Privacy Policy & Terms of Service

Effective Date: 4/30/2026
Business Name: Weinstein Bookkeeping Services LLC
Website: www.weinsteinbookkeeping.com

Information We Collect

We collect personal and business information necessary to provide bookkeeping services, including name, contact details, financial records, billing information, and website usage data such as cookies and analytics.

How We Use Information

We use your information to provide bookkeeping services, communicate with clients, process payments, maintain records, improve our website, and comply with legal obligations.

Data Sharing and Storage

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

We may share information only with trusted third-party service providers that assist in operating our business, such as accounting software platforms, payment processors, and secure cloud storage systems. Client data may be stored securely using third-party financial software.

All third-party providers are required to maintain appropriate confidentiality and data security standards. We may also disclose information if required by law or legal process.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of electronic storage or transmission is completely secure.

Our website may use cookies to improve user experience and analyze website performance. You may disable cookies in your browser settings.

Your Privacy Rights

In accordance with applicable laws, including the Oregon Consumer Privacy Act, you may request access to, correction of, or deletion of your personal data where legally permitted.

Data Retention

We retain personal and financial information only as long as necessary to provide services and meet legal, tax, and accounting obligations.

Contact Information

Weinstein Bookkeeping Services LLC
Email: weinsteinbookkeeping@gmail.com
Phone: 503-807-8577

Effective Date: 4/30/2026
Business Name: Weinstein Bookkeeping Services LLC

Acceptance of Terms

By using this website or engaging our services, you agree to these Terms of Service.

Services Provided

We provide bookkeeping and financial recordkeeping services only.

We are not a CPA firm and do not provide legal, tax, or investment advice unless explicitly stated in writing.

Client Responsibilities

Clients agree to provide accurate and complete financial information and to maintain their own records as needed.

Payment Terms

Fees, billing schedules, and payment terms are outlined in separate agreements or invoices. Late or missed payments may result in suspension of services.

Data Storage and Third Parties

We may store and process client data using secure third-party systems such as accounting software, payment processors, and cloud storage providers. Client data may be stored securely using third-party financial software. All third-party providers are required to maintain appropriate confidentiality and security standards.

Confidentiality

We maintain strict confidentiality of all client information in accordance with our Privacy Policy and applicable laws, including the Oregon Consumer Privacy Act.

Limitation of Liability

We are not liable for indirect, incidental, or consequential damages, or for financial decisions made based on bookkeeping data provided.

Governing Law

These Terms are governed by the laws of the State of Oregon.

Changes to Terms

We may update these Terms from time to time. Updates will be posted on this page with a revised effective date.

Contact Information:

Weinstein Bookkeeping Services LLC
Email: weinsteinbookkeeping@gmail.com
Phone: 503-807-8577