top of page

MENU

Privacy Policy

Effective Date: 2025

Introduction

We value your privacy and are committed to protecting your personal information. This Privacy Policy describes how we collect, use, store, and safeguard your information when you visit our website or use our bookkeeping and accounting services.

1. Information We Collect

Information You Provide

We may collect personal information when you:

  • Submit a form (contact, consultation, onboarding)

  • Request a quote or service

  • Subscribe to updates

  • Upload documents or financial records

This may include:

  • Name

  • Email address

  • Phone number

  • Business information

  • Financial data shared for bookkeeping/accounting purposes

  • Any other information you choose to provide

Information Collected Automatically

When you visit our site, we may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Pages viewed

  • Time spent on site

  • Cookie data (see our Cookie Policy)

Third-Party Integrations

If you use tools connected to our services (e.g., accounting software, payment processors, document-sharing platforms), those platforms may provide us data in accordance with your permissions.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, accounting, and related services

  • Communicate with you about your account or inquiries

  • Deliver secure document exchanges

  • Improve our website and service offerings

  • Comply with legal and regulatory requirements

  • Maintain internal records and security safeguards

We do not sell or share your information for advertising.

3. How We Protect Your Information

We implement administrative, technical, and physical security measures designed to protect your data, including:

  • Encrypted data transmission

  • Secure document storage

  • Access controls and authentication

  • Industry-standard accounting software protections

However, no method of transmission is 100% secure, and we cannot guarantee absolute security.

4. Sharing Your Information

We may share information only when necessary to:

  • Provide services through trusted third-party tools (e.g., QuickBooks, payroll platforms)

  • Comply with laws, regulations, subpoenas, or lawful requests

  • Prevent fraud or protect the rights and safety of clients and our business

We do not share or sell data for marketing.

5. Data Retention

We retain information only as long as necessary to:

  • Deliver our services

  • Maintain accurate accounting and compliance records

  • Comply with legal obligations

You may request deletion of non-financial personal data at any time.

6. Your Rights

You may request to:

  • Access your personal information

  • Correct inaccurate information

  • Request deletion (where legally permitted)

  • Limit data processing

  • Ask questions about how your information is used

Contact us at the information below to make a request.

7. Updates to This Policy

We may update this Privacy Policy as needed. Updates will be posted on this page with a revised “Last Updated” date.

8. Contact Us

bottom of page