Privacy Policy
Last updated July 31, 2026
Dunham Bookkeeping Services respects your privacy and takes the protection of personal and financial information seriously. This Privacy Policy explains what information may be collected when you visit this website, submit a form, schedule a consultation, join the email list, or engage Dunham Bookkeeping Services for professional services.
This policy also explains how that information may be used, stored, shared with service providers, and protected.
For questions about this policy or the handling of your information, contact:
Dunham Bookkeeping Services
Merriam, Kansas
sara@dunhambookkeepingservices.com
Information We Collect
We may collect information in the following ways:
Information you provide directly
When you submit a form, schedule a consultation, join the email list, communicate with Dunham Bookkeeping Services, or engage us for professional services, you may provide information such as:
Your name, email address, telephone number, and mailing address
Your business or organization name and contact information
Information about the services you are requesting
Appointment and scheduling details
Newsletter preferences
Questions, messages, and other information you choose to provide
Client and prospective-client information
When necessary to evaluate or perform bookkeeping, accounting, payroll, compliance, or tax services, we may collect financial, business, tax, payroll, identity, and accounting information.
This may include financial statements, transaction records, bank or credit-card statements, payroll reports, tax forms, entity information, prior tax returns, and other documents relevant to the requested services.
Sensitive information should be submitted only through the secure forms, upload links, portals, or other protected methods provided by Dunham Bookkeeping Services.
Please do not submit Social Security numbers, complete financial-account numbers, identity documents, or full tax records through general website forms, newsletter forms, text messages, or ordinary email.
Information collected automatically
When you visit this website, Squarespace and approved analytics tools may automatically collect limited technical and usage information, such as:
Internet Protocol address
Browser and device type
Operating system
Pages viewed and actions taken on the website
Referring website or link
Approximate geographic information
Date and time of visits
Cookie and consent preferences
Optional analytics information is collected only as permitted by the cookie choices available on this website.
How We Use Information
We may use the information we collect to:
Respond to questions and service inquiries
Review requests and prepare quotes or proposals
Schedule and manage consultations or other appointments
Provide bookkeeping, accounting, payroll, compliance, tax, and related professional services
Complete client onboarding and maintain engagement records
Communicate about documents, deadlines, questions, payments, and work in progress
Process invoices and payments
Maintain business, accounting, tax, and legal records
Protect the security of our website, systems, clients, and business operations
Detect or prevent fraud, misuse, unauthorized access, or other harmful activity
Understand how visitors use the website and improve its content and performance
Send newsletters, reminders, educational resources, or other marketing communications when you have chosen to receive them
Comply with legal, regulatory, professional, and contractual obligations
Establish, exercise, or defend legal rights
You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message. Service-related communications, such as requests for information, engagement updates, billing notices, and filing reminders, are separate from marketing communications and may still be sent when necessary to provide the requested services.
Information submitted for bookkeeping, accounting, payroll, compliance, or tax work is used only for legitimate business and professional purposes connected to evaluating, providing, administering, or protecting those services.
Google requires websites using Google Analytics to disclose its use and explain how visitor data is collected and processed. The FTC also emphasizes that businesses should make accurate privacy promises and follow the practices described in their published policies.
How We Share Information
Dunham Bookkeeping Services does not sell or rent personal information.
We may share information only when reasonably necessary for the purposes described in this policy, including with:
Service providers
We use third-party systems to operate the website, communicate with clients and prospective clients, schedule appointments, collect forms, deliver newsletters, process payments, store documents, and provide professional services.
These providers may include:
Squarespace for website hosting and website analytics
Google Analytics for optional website-usage analytics
Cognito Forms for inquiries, intake forms, document uploads, and electronic agreements
Calendly for appointment scheduling
MailerLite for newsletter subscriptions and email marketing
Google Workspace for email, calendar, and document storage
Secure file-sharing, client-portal, invoicing, payment, bookkeeping, payroll, tax-preparation, and electronic-signature platforms used in connection with the requested services
These providers may process information on our behalf according to their own terms, privacy policies, security practices, and contractual obligations. Information is shared only to the extent reasonably necessary to use the applicable service.
Professional services and authorized recipients
When necessary to provide services, we may share information with tax authorities, payroll providers, software platforms, financial institutions, legal or tax professionals, or other recipients you authorize.
We may also coordinate with another bookkeeper, accountant, tax preparer, attorney, payroll provider, or financial professional when you request or approve that coordination.
Legal and safety requirements
We may disclose information when reasonably necessary to:
Comply with a law, regulation, subpoena, court order, or government request
Meet tax, accounting, professional, or recordkeeping requirements
Protect the rights, property, safety, or security of Dunham Bookkeeping Services, its clients, or others
Investigate suspected fraud, misuse, unauthorized access, or other unlawful activity
Establish, exercise, or defend a legal claim
Cookies and Website Analytics
This website uses cookies and similar technologies to operate properly, remember visitor preferences, understand website traffic, and improve the site.
Necessary cookies
Squarespace may place cookies that are necessary for website security, navigation, functionality, redirects, and storage of cookie preferences. These cookies may operate automatically because the website may not function properly without them.
Optional analytics cookies
This website uses Squarespace Analytics and Google Analytics to understand how visitors find and use the site. Analytics information may include pages viewed, approximate location, browser or device information, referring sources, and interactions with website content.
Non-essential analytics cookies are restricted unless you choose to accept them through the cookie banner. You may accept all cookies, decline non-essential cookies, or manage your preferences.
You may change your cookie preferences later using the cookie-preference option displayed on the website. You may also remove or block cookies through your browser settings, although doing so may affect some website features.
