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Processing & Recording Transactions

Accurate data entry and transaction recording to keep your books current and easy to understand.

Account Reconciliation

Monthly bank and account reconciliation to help catch errors, confirm accuracy, and keep your records clean.

Accounts Payable

Track bills, manage vendor payments, and stay on top of what your business owes.

Accounts Receivable

Keep track of customer invoices, payments, and outstanding balances so money does not slip through the cracks.

Payroll

Support with payroll processing, wages, tax withholdings, pay stubs, and direct deposit setup.

Quarterly Tax Filings

Help prepare and file quarterly tax reports so your business can stay organized throughout the year.

1099 Filing

Assistance preparing and filing 1099s and W-2s for contractors, employees, and year-end reporting.

Books Clean Up

We help clean up past transactions, organize records, and get your financials back on track.

Chart of Accounts Set Up

A clean, organized structure for tracking where your money is coming from and where it is going.

Budgeting

Create a clear spending plan for your business so you can manage expenses, plan ahead, and make confident financial decisions.

Forecasting

Look ahead with financial projections that help you understand future cash flow, growth opportunities, and potential business needs before they happen.

Reach Out To Us Today!

Not sure how to start or which bookkeeping service fits your business best? We’re just a call away.

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Privacy Policy

Last updated: June 12, 2026

Golden Bloom Accounting and Advisory (“Golden Bloom,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information we collect through our website, goldenbloomaccounting.com (the “Site”) and our related services. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have. By visiting our Site, submitting information through our forms, or engaging our services, you agree to the practices described in this Privacy Policy.

1. Who we are and how to contact us

Golden Bloom Accounting and Advisory in Spokane Valley, Washington, USA Email: hello@goldenbloomaccounting.com

If you have any questions about this Privacy Policy or our data practices, you can contact us at the email address above.

2. Information we collect

We collect the following types of information: When you interact with our Site or with us, you may provide:

  • Name
  • Email Address
  • Phone number
  • Mailing or Billing Address
  • Payment details (such as card or account information submitted through our payment processors)
  • Information about your business and financial situation
  • Any other information you voluntarily submit in free‑form text fields (for example, in contact forms or messages)

When you visit our Site, we and our service providers automatically collect certain information using cookies, pixels, and similar technologies, including:

  • IP address
  • Browser type and version
  • Device identifiers and device type
  • Operating system
  • Referring pages and exit pages
  • Date and time of visits
  • Pages viewed and links clicked
  • General location information (based on IP address)

This information is primarily collected through tools such as Google Analytics, Google Tag Manager, and server‑level logs.

3. How we collect information

We collect information in the following ways:

  • We log visits and use cookies and similar technologies to understand how visitors use our Site and to maintain security and performance.
  • We use Divi Contact Forms Gravity Forms on our WordPress website to power contact and inquiry forms; the information you submit is stored in our WordPress database and may be emailed to us through our email and SMTP providers.
  • If you engage us for services or pay online, we collect information needed to process your order and manage your account through tools such as Ignition and QuickBooks, which may use third‑party payment processors.
  • If you email us, schedule a call, or otherwise contact us, we collect the information you provide in those communications.

4. Cookies and tracking technologies

We use cookies and similar technologies for several purposes. Cookies are small text files that are stored on your device when you visit a website. They may be used to remember your preferences, keep you logged in, understand how you use the site, and deliver or measure advertising. Cookies used on our Site fall into two broad categories:

  • Essential cookies are necessary for the Site to function properly and to provide features you request, such as keeping you logged in, maintaining session security, and remembering basic settings. The Site cannot function correctly without these cookies.
  • Non‑essential cookies are not strictly required for the Site to work, but help us understand how the Site is used, improve performance, and, where applicable, measure or personalize marketing and advertising.

Types of cookies and tools we use

These are needed to operate the Site, maintain security, remember your preferences, and keep logged‑in users authenticated. WordPress login cookies and plugins such as Persistent Login are examples.

  • Analytics cookies. We use Google Analytics, Google Tag Manager, and Google Search Console to understand how visitors use our Site, diagnose technical issues, and improve our content and services. These tools may collect IP address, page views, and other usage information and may set their own cookies on your device. To opt out of Google Analytics, you can install the Google Analytics Opt‑out Browser Add‑on, which prevents Google Analytics JavaScript from sharing information about your visit activity; it is available at: https://tools.google.com/dlpage/gaoptout.
  • Advertising and remarketing cookies. If we run advertising campaigns, we may use advertising cookies or pixels to measure performance and, where applicable, show relevant ads to interested audiences.
  • Performance and optimization tools. Plugins such as ShortPixel Image Optimizer, Nginx Helper, and caching/optimization tools may process images and technical data to improve load times and Site performance.

Most web browsers automatically accept cookies, but you can modify your browser settings to decline cookies or notify you before a cookie is placed on your device. If you choose to disable cookies, some features of the Site may not function properly.

