Security
Your financial records are private. Here is how we handle them.
Your own private folder
Each client gets a separate Google Drive folder, set up under our business account. Only the people you and I agree on can open it.
Protected sign-in
Our business email and Drive use 2-step verification, and the computer your records are scanned on has its disk encrypted.
Used only for your books
Your records are used to do your bookkeeping and nothing else. I do not share them with anyone without your permission.
Agreed in writing
Before any work starts, we sign a short agreement that covers the scope of the work and confidentiality.
When the work ends
We agree in writing what is kept and what is deleted. You decide.
We do records and bookkeeping. We do not give legal advice or tax advice, prepare tax returns, or file anything with a court.