Bright Coast Bookkeeping, LLC: Privacy Policy and Messaging Terms

Effective date: November 2, 2026

Website: www.brightcoastbookkeeping.com | Email: contact@brightcoastbookkeeping.com

Data Sharing

  • Customer data is not shared with 3rd parties for promotional or marketing purposes.

  • Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Bright Coast Bookkeeping, LLC Messaging Terms and Conditions

  1. The messaging program consists of conversational messaging with people who have first texted our business number, limited to answering questions, follow-ups, task reminders, and scheduling. Messages will be sent from (240)-266-9006.

  2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

  3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at contact@brightcoastbookkeeping.com.

  4. Carriers are not liable for delayed or undelivered messages.

  5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

  6. If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page or contact us at contact@brightcoastbookkeeping.com.

Privacy Policy

1. Who We Are

Bright Coast Bookkeeping, LLC ("Bright Coast," "we," "us") is a bookkeeping business registered in the State of Maryland. This policy explains what information we collect, how we use it, and the choices you have.

2. Information We Collect

When you contact us, including by text message, email, or through our website, we may collect:

  • Your name

  • Your phone number

  • Your email address

  • Your business name

If you use the contact form on our website, we collect the information you enter, such as your name, email address, phone number, business name, and message. If you book a meeting through our Calendly scheduling link, Calendly collects your name, email address, and chosen meeting time and provides them to us.

Our website is hosted on Squarespace, which may use cookies and collect basic technical information, such as browser type and pages visited, to operate the site and provide traffic statistics. We do not use Google Analytics or advertising pixels on our website.

If you become a client, we also handle the financial and accounting information you choose to provide so that we can perform our bookkeeping services.

3. How We Use Your Information

We use your information to:

  • Respond to your questions and follow up on email conversations

  • Send reminders about tasks you need to complete

  • Arrange and confirm meetings

  • Provide and manage our bookkeeping services

  • Meet legal, tax, and recordkeeping obligations

4. Text Messaging and Consent

We only text people who have first texted us at our business number. By texting us, you consent to receive conversational text messages from us limited to answering questions, follow-ups, task reminders, and scheduling. Consent to receive text messages is not a condition of purchasing any service. See the Messaging Terms above for how to opt out (STOP) or get help (HELP).

Please do not send sensitive information, such as Social Security numbers, bank logins, or full account numbers, by text. We will direct you to a secure method for sharing documents.

5. Service Providers We Use

We use the following tools to run our business, and your information may be stored or processed in them solely for that purpose:

  • QuickBooks Online and QuickBooks Payments

  • HubSpot

  • Google Workspace

  • DocHub

  • Grasshopper (business phone and text messaging)

  • Squarespace (website hosting and contact form)

  • Calendly (meeting scheduling)

If we engage subcontractors or use a payroll service provider to perform work for you, they may access your information only as needed to do that work, and we require them to keep it confidential and use it only for that purpose.

Your information is not shared beyond these tools and the providers described above. We do not sell your personal information.

6. Data Security and Retention

We use reasonable administrative and technical safeguards to protect your information, including access controls on the tools and providers listed above. We keep your information only as long as needed to provide our services and to meet legal, tax, and recordkeeping requirements, after which we delete or de-identify it.

7. Your Choices

You may ask us at any time to access, correct, or delete your personal information, or to stop contacting you, by emailing contact@brightcoastbookkeeping.com. You can stop text messages at any time by texting STOP. We may need to retain certain records where the law requires it.

8. Children's Privacy

Our services are intended for business owners and are not directed to children under 13. We do not knowingly collect information from children.

9. Changes to This Policy

We may update this policy from time to time. The effective date above shows when it was last revised, and the current version will always be available at www.brightcoastbookkeeping.com.

10. Governing Law

This policy is governed by the laws of the State of Maryland.

11. Contact Us

Bright Coast Bookkeeping, LLC Email: contact@brightcoastbookkeeping.com Website: www.brightcoastbookkeeping.com