Privacy Policy

We may collect the following types of personal information:

• Contact information — name, email address, phone number, and mailing address provided through our contact form, booking system, or direct correspondence.
• Business information — details about your business that you share with us in the course of receiving accounting or advisory services.
• Financial information — tax records, financial statements, and related documents provided to us for the purpose of delivering professional services.
• Website usage data — anonymized analytics data collected via Google Analytics (GA4), including pages visited, session duration, and general geographic region. This data does not identify you personally.

We use your personal information to:

• Provide accounting, tax, bookkeeping, and advisory services;
• Respond to enquiries and schedule consultations;
• Fulfill our professional and legal obligations as a CPA;
• Improve our website and services through anonymized analytics;
• Communicate with you about your file, deadlines, or relevant updates.

We do not sell, rent, or trade your personal information to third parties.

We may share your information only in the following circumstances:

• Service providers — third-party tools used to operate our business (e.g., email, scheduling software), bound by confidentiality obligations;
• Regulatory bodies — where required by law or professional standards, including the Chartered Professional Accountants of British Columbia (CPABC);
• Legal requirements — where disclosure is required by a court order or applicable law.

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law and professional standards. CPA professional standards in Canada generally require retention of client records for a minimum of seven years.

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Our website uses Google Analytics to collect anonymized usage data. This helps us understand how visitors use the site so we can improve it. You can opt out of Google Analytics tracking by using the Google Analytics Opt-out Browser Add-on.

We do not use cookies for advertising or tracking purposes beyond anonymized analytics.

Under Canadian privacy law, you have the right to:

• Request access to the personal information we hold about you;
• Request correction of inaccurate information;
• Withdraw consent to the collection or use of your information (subject to legal and contractual limitations);
• Lodge a complaint with the Office of the Privacy Commissioner of Canada.

To exercise any of these rights, please contact us at [email protected].

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page reflects the most recent revision. Continued use of our website or services after any changes constitutes acceptance of the updated policy.

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