecurity

  • Information technology

  • Website analytics

  • Other business operations

These providers may receive only the information reasonably necessary to perform services for Bloomwell.

This service-provider disclosure does not permit mobile numbers, text-message opt-in information, or messaging consent to be used for third-party marketing or promotional purposes.

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.

This may include coordinating with your:

  • CPA or tax preparer

  • Payroll provider

  • Financial adviser

  • Lender

  • Attorney

  • Insurance professional

  • Employee

  • Contractor

  • Other designated representative

Your authorization to share client or business information does not authorize the recipient to use your mobile number or text-message consent for marketing or promotional purposes.

Legal and Safety Requirements

We may disclose information when we reasonably believe disclosure 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

  • 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.

Text-message opt-in data and consent will not be transferred for marketing or promotional use.

6. Third-Party Platforms and Links

Our website may link to third-party websites, social-media pages, accounting systems, scheduling tools, payment processors, document portals, 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

  • Maintain records of text-message consent and opt-out requests

  • Fulfill the purposes described in this Privacy Policy

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

  • Resolve disputes

  • Enforce agreements

  • Protect against fraud and security risks

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

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, text-message service, 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 client portals, accounting systems, document-sharing platforms, and other secure communication methods.

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 when processing is based on consent

Some information may be exempt from a request or may need to be retained to provide services, maintain consent or opt-out records, comply with legal or professional obligations, 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 our website from children under 13.

If you believe a child has provided personal information to us, 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 “Last updated” date at the top of the policy indicates when it was most recently revised.

Material changes may also be communicated through our 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: BloomwellNC.com