Privacy Policy - Protecting Your Data at ShireRose Bookkeeping

Privacy Policy

Privacy Policy – ShireRose Bookkeeping

Effective Date: 20/04/2026

ShireRose Bookkeeping is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data when you use our services or visit our website.

1. Who We Are

ShireRose Bookkeeping is a bookkeeping service based in Northamptonshire, United Kingdom, supporting small businesses and sole traders both locally and remotely.

Data Controller: Keeley Kenyon T/a ShireRose Bookkeeping
Contact Email: ShireRoseBookkeeping@outlook.com

We are responsible for your personal data and how it is processed.

2. What Information We Collect

We may collect and process the following types of personal data:

Personal Information

Name

Email address

Phone number

Business name and details

Financial Information

Income and expense records

Invoices and transaction data

Bank statements and financial reports

Technical Data

IP address

Browser type and version

Website usage data (via cookies)

3. How We Collect Your Data

We collect data in the following ways:

When you contact us via our website, email, or phone

When you engage our services as a client

Through onboarding forms and documentation

Via bookkeeping or accounting software you authorise us to access

Through cookies and analytics tools on our website

4. How We Use Your Data

We use your data to:

Provide bookkeeping services

Maintain accurate financial records

Communicate with your accountant if authorised

Meet legal and regulatory obligations

Improve our services and client experience

5. Legal Basis for Processing

We process your data under the following legal bases:

Contract: To deliver agreed bookkeeping services

Legal obligation: To comply with tax and financial regulations

Legitimate interests: To manage and improve our business operations and client relationships

6. How We Store and Protect Your Data

Your data is handled with the highest level of care and confidentiality.

We implement appropriate security measures including:

Secure, password-protected systems

Trusted cloud-based accounting software

Restricted access to authorised individuals only

Data encryption where applicable

7. Sharing Your Data

We do not sell or trade your personal data.

We may share your data with:

HM Revenue & Customs (HMRC), where required

Trusted software providers (e.g. accounting platforms, Xero)

Professional advisors (e.g. accountants), where authorised

All third parties are required to respect the security of your data.

8. Data Retention

We retain your data only as long as necessary to fulfil the purposes we collected it for, including legal and accounting requirements.

Typically:

Financial and business records are retained for 6 years in line with UK regulations

9. Your Data Protection Rights

Under UK data protection law, you have the right to:

Access the personal data we hold about you

Request correction of inaccurate data

Request deletion of your data (where applicable)

Object to or restrict processing

Request transfer of your data

To exercise any of these rights, please contact us using the details above.

10. Cookies

Our website may use cookies to enhance user experience and analyse website traffic.

You can choose to accept or decline cookies through your browser settings.

11. Complaints

If you have any concerns about how your data is handled, please contact us first so we can resolve the issue.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact:

ShireRose Bookkeeping
Email: ShireRoseBookkeeping@outlook.com

ICO Registration reference - ZC111060

ShireRose Bookkeeping is committed to safeguarding your data with professionalism, discretion, and care—so you can focus on growing your business with confidence.

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