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Legal

Privacy Policy

Last updated: September 13, 2026

This policy explains what information Mr. Bookkeeper (“we”, “us”) collects through mrbookkeeper.com, why we collect it, where it lives, and what you can do about it. It is written in plain language on purpose. The short version: we collect only what we need to answer you and send the newsletter you asked for, we keep it on our own server, we don’t sell it, and we don’t run advertising trackers.

What we collect

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

Quote request form

Name and email (required); phone number, company name, the service you’re interested in, your approximate monthly expense band, and an optional message (all optional). If you use the savings calculator or the booking widget, the inputs you chose and the slot you requested are included with your request so we can follow up accurately.

Newsletter signup

Your email address, plus which form you signed up from (for example, the footer). We don’t store a name with newsletter signups, even if a form offers the field.

Anonymous analytics

When you click calls-to-action or submit forms, the site records the event name, a short label, and the page path — nothing else. Analytics events contain no IP addresses, no cookies, no advertising identifiers, and no information that identifies you.

Chat assistant

Messages you send to the chat assistant are stored along with a random session identifier so the conversation can continue across page loads and our team can review the transcript. Don’t share sensitive information (like full account numbers) in chat.

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.

Why we collect it

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).

Where it's stored

Submissions are stored in an encrypted SQLite database on the operator’s own server — not on a third-party marketing platform. 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.

Sharing & sale

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.

The one processor involved: 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. Aside from that, your information stays with us unless the law compels disclosure.

Cookies & local storage

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.

How long we keep it

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.

Unsubscribing

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.

Your rights

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.

Children

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.

California privacy rights

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.

Contact & changes

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

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.