Privacy Policy

1. Overview & Commitment to Confidentiality

At Accounting Lodge ("Accounting Lodge", "we", "us", or "our"), protecting the confidentiality, integrity, and security of your business and financial information is our highest priority. This Privacy Policy describes the types of data we collect, how we handle and protect that information, and your rights regarding the data provided in connection with our remote bookkeeping and accounting operations services.

2. Information We Collect

In the course of providing remote bookkeeping services, we may collect and process information provided directly by you, including:

• Contact and Company Information: Name, business email, telephone number, business address, and corporate entity structure.
• Financial and Transactional Data: General ledger records, bank and credit card statements, accounts payable bills, accounts receivable customer invoices, vendor details, and payroll summaries.
• System Access Credentials: Authorized user access permissions to cloud accounting platforms (QuickBooks, Xero, Zoho), payroll portals, and financial apps.

3. How We Use Your Information

All data collected is utilized strictly to provide, maintain, and deliver our contracted bookkeeping and accounting support services, including:

• Preparing invoices, customer billing, and payment application.
• Recording vendor bills, reconciling purchase orders, and tracking payments.
• Performing monthly bank, credit card, and balance sheet reconciliations.
• Compiling month-end closing packages, management financial statements, and reporting.
• Responding to your inquiries and delivering scheduled operational updates.

4. Data Security & Storage Standards

We implement comprehensive administrative, technical, and physical safeguards to prevent unauthorized access, alteration, or disclosure of confidential information:

• Access Controls: We operate strictly on a principle of least privilege, ensuring only assigned bookkeepers have access to relevant client files.
• Multi-Factor Authentication (MFA): MFA is required for all staff across all platforms and internal tools.
• Encryption: Data in transit and at rest is protected using industry-standard SSL/TLS protocols.
• Non-Disclosure: All Accounting Lodge staff and specialists sign strict confidentiality and non-disclosure agreements (NDAs) prior to onboarding.

5. Information Sharing & Third Parties

We do not sell, rent, trade, or monetize your company or personal data. We only share data with authorized service providers (such as secure cloud software providers) strictly necessary to fulfill our bookkeeping services, or when required by applicable law.

6. Data Retention

We retain client financial data and transaction logs only for the duration of the active service contract and for reasonable statutory periods required to meet legal, accounting, or regulatory compliance standards.

7. Contact Us

If you have questions regarding this Privacy Policy or our security practices, please contact us at:

Accounting Lodge Security & Compliance
Email: hello@accountinglodge.com
Phone: +1 (669) 245-2316