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Last Updated: March 2026
At Jocelyn Cook LLC, we respect your privacy and are committed to protecting the sensitive financial and personal information you entrust to us. This policy outlines how we collect, use, and safeguard your data.
To provide expert financial analysis and bookkeeping services, we collect:
Contact Information: Name, email, phone number, and business address.
Financial Data: Bank statements, credit card statements, tax identification numbers, and accounting software access.
Identity Verification: For notary services, we may view government-issued identification as required by law.
We use your data strictly to:
Perform bookkeeping, reconciliation, and financial forecasting.
Provide notary services in compliance with state regulations.
Communicate regarding your account, reports, and billing.
Improve our service offerings and website experience.
We implement industry-standard security measures, including secure portals and encrypted software, to protect your data from unauthorized access. We retain your information only as long as necessary to fulfill our service obligations or as required by financial and legal record-keeping regulations.
We do not sell, trade, or rent your personal or business information. Data is only shared with third-party service providers (such as QuickBooks or secure cloud storage) necessary to perform our services, or when required by law (e.g., in response to a subpoena).