Privacy Policy

Last Updated: January 1st, 2026

Apex Bookkeeping, LLC (“Apex,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or interact with our services. By using our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

a. Personal Information

Information you voluntarily provide to us, including:

• Name

• Email address

• Phone number

• Business name

• Mailing address

• Payment or billing information (if applicable)

• Any information submitted through contact forms, intake forms, or client portals

b. Non-Personal Information

Information collected automatically when you use our website, including:

• Browser type and device information

• IP address

• Pages visited and time spent on the website

• Referring URLs

• Date and time of access

c. Cookies and Tracking Technologies

We use cookies and similar technologies to improve website functionality, analyze usage, and enhance user experience. You may disable cookies through your browser settings; however, some features of the website may not function properly as a result.

2. How We Use Your Information

We use collected information for the following purposes:

• To provide, operate, and improve our services

• To respond to inquiries and communicate with you

• To onboard clients and manage service relationships

• To process payments and send transactional communications

• To maintain internal records and documentation

• To analyze website performance and usage trends

• To send informational or promotional communications (only if you opt in)

• To comply with legal, regulatory, or contractual obligations

3. How We Protect Your Information

We implement reasonable administrative, technical, and physical safeguards to protect your personal information, including:

• Secure systems and restricted access

• Encryption and secure transmission where appropriate

• Use of reputable third-party platforms and service providers

While we take data protection seriously, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

4. Sharing Your Information

We do not sell or rent your personal information. We may share your information in limited circumstances, including:

• With trusted service providers who assist in operating our website or delivering services (e.g., payment processors, software providers)

• When required to comply with applicable laws, regulations, or legal processes

• To protect the rights, property, or safety of Apex or others

• In connection with a business transfer, merger, or sale of assets

All third parties are expected to maintain the confidentiality and security of your information.

5. Your Privacy Rights

Depending on your location, including if you are a California resident, you may have certain rights regarding your personal information, such as:

• The right to access information we hold about you

• The right to request corrections to inaccurate information

• The right to request deletion of your information, subject to legal or contractual obligations

• The right to opt out of marketing communications

To exercise these rights, please contact us using the information below.

6. Third-Party Links

Our website may include links to third-party websites or services. Apex is not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing any personal information.

7. Children’s Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that such information has been collected, we will take appropriate steps to delete it.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. Your continued use of the website after changes are posted constitutes acceptance of the revised policy.

9. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us:

Apex Bookkeeping, LLC
Email: info@apexbookkeeping.co
Phone: 949-731-8626
Location: 4533 MacArthur Blvd, STE A5062, Newport Beach, CA 92660