Privacy Policy

Last updated: January 2026

Lisa R. Wells (“I,” “me,” or “my”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains what information I collect, how it’s used, and the choices you have regarding your information.

Information I Collect

I may collect personal information when you:

  • Contact me through a form on this website

  • Schedule a call or consultation

  • Email me directly

  • Subscribe to updates or communications

The information collected may include your name, email address, phone number, business name, and any details you choose to share.

How Your Information Is Used

Your information is used only to:

  • Respond to inquiries or requests

  • Schedule and conduct calls or consultations

  • Provide bookkeeping services or related information

  • Communicate about next steps or services you’ve requested

I do not sell, rent, or trade your personal information.

Third-Party Tools & Services

This website may use trusted third-party tools to operate effectively, such as:

  • Scheduling software (e.g., for booking calls)

  • Website analytics tools (such as Google Analytics)

  • Email or communication tools

These providers may collect limited data as needed to perform their services and are governed by their own privacy policies.

Cookies & Analytics

This website may use cookies or similar technologies to understand how visitors use the site and to improve performance. Cookies do not collect personally identifiable information unless you choose to provide it.

You can disable cookies through your browser settings if you prefer.

Data Security

Reasonable measures are taken to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.

Your Choices

You may request to:

  • Access the personal information I have about you

  • Correct or update your information

  • Ask that your information be deleted (subject to legal or business record requirements)

To make a request, email: lisa@lisarwells.com

Children’s Privacy

This website is not intended for children under the age of 13, and I do not knowingly collect personal information from children.

Changes to This Policy

This Privacy Policy may be updated occasionally to reflect changes in practices or legal requirements. The most current version will always be posted on this page.

Contact

If you have questions about this Privacy Policy or how your information is handled, please contact:

Lisa R. Wells

Email me at
lisa@lisarwells.com
Website: https://lisarwells.com