Legal / Policy
Effective July 2, 2026
How OneBooks LLC collects, uses, and protects the information you share with us — in plain language, not legalese.
The short version: we collect what we need to respond to your inquiry and provide bookkeeping services, we never sell your information, and we use standard tools like QuickBooks Online and email to run the business. Details below.
OneBooks LLC (“OneBooks,” “we,” “us”) is a bookkeeping firm based in Wyckoff, New Jersey, providing catch-up, cleanup, and monthly bookkeeping services to small businesses across the United States. This policy explains how we handle information collected through onebooks.co and our related landing pages, forms, and client communications.
We collect information in two ways: what you give us directly, and what your browser shares automatically.
Category
Contact details
Examples
Name, email address, phone number, business name
When
Quote requests, discovery call bookings, contact forms
Category
Business information
Examples
Industry, entity type, current bookkeeping software, approximate transaction volume
When
Quote requests, onboarding
Category
Financial records
Examples
Bank and credit card statements, QuickBooks Online data, receipts
When
Only after you engage us as a client, via secure channels
Category
Usage data
Examples
IP address, browser type, pages visited, referring site
When
| Automatically, via standard analytics on every visit |
Category
Examples
When
Contact details
Name, email address, phone number, business name
Quote requests, discovery call bookings, contact forms
Business information
Industry, entity type, current bookkeeping software, approximate transaction volume
Quote requests, onboarding
Financial records
Bank and credit card statements, QuickBooks Online data, receipts
Usage data
IP address, browser type, pages visited, referring site
| Automatically, via standard analytics on every visit |
We do not ask for or store bank account passwords or full card numbers on our website. Financial data shared during an active engagement is exchanged through your accounting software connection or a secure file-sharing method we set up together.
We do not use the information you submit through a quote form for unrelated marketing without your consent, and we do not sell, rent, or trade your personal information to third parties for their own marketing purposes.
We share information only where it’s needed to run the business or deliver your service, with providers who are contractually required to protect it:
Service
Purpose
Sells data?
QuickBooks Online (Intuit)
Bookkeeping platform used to deliver client services
No
Financial Cents
Internal practice management and workflow tracking
No
Email and calendar tools
Scheduling discovery calls, client correspondence
No
Google Analytics
Understanding site traffic, page performance, and visitor behavior
Aggregated only
Google Ads conversion tracking
Measuring which ad campaigns lead to quote requests and calls
Aggregated only
QuickBooks Online (Intuit)
Purpose
Bookkeeping platform used to deliver client services
No
Financial Cents
Purpose
Internal practice management and workflow tracking
No
Email and calendar tools
Purpose
Scheduling discovery calls, client correspondence
No
Google Analytics
Purpose
Understanding site traffic, page performance, and visitor behavior
Aggregated only
Google Ads conversion tracking
Purpose
Measuring which ad campaigns lead to quote requests and calls
Aggregated only
We may also disclose information if required by law, subpoena, or to protect the rights and safety of OneBooks or others. If OneBooks is ever acquired or merged, client information would transfer as part of that transaction, under the same commitments described here.
Our website uses Google Analytics to understand how visitors use the site — which pages they view, how they arrived, and how long they stay. We also use Google Ads conversion tracking to measure which ads and keywords lead to quote requests, calls, or form submissions, so we can spend our advertising budget on what actually works. These tools rely on cookies and collect general usage patterns, not your personal identity, unless you’ve submitted a form. You can disable cookies in your browser settings at any time, or opt out of Google Analytics tracking using Google’s browser add-on; the site will still function, though some features may be limited.
Quote and inquiry information that never becomes a client relationship is retained for a reasonable period to follow up, then deleted or archived. Client financial and engagement records are retained in line with standard accounting recordkeeping practices, typically for several years after an engagement ends, to support tax filings, audits, or legal requirements.
You can ask us to:
To make any of these requests, reach out using the contact details below.
We use industry-standard safeguards — encrypted connections, access controls, and secure platforms like QuickBooks Online — to protect the information you share. No system is completely immune to risk, but we take reasonable steps to keep client and visitor data secure and limit access to team members who need it to do their jobs.
We may update this policy as our services or tools change. The effective date at the top of this page will always reflect the most recent version. Material changes affecting active clients will be communicated directly.
Questions about this policy or your information? Reach out directly:
