Privacy Policy

Best Remote Bookkeeper, LLC (“we,” “our,” or “us”) values your privacy and the security of your financial and business information. This Privacy Policy explains how we collect, use, disclose, and safeguard information in connection with our bookkeeping and related services. By engaging our services, you consent to the practices described below.

This Privacy Policy applies to all client and business information collected by Best Remote Bookkeeper, LLC in the course of providing bookkeeping, accounting support, and related professional services to clients located in New York State, including New York City.

It also covers data collected through our communications (email, telephone, or secure portals) and our use of cloud-based bookkeeping systems.

We collect only the information necessary to provide accurate and compliant bookkeeping services, including:

• Client & business identification – name, business name, mailing address, phone number, email, EIN, and (if required) Social Security Number.
• Financial information – bank account records, statements, reconciliations, bookkeeping data, receipts, invoices, and tax-related documentation.
• Transactional & accounting data – sales, expenses, vendor payments, payroll, and e-commerce transaction information.
• Platform & system access – QuickBooks, Xero, Fishbowl, CRM, NetSuite, Sage, and other systems necessary for bookkeeping.
• Electronic and website data – IP address, browser type, and limited usage information (if you visit our site).
• Third-party data – information from banks, payroll providers, or CPA firms as needed for bookkeeping and compliance.

We use collected data strictly for professional bookkeeping operations, including:

• Performing bookkeeping, reconciliation, cleanup, and e-commerce payment matching.
• Managing client accounts and communications.
• Preparing and maintaining accurate financial records.
• Fulfilling contractual and professional obligations.
• Sharing data with CPA firms for tax or audit coordination (with client consent).
• Complying with legal, tax, and regulatory requirements.
• Improving the quality and security of our services.

We do not sell or rent personal or business data to any third parties.

Your information is kept confidential and disclosed only when necessary:

• To authorized service providers who assist in bookkeeping functions (e.g., QuickBooks, Xero, secure cloud systems).
• To CPA firms for outsourced bookkeeping and client tax coordination, with appropriate confidentiality agreements.
• To legal authorities if required by law, subpoena, or regulatory request.
• With your consent, when sharing data with third parties at your request.

All third parties are bound by confidentiality and data-protection obligations.

We follow New York State’s SHIELD Act requirements and maintain administrative, technical, and physical safeguards to protect information from unauthorized access or disclosure. These include:

• Password-protected systems and devices.
• Secure file-sharing systems for document exchange.
• Data encryption and secure cloud storage.
• Access controls and staff confidentiality agreements.
• Routine security reviews and updates.

While we take all reasonable measures to secure data, no system can guarantee absolute protection.

We retain financial and client records for a minimum of seven (7) years or longer if required by law or professional regulations. After the retention period, records are securely deleted or anonymized.

Our services rely on trusted, industry-standard cloud bookkeeping platforms and secure storage providers. These systems may use cookies or tracking technologies for authentication and system functionality only.

We do not use cookies for advertising or profiling.

You may adjust browser settings to block cookies, though this may limit functionality.

Under applicable New York and federal laws, you may have the right to:

• Request access to your personal or business data held by us.
• Request correction of inaccurate information.
• Request deletion of data (subject to record-keeping laws).
• Withdraw consent for specific uses.

To exercise these rights, please contact us using the information below. We will respond promptly and in compliance with New York State requirements.

If a data breach occurs that compromises your private information, we will notify you in accordance with the New York SHIELD Act and applicable federal regulations. Notifications will include the type of data affected, when the breach occurred, and steps taken to mitigate risk.

Our services are intended for adult business clients. We do not knowingly collect or maintain data from individuals under 18 years of age.

We may update this Privacy Policy periodically to reflect changes in law, regulation, or our business practices. The latest version will always be posted with a revised “Last Updated” date.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

📞 Tel: (347) 321-3006

✉️ Email: info@bestremotebookkeeper.com / vikkikim2112@gmail.com

Best Remote Bookkeeper, LLC

119-40 Union Tpke, Kew Gardens, NY 11415

Best Remote Bookkeeper, LLC is committed to maintaining confidentiality, integrity, and professionalism in all bookkeeping activities and to complying with all applicable New York State and NYC privacy obligations.