Privacy Policy

Effective Date: October 24, 2026
Last Updated: October 24, 2026

MKBA, Inc. (“MKBA,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.setandfollow.com or communicate with us regarding our accounting, bookkeeping, payroll, business advisory, QuickBooks consulting, and related services.

By using our website, you acknowledge this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information: When you contact us, request a consultation, schedule a discovery call, or submit a website form, we may collect your name, email address, telephone number, business name, and any information you include in your message.

Business and Financial Information: If you engage our professional services, we may collect financial records, accounting information, payroll data, tax-related documents, business records, and other information necessary to provide the requested services. Such information may be subject to additional confidentiality obligations or service agreements.

Technical Information: When you visit our website, certain information may be collected automatically, including your IP address, browser type, device information, operating system, referring website, pages visited, and general website usage data.

Communication Information: We may retain records of communications you have with us, including emails, telephone communications, and inquiries submitted through our website, as appropriate.

2. How We Use Your Information

We may use the information we collect to:

- Respond to questions, requests, and inquiries.

- Schedule consultations and communicate about our services.

- Provide accounting, bookkeeping, payroll, business advisory, and other requested professional services.

- Maintain client records and manage business relationships.

- Process and manage service requests and related administrative activities.

- Operate, maintain, and improve our website and services.

- Monitor website performance, troubleshoot technical issues, and prevent fraudulent or unauthorized activity.

- Comply with applicable legal, regulatory, accounting, and recordkeeping obligations.

- Send relevant business communications where permitted by law.

We will use personal information only for legitimate business purposes consistent with this Privacy Policy and applicable law.

3. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, understand visitor behavior, and improve the user experience.

These technologies may collect information about how visitors interact with our website. We may use analytics services or other website technologies to understand traffic patterns and evaluate website performance.

You can manage cookies through your browser settings. Disabling certain cookies may affect the functionality of some website features.

Where required by applicable law, we will obtain consent before using non-essential cookies or similar tracking technologies.

4. How We Share Your Information

MKBA, Inc. does not sell your personal information for money. We may share information in the following circumstances:

Service Providers: We may share information with trusted third-party providers that support our operations, including website hosting providers, scheduling platforms, accounting software providers, payroll platforms, communications services, and technology providers.

Professional Services: Where necessary to provide services you request, information may be shared with authorized financial institutions, professional advisers, or other relevant parties with appropriate authorization or another lawful basis.

Legal Requirements: We may disclose information when required by law, regulation, court order, legal process, or a legitimate governmental request.

Business Transactions: Information may be transferred as part of a merger, acquisition, restructuring, or sale of business assets, subject to applicable legal requirements.

With Your Consent: We may disclose information for other purposes when you have authorized us to do so or when otherwise permitted by law.

We do not authorize third parties receiving information on our behalf to use it for purposes outside their authorized services or other lawful purposes.

5. Confidentiality of Financial and Client Information

MKBA, Inc. provides services that may involve confidential business, financial, accounting, payroll, and tax-related information.

We take reasonable measures to protect information entrusted to us and limit access to authorized individuals and service providers who need it for legitimate business purposes.

Clients should transmit sensitive financial documents and personal information through approved secure channels whenever available. Please avoid sending sensitive information through ordinary website contact forms or unsecured email unless specifically instructed through an appropriate process.

Although we take reasonable steps to safeguard information, no method of electronic transmission or storage is completely secure.

6. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide our services, maintain business and financial records, resolve disputes, and comply with applicable legal or regulatory obligations.

Retention periods may vary depending on the type of information, the nature of our relationship with you, and applicable recordkeeping requirements.

When information is no longer needed, we will take reasonable steps to delete it, securely dispose of it, or de-identify it where appropriate and legally permissible.

7. Data Security

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

However, we cannot guarantee that information transmitted over the internet or stored electronically will always remain secure. You are responsible for maintaining the confidentiality of your account credentials and notifying us if you suspect unauthorized access to an account associated with our services.

8. Your Privacy Rights

- Depending on your location and applicable law, you may have rights regarding your personal information, including the right to:

- Request access to personal information we maintain about you.

- Request correction of inaccurate or incomplete information.

- Request deletion of certain personal information, subject to legal and recordkeeping exceptions.

- Request information about how your personal information is collected, used, or disclosed.

- Opt out of certain forms of data processing where applicable.

- Withdraw consent where processing is based on consent.

- Appeal a privacy-related decision where required by applicable law.

To exercise any applicable privacy rights, please contact us using the information provided in the Contact Us section below. We may need to verify your identity before responding to your request.

We will process requests in accordance with applicable law and will not unlawfully discriminate against individuals for exercising their privacy rights.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, software platforms, scheduling services, client portals, or other external resources.

These third parties operate independently and may have their own privacy policies and terms of service. MKBA, Inc. is not responsible for the privacy practices, content, security, or policies of third-party websites or services.

We encourage you to review the applicable privacy policies before submitting information to any third-party platform.

10. Children's Privacy

Our website and professional services are intended primarily for businesses, business owners, and adults seeking professional services. Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.

If we become aware that we have collected such information without appropriate authorization, we will take reasonable steps to address it in accordance with applicable law.

11. Marketing and Communications

We may use your contact information to respond to inquiries, provide service-related updates, and send business communications where permitted by law.

If we send promotional emails, you may opt out by following the unsubscribe instructions included in the message or contacting us directly.

Opting out of promotional communications will not necessarily stop essential communications relating to existing services, appointments, or legal obligations.

12. California Privacy Rights

If you are a California resident, you may have additional privacy rights under applicable California privacy laws, including the California Consumer Privacy Act, as amended by the California Privacy Rights Act, where applicable.

Depending on the circumstances, these rights may include the right to know what categories of personal information are collected, request access to or deletion of certain information, correct inaccurate information, and opt out of certain sales or sharing of personal information for cross-context behavioral advertising.

MKBA, Inc. does not sell personal information for monetary consideration. Whether other data practices qualify as a sale or sharing under applicable California law depends on the specific practices involved.

California residents may submit privacy requests using the contact information below. We will verify and respond to requests as required by applicable law.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, website functionality, technology, or legal obligations.

Any updates will be posted on this page with a revised “Last Updated” date. Your continued use of the website after changes are posted indicates your acknowledgment of the updated policy, to the extent permitted by applicable law.

14. Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact us:

MKBA, Inc.
Thousand Oaks, California
Phone: (805) 208-8808
Email: [email protected]
Website: www.setandfollow.com

We will make reasonable efforts to respond to inquiries and privacy requests in accordance with applicable law.