Privacy Policy

MyerrsCFO Inc. ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.

1. Information we collect

Information you provide directly

When you fill out our contact form, book a discovery call, or engage our services, we may collect:

• Your name, email address, and business name
• Country and business type information
• Details about your bookkeeping needs and financial setup
• Payment information (processed securely through third-party payment providers — we do not store card details)
• Communications you send us via email or our contact form

Information collected automatically

When you visit our website, we may automatically collect certain technical information, including your IP address, browser type, operating system, referring URLs, and pages visited. This is standard practice and helps us improve our site.

2. How we use your information

We use the information we collect to:

• Respond to your enquiries and provide our bookkeeping services
• Send you service-related communications and updates
• Process payments and manage your account
• Improve our website and services
• Comply with legal obligations
• Send occasional marketing emails if you have given consent (you may unsubscribe at any time)

3. How we share your information

We may share your information with trusted third parties only in the following circumstances:

• Service providers: Tools we use to run our business (e.g. Formspree for contact forms, Calendly for scheduling, QuickBooks Online for bookkeeping) — these providers are contractually required to protect your data
• Legal requirements: If required by law, court order, or government authority
• Business transfers: In the event of a merger or acquisition, your data may be transferred — you will be notified in advance

4. Data security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. All financial data is handled through certified, encrypted platforms. Our team members are trained on data privacy and confidentiality.

However, no method of transmission over the internet is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee absolute security.

5. Data retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Bookkeeping records are typically retained for a minimum of 7 years in compliance with accounting standards. You may request deletion of your personal data at any time, subject to legal retention requirements.

6. Your rights

Depending on your location, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your personal data ("right to be forgotten")
• Portability: Request your data in a portable format
• Objection: Object to processing of your data for direct marketing
• Withdrawal of consent: Withdraw consent at any time where processing is based on consent

For clients in the European Union or UK, these rights are protected under GDPR and UK GDPR. For clients in Canada, under PIPEDA. To exercise any of these rights, please contact us at the details below.

7. Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our site may not function properly without cookies.

8. Third-party links

Our website may contain links to third-party websites (such as Calendly, Formspree, or QuickBooks Online). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

9. Children's privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to this policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by updating the date at the top of this page and, where appropriate, by email. Your continued use of our services after changes are posted constitutes your acceptance of the updated policy.