Privacy Policy

Last updated: July 14, 2026  ·  Effective: July 14, 2026

Who we are

Desert Ledger Bookkeeping LLC, trading as Desert Ledger Bookkeeping, is a bookkeeping practice registered in the State of Arizona, United States, with its office at 568 Lombard Street, Phoenix, Arizona 85007. We are the controller of the personal information described in this policy. The owner, Elizabeth Williams, is responsible for privacy matters.

This policy covers the website at books.womenincomex.com and the services delivered to our clients.

Information we collect

Information you give us

• Enquiry details submitted through the contact form: name, business name, email address, telephone number, the service you are interested in, the accounting software you use, and the content of your message.
• Client engagement information: business entity details, tax identification numbers, banking and credit card transaction data, payroll records, vendor and customer records, and supporting documents you upload to our secure portal.
• Correspondence by email, telephone and video call, including notes taken during those calls.
• Billing information such as the bank account or card used to pay our invoices, processed by our payment provider and not stored on our systems.

Information collected automatically

• Technical data: IP address, browser type and version, operating system, device type, screen size, referring URL and pages viewed.
• Usage data: time spent on pages, links clicked, and whether you arrived from a search engine or advertisement.
• Cookie data as described in our Cookie Policy.

We do not knowingly collect information from anyone under the age of 18, and this website is not directed at children.

How we use your information

We use personal information for the following purposes, each with a stated basis:

• To respond to enquiries and provide quotations — at your request, in order to take steps prior to entering a contract.
• To deliver bookkeeping services under a signed engagement letter — performance of a contract.
• To issue invoices and collect payment — performance of a contract and our legitimate business interest.
• To comply with legal and regulatory record-keeping obligations, including tax and anti-money-laundering requirements — legal obligation.
• To maintain the security of our systems and investigate suspected misuse — legitimate interest.
• To measure website performance and advertising effectiveness — only with your consent, given through the cookie banner.

We do not sell personal information, and we do not share it with third parties for their own direct marketing purposes.

When we share information

We disclose information only in these circumstances:

• Service providers who process data on our behalf under written contract: our accounting platforms (Intuit QuickBooks Online, Xero), secure document portal, payroll platforms (Gusto, ADP), payables platforms (Bill.com, Melio), email provider, and website hosting provider.
• Your professional advisers, such as your CPA, enrolled agent or attorney, where you have instructed us to correspond with them.
• Contract bookkeepers engaged by the practice, all of whom are US-based, background-checked, and bound by written confidentiality and data-handling agreements.
• Legal and regulatory authorities where we are required to disclose by law, subpoena or court order.
• A successor entity in the event of a sale or transfer of the practice, subject to the same protections described here.

Our service providers are located in the United States. We do not transfer client financial records outside the United States.

How we protect information

We apply administrative, technical and physical safeguards proportionate to the sensitivity of the data we hold:

• Documents are exchanged through an encrypted client portal protected by multi-factor authentication. We do not accept financial records as unsecured email attachments.
• Data is encrypted in transit using TLS and at rest by our platform providers.
• Access follows least-privilege principles, is granted per engagement, and is reviewed quarterly.
• We never request or store your online banking passwords. Bank data reaches us through read-only feeds you authorise.
• Devices used by the practice are encrypted, password-protected and remotely wipeable.
• Paper records, where they exist, are stored in a locked cabinet at our office and shredded on disposal.

No method of transmission or storage is completely secure. If a breach affecting your personal information occurs, we will notify you and any required authority without undue delay and in accordance with applicable state breach-notification law.

How long we keep information

• Website enquiries that do not become engagements: 24 months from last contact.
• Client accounting records and working papers: 7 years after the end of the engagement, reflecting IRS and state record-keeping expectations.
• Engagement letters, invoices and payment records: 7 years.
• Website analytics data: 14 months in aggregated form.
• Email correspondence: 7 years where it relates to a client engagement, otherwise 24 months.

At the end of these periods records are securely deleted or destroyed. Where a legal hold applies, retention is extended until the matter concludes.

Your privacy rights

Depending on where you live, you may have some or all of the following rights:

• Access — to request a copy of the personal information we hold about you.
• Correction — to have inaccurate information corrected.
• Deletion — to request erasure, subject to our legal retention obligations.
• Portability — to receive your data in a structured, machine-readable format.
• Opt out of sale or sharing — we do not sell or share personal information as those terms are defined under the California Consumer Privacy Act, so there is nothing to opt out of, but you may confirm this with us at any time.
• Non-discrimination — we will not treat you differently for exercising any of these rights.
• Withdraw consent — for optional cookies at any time through the cookie preferences link in the footer.

Residents of California, Colorado, Connecticut, Virginia, Utah, Texas and other states with comprehensive privacy statutes may exercise these rights by emailing admin@books.womenincomex.com with the subject line “Privacy Request”. We will verify your identity before acting, normally by confirming details already on file. An authorised agent may submit a request on your behalf with written permission.

If we decline a request you may appeal by replying to our response; we will review the appeal within 45 days and explain our conclusion in writing.

Cookies and tracking

This website uses a small number of cookies and similar technologies. Strictly necessary cookies keep the site functioning and are always active. Analytics and advertising cookies are set only after you accept them through our consent banner. Full detail, including named providers and durations, is in our Cookie Policy.

We honour Global Privacy Control signals sent by your browser as a valid opt-out of optional cookies.

Third-party links

Our website links to external sites such as Google Maps and the platforms we use. We are not responsible for the privacy practices of those sites and encourage you to read their policies before providing information.

Changes to this policy

We review this policy at least annually. Material changes will be posted here with a revised “last updated” date, and where the change affects an active engagement we will notify affected clients by email. Continued use of the website after a change constitutes acceptance of the updated policy.

Contact us about this policy

Questions, requests or complaints about this policy should be addressed to the owner of the practice:

Elizabeth Williams, Owner
Desert Ledger Bookkeeping LLC
568 Lombard Street
Phoenix, Arizona 85007, USA
Email: admin@books.womenincomex.com
Phone: +1 512 510 9677

We aim to acknowledge every written request within three business days and to resolve it within thirty days.