Privacy Policy

Last updated: November 7, 2026

The Reconciling Specialist respects your privacy. This policy explains how we handle information collected through our website and inquiry form.

Information you provide

When you request a consultation or contact us, we collect the information you provide, such as your name, business name, email address, optional phone number, and details about the help you need.

Please do not submit bank account numbers, passwords, Social Security numbers, or sensitive financial documents through the inquiry form. If we work together, we will discuss an appropriate way to exchange necessary records.

How we use information

We use inquiry information to respond to your questions, discuss bookkeeping services, arrange consultations, and manage our communications with you.

Google services and website analytics

Our website uses Google Sites and an embedded Google Form. Google processes information through these services under its own privacy policy.

We also use Google Analytics to understand website traffic and improve our content. Analytics uses cookies and similar technologies to collect information such as pages viewed, interactions, browser and device details, approximate location, and how visitors reach the website. We do not intentionally send inquiry answers, names, email addresses, or financial records to Google Analytics.

Learn how Google uses information from websites that use its services:
https://policies.google.com/technologies/partner-sites

Google’s Privacy Policy:
https://policies.google.com/privacy

Cookies and your choices

You can manage or block cookies through your browser settings. Where available, you can also use Google’s Analytics opt-out browser add-on:
https://tools.google.com/dlpage/gaoptout

Our website does not currently provide a separate response to browser “Do Not Track” signals. Google services may process information across websites as described in their privacy notices and your Google settings.

Advertising

We may advertise our services through Google Ads in the future. Before enabling additional advertising tracking or remarketing on this website, we will update this policy and provide any required notices and choices.

How information is shared

We use service providers, including Google, to host the website, process inquiries, measure website usage, and support business communications. Information may also be disclosed when required by law or necessary to protect legal rights.

We do not sell information submitted through our inquiry form.

Retention and security

We retain inquiry information as reasonably necessary to respond, maintain relevant business records, and meet applicable obligations. We use reasonable safeguards to protect information, but no online system can guarantee complete security.

Your requests

To request access to, correction of, or deletion of information you submitted, contact us at 650-518-1544 or through our Contact page. We may need to verify your identity. Some records may need to be retained for legal or business purposes.

Other websites

Our website links to our Blogger blog and may link to other websites. Those services have their own privacy practices.

Policy updates

We will post changes on this page and revise the date above.

Contact

The Reconciling Specialist
San Jose, California
650-518-1544