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Privacy Policy

Effective Date: November 9, 2026

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Your privacy is extremely important to us. This Privacy Policy outlines how we collect, use, protect, and handle your personal and financial information when you visit our website or use our bookkeeping services.

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1. Information We Collect

We collect information necessary to provide clear, accurate, and secure full-cycle bookkeeping services. This includes:

  • Personal Contact Information: Your name, business name, phone number, email address, and mailing address provided through contact forms, emails, or phone inquiries.

  • Financial & Business Information: Documents required to perform bookkeeping services, including bank statements, payroll details, tax identifiers, invoices, receipts, and accounting software credentials.

  • Website Data: Technical data such as your IP address, browser type, and pages visited, collected through standard website cookies to improve website performance and user experience.

 

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2. How We Use Your Information

We use the information we collect strictly for business and operational purposes, including:

  • Delivering full-cycle bookkeeping, payroll processing, account reconciliation, and financial reporting services.

  • Communicating with you regarding your accounts, updates, service inquiries, and billing.

  • Meeting legal, tax, and regulatory compliance obligations.

  • Maintaining the security and integrity of our systems and client records.

We do not sell, rent, trade, or market your personal or financial information to third parties.

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3. Disclosure of Information

Your confidentiality is guaranteed. We only disclose your information under the following limited circumstances:

  • Third-Party Service Providers: Secure cloud accounting software, payroll processors, or secure file-sharing platforms used directly to deliver our services (e.g., QuickBooks Online, Xero, secure cloud storage).

  • Legal Requirements: When required by law, court order, or government authority (such as the Canada Revenue Agency).

  • Authorized Representatives: Your designated accountant, CPA, or tax preparer, with your explicit consent and direction.

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4. Data Security & Storage

We employ industry-standard security measures to safeguard your sensitive business and personal data against unauthorized access, loss, or disclosure:

  • Encryption & Secure Transfer: Use of encrypted platforms for secure file sharing, storage, and communication.

  • Access Control: Restrict access so only authorized personnel who directly handle your account can access financial records.

  • Retention: Financial records are retained only for as long as necessary to fulfill service agreements and meet statutory tax and legal record-keeping requirements.

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5. Your Privacy Rights

You have the right to:

  • Access the personal information we hold about you.

  • Request corrections to any inaccurate or incomplete information.

  • Withdraw consent for the collection or use of your data, subject to legal or contractual obligations.

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6. Cookies & Tracking

Our website may use basic cookies to enhance user navigation and analyze website traffic. You can choose to disable cookies through your web browser settings, though doing so may affect certain website functions.

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7. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how your information is handled, please contact:

B's Bookkeeping Services

Location: Diamond Valley, Alberta

Email: Brenda@BsBookkeeping.com

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