Privacy Policy

Cofer Bookkeeping Services LLC (“Cofer Bookkeeping,” “we,” “us” or “our”) respects your privacy. This Privacy Policy explains what information we collect through coferbookkeeping.com (the “Site”) and through our communications with you, how we use it, who we share it with, and the choices you have. By using the Site or submitting your information to us, you agree to this Privacy Policy.

Information We Collect

Information you give us. When you fill out a form, book a call, complete our New Client Questionnaire, or contact us, we may collect your name, business name, email address, phone number, industry, business size, accounting software, information about the condition of your books, and anything else you choose to share.

Financial information from clients. If you become a client or request a diagnostic review, you may give us read-only or full access to your accounting software, bank and credit card statements, loan documents, payroll reports, closing statements and similar records. We use this information only to provide the services you request, and we treat it as confidential.

Information collected automatically. When you visit the Site, we and our service providers may collect your IP address, browser and device type, pages viewed, the website that referred you, and the dates and times of your visits. We collect this through cookies, pixels and similar technologies, including the Meta Pixel, Google Analytics and Google Ads conversion tracking.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and schedule your diagnostic review
  • Evaluate your books and prepare a diagnostic report, scope of work and quote
  • Provide, manage and bill for our bookkeeping and advisory services
  • Send you service updates, reports and appointment reminders
  • Follow up with you by phone, email or text message about your inquiry, where you have agreed to receive these communications
  • Measure and improve the Site and our advertising
  • Comply with legal obligations and protect our rights

Text Messages

If you check the consent box on our forms, you agree to receive calls and text messages from Cofer Bookkeeping about your inquiry and our services at the number you provide, which may be sent using automated technology. Consent is not a condition of purchasing any service. Message frequency varies. Message and data rates may apply. Reply STOP to stop receiving text messages, or HELP for help. You can also contact us at (754) 247-6690 or info@coferbookkeeping.com.

We do not sell, rent or share your mobile phone number or text messaging consent with third parties for their own marketing purposes.

How We Share Your Information

We do not sell your personal information. We share it only as described below:

  • Service providers who help us run our business, such as scheduling (Calendly), accounting software (Intuit QuickBooks), email and communication tools, customer relationship management software, website hosting, and analytics and advertising platforms (Meta and Google). They may use your information only to provide services to us.
  • Our partner CPA firm, only when you engage us for tax services or ask us to share your records with your tax preparer.
  • Your own advisors, such as your CPA, lender, surety agent or attorney, when you direct us to.
  • Legal and safety reasons, when required by law, subpoena or court order, or to protect our rights, property or safety or that of others.
  • Business transfers, if Cofer Bookkeeping is involved in a merger, acquisition or sale of assets, in which case your information may be transferred as part of that transaction.

Cookies and Advertising

We use cookies and pixels to understand how visitors use the Site and to show our ads to people who may be interested in our services, including on Facebook, Instagram and Google. You can control cookies through your browser settings. You can manage ad preferences in your Facebook and Google account settings, and you can opt out of Google Analytics using Google’s browser add-on. Blocking cookies may affect how the Site works.

Data Security

We use reasonable administrative, technical and physical safeguards to protect your information, including limiting access to client records to team members who need it to do their work. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Data Retention

We keep your information for as long as needed to provide our services, meet our legal, tax and accounting obligations, resolve disputes and enforce our agreements. When we no longer need it, we delete it or make it anonymous.

Your Choices

You may ask us to access, correct or delete the personal information we hold about you by contacting us at info@coferbookkeeping.com. You can unsubscribe from marketing emails using the link in any email, and you can stop text messages by replying STOP. We may keep certain information where the law requires it or where it is needed for an active client engagement.

Children’s Privacy

The Site is intended for business owners and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

Links to Other Websites

The Site may link to websites we do not operate, such as our scheduling page and social media profiles. Their privacy practices are governed by their own policies, not this one.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the effective date above.

Contact Us

Cofer Bookkeeping Services LLC 2312 Wilton Drive Suite 10, Wilton Manors, FL 33305 (754) 247-6690 · info@coferbookkeeping.com