Confidentiality Statement
Confidentiality Statement
Effective Date: June 9, 2026
Our Commitment to Confidentiality
At Bookkeeping By Jenn, we understand that our clients entrust us with highly sensitive financial and business information. Protecting that information is one of our highest priorities.
We are committed to maintaining the confidentiality, integrity, and security of all client information obtained in the course of providing bookkeeping services.
Confidential Information
Confidential information may include, but is not limited to:
- Financial records
- Bank account information
- Credit card information
- Accounting reports
- Income and expense data
- Tax-related documents
- Payroll information
- Business plans and strategies
- Client and vendor information
- Login credentials and software access
All information provided by clients is treated as confidential regardless of whether it is shared electronically, verbally, or in written form.
Use of Information
Client information will only be used for purposes directly related to providing agreed-upon bookkeeping services.
Bookkeeping By Jenn will not sell, share, rent, distribute, or disclose client information to third parties except:
- With the client's express authorization
- As required by law
- To comply with a legal obligation, court order, or governmental request
- When necessary to provide services through authorized third-party software providers
Security Measures
We take reasonable administrative, technical, and physical precautions to safeguard client information, including:
- Secure password management
- Limited access to client records
- Secure cloud-based accounting platforms
- Updated devices and software when reasonably available
- Secure storage of financial documents and records
While no method of transmission or storage can be guaranteed 100% secure, we take appropriate steps to protect client information from unauthorized access, disclosure, alteration, or destruction.
Employee and Contractor Confidentiality
If Bookkeeping By Jenn utilizes employees, contractors, or subcontractors in the future, those individuals will be required to maintain the same level of confidentiality and protection of client information.
Client Responsibilities
Clients are encouraged to:
- Protect their login credentials
- Use secure methods when transmitting sensitive documents
- Notify us promptly of any suspected security concerns
Retention of Information
Client records may be retained for business, legal, tax, and compliance purposes for a reasonable period following the conclusion of services.
Records will be maintained securely and disposed of appropriately when no longer needed.
No Disclosure Without Permission
Bookkeeping By Jenn will never publicly disclose client names, financial information, business details, testimonials, or case studies without prior written consent from the client.
Questions Regarding Confidentiality
If you have any questions regarding how your information is protected, please contact us.
Contact Information
Bookkeeping By Jenn
Jennifer Contreras
Intuit Certified Bookkeeper
QuickBooks Online ProAdvisor
Email: info@bookkeepingbyjenn.com
Website: BookkeepingByJenn.com
Your trust is the foundation of our business. Bookkeeping By Jenn is committed to handling your financial information with professionalism, discretion, and the highest level of confidentiality.