My Commitment to You;
When you become a BookeepKerr bookkeeping client, you entrust me with sensitive personal and financial information about you, your customers, vendors and employees. I recognize that your relationship with me is based on trust and that you expect me to act responsibly and in your best interests. Because I have access to this private information about you, I hold myself to the highest standards in its safekeeping and use. This means, most importantly, that I do not sell client information to anyone whether it is your personal or financial information regardless if you are a current or former BookeepKerr bookkeeping client.
The Information I Collect About You
In the course of doing business with my clients, I collect nonpublic personal information about you from some or all of the following sources:
"Nonpublic personal information" is personally identifiable private information about you or your company For example, it includes information regarding your name and address, Social Security or taxpayer identification number, assets, income, account balance, bank account information and investment activity (e.g., purchase and redemption history
How I Handle Your Personal
As emphasized above, I do not sell information about current or former clients or their accounts to third parties. Nor do I share such information, except when necessary to complete transactions at your request or to make you aware of related services that I offer. Additional details about how I handle your personal information is provided below. To complete certain transactions or account changes that you direct, it may be necessary to provide identifying information to companies, individuals or groups that are not affiliated with BookeepKerr Bookkeeping. For example, if you ask to transfer assets from another financial institution to another, I will need to provide certain information about you to that company to complete the transaction. In certain instances, I may contract with nonaffiliated companies to perform services for me. Where necessary, I will disclose information I have about you to these third parties. In all such cases, I provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. And I require these third parties to treat your private information with the same high degree of confidentiality that I do. In certain instances, I may share .information with other financial institutions regarding individuals and entities in response to the U.S.A. Patriot Act. Finally, I will release information about you if you direct me to do so, if I am compelled by law to do so or in other circumstances permitted/ mandated by law.
Opt Out Provisions
I do not sell your personal information to anyone. The law allows you to "opt out" of only certain kinds of information sharing with third parties. BookeepKerr does not share personal information about you with any third parties that triggers this opt-out right. This means YOU ARE ALREADY OPTED OUT.
How I Safeguard Your Personal
I restrict access to nonpublic personal information about clients to third parties (for example, the service providers described above) as permitted by law. I maintain strict physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
I'll Keep You Informed
You do not need to call, or do anything as a result of this notice. This notice is meant to inform you of how I use and safeguard your nonpublic personal financial information. You may wish to file this notice with your tax papers. Please call if you have any questions, because your privacy, my professional ethics, and the ability to provide you with quality financial services are very important to me.