How we protect your data & privacy.

Information we collect

We collect only the information needed to provide outsourced accounting, finance, and advisory services, operate this website, and maintain security and compliance.

• Contact data such as name, business email, phone number, job title, and company name when you submit a form or contact us directly.
• Engagement data including project details, service interest, billing information, and communication history related to your account.
• Financial data that you choose to share with us so we can deliver bookkeeping, accounting, payroll, or tax services.
• Technical data such as IP address, browser type, device identifiers, and pages visited, collected through analytics tools and server logs.
• Consent & preference data including marketing permissions, cookie choices, and communication settings.

How we use your information

We use personal information strictly for business purposes and never sell client data. Our primary uses include:

• Providing, operating, and improving our services.
• Responding to inquiries, scheduling consultations, and managing client relationships.
• Performing accounting and finance workflows you have engaged us to deliver.
• Monitoring service performance, troubleshooting issues, and protecting against fraud and misuse of our systems.
• Sending important service updates, security notifications, and legally required communications.
• Sharing educational content and marketing updates where you have given consent or where permitted by law.

Legal basis for processing

Where applicable privacy laws require a legal basis, we rely on:

• Performance of a contract when we deliver services under a service agreement, proposal, or statement of work.
• Legitimate interests such as improving our services, securing our infrastructure, and preventing fraud, balanced against your privacy rights.
• Compliance with legal obligations, including tax, accounting, and regulatory requirements in jurisdictions where we operate.
• Your consent for specific activities such as optional marketing communications or certain categories of cookies.

How we share information

We do not sell personal information. Limited sharing happens only in the situations below.

• With vetted service providers that help us host infrastructure, provide analytics, communication tools, or secure file storage, under strict confidentiality and data processing terms.
• With professional advisors such as auditors, legal counsel, or insurers, only when necessary and subject to confidentiality obligations.
• When required by law, regulation, court order, or to respond to lawful requests from public authorities.
• In connection with a business transaction such as a merger, acquisition, or asset transfer, subject to appropriate safeguards.

Data security

Protecting client data is central to how we operate. We combine technical, organizational, and contractual controls to safeguard information.

• Encryption in transit via TLS and secure protocols for file exchange and system access.
• Role‑based access control, least‑privilege permissions, and multi‑factor authentication for internal tools wherever possible.
• Segregated client environments, NDA‑backed workforce, and monitored access logs for sensitive accounting data.
• Regular backups, restricted physical access, and ongoing security awareness training for team members.

Data retention

We retain personal information only for as long as necessary to fulfill the purposes described in this Policy, meet our legal and contractual obligations, and resolve disputes.

When data is no longer required, we will securely delete, anonymize, or archive it according to our internal retention schedules and regulatory requirements.

International data transfers

As an offshore accounting partner, we may process and store data in countries different from where you are located. This typically includes the United States and India and may involve trusted cloud providers in other regions.

Where required by law, we implement appropriate safeguards such as standard contractual clauses or equivalent mechanisms to protect personal information transferred across borders.

Your privacy rights

Depending on your location and applicable law, you may have some or all of the rights below regarding your personal information.

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your data, subject to legal and contractual obligations.
• Object to or restrict certain types of processing, including direct marketing.
• Withdraw consent where processing is based on your consent.
• Lodge a complaint with your local data protection authority if you believe your rights have been violated.

To exercise these rights, contact us using the details in the Contact us section.

Cookies & tracking technologies

We use cookies and similar technologies to operate the website, understand usage patterns, and improve performance. Some cookies are essential, while others are used for analytics or marketing where permitted.

You can manage cookie preferences through your browser settings or any consent banner presented on our site. Disabling certain cookies may impact site functionality.

“Do Not Track” signals

Some browsers offer a “Do Not Track” (DNT) setting. Because there is currently no universal industry standard for responding to these signals, our website may not respond to DNT requests.

Children's privacy

Our services are designed for businesses and professionals, not for children under 16 years of age. We do not knowingly collect personal information from children.

If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements.

When we make material changes, we will update the “Last updated” date above and may provide additional notice where appropriate.

Contact us

If you have questions about this Privacy Policy, our data practices, or would like to exercise your rights, you can reach us at: