Privacy Policy

Effective Date: July 20, 2026

Welcome to Outsourced Bookkeeping Solutions, LLC ("OBS," "we," "our," or "us"). We respect your privacy and are committed to protecting the personal information you provide when using our website, obsnwa.com, our client portal, membership services, and related offerings.

This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices you have regarding your information.

Information We Collect

We may collect the following types of information:

Personal Information

You may voluntarily provide:

• Name 
• Business name 
• Email address 
• Phone number 
• Mailing address 
• Billing address 
• Appointment information 
• Information submitted through contact forms 
• Information submitted through membership registration 
• Information submitted during consultations 
• Financial information necessary to provide bookkeeping services 

Payment Information

Payments are securely processed through Stripe.

OBS does not store full credit card numbers or payment credentials on our servers.

Website Usage Information

We may automatically collect:

• IP address 
• Browser type 
• Device information 
• Operating system 
• Pages visited 
• Time spent on pages 
• Referral websites 
• General location information 
• Cookies and similar technologies 

How We Use Your Information

We use information to:

• Respond to inquiries 
• Schedule appointments 
• Provide bookkeeping and advisory services 
• Deliver purchased products and memberships 
• Process payments 
• Improve our website 
• Send requested communications 
• Provide customer support 
• Meet legal and regulatory obligations 
• Protect against fraud and unauthorized activity 

We do not sell your personal information.

Cookies & Tracking Technologies

Our website may use cookies and similar technologies to:

• Improve website functionality 
• Remember user preferences 
• Measure website traffic 
• Analyze visitor behavior 
• Improve website performance 

You can disable cookies through your browser settings; however, some features of the website may not function properly.

Third-Party Service Providers

To operate our business, we may use trusted third-party providers, including:

• Stripe (payment processing) 
• Calendly (appointment scheduling) 
• Financial Cents (client portal) 
• Google Workspace (email) 
• Google Analytics (website analytics) 
• GoDaddy (website hosting) 
• QuickBooks Online (accounting) 
• Email marketing providers (if applicable) 

These providers may collect information as necessary to perform their services and are governed by their own privacy policies.

Client Information

Information provided as part of bookkeeping, payroll, CFO, or advisory services is treated as confidential and used solely to provide the services requested, comply with legal obligations, or fulfill contractual responsibilities.

We implement reasonable administrative, technical, and physical safeguards to protect client information.

Memberships & Digital Products

When you purchase memberships or downloadable resources, we may collect information necessary to:

• Process your order 
• Deliver purchased content 
• Manage your subscription 
• Provide customer support 
• Notify you of updates related to your purchase 

Email Communications

If you subscribe to our newsletter or request information, we may send:

• Business updates 
• Educational content 
• Bookkeeping tips 
• Product announcements 
• Event invitations 

You may unsubscribe at any time using the unsubscribe link included in marketing emails.

Service-related emails regarding active engagements or purchases will continue as necessary.

Data Security

OBS uses commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. While we strive to protect your information, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain information only as long as reasonably necessary to:

• Provide services 
• Meet legal obligations 
• Resolve disputes 
• Enforce agreements 
• Maintain business records 

Retention periods may vary depending on the type of information and applicable legal requirements.

Children's Privacy

Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13. If we become aware that such information has been collected, we will take reasonable steps to delete it.

Your Privacy Rights

Depending on your location, you may have the right to:

• Request access to your personal information 
• Request correction of inaccurate information 
• Request deletion of certain information 
• Object to certain processing activities 
• Withdraw consent where applicable 
• Request a copy of your information where required by law 

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

California Privacy Notice

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to know what personal information is collected, request deletion of certain information, correct inaccurate information, and opt out of the sale or sharing of personal information.

OBS does not sell personal information.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, security, or content of external websites. We encourage you to review the privacy policies of those sites before providing personal information.

Changes 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 the website after changes become effective constitutes acceptance of the revised Privacy Policy.

Contact Us

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

Outsourced Bookkeeping Solutions, LLC

Website: https://obsnwa.com

Email: jaime@obsnwa.com

Phone: (479) 259-2652

Northwest Arkansas, United States