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Privacy Policy

Effective Date: August 24, 2026

Zia Bookkeepers Group LLC (“Zia Bookkeepers,” “we,” “us,” or “our”) operates the website https://ziabookkeepers.com (the “Site”) and provides bookkeeping services to our clients. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have. By using our Site or our services, you agree to the practices described in this policy.

Table of Contents

Who We Are

Zia Bookkeepers Group LLC is a bookkeeping services provider based in Albuquerque, New Mexico. We primarily serve business owners located in New Mexico and elsewhere in the United States.

Information We Collect

We collect information in the following ways:

  • Contact information you provide to us: name, company name, mailing address, phone number, and email address, whether submitted through our website contact form, by phone, by email, or when setting up a client account.
  • Client portal account information: when you create an account to access our client portal, we collect the login and account details you provide, along with information related to scheduling appointments through the portal.
  • Documents you upload: we are adding a document upload feature to the client portal. Once available, any files or documents you choose to upload (such as bookkeeping-related records) will be collected and stored so we can provide our services to you. We will update this policy with more detail once that feature is live.
  • Automatically collected information: like most websites, we use cookies (small data files stored on your device) to support basic site functionality and to remember preferences. We also use Google Analytics, a web analytics service, to understand how visitors use our Site, such as which pages are viewed and how long visitors stay. Google Analytics may use cookies or similar technology to collect this information.

We do not knowingly collect sensitive personal information (such as health information, government identification numbers, or precise geolocation) through our Site, and we do not process payment card information ourselves.

Cookies

Cookies help us remember your preferences and understand Site usage through tools like Google Analytics. Most web browsers let you control or disable cookies through their settings. Please note that disabling cookies may affect how parts of our Site function.

We do not currently display a cookie consent banner on our Site. We are developing one and will update this policy, and add the appropriate consent tools, once it is in place.

How We Use Your Information

We use the information we collect to:

  • Provide customer support and respond to inquiries
  • Communicate with clients about our services, appointments, and account matters
  • Operate and maintain the client portal, including scheduling and, in the future, document uploads
  • Understand and improve how visitors use our Site, using tools like Google Analytics
  • Meet our legal, accounting, and recordkeeping obligations as a bookkeeping services provider

How We Share Your Information

We do not sell your personal information to third parties. We may share information with:

  • Email/communication service providers we use to send messages to clients (for example, mailing list or email marketing platforms)
  • Google Analytics, to help us understand website usage (Google’s use of information is governed by Google’s own privacy policy)
  • Service providers who help us operate our business (for example, IT or software providers), where necessary to perform their services to us
  • Government authorities or other parties when required by law, legal process, or to protect our rights or the safety of others

We do not share client financial or bookkeeping information with third parties except as needed to provide our services, as directed by the client, or as required by law.

Data Retention

We retain personal information for as long as needed to provide our services, maintain client accounts, and meet any legal, tax, or accounting recordkeeping requirements. Retention periods may vary depending on the type of information and the nature of our relationship with you. If you would like your information deleted, contact us and we will address your request consistent with any legal obligations we have to retain certain records.

Data Security

We limit access to personal information to staff who need it to perform their job duties. While no method of storage or transmission over the internet is completely secure, we take reasonable steps to protect the information we hold from unauthorized access, use, or disclosure.

Your Rights and Choices

Depending on where you live, you may have rights regarding your personal information, which may include the right to:

  • Request access to the personal information we hold about you
  • Request that we correct inaccurate information
  • Request that we delete your personal information, subject to legal or recordkeeping exceptions
  • Opt out of marketing communications at any time
  • Ask us questions about how your information is used or shared

To exercise any of these rights, contact us using the information in Section 11 below. We will respond within a reasonable timeframe.

You can also opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on, available from Google, or by adjusting your browser’s cookie settings.

Children's Privacy

Our Site and services are intended for adult business owners and are not directed to children. We do not knowingly collect personal information from anyone under the age of 18. If you believe a child has provided us with personal information, please contact us and we will take steps to delete it.

Changes to This Policy

We may update this Privacy Policy from time to time, including as we add features such as document uploads or a cookie consent banner. When we make changes, we will update the effective date at the top of this page. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us:

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Work Hours

Monday - Friday 9:00 AM - 6:00 PM
Saturday 10:00 AM - 3:00 PM
Sunday Closed

Contact Info

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