Information We Collect

We collect information that you voluntarily provide to us and information collected automatically.

• Voluntarily Provided Information: When you fill out a contact form, schedule a consultation, or become a client, we collect personal and business information such as your name, email address, phone number, company name, and any other details you choose to provide.
• Financial Information: As part of our service engagement, we may collect sensitive financial data necessary for bookkeeping, including but not limited to bank account transactions, invoices, receipts, and payroll information. This data is processed through secure, encrypted channels and is never stored directly on our public-facing website server.
• Automatically Collected Information: Our hosting service and analytics providers automatically collect certain data when you visit our site, such as your IP address, browser type, operating system, access times, and the pages you view. This information helps us administer the site and analyze trends.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and maintain our bookkeeping and financial services.
• To communicate with you, respond to your inquiries, and send you important service-related information.
• For internal purposes such as data analysis, auditing, and improving our services and website.
• To comply with any applicable legal and regulatory obligations.

Information Sharing and Disclosure

Platinum LedgerWorks, LLC does not and will not sell or rent your personal or financial information to third parties.

We may share information with:

• Trusted Third-Party Service Providers: We engage other companies to perform functions on our behalf, such as hosting our website, managing our customer relationship manager, and providing accounting software (e.g., QuickBooks). These providers have access to personal information needed to perform their functions but are strictly prohibited from using it for other purposes.
• Legal Requirements: We may disclose your information where required to do so by law, subpoena, or if we believe that such action is necessary to comply with the law or to protect the rights, property, or safety of Platinum LedgerWorks, our clients, or others.