Messaging Privacy Policy
 

Effective Date: October 17, 2026
 

ClearView Bookkeeping & Advisory LLC (“ClearView,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Messaging Privacy Policy explains how we collect, use, and protect information when you communicate with us through SMS text messaging.
 

Information We Collect
 

When you communicate with us or consent to receive SMS messages, we may collect:
 

• Your name and mobile phone number

• Your email address and basic contact information

• Your SMS messages and related communication history

• Your consent to receive SMS messages, when applicable
   

How We Collect Your Information
 

We collect information directly from you when you contact ClearView by telephone, text message, email, or through our website, or when you otherwise provide your contact information.
 

How We Use Your Information
 

We use your information to:
 

• Respond to inquiries and requests for information

• Communicate with clients and prospective clients regarding our bookkeeping and advisory services

• Provide appointment confirmations, scheduling information, service updates, and other business-related communications

• Maintain business records and operate our business
   

We send SMS messages in accordance with applicable consent requirements.
 

SMS Messaging and Opt-Out
 

You may opt out of receiving SMS messages from ClearView at any time by replying STOP to a message.
 

For assistance, reply HELP or contact us at (248) 422-0442.
 

Message and data rates may apply.
 

Information Sharing
 

We may share information with service providers who assist us in operating our business and delivering communications, or when required by law.
 

We do not sell or share your personal information, mobile phone number, or SMS consent information with third parties or affiliates for marketing or promotional purposes.
 

Mobile opt-in information and SMS consent will not be shared with third parties or affiliates for their marketing or promotional purposes.
 

Protection of Information
 

We take reasonable measures to protect personal information against unauthorized access, use, or disclosure.
 

Updates to This Policy
 

We may update this Messaging Privacy Policy periodically. Any updates will be posted on this page with a revised effective date.
 

Contact Us
 

ClearView Bookkeeping & Advisory LLC

Email: andy@clearviewba.com

Phone: (248) 422-0442

Website: www.cvba-mi.com

 

Additional SMS Data Sharing Disclosure
 

Customer data is not shared with third parties for promotional or marketing purposes.
 

Mobile opt-in information and consent are never shared with anyone for any purpose. Any information sharing mentioned elsewhere in this policy excludes mobile opt-in data.
 

Messaging Program Terms and Conditions
 

1. The messaging program consists of general customer care messaging to answer questions and provide support to customers. Messages will be sent from (248) 422-0442.

2. You can cancel the SMS service at any time. Just text STOP to the phone number from which you received messages. After you send STOP, we will send you an SMS confirming that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, sign up as you did the first time.

3. If you are experiencing issues with the messaging program, reply HELP for assistance, or contact us directly at andy@clearviewba.com.

4. Carriers are not liable for delayed or undelivered messages.

5. Message and data rates may apply for messages sent to you from us and to us from you. Message frequency will vary based on communication needs. For questions about your text or data plan, contact your wireless provider.

6. If you have questions regarding privacy, please review the Privacy Policy above or contact us at andy@clearviewba.com.