WEBSITE INFORMATION
Privacy policy.
How information is handled when you visit this website, arrange a call, or contact SouthPoint.
Updated November 13, 2026
This notice describes website visits and initial inquiries to SouthPoint Bookkeeping LLC, presented on this website as SouthPoint Business Services. Any client engagement will identify its scope and applicable information-handling arrangements in writing.
Booking a discovery call
Our booking link opens Google Calendar, where you can choose a time and provide the details needed to arrange a call. Google processes those details through its scheduling service and shares the appointment information with SouthPoint. Google Meet details are included in the booking confirmation. Review Google’s privacy policy before using its scheduling page.
Email and the Google scheduling alternative
If you email SouthPoint, we may receive your name, email address, business details, and the message you choose to share. Email links open your email application. The inquiry form is a separate way to contact SouthPoint.
The separate Google booking link opens Google Calendar directly. Details you provide there are handled through Google’s service and shared as needed to arrange the appointment. Review Google’s privacy policy before using Google scheduling.
Keep initial messages and booking topics to a general description of your business and priorities. Do not include bank credentials, identification numbers, or sensitive financial records. Any later transfer of client records should use an agreed method appropriate to the engagement.
Website AI assistant
If the website AI assistant is available and you choose to use it, the questions you submit and a short portion of the conversation are sent to Cloudflare Workers AI to generate a reply. The assistant is automated; a person is not monitoring the conversation in real time. If you approve and submit an inquiry, SouthPoint receives the details shown in the inquiry form. Please do not enter passwords, account numbers, financial records, identification numbers, or other sensitive information. Use the contact or booking page if you want to reach SouthPoint.
The assistant is designed to keep the displayed conversation in your browser while it is open. SouthPoint does not use the chat itself to save conversation transcripts or automatically submit an inquiry. Cloudflare processes inputs and outputs to provide the service; its handling, including exceptions and technical processing, is described in Cloudflare’s Workers AI data usage notice and privacy policy. Hosting and security services may process technical request information as described below.
Sending a question is optional. The assistant may be unavailable, and you can always contact SouthPoint directly instead.
Separate inquiries
If you submit an inquiry form, SouthPoint collects your name, email address, service interest, message, and business name if provided. We use these details to review your request and respond. If you ask the assistant to prepare an inquiry, it can use an AI-generated summary of your questions and extra details, along with the contact details you provide, to fill the form. Contact details collected during guided inquiry preparation stay in your browser until you submit the form. Review or edit them before submitting. Other chat messages are not automatically included. Please do not submit passwords, account numbers, financial records, or other sensitive information.
Inquiry records are stored using Cloudflare. The database is configured to delete inquiry records after six months. A notification containing the submitted details is also sent to SouthPoint's Google Workspace mailbox. Deleting an inquiry from the database does not automatically delete email, backups, or other copies, which may be retained separately. Contact hello@southpointbookkeeping.com to ask about your information or request correction or deletion.
Inquiry form verification
When the inquiry form is available, it may use Cloudflare Turnstile to help prevent automated abuse. Cloudflare processes technical and interaction information to provide verification. See Cloudflare’s privacy policy for more about its practices.
Website operation and service providers
Website hosting and security services may process technical request information such as IP addresses, browser information, requested pages, and timestamps to deliver and protect the website. Those providers’ processing is governed by their own terms and privacy notices.
Cloudflare Web Analytics is enabled for the domain and may automatically add a measurement script to proxied pages. When it runs, Cloudflare processes website usage and performance information; browser settings or a page’s security policy may prevent it from loading. See Cloudflare’s privacy policy for information about its practices. The SouthPoint booking page links to Google’s appointment-scheduling service. If you follow that link, Google’s site may use cookies or similar technologies according to its own policies and your browser or account settings. Hosting or access providers may separately use technical cookies or sign-in processing.
Use and sharing
We use inquiry and appointment information to communicate with you, evaluate a potential engagement, maintain relevant business records, and meet applicable legal obligations. We do not sell inquiry information or use it for advertising profiles. Information may be handled by service providers supporting email, scheduling, website hosting, or an agreed engagement, and may be disclosed when required by law.
Google handles calendar-event and meeting information entered through its scheduling service, subject to Google’s own notice.
Retention and requests
We keep inquiry and appointment information to arrange calls, resolve scheduling issues, maintain relevant business records, and meet applicable legal obligations. Appointment information may remain in the connected Google calendar and related communications. You can ask about information you have provided, request a correction, or request deletion by emailing hello@southpointbookkeeping.com. Requests will be considered in light of applicable rights and recordkeeping obligations.
Client information and updates
Financial records, software access, confidentiality, and third-party tools used in an actual engagement should be addressed in the engagement documents before work begins. This website notice does not replace those arrangements.
We may update this notice as booking features or information-handling practices change. The updated date appears above. For privacy questions, contact hello@southpointbookkeeping.com.