Effective Date: January 1, 2025

Last Updated: July 15, 2026

This Privacy Policy explains how Allison Caddy d/b/a Ready Set Streamline (“Ready Set Streamline,” “we,” “us,” or “our”) collects, uses, stores, and shares information when you visit our website, submit a form, communicate with us, request or receive services, participate in a referral program, or otherwise interact with our business.

Ready Set Streamline provides bookkeeping and related financial recordkeeping services to businesses located in the United States.

1. INFORMATION WE COLLECT

The information we collect depends on how you interact with us and may include:

Contact and Business Information

- Name

- Business name, type, structure, industry, and location

- Email address

- Telephone number

- Mailing or business address

- Website address

- Business revenue range

- Bookkeeping needs and current financial-record status

- Information provided through forms, calls, meetings, emails, text messages, or other communications

Financial and Bookkeeping Information

When you request or receive bookkeeping services, we may receive access to information necessary to perform the services you authorize, including:

- QuickBooks Online records

- Bank and credit-card transaction data available through accounting software

- Income and expense records

- Invoices, receipts, bills, statements, and supporting documents

- Contractor payment information

- Owner contribution and withdrawal records

- Chart-of-accounts information

- Financial reports

- Historical bookkeeping records

- Tax-related documents provided for bookkeeping or recordkeeping purposes

We use this information only as reasonably necessary to provide authorized services, manage our business relationship, maintain appropriate records, and meet applicable legal obligations.

Ready Set Streamline provides bookkeeping services only and does not provide tax preparation or filing, payroll processing, legal advice, investment advice, financial planning, CPA services, CFO services, audit or assurance services, or compliance services unless expressly agreed in writing.

Account and Access Information

You may authorize us to access third-party accounts or platforms used to provide services. We may maintain information about:

- User invitations and access permissions

- Account identifiers

- Software configurations

- Integration or connection status

- Access granted or revoked

Whenever possible, access should be provided through accountant access, delegated-user access, team-member permissions, or another secure access method rather than by sharing your primary username and password.

Payment Information

Payments may be processed by third-party payment providers such as Stripe.

We may receive transaction information such as your name, billing address, payment status, transaction amount, subscription or invoice status, and limited payment-method details.

Ready Set Streamline does not generally receive or store complete payment-card numbers.

Referral Information

If you submit a referral, participate in our referral-partner program, or are referred to us, we may collect:

- Referrer and referred-contact information

- Referral source and status

- Referral agreement information

- Payment information needed to issue referral compensation

- Tax documentation when legally required

- Communications related to the referral

You should only provide another person’s information when you are authorized or otherwise have an appropriate basis to do so.

Website and Technical Information

When you visit our website, we or our technology providers may automatically collect:

- Internet Protocol address

- Browser and device type

- Operating system

- Referring website

- Pages visited

- Dates and times of visits

- Links or buttons clicked

- General geographic information

- Cookie or similar-technology identifiers

- Website interaction and performance data

2. HOW WE COLLECT INFORMATION

We may collect information:

- Directly from you

- Through website forms, calendar bookings, proposals, agreements, onboarding forms, support requests, or referral forms

- During emails, text messages, telephone calls, or video meetings

- Through accounting software and other systems you authorize us to access

- From referral partners or others who introduce you to us

- Automatically through cookies, analytics, and similar technologies

- From service providers or publicly available business sources

3. HOW WE USE INFORMATION

We may use information to:

- Respond to inquiries

- Evaluate whether our services are appropriate for you

- Schedule and conduct meetings

- Prepare proposals, agreements, and service recommendations

- Onboard and manage clients

- Provide monthly bookkeeping, catch-up bookkeeping, QuickBooks Online setup, and related services

- Categorize and reconcile transactions

- Prepare financial reports, summaries, and service deliverables

- Communicate about records, account access, deadlines, billing, and service status

- Process invoices and payments

- Administer referral programs and issue referral compensation

- Maintain business, accounting, and legal records

- Operate, analyze, secure, and improve our website and services

- Prevent fraud, misuse, and unauthorized activity

- Enforce our agreements and legal rights

- Comply with applicable legal, accounting, tax, and regulatory obligations

- Send marketing communications where permitted and consistent with your preferences

We do not use client financial information for unrelated advertising or sell it to data brokers.

4. HOW WE SHARE INFORMATION

We do not sell personal information or personal data.

We may share information with authorized service providers, contractors, subcontractors, professional advisers, and other parties as reasonably necessary for the purposes described below.

Service Providers, Contractors, and Subcontractors

We use third-party providers to support functions such as:

- Website hosting and forms

- Customer relationship management

- Scheduling

- Email and text-message delivery

- Accounting and bookkeeping

- Cloud storage and document management

- Project and client management

- Video conferencing

- Electronic signatures, proposals, and contracts

- Payment processing

- Referral payments

- Website analytics

- Technical support and security

Depending on the service being provided, the categories of information shared may include contact and business information, communications, payment and transaction information, website and technical information, and financial or bookkeeping information you authorize us to process.

Authorized contractors and subcontractors may also receive information when reasonably necessary to assist with service delivery, provided they are subject to appropriate confidentiality obligations.

These providers may include GoHighLevel, Intuit QuickBooks Online, Google Workspace, ClickUp, Stripe, Melio, Zoom, Canva, and other technology, hosting, communications, or analytics providers.

These providers process information according to their own terms, privacy policies, security practices, and contractual obligations.

