Privacy Policy

Last updated: February 2026

This Privacy Policy explains how we collect, use, store, and protect personal information when you visit this website or contact us for bookkeeping services.

We are committed to protecting your privacy and handling personal information responsibly and in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).


Information We Collect

We collect only the information that is necessary to respond to enquiries and provide bookkeeping services. This may include:

  • Your name
  • Email address
  • Business name and structure
  • Province or territory of operation
  • Accounting software used
  • Basic information about your bookkeeping needs

We do not knowingly collect information from minors.


How Information Is Collected

Information is collected when you:

  • Submit a contact or enquiry form on this website
  • Contact us directly by email
  • Provide information during onboarding as a client

This website does not use invasive tracking, profiling, or behavioral advertising.


How We Use Your Information

Your information is used only for the following purposes:

  • Responding to enquiries
  • Assessing whether our services are a good fit for your business
  • Providing bookkeeping services once engaged
  • Maintaining internal records related to client communication

We do not sell, rent, or trade personal information.


Email Communications

Email communication is used as the primary method of contact. By contacting us, you acknowledge that email is not a guaranteed secure medium and agree to communicate electronically.

We do not send marketing emails, newsletters, or unsolicited communications.


Third Party Services

This website may use third party software and services for essential functionality, including:

  • Website hosting
  • Security and backup services
  • Analytics used solely for high level traffic insights

These services are configured to minimize data collection and are not permitted to use your information for their own purposes.


Cookies

This website may use cookies that are necessary for basic functionality and security.

Non essential cookies, including analytics or performance cookies, are only used where legally permitted and can be disabled via your browser settings.


Data Storage and Retention

Personal information is stored securely and retained only for as long as necessary to fulfill its purpose or comply with legal and professional obligations.

Client records are retained in accordance with standard business and regulatory requirements.


Data Security

Reasonable technical and organizational safeguards are in place to protect personal information against loss, misuse, unauthorized access, or disclosure.

No system can be guaranteed to be 100 percent secure, but we take data protection seriously and continuously review our practices.


Your Rights

You have the right to:

  • Request access to your personal information
  • Request correction of inaccurate information
  • Request deletion of your information where legally permissible

Requests can be made by contacting us using the details below.


Changes to This Policy

This Privacy Policy may be updated from time to time. The most current version will always be posted on this page.


Contact

If you have questions about this Privacy Policy or how your information is handled, please contact us through the website contact page.


Ready to get started

If you would like to see whether this is a good fit, the next step is simple.

Send a message using the contact form and tell me a bit about your business. There is no sales call and no pressure.

Get in touch