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Privacy Policy

A legal disclaimer

Effective Date: 01-01-2026

Esquer Bookkeeping (“Company,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of personal and business information. This Privacy Policy describes how we collect, use, store, and protect information obtained through our website and services.

By accessing this website or using our services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect personal, business, and financial information, including but not limited to:

Full name

Email address

Phone number

Business name and business information

Financial data necessary to perform bookkeeping services

Information submitted through contact forms, consultations, or service agreements

Technical data such as IP address, browser type, and site usage data

2. How Information Is Collected

Information is collected when you:

Submit forms on our website

Contact us via email or phone

Engage our bookkeeping services

Provide documents, records, or access to financial systems

3. Use of Information

We use collected information for legitimate business purposes, including:

Providing bookkeeping and related services

Responding to inquiries and scheduling consultations

Maintaining client accounts

Communicating service-related information

Improving website functionality and service offerings

Complying with legal, regulatory, or professional obligations

We do not sell, lease, or trade personal information to third parties.

4. Confidentiality of Financial Information

All client financial information is treated as confidential. Access to sensitive data is restricted and safeguarded using industry-standard security measures. Information is only accessed as necessary to perform agreed-upon services.

5. Disclosure of Information

We may disclose information only under the following circumstances:

With your express consent

To trusted third-party service providers necessary to operate our business

To comply with legal obligations, court orders, or government requests

To protect our legal rights or prevent fraud

 

6. Third-Party Services

We utilize third-party platforms to support our operations, including but not limited to:

Website hosting providers

Accounting and bookkeeping software (e.g., QuickBooks)

Payment processors

These providers receive only the information necessary to perform their services and are contractually or legally obligated to maintain confidentiality.

 

7. Cookies and Analytics

Our website may use cookies, tracking technologies, or analytics tools to enhance user experience and analyze site performance. You may disable cookies through your browser settings; however, doing so may affect website functionality.

 

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal and financial information. While no system is completely secure, we take commercially reasonable steps to protect your data from unauthorized access or disclosure.

 

9. Data Retention

Client information is retained only for as long as necessary to provide services and comply with legal, tax, or regulatory requirements.

 

10. Your Rights

You may request:

Access to personal information we hold

Corrections to inaccurate or incomplete information

Deletion of personal data where legally permitted

Requests must be submitted in writing using the contact information below.

 

11. Children’s Privacy

This website and our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

 

12. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be effective immediately upon posting to this page, with the updated effective date noted above.

13. Contact Information

If you have questions regarding this Privacy Policy or our data practices, please contact:

Esquer Bookkeeping

Email: esquerbookkeeping@gmail.com

Website: www.EsquerBookkeeping.com

 

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