Professional Advisers

We may share information with accountants, attorneys, insurers, consultants, or other professional advisers when reasonably necessary to operate or protect our business.

Legal and Business Requirements

We may disclose information when reasonably necessary to:

- Comply with applicable law, a subpoena, court order, or lawful government request

- Investigate fraud, misuse, or security incidents

- Protect the rights, property, or safety of Ready Set Streamline, our clients, or others

- Enforce agreements or defend legal claims

- Complete an actual or proposed business sale, merger, financing, reorganization, or transfer

We may also share information when you request, authorize, or direct us to do so.

5. CLIENT FINANCIAL INFORMATION

Client financial and bookkeeping information is treated as confidential business information and used only for authorized service delivery, business administration, legal compliance, and other purposes described in this Privacy Policy or the applicable service agreement.

We may retain workpapers, reports, communications, and supporting records when reasonably necessary to document services performed, maintain professional records, satisfy contractual obligations, resolve disputes, or comply with legal requirements.

6. MOBILE MESSAGING

When you provide a mobile number and expressly opt in, you may receive text messages concerning:

- Appointment confirmations and reminders

- Service-related notices

- Billing or account communications

- Requests for information or documentation

- Client-support communications

- Other messages consistent with the consent you provided

Message frequency varies based on your interaction with us. Message and data rates may apply.

You may opt out by replying STOP. Reply HELP for assistance or contact:

Email: [email protected]

Phone: (308) 270-5288

Consent to receive marketing text messages is not a condition of purchasing services.

Mobile opt-in data and consent information will not be sold or shared with third parties for their independent marketing purposes. We may provide this information to communications vendors and telecommunications providers as necessary to deliver messages and administer the messaging program.

Carriers are not responsible for delayed or undelivered messages.

7. EMAIL COMMUNICATIONS

We may send administrative or transactional emails related to inquiries, appointments, proposals, agreements, onboarding, service delivery, client support, billing, account access, referrals, or changes to our services and policies.

Marketing emails will include an unsubscribe method when required. Unsubscribing from marketing emails does not prevent us from sending necessary service, billing, legal, or transactional communications.

8. COOKIES AND ANALYTICS

Our website may use cookies, scripts, and similar technologies to:

- Operate and secure website functionality

- Process forms and requested functions

- Measure website traffic and usage

- Understand visitor interactions

- Diagnose errors

- Improve website performance

- Evaluate marketing effectiveness

We may use Google Analytics or similar analytics services. These providers may collect or access information through cookies or similar identifiers according to their own privacy policies.

You can restrict or delete cookies through your browser settings. Disabling cookies may affect some website functionality.

9. DATA SECURITY AND RETENTION

We use reasonable administrative, technical, and organizational safeguards designed to protect personal and client information against unauthorized access, use, alteration, loss, or disclosure.

These safeguards may include access controls, strong passwords, multifactor authentication where supported, secure cloud platforms, device protections, secure document-sharing methods, and vendor-provided encryption.

No electronic transmission, storage platform, or security system can be guaranteed to be completely secure.

We retain information only for as long as reasonably necessary to provide services, maintain business and professional records, administer agreements, process payments, resolve disputes, prevent fraud, enforce legal rights, and meet applicable legal, accounting, tax, insurance, or regulatory obligations.

When information is no longer reasonably required, we may delete, anonymize, or securely dispose of it. Information held by third-party providers may be subject to their own retention practices.

10. YOUR PRIVACY RIGHTS

Depending on your state of residence and applicable law, you may have the right to request that we:

- Confirm whether we process your personal information

- Provide access to certain personal information

- Correct inaccurate information

- Delete certain information

- Provide a portable copy of certain information

- Explain categories of information collected, used, or shared

- Opt you out of certain sales, targeted advertising, or profiling activities

- Review an appeal of a denied privacy request

These rights may be subject to legal exceptions, including information that must be retained to provide services, complete transactions, maintain financial or tax records, prevent fraud, protect legal rights, or comply with applicable law.

To submit a request, contact us using the information in the Contact Us section. We may need to verify your identity or authority before completing the request.

If we deny all or part of your privacy request, you may appeal the decision by emailing [email protected] with the subject line Privacy Request Appeal and explaining the reason for your appeal. We will review and respond within the time required by applicable law. If your appeal is denied, we will provide information about how you may submit a complaint to the Nebraska Attorney General.

11. THIRD-PARTY SERVICES

Our website, communications, or client resources may contain links to third-party websites, applications, or services.

Ready Set Streamline does not control and is not responsible for the privacy, security, content, or practices of third parties. Your use of third-party services is governed by their own terms and privacy policies.

12. CHILDREN’S PRIVACY

Our website and services are intended for business owners and adults and are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13. Contact us if you believe a child has provided information so we can review and, when appropriate, delete it.

13. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technology providers, or legal obligations.

The Last Updated date identifies the most recent revision. Material changes may be communicated through our website, email, text message where appropriate, or another reasonable method.

14. CONTACT US

Questions, concerns, or privacy requests may be directed to:

Ready Set Streamline

Allison Caddy, Owner

6810 Evergreen Road

Kearney, NE 68845

United States

Email: [email protected]

Phone: (308) 270-5288

Website: readysetstreamline.com

We may need to verify your identity before responding to a request involving personal, confidential, or financial information.

For information about services, billing, cancellations, disputes, and client responsibilities, review our Terms and Conditions and the applicable service agreement.