Bookkeeper reviewing financial statements, spreadsheets, and balance sheets with a laptop and magnifying glass on a desk

Privacy Policy for Mezzo Bookkeeping LLC

Effective Date: April 1, 2025

At Mezzo Bookkeeping LLC, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, or use our services.

1. Information We Collect

We may collect the following types of information:

Contact Information (e.g., name, email address, phone number) when you submit a contact form or schedule a consultation

Technical Data collected automatically by cookies and analytics tools (see Section 3)

Communication Data if you communicate with us via phone, email, text message, or scheduling tools

2. How We Use Your Information

We use your information to:

Respond to inquiries and provide bookkeeping-related services

Schedule appointments

Communicate important updates or confirmations (via phone, email, or SMS, if opted in)

Improve our website experience through analytics

We do not sell your personal information to third parties.

3. Cookies and Third-Party Tools

Our website uses cookies to improve functionality and user experience. This includes tools provided by:

Calendly – to manage appointment scheduling

Google Analytics – to monitor website traffic and performance

These tools may collect information about your browser, location, device, and behavior on our site. You can manage cookie settings through your browser.

4. SMS Messaging & Consent

Mezzo Bookkeeping LLC Terms and Conditions / Privacy Policy

Mezzo Bookkeeping LLC respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:

Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected verbally over the phone or in person.

Data Usage: We use your data solely for service-related communications such as appointment confirmations or reminders.

Data Security: We protect your data with secure storage measures to prevent unauthorized access.

Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

Messages are recurring, and message frequency varies.

Contact Mezzo Bookkeeping LLC at 419-679-3110 for HELP or to STOP receiving messages.

Opt-Out: You can opt out of the SMS list at any time by texting or replying STOP, CANCEL or UNSUBSCRIBE to 419-679-3110. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours.

You can send HELP for additional assistance, and you will receive a text including our Phone number, email and website. We are here to help you.

Non-Sharing Clause: We do not share your data with third parties for marketing purposes. Mezzo Bookkeeping LLC will not sell, rent, or share the collected mobile numbers.

Terms & Conditions

By signing up for texts, you consent to receive service-related communications such as appointment confirmations or reminders from Mezzo Bookkeeping LLC at the number you provided, including messages sent by auto dialer. Consent is not a condition of purchase.

MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan. Messages are recurring, and message frequency varies based on communication needs.

To get help, reply HELP or contact Mezzo Bookkeeping LLC at 419-679-3110

To Opt-Out of messaging: Reply STOP to 419-679-3110. You can also call us at 419-679-3110 After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and then you will receive no further messages.

5. Data Protection

We take reasonable measures to secure your personal information and prevent unauthorized access, disclosure, or misuse.

6. Contact Us

If you have any questions about this Privacy Policy or how your data is used, please contact us.