Privacy Policy
Last updated: September 2026
Information We Collect
When you submit a consultation request through our website, we collect the information you provide, including your name, business name, email address, phone number, country, business type, accounting software, transaction volume and any details you share in your message.
How We Use Your Information
We use the information you provide to respond to consultation requests, prepare quotes, understand your accounting needs and, where a working relationship is established, to deliver bookkeeping and accounting services. We do not sell your information to third parties.
Data Security
We take reasonable technical and organizational measures to protect the information you share with us, and access to client financial data is limited to the team members working on your account.
Data Retention
We retain contact form submissions and client records for as long as necessary to respond to your enquiry, provide our services, and meet any applicable legal or accounting record-keeping obligations.
Your Rights
Depending on where you are located, you may have the right to access, correct or request deletion of the personal information we hold about you. To make a request, please contact us using the details on our Contact page.
Contact
Questions about this policy can be sent to the email address listed on our Contact page.