5. How we use your information

We use the information we collect for the following purposes:

  • To provide and manage our services. Including responding to inquiries, evaluating whether our services are a good fit, preparing and managing engagement agreements, and delivering accounting and advisory services.
  • To process payments and manage billing. Including processing transactions, sending invoices and receipts, and maintaining financial records.
  • To communicate with you. Including responding to messages, sending service‑related emails, providing updates about your engagement, and sending information you request.
  • To send marketing communications. With your consent or where permitted by law, we may send newsletters, educational content, or information about services we think may be helpful. You can opt out at any time (see “Your rights and choices”).
  • To maintain security and prevent misuse. Including monitoring for suspicious activity, protecting our Site and systems using tools such as Solid Security Pro, and enforcing our terms and policies.
  • To analyze and improve our Site and services. Including measuring traffic and usage patterns through analytics tools and making improvements to content, design, and functionality.
  • To comply with legal and regulatory obligations. Including tax, accounting, and record‑keeping requirements, and responding to lawful requests and legal processes.

6. How we share information

We donotsell your personal information. We share personal information with trusted third parties who help us operate our business and deliver our services, including:

  • Hosting and infrastructure providers. Our Site is hosted on a VPS with InMotion Hosting (bobcathosting.com), which stores server logs and helps maintain the availability and security of the Site.
  • WordPress plugins and service providers. This includes tools such as Gravity Forms(forms), Gravity SMTP / SendGrid(email delivery), Solid Security Pro(security monitoring), ManageWP Worker(backups and maintenance), ShortPixel Image Optimizer (image optimization), and other Divi‑related plugins used to manage and style the Site.
  • Email and productivity tools. We use Google Workspace for business email and document management, and SendGrid (via SMTP) to send transactional and certain marketing emails from the Site.
  • Analytics and advertising partners. Including Google Analytics, Google Tag Manager, Google Search Console, and any advertising networks or platforms we use for campaigns.
  • Business and practice‑management tools. Including Ignition (engagement letters and proposals), ClickUp (project management), QuickBooks(accounting), and DoubleHQ and related systems that help us manage our operations and client work.
  • Payment processors. If you pay online, your payment details are processed directly by our payment processor(s) (for example, through Ignition or QuickBooks Payments) and are subject to their own privacy and security practices. We do not store full payment card details on our Site.
  • Professional advisors and legal authorities.We may share information with attorneys, accountants, auditors, or regulators as needed to comply with laws and to protect our rights.

We may also share information if we are involved in a business transaction such as a merger, sale, or reorganization, or when necessary to comply with legal obligations, respond to lawful requests, or protect the rights, property, or safety of us, our clients, or others.

7. International data transfers

Our business and many of our service providers operate primarily in the United States but may use servers, data centers, or personnel located in other countries. As a result, your information may be stored or processed outside the state or country where you reside, including in jurisdictions that may have different data‑protection laws than your own. Where required by applicable law, we implement appropriate safeguards for such transfers and take steps to ensure that your personal information receives an adequate level of protection.

8. Data retention

We retain personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, including:

  • Client and engagement records: Typically kept for up to 7 years after the end of the engagement or longer where required for tax, accounting, and regulatory obligations.
  • Payment and transaction records: Retained in accordance with legal and financial‑record requirements.
  • Website form submissions and inquiries: Retained for as long as necessary to respond to your request and, if applicable, while you are a client or prospective client with whom we maintain an ongoing relationship.
  • Marketing records: Retained while you remain subscribed and for a reasonable period after you unsubscribe, to maintain suppression lists and comply with our legal obligations.
  • Analytics data and server logs: Retained for a period appropriate for security, troubleshooting, and trend analysis, after which they are deleted or anonymized when reasonably practicable.

We may retain information longer if necessary to resolve disputes, enforce our agreements, or comply with legal obligations.

9. Your rights and choices

Depending on where you live and the nature of your relationship with us, you may have the right to:

  • Access the personal information we hold about you.
  • Correct or update inaccurate or incomplete information.
  • Request deletion of your personal information, subject to legal and contractual obligations.
  • Object to or restrict certain processing activities, such as direct marketing.
  • Opt out of marketing communications. You can do this at any time by following the unsubscribe instructions in our emails or by contacting us.
  • Manage cookies and tracking. You can configure your browser to block or delete cookies, and you may be able to opt out of certain analytics or advertising tools directly through their settings or opt‑out mechanisms.

To exercise any of these rights, please contact us at hello@goldenbloomaccounting.com. We may need to verify your identity before fulfilling your request. Some information may be retained as required or permitted by law, such as for tax, audit, or security purposes. If you are a resident of a state with specific privacy laws (such as California, Colorado, or Virginia), you may have additional rights under those laws. We will respond to your requests in accordance with applicable legal requirements.

10. Data security

We take reasonable administrative, technical, and physical measures designed to protect personal information against unauthorized access, loss, misuse, or alteration, including:

  • Use of SSL/TLS encryption for data transmitted between your browser and our Site.
  • Hosting on a managed InMotion/BobcatHosting VPS with server‑level security configurations.
  • Use of security tools such as Solid Security Pro and regular updates to WordPress, themes, and plugins. Access controls, including limiting access to personal information to personnel and service providers who need it to perform their duties.
  • Regular backups and maintenance through tools such as ManageWP.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security, but we strive to protect your information using industry‑standard practices.

11. Children’s privacy

Our Site and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it. If you believe a child has provided us with personal information, please contact us.

12. Third‑party websites

Our Site may contain links to websites or services that we do not own or control. This Privacy Policy does not apply to the privacy practices of those third parties. We encourage you to review their privacy policies before providing any personal information.

13. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we do, we will revise the “Last updated” date at the top of this page. In the event of material changes, we may also provide additional notice, such as by email or a prominent notice on the Site. Your continued use of the Site or our services after the revised Policy has been posted constitutes your acceptance of the changes.