Branch and Ledger is a boutique bookkeeping practice. This page explains what information we collect when you visit this website or engage us as a client, how we use it, and how we protect it. Last updated: August 2026.
This website uses Google Analytics 4 to understand aggregate traffic patterns — how many people visit, what pages they read, and roughly where they come from. Google Analytics does not identify you personally, and we do not use this data to build profiles on individual visitors.
If you email us through a link on this site, we receive whatever information you include in that email. If you book a discovery call through our calendar link, you provide your name, email, and any notes you choose to share. That information is used to prepare for and follow up on the call.
We do not sell, share, or transfer visitor information to third parties for marketing purposes.
During an engagement, we necessarily access financial and operational information: bank feeds, credit card statements, payroll records, vendor lists, customer lists, and the like. This information is used only to perform the bookkeeping work you have engaged us to do.
We use QuickBooks Online and other industry-standard, encrypted platforms to store and process client information. Access to client files is limited to the people working on your engagement. We do not disclose client information to third parties without your written consent, except as required by law or as needed to coordinate with your CPA at your direction.
Client documents provided to us during an engagement remain your property. On request, we will return or securely destroy files after the engagement ends, subject to our retention obligations for our own work records.
We take reasonable measures to protect the information entrusted to us, including strong passwords, two-factor authentication where available, encrypted storage, and limited access. No online system is completely immune to risk, and we do our best to work with providers who meet the standards our clients would expect.
We retain records of our own work — engagement letters, workpapers, and correspondence — for the period required by law and by our own professional standards, typically seven years.
If anything on this page is unclear, or if you have a specific privacy question, reach out and we will answer directly.
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