Privacy Policy

I am committed to protecting your privacy and handling your personal and financial information with care, integrity, and confidentiality. This Privacy Policy outlines how I collect, use, store, and protect your information as part of my bookkeeping services.

1. Information I Collect
To provide bookkeeping services, I may collect personal and business information including (but not limited to):

Name, contact details, and business information
Financial records (bank statements, invoices, payroll data, tax-related information)
Access to accounting software and related systems

2. How I Use Your Information
Your information is used solely for the purpose of delivering bookkeeping services, including:

Maintaining and reconciling financial records
Preparing reports and supporting compliance requirements
Communicating with you about your accounts and services

I will only use your information in ways that are necessary, relevant, and aligned with providing these services.

3. Confidentiality and Disclosure
All information provided is treated as strictly confidential. I will not disclose your information to third parties unless:

You have given consent
It is required by law or regulatory authorities
It is necessary to engage trusted service providers (e.g. accounting software platforms), and only to the extent required

4. Conflict of Interest Checks
Before commencing any work, I conduct a conflict of interest check to ensure there are no actual or perceived conflicts with my existing professional responsibilities. This is part of maintaining transparency, independence, and trust in all client engagements.

5. Data Security
I take reasonable steps to ensure your information is secure and protected from misuse, loss, unauthorised access, or disclosure. This includes the use of secure systems, password protection, and controlled access to information.

6. Data Retention
Your information will be retained only for as long as necessary to provide services and meet legal or regulatory requirements. When no longer required, information will be securely deleted or destroyed.

7. Access and Correction
You may request access to the personal information I hold about you and request corrections if needed. I will take reasonable steps to ensure your information is accurate and up to date.

8. Your Responsibilities
You are responsible for ensuring that the information you provide is accurate and complete. You should also take reasonable steps to protect your own access credentials to any shared systems.

9. Changes to This Policy
This Privacy Policy may be updated from time to time. Any changes will be communicated where appropriate.

10. Contact
If you have any questions or concerns about this Privacy Policy or how your information is handled, please get in touch to discuss further.