Privacy Policy

Effective from 17th, September, 2025.

Kelly A. Richard Bookkeeping Services Ltd. (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website (https://contact.kellyarichard.com/contact-us-page) or use our services, including when you interact with our marketing campaigns (e.g., through form submissions, consultations, or newsletter sign-ups).

We want to be clear: we do not sell or share your personal information for marketing or promotional purposes.

1. Information We Collect

We may collect the following types of information:

Personal Information:
Name, email address, phone number, and any details you provide when requesting a consultation, signing up for our newsletter, subscribing to updates, or using our services.

Financial Information:
Limited financial details required to provide bookkeeping, accounting, tax preparation, and consulting services, including documents or data you share with us voluntarily.

Automatically Collected Information:
IP address, browser type, device information, and website activity collected through cookies and analytics tools.

Campaign Interaction Data:
Information you provide when participating in marketing campaigns, surveys, or contests.

2. How We Use Your Information

We use collected information to:

Deliver, manage, and improve our accounting, bookkeeping, payroll, tax preparation, and consulting services.

Respond to inquiries and provide customer support.

Send service-related notifications, updates, and appointment reminders. (You may opt out of marketing communications as described below.)

Administer contests, surveys, or promotional activities you choose to participate in.

Personalize your experience and tailor our services to your business needs.

Analyze website usage and marketing campaign performance.

Comply with legal and regulatory obligations.

3. How We Share Your Information

We do not sell or rent your personal information.
We only share information in these limited cases:

With Service Providers:
We may share data with subcontractors or service providers who help us deliver our services, such as website hosting, CRM platforms, or payment processing. These providers are required to maintain confidentiality and data protection.

Legal Compliance:
We may disclose information to meet legal obligations or respond to lawful requests.

Business Transfers:
If we undergo a merger, acquisition, or asset transfer, your information may be transferred as permitted by law.

Important: No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Sharing to subcontractors for essential services is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

4. SMS Program & Messaging Policy

Program Name: Kelly Richard Accounting & Consulting Notifications
Program Description: Users who opt in will receive appointment reminders, important service updates, and occasional educational content or promotional messages.

You can cancel the SMS service at any time by texting “STOP” to the shortcode.

After sending “STOP,” you will receive a confirmation message that you have been unsubscribed.

To rejoin, simply sign up again, and we will resume sending SMS messages.

For assistance, reply with “HELP” or contact us at [email protected].

Carriers are not liable for delayed or undelivered messages.
Message and data rates may apply. Message frequency may vary.

For privacy-related inquiries, please refer to this Privacy Policy at: www.kellyarichard.com/privacy-policy

5. Cookies & Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience, measure website performance, and understand engagement with our content. You may adjust your browser settings to decline cookies, but some features of the site may not function properly.

6. Data Security

We use industry-standard security measures to protect your personal information, including encrypted storage and secure access controls. However, no system is completely secure, so we encourage you to exercise caution when sharing information online.

7. Your Rights & Choices

You may have the right to:

Access, update, or request deletion of your personal information.

Opt out of marketing communications (unsubscribe instructions are included in messages).

Restrict or object to certain data processing activities.

Withdraw consent where applicable.

File a complaint with a supervisory authority if you believe your privacy rights are being violated.

To exercise any of these rights, please contact us at [email protected].

8. Third-Party Links

Our website may contain links to external websites. We are not responsible for their privacy practices and encourage you to review their policies before sharing personal information.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised Effective Date. Continued use of our services after updates constitutes acceptance of the revised policy.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

📍 Kelly A. Richard Bookkeeping Services Ltd.
880 Hanwell Road, Suite 105
Fredericton, E3B 6A2, New Brunswick, Canada

📞 Phone: (506) 206-8880
📧 Email: [email protected]