Privacy Policy

The site has four places where information reaches us. Here is exactly what each one captures:

We do not collect browsing histories from third parties, we do not buy contact lists, and the site loads no third-party advertising or social-tracking scripts.

When you engage Mr. Bookkeeper for bookkeeping, accounting, payroll, tax-related, or other financial services, we may access and process business financial information through accounting platforms and other systems authorized by you or your business.

Depending on the services provided, this information may include financial transactions, bank and credit card activity, general ledgers, financial statements, accounts payable and receivable records, invoices, vendor and customer information, payroll records, employee compensation information, tax identification information, employee benefits information, and related business documents.

We generally access accounting platforms, including QuickBooks Online and other systems selected by the client, using authorized account access and permissions. We use this information to provide contracted services, maintain accounting records, prepare financial reports, reconcile accounts, administer payroll where applicable, and perform related business functions.

We handle client information in accordance with applicable service agreements, client instructions, and applicable law. We do not sell client financial records. We may disclose information to service providers as necessary to deliver contracted services, as authorized by the client, or as otherwise permitted or required by law.

We use the information above for three purposes, and only these:

• Responding to your inquiry — quoting, following up, and scheduling the consultation you asked for.
• Service delivery — if you become a client, maintaining the records needed to perform the bookkeeping engagement you signed up for.
• The monthly newsletter — one email a month to addresses that explicitly subscribed, with one-click unsubscribe in every send.

Analytics events and chat transcripts are used to keep the site useful and to improve it. If you are in the EEA/UK, our legal bases are your consent (newsletter, optional form fields), performing or preparing a contract with you (quote follow-up and services), and legitimate interest in operating a secure, working website (analytics, security logs, abuse prevention).

We do not sell your personal information — to anyone, ever. We do not share it for cross-context behavioral advertising, and there are no ad networks on this site to share it with.

One example of a processor: outbound email (quote confirmations and the newsletter) is delivered through Resend, our email delivery provider. Resend processes the email address and message content solely to deliver the email to your inbox. Beyond email delivery, the providers that may handle client financial information are described under Service providers & third-party platforms. Aside from these, your information stays with us unless the law compels disclosure.

We may use third-party software, cloud platforms, and service providers to operate our website, communicate with clients, manage business operations, and provide bookkeeping and accounting services.

Depending on the services provided, these platforms may include accounting software such as QuickBooks Online, cloud storage and file-sharing services such as Dropbox, payroll systems, email and communication services, website hosting, backup services, and security or technical support providers.

When necessary to provide contracted services, client-authorized financial documents and business records may be accessed, stored, transferred, or shared through these platforms.

These providers may process information on our behalf or in connection with services requested by the client. We seek to use appropriate providers and take reasonable steps to protect information entrusted to us.

The information processed, the provider’s role, and the applicable privacy and security obligations depend on the service being used and the arrangements governing that service.

We do not authorize service providers to use client financial information for purposes unrelated to providing the applicable services, except as otherwise permitted by law or the relevant contractual arrangements.

Information is stored and processed using systems appropriate to the services involved. Website inquiries may be stored in our website infrastructure, while client accounting and financial information may be maintained in third-party accounting platforms and other systems used to provide contracted services.

We implement reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, and destruction.

The safeguards applied depend on the nature of the information and the systems used to process it. No method of electronic storage or transmission can be guaranteed to be completely secure.

For website inquiries specifically: submissions are stored in an encrypted database on the operator’s own infrastructure, and every administrative action on that data (views of exports, edits, deletions, sign-ins) is written to an internal audit trail so there is a record of who did what. Access to the administration panel is limited to the operator’s team members and protected by signed-in sessions.

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, provide contracted services, maintain appropriate business and accounting records, comply with legal obligations, resolve disputes, enforce agreements, and protect our systems.

Retention periods vary depending on the type of information, the nature of the services provided, applicable legal requirements, and our contractual obligations.

When a bookkeeping engagement ends, we handle client information in accordance with the applicable service agreement, client instructions, and legal requirements. Where appropriate, we may coordinate the transfer or return of accounting records and access permissions.

When information is no longer required, we take reasonable steps to delete it or securely dispose of it, subject to applicable retention obligations and legitimate business needs. Information maintained in backups may remain for a limited period until the applicable backup retention cycle expires, subject to our security and data-management practices.

For website data specifically: quote requests and newsletter subscriptions are kept until the operator deletes them — for example when a request is stale or you ask us to. If you unsubscribe from the newsletter, your address is flagged as opted out (so we don’t email you again) rather than silently erased; asking us to delete it removes the row entirely. Chat transcripts are kept until deleted. Analytics events contain no identifiers and are kept only in aggregate form for measuring the site.

This site sets exactly one cookie: a signed, httpOnly session cookie used by the operator’s administration panel. As a visitor, you are never issued a tracking cookie.

A small amount of browser (local) storage on your own device remembers interface preferences — for example that you’ve dismissed a popup, or where you left a multi-step form. This never leaves your browser and isn’t used to profile you.

Because we run no third-party tracking, browser “Do Not Track” and Global Privacy Control signals have nothing to disable here; we honor opt-outs through the channels described under California privacy rights.

Every newsletter email carries a one-click unsubscribe link. It opens a verified opt-out page (the link is cryptographically signed so it can’t be forged) and takes effect immediately. A previously unsubscribed address is never silently re-added by submitting a site form — reactivation requires an explicit, audited action by the operator.

You can ask us to:

• show you the personal information we hold about you;
• export it in a portable format;
• correct anything that’s wrong; or
• delete it.

Email info@mrbookkeeper.com from the address you used, and we’ll respond within one business week. The administration panel supports exporting and deleting records directly, so these requests are handled from the source data — not a copy.

This site is a business-to-business bookkeeping service and is not directed to anyone under 18. We don’t knowingly collect personal information from children. If you believe a minor has submitted information through the site, email info@mrbookkeeper.com and we’ll delete it.

If you are a California resident, the California Consumer Privacy Act (CCPA, as amended by the CPRA) gives you specific rights, and this section explains how they map to what this site actually does.

• Right to know: the categories and specifics above are the complete list — identifiers and contact details you typed into a form, and nothing inferred or purchased from third parties.
• Right to delete: email info@mrbookkeeper.com and we’ll delete your records.
• Right to opt out of sale or sharing: there is nothing to opt out of — we don’t sell or share personal information for advertising, and the site contains no third-party ad trackers. The only “opt-out” that exists here is the newsletter, and its one-click unsubscribe link is the opt-out.
• Non-discrimination: exercising these rights never affects the service or pricing you receive.

We don’t treat browser “Do Not Track” signals differently because the site makes no cross-site tracking requests to honor or ignore. To exercise any right, use the unsubscribe link in any newsletter email or write to info@mrbookkeeper.com.

Questions about this policy or your data: email info@mrbookkeeper.com, call (800) 413-0745 (Mon–Fri, 9am–6pm PT).

If this policy changes, the revised version will be posted on this page with a new “last updated” date. If a change is material, we’ll note it in the newsletter before it takes effect.

Related: Terms of Service.