Protecting Your Financial Records
Wilfredo Bookkeeping Group collects and uses information only as reasonably necessary to provide bookkeeping services, communicate with clients and prospective clients, and operate our business. We take reasonable measures to protect financial and business information from unauthorized access, use, or disclosure.
We do not sell client or prospect information. Information may be processed through trusted service providers and business platforms used to deliver our services, such as accounting, email, website, and secure document-sharing systems. Access to client information is limited to what is necessary to provide the agreed bookkeeping services.
We value confidentiality and handle the records entrusted to us with care, professionalism, and respect for the privacy of each client.