Who we are
We are a bookkeeping service providing financial record keeping, reporting, and advisory support for small to medium-sized businesses. Our services include organizing financial data, maintaining accurate records, preparing reports using accounting software, and providing insights based on financial performance. We do not provide tax filing services, though we may prepare financials for review by a licensed accountant or tax professional. Our website address is: http://marcusbooks.emergingcompass.com.
Use of User Details
We collect and use client information strictly for bookkeeping and business support purposes. This includes, but is not limited to, financial transactions, bank statements, invoices, receipts, and business identification details. Information is used to:
- Maintain accurate financial records
- Categorize income and expenses
- Generate financial reports
- Provide advisory insights based on financial performance
- Communicate regarding bookkeeping services and updates
We do not sell, rent, or trade personal or financial information.
Information Security
We take data security seriously and implement reasonable administrative, technical, and physical safeguards to protect client information. This includes:
- Use of secure accounting platforms such as QuickBooks
- Password-protected systems and restricted access
- Encryption where supported by software providers
- Limiting access to authorized personnel only
While we take strong precautions, no system can be guaranteed 100% secure, and clients acknowledge this risk when sharing financial data.
Cookies
If you access our services through a website, cookies may be used to improve user experience, analyze site traffic, and support basic functionality. Cookies do not directly store sensitive financial data. Users may disable cookies through their browser settings, although this may affect site performance.
Embedded Content from Other Websites
Pages on this site may include embedded content (e.g., videos, forms, or external links). Embedded content behaves in the same way as if the visitor has visited the external website directly. These third-party websites may collect data, use cookies, or track interactions independently of our control.
Who We Share Data With
We only share client data when necessary to deliver services or comply with legal obligations. This may include:
- Licensed accountants or tax professionals (for review or filing purposes upon client request)
- Software providers such as accounting platforms and secure cloud storage systems
- Legal or regulatory authorities when required by law
We ensure all third parties follow appropriate confidentiality and data protection standards.
How Long We Retain Data
We retain client records only as long as necessary to provide services and comply with legal or regulatory obligations. Typically, financial records are retained for up to 7 years, unless otherwise required or requested for deletion (subject to legal limitations).
Your Rights Over Your Data
You have the right to:
- Request access to your personal and financial records
- Request correction of inaccurate or incomplete data
- Request deletion of your data (where legally permissible)
- Withdraw consent for data processing (may limit service delivery)
- Request a copy of your stored data
Requests can be made at any time and will be processed within a reasonable timeframe.
Where Your Data Is Stored or Sent
Your data may be stored and processed using secure third-party platforms, including cloud-based accounting and storage systems such as QuickBooks. Data may be processed or stored in servers located in different regions depending on the service provider. We ensure that all platforms used meet reasonable security and compliance standards for financial data protection.
Data Accuracy and Client Responsibility
Clients are responsible for providing accurate and complete financial information. We rely on the data provided to maintain records and generate reports. Inaccurate or incomplete data may affect the quality of financial insights and reporting.
Limitation of Liability
While we strive to maintain accurate records and secure systems, we are not liable for financial decisions made based on our reports. Clients are encouraged to consult with licensed accountants or financial advisors for tax filing, auditing, or legal financial matters.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in services, technology, or legal requirements. Updated versions will be posted on our website with a revised effective date.
Contact Information
If you have questions about this Privacy Policy or your data, you may contact us through the official communication channels listed on our website.