Privacy at Gold Standard Bookkeeping.

Who we are and how to contact us

Gold Standard Bookkeeping LLC is based in Milwaukee, Wisconsin and provides remote bookkeeping services for U.S. businesses. Kurtis Gapson handles enquiries and privacy requests. Email kurtis@goldstandardbooks.com.

Information you provide

Our enquiry form asks for your name, business name, email address, industry, QuickBooks Online status and the services you are interested in. Phone number, revenue range and a short description of your needs or timing are optional. We also receive information you choose to include in emails.

Use the public form for general business details only. It has no document upload. Please leave out account numbers, passwords, tax identifiers and financial documents. Any review of financial records requires your permission and a separately agreed sharing method.

How we use and share information

We use enquiry details to respond, assess whether our services fit your needs, discuss scope and pricing, and keep relevant correspondence and next steps. GSB business access is currently limited to Kurtis. Our service providers also process information to operate their services.

• Formspree receives and stores website enquiries and sends notifications to our GSB business mailbox. The form has no additional notification recipients or connected marketing/CRM integrations.
• Microsoft 365 provides our Outlook business email and storage for relevant correspondence and business records.
• Cloudflare hosts and protects the website and provides traffic and performance measurements.

Providers may process technical data such as IP addresses, browser information, request times and referring pages for service operation and security. Information may be processed in the United States and other countries where providers operate. See the Formspree privacy policy, Microsoft privacy statement and Cloudflare privacy policy.

We do not sell enquiry information or use it for targeted advertising. Coordination with your tax professional or another adviser requires your permission and an agreed scope. We may retain or disclose information when required by law or necessary to address a dispute or security incident.

Website analytics and cookies

We use Cloudflare Web Analytics to understand website traffic and page performance. It is configured to exclude visitors in the European Union from its automatically inserted measurement script. That setting does not prevent the hosting and security processing described above.

Cloudflare states that its Web Analytics does not use cookies or local storage to collect usage metrics, or fingerprint individuals for analytics. Read how Cloudflare Web Analytics works. GSB has no Google Analytics, advertising pixels or chat widgets installed in its website files, and Cloudflare Zaraz tag management is off. Hosting and security services may use cookies or similar mechanisms for their operation; this is not a claim that no technical data is processed.

How long we keep records

We review enquiry records monthly. For enquiries that do not become clients, we remove unnecessary content after 12 months without a meaningful exchange. We remove test and spam enquiries within 30 days, except information needed to investigate an incident. We retain the minimum do-not-contact record needed to respect an opt-out.

Client records follow the service agreement. It provides for retaining signed agreements, delivered reports and necessary workpapers for seven years after termination, subject to applicable requirements and legal holds. This is not a seven-year rule for every enquiry or duplicate source document.

Provider logs, deleted-item recovery and backups may have separate retention cycles. Removing an enquiry from our active records does not mean every provider copy disappears immediately. We retain information longer where necessary for a legal obligation or hold.

Your choices and requests

You can email instead of using the form and can leave optional fields blank. To ask about your information, request access, correction or deletion, or stop marketing messages, email kurtis@goldstandardbooks.com. We verify requests appropriately before releasing or deleting information and explain any retention exception that applies. We preserve the minimum suppression record needed to honor a marketing opt-out.

If you become a client, your agreement and the approved onboarding process explain service-specific handling of financial records, access and responsibilities. We update this page when our practices change; the date above identifies the latest revision.