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Privacy Policy

Legal Disclaimer

Dragonfly Bookkeeping, LLC (“Dragonfly Bookkeeping,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through our website (the “Site”). This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have.

Information We Collect

When you use our Site, you may provide information such as:

  • Name

  • Email address

  • Phone number

  • Business name

  • Information you submit through contact forms, scheduling requests, or inquiries

  • Any other information you choose to include in your message

If you become a client, you may provide additional information related to bookkeeping and payroll services (which may include financial or business records). We only request what is reasonably needed to provide services.

Information Collected Automatically

When you visit our Site, certain information may be collected automatically, including:

  • Device and browser type

  • IP address

  • Pages viewed and time spent on pages

  • Referral source (how you arrived at the Site)

  • General location information (e.g., city/state level)

This information is collected using cookies, pixels, and similar technologies.

How We Collect Information

We collect information through:

  • Forms you submit on the Site (e.g., “Let’s Connect”)

  • Cookies and similar tracking technologies

  • Website analytics tools

  • Communications you send to us (email, phone, or other channels)

How We Use Your Information

We use your information to:

  • Respond to inquiries and communicate with you

  • Provide and administer services you request

  • Schedule consultations and provide customer support

  • Improve our Site, offerings, and user experience

  • Maintain the security and integrity of our Site

  • Comply with legal and regulatory obligations

  • Send administrative messages (e.g., confirmations or updates)

Marketing communications: If you opt in, we may send occasional updates. You can opt out at any time by using the unsubscribe link (if provided) or contacting us.

How We Share Information

We do not sell your personal information. We may share information in limited circumstances, including:

  • Service providers that help us operate the Site or deliver services (e.g., website hosting, form management, email services, scheduling tools, analytics). These providers are permitted to use your information only to perform services for us.

  • Legal and compliance situations, if required to comply with applicable law, court order, subpoena, or regulatory request, or to protect rights, safety, and security.

  • Business transfers if we are involved in a merger, acquisition, or asset sale (information may be transferred as part of that transaction).

Cookies and Tracking Technologies

Our Site may use cookies and similar technologies to help it function properly, remember preferences, analyze traffic, and improve performance. Some cookies are essential for Site functionality, while others help with analytics. You can control cookies through your browser settings. If you disable cookies, some features of the Site may not function as intended.

Analytics and Third-Party Tools

We may use analytics tools to understand how visitors use our Site. These tools may collect information such as IP address, device identifiers, and browsing activity on our Site.

Data Retention

We retain personal information only for as long as reasonably necessary to:

  • Respond to your inquiry

  • Provide services

  • Maintain records for business, tax, or legal purposes

  • Enforce agreements and protect our rights

Security

We take reasonable administrative, technical, and physical measures to protect your information. However, no website or electronic storage method is 100% secure, so we cannot guarantee absolute security.

Your Choices and Privacy Rights

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

  • Request access to the personal information we have about you

  • Request correction of inaccurate information

  • Request deletion of your information (subject to certain exceptions)

  • Opt out of marketing communications

To make a request, contact us using the information in the “Contact Us” section below. We may need to verify your identity before fulfilling certain requests.

Children’s Privacy

Our Site is not intended for minors, and we do not knowingly collect personal information from minors. If you believe a child has provided us personal information, please contact us and we will take appropriate steps to remove it.

Links to Other Websites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those websites. Please review their policies before submitting information.

Do Not Track Signals

Some browsers offer a “Do Not Track” feature. At this time, the Site may not respond to all Do Not Track signals due to differing standards.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Effective Date.” Your continued use of the Site after changes are posted means you accept the updated policy.

Contact Us

If you have questions about this Privacy Policy or want to make a privacy request, contact us at:

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Dragonfly Bookkeeping, LLC
Email: lisa@dragonflybkpg.com
Location: Bulverde, Texas

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