Google Analytics
Google Analytics processes information about website usage on behalf of Dunham Bookkeeping Services. Google may process this information according to its own privacy terms and data-protection practices.
Dunham Bookkeeping Services uses analytics information to evaluate general website performance and visitor behavior. We do not use Google Analytics to intentionally collect Social Security numbers, financial-account numbers, tax records, or other client documents.
Squarespace distinguishes between necessary cookies and non-essential analytics or performance cookies, and its consent tools can restrict Google Analytics until a visitor accepts them. Google also requires websites using Google Analytics to disclose its use and explain that it collects and processes visitor data.
Data Security and Retention
How we protect information
Dunham Bookkeeping Services uses reasonable administrative, technical, and physical safeguards designed to protect personal, financial, business, and tax information from unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include:
Using secure forms, document-upload systems, portals, and professional software when handling sensitive information
Limiting access to information to individuals and service providers who need it for legitimate business purposes
Using authentication, access controls, and other security features available through our systems
Maintaining procedures for handling, storing, transmitting, and disposing of sensitive records
Reviewing and updating security practices as systems, risks, and professional requirements change
No method of transmitting or storing information is completely secure. Although we take reasonable steps to protect information, we cannot guarantee that unauthorized access, cyberattacks, technical failures, or other security incidents will never occur.
You are responsible for using secure devices and networks, protecting your passwords and account access, and following the secure document-submission instructions provided to you.
How long we retain information
We retain information only for as long as reasonably necessary to:
Respond to an inquiry or provide the requested services
Maintain engagement, accounting, tax, payment, and communication records
Meet legal, regulatory, contractual, insurance, and professional obligations
Resolve disputes, respond to audits or government inquiries, and protect legal rights
Detect or prevent fraud, misuse, or security incidents
Maintain necessary backup and business-continuity records
Different types of information may be retained for different periods. Some tax and professional records must be kept even after an engagement ends or a deletion request is received.
When information is no longer reasonably needed, we may delete, securely destroy, or de-identify it where practical. Information stored in routine backups may remain temporarily until those backups are replaced or deleted through normal system processes.
Your Choices and Privacy Requests
Marketing communications
You may unsubscribe from newsletters and other marketing emails at any time by selecting the unsubscribe link in the message.
Unsubscribing from marketing communications does not prevent Dunham Bookkeeping Services from sending service-related messages that are reasonably necessary to respond to an inquiry, administer an engagement, request information, provide filing or payment reminders, or communicate about work in progress.
Cookie preferences
You may accept, decline, or manage non-essential cookies through the cookie banner and preference tools available on this website. You may also adjust cookie settings through your browser, although blocking necessary cookies may affect website functionality.
Access, correction, and deletion requests
Depending on the law that applies to you and the information involved, you may have the right to request that Dunham Bookkeeping Services:
Confirm whether personal information about you is being maintained
Provide access to certain personal information
Correct inaccurate or incomplete information
Delete certain personal information
Restrict or object to certain uses of your information
Provide information about how personal information has been used or shared
To submit a privacy request, email sara@dunhambookkeepingservices.com with the subject line Privacy Request and briefly describe your request.
We may need to verify your identity or authority before responding. Information requested for verification will be used only to evaluate and process the request.
Some requests may be limited or denied when retaining or using the information is reasonably necessary to:
Provide or complete requested professional services
Comply with tax, accounting, legal, regulatory, insurance, or professional requirements
Maintain required business or engagement records
Protect against fraud, unauthorized access, or other security concerns
Resolve disputes or establish, exercise, or defend legal rights
Preserve information contained temporarily in routine backup systems
We will review privacy requests and respond as required by applicable law. Dunham Bookkeeping Services will not discriminate against anyone for making a legitimate privacy request.
Children’s Privacy and Third-Party Links
Children’s privacy
This website and its general services are not directed to children under 13, and Dunham Bookkeeping Services does not knowingly collect personal information directly from children under 13 through the website.
Professional accounting or tax services may require information about a client’s child or dependent. That information should be provided by the parent, legal guardian, or other authorized adult through the secure methods provided for the engagement.
If you believe a child under 13 has submitted personal information directly through this website without appropriate authorization, contact sara@dunhambookkeepingservices.com so the situation can be reviewed and the information deleted when appropriate.
Federal children’s privacy rules apply to websites directed to children under 13 and to general-audience sites that knowingly collect personal information directly from a child under 13.
Links and services operated by others
This website may contain links to third-party websites or services, including scheduling, forms, secure uploads, payment platforms, professional software, social media, and other resources.
When you follow a link to another website or use a service operated by a third party, that provider’s privacy policy, terms, cookies, and security practices apply. Dunham Bookkeeping Services does not control and is not responsible for the privacy practices or content of independently operated third-party websites.
You should review the applicable privacy information before submitting sensitive or personal information to another provider.
Changes to This Policy
Dunham Bookkeeping Services may update this Privacy Policy from time to time to reflect changes in services, technology, business practices, legal requirements, or the third-party systems used to operate the website and provide professional services.
The revised version will be posted on this page with an updated Last updated date. Changes become effective when the revised policy is published unless a different effective date is stated.
We encourage you to review this page periodically, particularly before submitting sensitive information or beginning a new engagement.
Contact Us
Questions, concerns, or privacy requests may be sent to:
Dunham Bookkeeping Services
sara@dunhambookkeepingservices.com
For a privacy request, use the subject line Privacy Request and include enough information for us to understand and respond to the request. Please do not include Social Security numbers, full financial-account numbers, identity documents, or complete tax records in an ordinary email.