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Privacy Policy
Effective Date: June 9, 2026

At Pretty Penny PLLC ("Pretty Penny," "we," "our," or "us"), we respect your privacy and are committed to protecting the personal information you share with us through our website, services, and communications.

This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices available to you regarding your information.

Information We Collect

We may collect the following types of information:

Information You Provide to Us

When you interact with our website, schedule a consultation, complete a form, purchase a service, subscribe to our emails, or communicate with us, we may collect:

  • Name

  • Email address

  • Phone number

  • Business name

  • Billing information

  • Information related to your bookkeeping, accounting, tax, payroll, or consulting needs

  • Any documents, financial records, or information you provide in connection with our services

  • Any other information you voluntarily provide

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Time spent on our website

  • Referral source

  • Website usage data through cookies and analytics tools

How We Use Your Information

We may use your information to:

  • Provide bookkeeping, accounting, tax, payroll, consulting, and advisory services

  • Respond to inquiries and customer support requests

  • Schedule appointments and consultations

  • Process payments

  • Deliver educational content, resources, newsletters, and marketing communications

  • Improve our website and services

  • Comply with legal, regulatory, and professional obligations

  • Communicate important updates regarding our services

Email Communications

If you subscribe to our email list, download a resource, register for an event, or otherwise opt into communications, we may send educational content, updates, promotions, and company news.

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in our emails. Please note that we may still send service-related communications regarding active engagements or transactions.

Cookies and Tracking Technologies

We may use cookies and similar technologies to improve website functionality, analyze website traffic, personalize user experiences, and understand how visitors interact with our website.

You can modify your browser settings to decline cookies, though some website features may not function properly.

Third-Party Service Providers

We may use trusted third-party providers to help operate our business, including:

  • Website hosting providers

  • Email marketing platforms

  • Scheduling software

  • Payment processors

  • Customer relationship management (CRM) systems

  • Analytics providers

  • Bookkeeping, accounting, payroll, and tax software providers

  • Cloud storage and document management providers

These providers may have access to information only as necessary to perform services on our behalf and are expected to maintain appropriate safeguards for that information.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Because we provide bookkeeping, accounting, payroll, and tax-related services, we understand the sensitive nature of the financial information entrusted to us and take appropriate measures to protect it.

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Information Sharing

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

We may share information when:

  • Necessary to provide requested services

  • Working with trusted third-party providers who assist us in delivering services

  • Required by law, regulation, court order, subpoena, or legal process

  • Necessary to protect our rights, safety, property, or clients

  • In connection with a business transfer, merger, acquisition, or sale of assets

Data Retention

We retain personal information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

Client bookkeeping, accounting, payroll, tax, and financial records may be retained for longer periods when required by applicable laws, tax regulations, professional standards, insurance requirements, or legitimate business purposes.

Your Rights

Depending on your location and applicable laws, you may have rights regarding your personal information, including the right to:

  • Request access to your information

  • Request correction of inaccurate information

  • Request deletion of your information

  • Object to certain uses of your information

  • Withdraw consent where applicable

To exercise these rights, please contact us using the information provided below.

Children's Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

External Links

Our website may contain links to third-party websites, resources, or platforms. We are not responsible for the privacy practices, security, or content of those third-party websites.

We encourage you to review the privacy policies of any websites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, legal requirements, or services.

Any changes will be posted on this page with an updated effective date. Your continued use of our website or services after changes are posted constitutes acceptance of the revised Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Pretty Penny PLLC

Email: office@heyprettypenny.com

Website: https://www.heyprettypenny.com

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