Privacy Policy

Last updated: [Insert date]

[Your Business Name] (“we”, “us”, “our”) is committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, store, and protect your personal data when you use our website and services.

1. Who We Are

Business name: Precision Bookkeeping Limited
Registered address: 91 London Road, Dunstable, Bedfordshire, LU6 3DX
Email: simon@pbkltd.co.uk
Phone: 07850630790
AAT Membership Number: MIP 6670

We are a UK-based bookkeeping and accounting services provider.

2. Information We Collect

We may collect and process the following personal data:

a) Information You Provide

  • Name

  • Email address

  • Phone number

  • Business name

  • Billing and invoicing details

  • Financial and accounting information

  • Any information you submit via contact forms

b) Automatically Collected Information

When you visit our website, we may collect:

  • IP address

  • Browser type and version

  • Device information

  • Pages visited

  • Time and date of visits

  • Cookies and usage data

3. How We Use Your Information

We use your personal data to:

  • Provide bookkeeping and accounting services

  • Communicate with you

  • Prepare financial records and reports

  • Process invoices and payments

  • Meet legal and regulatory obligations

  • Improve our website and services

  • Prevent fraud and ensure security

We only use your data when we have a lawful basis to do so.

4. Legal Basis for Processing

Under UK GDPR, we process your data based on:

  • Contract – to provide our services

  • Legal obligation – for HMRC and regulatory compliance

  • Legitimate interests – to run and improve our business

  • Consent – where you have given permission

5. How We Store and Protect Your Data

We take appropriate security measures to protect your data, including:

  • Secure cloud storage

  • Password-protected systems

  • Restricted access

  • Encryption where appropriate

We only keep your data for as long as necessary for legal, accounting, and business purposes.

6. Sharing Your Information

We may share your data with:

  • HMRC and other regulatory authorities

  • Payment providers

  • Cloud accounting software providers

  • IT and hosting providers

  • Professional advisers (e.g., auditors, insurers)

We never sell your personal data to third parties.

All third parties are required to respect your data and keep it secure.

7. International Transfers

Your data is primarily stored in the UK.

If we transfer data outside the UK, we ensure appropriate safeguards are in place in line with UK GDPR.

8. Cookies

Our website uses cookies to:

  • Improve functionality

  • Analyse website traffic

  • Enhance user experience

You can manage cookies through your browser settings.

For more details, please see our Cookie Policy [if you have one].

9. Your Data Protection Rights

Under UK GDPR, you have the right to:

  • Access your personal data

  • Correct inaccurate data

  • Request deletion

  • Restrict processing

  • Object to processing

  • Data portability

  • Withdraw consent at any time

To exercise your rights, contact us at:
[Your Email Address]

10. Data Retention

We retain client records in line with legal requirements, typically:

  • Accounting records: up to 6 years

  • Client files: as required by professional standards

  • Marketing data: until consent is withdrawn

11. Complaints

If you are unhappy with how we handle your data, you may contact us first.

You also have the right to complain to:

Information Commissioner’s Office (ICO)
Website: https://ico.org.uk
Telephone: 0303 123 1113

12. Changes to This Policy

We may update this Privacy Policy from time to time.

Any changes will be posted on this page with an updated revision date.

13. Contact Us

If you have any questions about this Privacy Policy, please contact:

Precision Bookkeeping Limited
Email: Simon@pbkltd.co.uk
Phone: 07850 630790