QuickBooks Business Bookkeeping CleanupWhat we hold, and why

Who this note is from.

Services on this site are provided by Steven Palmieri, Dallas, Texas. Questions about anything on this page go to +1 844-324-7273.

When you fill in a form on this site we receive what you put in it. Your name, your email address, your phone number if you give one, and whatever you wrote about the legal names. Nothing else on the form is hidden and there is no field you cannot see.

If you pick a time on the booking page, Microsoft Bookings takes the booking details on our behalf and they reach the same practice.

What is collected on its own.

This site records a page view with two random identifiers that your own browser stores, one that lasts and one that ends when you close the tab, together with the page that referred you and any campaign tags in the link you followed. It is first party, it goes nowhere but our own server, and it exists so we can tell which pages are worth keeping.

If your browser is set to Do Not Track, none of that is recorded at all.

There is no advertising pixel on this site, no visitor identification service and no third party analytics. The only other company involved in serving these pages is the network that delivers them, which logs the usual request information for security and rate limiting.

Why we hold it.

To reply to you, to prepare for the call you asked for, to do the work if you engage us, to see which pages are useful, to keep automated submissions out of the form, and to meet ordinary record keeping duties.

We do not sell personal information, we do not share it for anyone else's advertising, and no decision about you is made automatically.

An enquiry is kept for as long as it takes to answer it, and for as long as an engagement and the records behind it require. If you would rather we did not keep it, say so on the phone and it goes.

You can also ask what we hold and ask for it to be corrected. The same phone number reaches the person who can do it.

If this page changes, the change is made on the page rather than announced somewhere else.

The booking page loads a calendar only after you press the button. Until that press, the frame is empty and no booking detail has been sent. After the press, the calendar provider receives the time you choose and the name you give it, and those details reach this practice. You can abandon the frame without choosing a time.

Messages you send through the form are read by the people who do the work. They are not dropped into a marketing list, and they are not sold. If you send class names or a description of a filed year, that text is kept with the enquiry so the reply can use it. It is not published on this site.

We do not ask for a password to the login, a full bank feed, or a scan of an identity document. If a note arrives with more than we need, we will say so and we will not build a file from the extra. The street, if one is in a photo of formation papers, should be covered before you send it. We do not want a house number.

The two browser identifiers are random. They are not your name. They let us see which pages are kept and which are ignored. Clearing the site data in your browser removes the one that lasts. Closing the tab removes the one that does not. Do Not Track skips both.

A phone call is a different record. If you call the number on this page, the notes of that call are kept with the enquiry for as long as it takes to answer, and for as long as an engagement requires. Ask and the enquiry goes. An engagement letter, once signed, is kept for the records the work itself requires.

Children are not the audience of these pages. The forms are for owners of companies. If a note is clearly from a minor, we delete it and we do not reply into that conversation.

We keep the enquiry long enough to answer it and long enough for the records an engagement requires. When you ask us to delete an enquiry that never became an engagement, we delete the note, the class names you pasted, and the booking detail if one was saved. A signed letter is a different record, and it stays for the period the work itself requires.