Privacy Policy — J Evans Money Management

J Evans Money Management ("we," "us," "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. It applies to jevansbooks.com and does not cover information you share with us separately as part of our bookkeeping and advisory engagement, which is governed by your service agreement.

Information We Collect

This website is informational. We only collect information you choose to give us — for example, when you email us, call us, or reach out to schedule a consultation. That typically includes:

Your name and contact details (email, phone)
Anything you share about your business or bookkeeping needs
Basic technical information your browser sends automatically (like general location and device type), if we ever add analytics tools

We do not use tracking pixels, ad networks, or sell any information to third parties. If that ever changes, we'll update this policy first.

How We Use It

To respond to your inquiry and schedule a consultation
To provide bookkeeping, advisory, and related services if you become a client
To maintain accurate business records

We do not use your information for marketing you haven't asked for, and we don't share it with third parties except the tools directly required to serve you (like QuickBooks, Digits, Gusto, Bill.com, or Double) under our engagement with you.

Client Financial Information

If you become a client, the financial documents and records you share with us are handled under the confidentiality terms of your engagement letter, stored in secure, access-controlled systems, and used solely to perform the bookkeeping and advisory services you've hired us for.

Cookies & Tracking

This site does not currently use advertising cookies or third-party tracking scripts. If we add analytics in the future to understand how visitors use the site, we'll disclose that here.

Your Rights

You can ask us at any time what information we have about you, request that we correct it, or ask us to delete information we don't need to retain for legal or business reasons. Just reach out using the contact information below.

As a small business under Texas law, J Evans Money Management is generally exempt from the formal requirements of the Texas Data Privacy and Security Act. We're providing this policy as a matter of transparency and good practice, not because it's legally mandated for a business our size.

Data Security

We take reasonable steps to protect the information you share with us, including using secure, reputable platforms for document exchange and client communication. No method of transmission over the internet is 100% secure, but we work to keep your information safe.

Changes to This Policy

We may update this policy from time to time. The "last updated" date at the top will reflect the most recent revision.

Questions about this policy?