Privacy
What we collect, and why.
Written to be read rather than to be defensible. If something here is unclear, ask on the call.
The Two-Day Guarantee— Your first month back in two days, or the next month is free.
What we collect
When you complete the form on this site we collect what you enter: your trade, business size, approximate annual revenue, who currently keeps your books, how far behind they are, the software you use, what is currently costing you, anything you choose to add in the free-text box, and your name, business name, mobile number and email address.
We also record the time you submitted, the page you submitted from, the page that referred you, and your browser user agent.
If you become a client, we receive read-only access to financial accounts you authorize. Read-only means we can see transactions and cannot move funds.
Why we collect it
To prepare for the call, to do the free month of bookkeeping you asked for, and to send you the finished work. That is the whole purpose.
We do not sell your information. We do not share it with advertisers, data brokers or lead resellers.
Who can see it
Our team, for the purpose of doing the work, and the US CPA who reviews and signs off on your books.
We use third-party services to run the site and the business: hosting, scheduling, our customer relationship system, and analytics. Each receives only what it needs to perform its function.
Analytics and cookies
We use analytics to understand which pages get used and where people leave. This records page views, how far you scroll, and which steps of the enquiry form you complete — never the answers you type.
We do not run advertising trackers on this site and we do not build advertising profiles.
The scheduling calendar is embedded from Google Calendar and sets its own cookies when you interact with it. Google’s privacy policy governs that interaction.
You can block or delete these cookies in your browser at any time. Nothing on this site stops working if you do.
How long we keep it
Enquiry information is retained while we are in contact and for a reasonable period afterwards. Client financial records are retained for the periods required by applicable accounting and tax rules.
Your choices
You can ask us what we hold about you, ask us to correct it, or ask us to delete it. Depending on where you live you may have additional rights under state privacy law.
If you have asked us to delete records we are required to retain for tax or accounting purposes, we will tell you which records those are and why.
Security
Access to financial accounts is read-only wherever the institution supports it. Access to client records is limited to the people doing or reviewing the work.
Getting in touch
For anything on this page — including a request to access, correct or delete your information — email us at team@adbookkeepers.com. We do not run a phone line; every conversation happens on a scheduled call, which means you reach a person rather than a queue.
Last updated 29 July 2026.