Privacy policy | The Accidental Bookkeeper

I care a lot about the privacy of all my clients.

If you contact me about your books, whether it comes to fruition or not, I will have a small amount of your data stored.

I have put a lot of thought into managing that data in ways that will not compromise your privacy. Below, you can read about the decisions I’ve made.

I hope it covers everything you need to know, but if you still have any questions please feel free to contact me.

Who I am

Lucy Moss t/a The Accidental Bookkeeper is a sole trader not registered at Companies House, nor am I VAT registered.

What information I collect and how I use it

If you contact me via email your email address, I will retain a small amount of your data. I adhere to strict internal privacy policies which comply with the GDPR. I may use this data to contact you but only in relation to the work that I do for you.

Your personal information is never shared externally or used for purposes other than the above.

Retention periods

I will retain your personal data until you ask me to delete your details.

I am obliged to keep records relating to financial transactions for at least six years following the end of the accounting period in which the transaction took place. I destroy my records after this point. I use Xero software to process my accounts. Xero may transfer personal data outside the EU. You can find out more about how Xero is managing GDPR here.

Your right to erasure

You may contact me at any time to ask to see what personal data I hold about you. Please contact me to request this.

Your right to complain

If you believe that I have mishandled your data, you have the right to lodge a complaint with the Information Commissioner’s Office. You can report a concern via their website but do contact me first, so that I can try and help.

Data, cookies, and external services

When you visit sites that use tools like cookies, you’re potentially telling companies such as Facebook and Google that you visited, as well as some information about how your web browser is configured. Nothing more than that, and certainly no personal information such as your email address. If you don’t want to share your browsing activities on The Accidental Bookkeeper site with other companies, you can install opt-out browser plugins. This Guardian article provides some useful information.