Privacy Policy

Simplified Bookkeeping Solutions Inc. is committed to protecting the privacy of individuals who visit my website and inquire about my services. This Privacy Policy explains how I collect, use, disclose, and safeguard your personal information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

By using this website or submitting a contact form, you consent to the practices described in this policy.

1. Information I Collect

I may collect the following personal information when you contact me through this website:

• Your name
• Email address
• Phone number (if provided)
• Business name
• The nature of the bookkeeping or accounting services you are inquiring about
• Any additional information you choose to include in your message

I do not collect sensitive financial data, Social Insurance Numbers, or banking information through this website. Any such information shared during an engagement is handled under a separate client services agreement.

2. How I Use Your Information

I use the personal information you provide solely to:

• Respond to your inquiry or consultation request
• Assess whether my services are a good fit for your business needs
• Communicate with you about my bookkeeping and accounting services
• Comply with applicable legal and regulatory obligations

I will not use your information for unsolicited marketing, nor will I sell, rent, or trade your personal information to third parties.

3. Disclosure of Information

I do not share your personal information with third parties except in the following limited circumstances:

• Service providers: I may use trusted third-party tools (such as website hosting, email, or scheduling platforms) that process data on my behalf. These providers are bound by confidentiality obligations.
• Legal requirements: I may disclose information if required to do so by law, court order, or a regulatory authority.

4. Data Retention

I retain personal information only for as long as necessary to fulfil the purpose for which it was collected, or as required by applicable law. Inquiry records are generally retained for up to two years. Client engagement records are retained in accordance with CRA requirements and applicable professional standards.

5. Security

I take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, disclosure, or loss. However, no method of transmission over the internet is completely secure, and I cannot guarantee absolute security.

6. Cookies and Analytics

This website may use cookies or similar technologies to improve your browsing experience. If analytics tools are in use, they collect anonymized data such as page views and session duration. You may disable cookies through your browser settings; doing so will not affect your ability to use the site.

7. Your Rights

Under PIPEDA, you have the right to:

• Request access to the personal information I hold about you
• Request correction of inaccurate or incomplete information
• Withdraw your consent to the collection or use of your information (subject to legal or contractual restrictions)
• Lodge a complaint with the Office of the Privacy Commissioner of Canada

To exercise any of these rights, please contact me using the information below.

8. Contact

If you have any questions or concerns about this Privacy Policy or how I handle your personal information, please reach out:

9. Changes to This Policy

I may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised Last updated date. I encourage you to review this policy periodically.