Privacy Policy
Effective date: 9 August 2026. This Policy explains how Finkeepers collects, uses, shares and protects information in connection with our outsourced accounting services for US businesses.
1. Introduction
Finkeepers (“we”, “us”, “our”) provides outsourced accounting services to businesses in the United States, including bookkeeping, financial reporting, fractional CFO support, payroll and cash flow management.
This Privacy Policy explains how we collect, use, disclose and safeguard information when you visit finkeepers.us, contact us, or engage our services. It applies to information collected through our website, email, telephone and other communications channels.
By using our website or services you acknowledge that you have read and understood this Policy. If you do not agree with it, please do not use our website or provide information to us.
2. Information We Collect
Information you provide directly. This includes information submitted through contact and consultation forms, correspondence with our team, and information provided during an engagement:
- Name, business name, job title and business contact details
- Email address, telephone number and mailing address
- The service you are enquiring about and any message content
- Information you choose to share about your business or financial situation
Client financial information. Where you engage us for services, we process financial records necessary to deliver those services, which may include transaction data, bank and credit card statements, payroll records, vendor and customer information, tax identification numbers and supporting documentation.
Information collected automatically. When you visit our website we may collect:
- IP address and approximate location derived from it
- Browser type, device type and operating system
- Pages viewed, time spent and referring URL
- Cookie and similar tracking technology identifiers
Information from third parties. We may receive information from accounting platforms you authorise us to access, payment processors, and business information providers where relevant to an engagement.
3. How We Use Information
We use the information we collect for the following purposes:
- To respond to enquiries and provide requested information
- To deliver, administer and improve our accounting services
- To prepare financial statements, filings and reports on your behalf
- To communicate about engagements, deliverables and deadlines
- To process payments and manage billing
- To send marketing communications where you have consented, and where required by law
- To comply with legal, regulatory, tax and professional obligations
- To detect, investigate and prevent fraud, security incidents and unauthorised access
- To establish, exercise or defend legal claims
We do not sell personal information, and we do not share personal information for cross-context behavioural advertising as those terms are defined under applicable US state privacy laws.
4. Legal Basis and Professional Obligations
As a provider of accounting services to US businesses, our processing of client financial information is governed by our engagement agreement with you and by applicable professional and regulatory standards.
Where the Gramm-Leach-Bliley Act (GLBA) and the Federal Trade Commission Safeguards Rule apply to information we handle, we process that information in accordance with those requirements, including maintaining a written information security programme.
5. How We Share Information
We disclose information only as set out below. We do not sell personal information.
Service providers. We use vetted third parties to support our operations, including cloud hosting and infrastructure providers, accounting and payroll software platforms, communication tools, and payment processors. These parties are contractually restricted to processing information on our instructions and for the purposes we specify.
Affiliates. We may share information with Knowcraft Analytics, our parent organisation, where necessary to deliver services under your engagement, subject to the same security and confidentiality standards.
Legal and regulatory disclosure. We may disclose information where required by law, court order, subpoena, regulatory request, or where necessary to protect our rights, safety or property, or that of our clients or others.
Business transfers. If we are involved in a merger, acquisition, financing or sale of assets, information may be transferred as part of that transaction, subject to this Policy or a successor policy.
With your direction. We share information with third parties such as your auditors, lenders, investors or tax preparers where you instruct us to do so.
6. Data Security
Finkeepers is ISO 27001:2022 certified. Our information security management system is independently audited against that international standard.
Security measures we apply include:
- Encryption of data in transit and at rest
- Role-based access controls limiting access to those who require it
- Secure cloud infrastructure with continuous monitoring
- Background checks on staff handling client financial information
- Regular internal audits and vulnerability assessments
- Documented incident response procedures
No method of transmission or storage is completely secure. While we apply commercially reasonable and certified safeguards, we cannot guarantee absolute security. If we become aware of a security incident affecting your information, we will notify you as required by applicable law.
7. Data Retention
We retain information for as long as necessary to fulfil the purposes described in this Policy, including to satisfy legal, accounting, tax and professional recordkeeping requirements.
