Privacy Policy

Who we are

Brian Bookkeeping provides done-for-you bookkeeping services to small businesses in Canada, operated from Toronto, Ontario. This policy explains what information we collect, why, and how we protect it. We handle personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA).

What we collect

If you contact us: your name, email address, business name (if provided), and the message you send through our contact form.

If you become a client: the financial records you provide for bookkeeping — bank and credit card statements, receipts, invoices, and related business documents — along with the contact and billing details needed to run the engagement.

We never ask for your banking credentials

Our process works from the statements you send us. We do not ask for, store, or use your online banking usernames or passwords, and we never have direct access to your bank accounts.

How we use your information

• To respond to your inquiry and provide the services you request
• To prepare, reconcile, and maintain your books and reports
• To communicate with you (and, with your permission, your accountant) about your engagement
• To meet legal and tax record-keeping requirements

We do not sell, rent, or trade your information. We do not use your financial data for advertising.

How we store and protect it

Your data is stored on access-controlled cloud infrastructure with encryption in transit and at rest. Access is limited to the people who work on your books. Confidentiality is a standing term of every client engagement letter, and we are happy to sign your NDA as well.

Service providers

We use reputable cloud providers (hosting, database, and document processing) to deliver our service. These providers process data on our behalf and are not permitted to use it for their own purposes.

How long we keep it

Inquiry messages are kept only as long as needed to follow up. Client financial records are retained for the duration of the engagement and afterwards as required by Canadian tax law (the CRA generally requires business records to be kept for six years). When retention is no longer required, records are deleted.

Your rights

You may ask us at any time what personal information we hold about you, request a correction, or ask us to delete information we are not legally required to retain. Use the contact form on our main page and we will respond promptly.

Changes to this policy

If we make material changes, we will update this page and the "Last updated" date above.

Questions

Questions about privacy or our data practices? Reach us through the contact form.