Privacy Policy

Last updated: September 30, 2026

Briz Bookkeepers respects your privacy. This notice explains how information is collected and used through brizbookkeepers.com, our website forms, and our email communications.

Information you provide

When you submit a form, request a resource, subscribe to our newsletter, or contact us, we collect the information you provide. This may include your name, company name, email address, telephone number, and message.

Please do not submit Social Security numbers, bank account details, passwords, medical information, or confidential financial records through public website forms.

How we use information

We use information to respond to inquiries, provide requested resources, manage contact records, and communicate about our services.

If you choose to subscribe to The Clarity Report, we use your email address to send the monthly newsletter. The newsletter checkbox on our Roofing WIP Tracker form is optional. You can request the tracker without subscribing.

Cookies and website activity

Our website includes HubSpot technology for forms, contact management, and visitor tracking. Depending on settings and your cookie choices, this technology may collect information such as your IP address, browser information, pages visited, and visit times. Cookies can help recognize returning visitors and associate website activity with a contact record when you submit identifying information.

You can manage or delete cookies through your browser settings. Blocking cookies may affect some website features.

Service providers

Information is processed through providers that support our website, hosting, forms, contact management, and email communications, including HubSpot.

HubSpot may also use certain website tracking data for its own purposes as described in its privacy policy: https://legal.hubspot.com/privacy-policy

Our forms use Google reCAPTCHA to help prevent spam and abuse. This service processes technical information about your device and interactions to assess whether a submission is legitimate.

Your choices

You can unsubscribe from newsletter emails using the unsubscribe link or by contacting lisab@brizbookkeepers.com. Unsubscribing from marketing emails does not prevent us from responding to a request you initiate or communicating about an existing service relationship.

You can also contact us to request access to, correction of, or deletion of your information. We may need to verify your identity, and applicable legal or recordkeeping requirements may limit deletion.

Information retention

Retention depends on the purpose for which information was collected, our ongoing relationship with you, and applicable recordkeeping requirements. Contact us with questions about the information we hold or to request deletion.

External links

Our website contains links to other websites, including social media platforms. Those websites have their own privacy practices. Review their privacy notices before providing information.

Changes to this notice

We may update this notice as our website and practices change. The latest version will appear on this page with an updated date.

Contact us

Briz Bookkeepers
Fort Wayne, Indiana
Email: lisab@brizbookkeepers.com
Website: https://brizbookkeepers.com