Client financial records are generally retained for the period required by applicable federal and state law, and by professional standards, which in some cases exceeds seven years. Enquiry and marketing data is retained for a shorter period unless an engagement follows.
When information is no longer required, we delete or securely anonymise it.
8. Your Privacy Rights
Depending on where you reside, you may have some or all of the following rights in relation to personal information we hold about you:
- Right to know. Request confirmation of whether we process your personal information and obtain details of the categories collected, sources, purposes and recipients
- Right to access. Request a copy of the personal information we hold about you
- Right to correct. Request correction of inaccurate personal information
- Right to delete. Request deletion, subject to legal and professional retention obligations
- Right to opt out of sale or sharing. We do not sell or share personal information for cross-context behavioural advertising
- Right to limit use of sensitive personal information. Where applicable under state law
- Right to non-discrimination. We will not deny services, charge different prices or provide a different level of service because you exercised a privacy right
- Right to appeal. Where a request is denied, you may appeal that decision
These rights are provided under the California Consumer Privacy Act as amended by the California Privacy Rights Act, and under comparable comprehensive privacy laws enacted in a number of other US states. The rights available to you depend on your state of residence.
9. How to Exercise Your Rights
To exercise any right described above, contact us at hi@finkeepers.us or +1 408 370 2711. Please include enough information for us to verify your identity and locate your records.
We will acknowledge your request and respond within the timeframe required by applicable law. We may need to verify your identity before acting, particularly where a request concerns financial records.
An authorised agent may submit a request on your behalf where permitted by law, provided we receive evidence of that authorisation.
Where you are an employee, contractor or customer of one of our clients and your information reaches us through that engagement, we act as a service provider. Please direct your request to that business, and we will support them in responding.
10. Cookies and Tracking Technologies
We use cookies and similar technologies on our website to enable core functionality, remember preferences, and understand how the site is used.
- Strictly necessary cookies enable navigation and basic features and cannot be disabled
- Analytics cookies help us understand which pages are useful and where visitors encounter difficulty
- Functional cookies remember choices you make
- Marketing cookies may be used to measure campaign effectiveness where you have consented
Most browsers allow you to refuse or delete cookies through their settings. Disabling cookies may affect website functionality. Where required, we present a cookie notice allowing you to manage your preferences.
Some browsers transmit a Global Privacy Control or similar opt-out preference signal. We treat such signals as a valid request to opt out of sale or sharing where applicable law requires.
11. Marketing Communications
Email. Where you have opted in, we may send newsletters, service updates and educational content. Every marketing email includes an unsubscribe link and our postal address, consistent with the CAN-SPAM Act. You may unsubscribe at any time. We will continue to send transactional and engagement-related messages where necessary to deliver services.
Calls and text messages. Where you have provided prior express written consent, we may contact you by telephone or text message, including through automated technology. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out of text messages at any time.
We maintain records of consent, including the date, time and the wording presented at the point of consent.
12. Children's Privacy
Our website and services are directed to businesses and are not intended for individuals under the age of eighteen. We do not knowingly collect personal information from children under thirteen.
If you believe a child has provided information to us, contact hi@finkeepers.us and we will delete it promptly.
13. Third-Party Websites
Our website may link to third-party sites and services that we do not control. This Policy does not apply to those sites. We encourage you to review their privacy policies before providing information.
14. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices, technology, legal requirements or business operations. The effective date at the top of this page indicates when it was last revised.
Where changes are material, we will provide notice through our website or by direct communication. Continued use of our website or services after an update constitutes acceptance of the revised Policy.
15. Contact Us
If you have questions about this Privacy Policy, our data practices, or wish to exercise a privacy right, contact us:
- Email: hi@finkeepers.us
- Telephone: +1 408 370 2711
- Address: 30 N Gould ST STE R, Sheridan, Wyoming 82801, United States
- Website: finkeepers.us
Built by experienced professionals, Finkeepers delivers reliable accounting services for startups and SMBs, powered by proven processes and modern software.
Contact Info:
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Address: 30 N Gould ST STE R, Sheridan, Wyoming, 82801 United States
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Email: hi@finkeepers.us
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Phone: +1-408-370-2711