Clarity & Bloom, LLC
Effective Date: February 20, 2026
Who We Are
Clarity & Bloom, LLC is a bookkeeping services business providing financial record-keeping and related administrative support to small businesses.
You may contact us at:
hello@clarityandbloom.com
Information We Collect
When you visit our website, we may collect:
- Your name
- Email address
- Phone number
- Business name
- Any information you voluntarily submit through our contact forms
- Basic technical data such as IP address and browser type for security and analytics purposes
We only collect information necessary to respond to inquiries, provide services, and operate our business.
We do not collect sensitive financial data through our website.
How We Use Your Information
We use your information to:
- Respond to inquiries
- Schedule consultations
- Provide bookkeeping services
- Send administrative communications related to services
- Improve website functionality and user experience
We do not sell, rent, or trade your personal information.
Third-Party Services
We may use trusted third-party services to operate our business, including:
- HoneyBook (client management, contracts, invoicing)
- Secure payment processors
- Website hosting providers
- Email service providers
These providers only receive information necessary to perform their services and are obligated to protect your data.
If you schedule services or submit information through embedded forms, your data may be processed through HoneyBookâs secure platform.
Cookies
Our website may use basic cookies to:
- Ensure proper website functionality
- Improve user experience
- Analyze site traffic
Cookies do not collect sensitive financial information.
You may disable cookies through your browser settings if preferred.
Data Retention
We retain inquiry and client information only as long as necessary to:
- Provide services
- Meet legal, tax, and regulatory requirements
- Maintain accurate business records
Bookkeeping client records are retained in accordance with applicable financial record-keeping laws.
Data Security
We take reasonable administrative and technical measures to safeguard your information.
However, no online transmission can be guaranteed 100% secure. We encourage clients not to transmit sensitive financial documents through unsecured email.
Secure document exchange methods will be provided to active clients.
Your Rights
You may request:
- A copy of the personal data we hold about you
- Correction of inaccurate information
- Deletion of personal information where legally permissible
To make a request, contact us at:
hello@clarityandbloom.com
SMS Communications & Data Sharing
Data Sharing
Clarity & Bloom, LLC does not share customer data with third parties for promotional or marketing purposes.
Mobile opt-in data and text messaging consent information are never shared with anyone for any purpose. Any information sharing described elsewhere in this Privacy Policy excludes mobile opt-in data.
Messaging Terms and Conditions
By providing your phone number and agreeing to receive text messages, you consent to receive informational text messages from Clarity & Bloom, LLC at 458-202-1275.
Message frequency varies. Message and data rates may apply. Consent to receive text messages is not a condition of purchase.
You may reply STOP at any time to unsubscribe or HELP for assistance. You may also contact us directly at:
458-202-1275
hello@clarityandbloom.com
Mobile opt-in information is never shared with third parties.
Updates to This Policy
We may update this Privacy Policy periodically. Changes will be reflected on this page with a revised effective date.