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Privacy Policy


Effective September 8, 2026

Weis Bookkeeping Solutions respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose and safeguard personal information obtained through our website and business communications.


Information We Collect

We may collect personal information that you voluntarily provide when you:

  • Complete our website contact form
  • Contact us by email or telephone
  • Request information about our bookkeeping services
  • Become a client of Weis Bookkeeping Solutions


This information may include your name, business name, email address, telephone number and any information you include in your message.


Please do not send sensitive financial information, passwords, banking details or government identification numbers through the website contact form.


Our website hosting provider may also automatically collect limited technical information, such as your IP address, browser type, device type, referring website and the date and time of your visit. This information is generally collected through standard server logs and may be used for website security, maintenance and performance.


How We Use Your Information

We may use your personal information to:

  • Respond to your questions or requests
  • Provide information about our services
  • Arrange consultations
  • Establish and manage a client relationship
  • Provide bookkeeping and related services
  • Maintain and improve our website
  • Protect our website and business from misuse or security threats
  • Meet our legal, regulatory and professional obligations


We will only collect and use information that is reasonably necessary for these purposes.


Consent

By voluntarily providing personal information to us, you consent to its collection, use and disclosure for the purposes described in this policy or explained to you at the time of collection.

You may withdraw your consent, subject to legal or contractual restrictions, by contacting us.


Sharing of Personal Information

We do not sell or rent personal information.


We may share information with trusted service providers that assist us with website hosting, email, cloud storage, bookkeeping software, payment processing or other business operations. These providers receive only the information reasonably required to perform their services.


We may also disclose personal information where required or permitted by law.


Cookies and Website Analytics

Our website may use essential cookies or similar technologies required for security and proper website operation. We may also use basic analytics to understand how visitors use the website and to improve its performance.


You can restrict or delete cookies through your browser settings. Disabling certain cookies may affect how the website functions.


Protecting Your Information

We use reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the information in our care. These measures are intended to protect personal information from loss, theft, unauthorized access, use, disclosure, copying or modification.


No method of transmitting or storing information electronically can be guaranteed to be completely secure.


Retention

We retain personal information only for as long as reasonably necessary to provide our services, fulfil the purposes for which it was collected and meet legal, tax, professional or contractual requirements. Information that is no longer required will be securely deleted, destroyed or anonymized.


Accessing or Correcting Your Information

You may ask to access the personal information we hold about you or request that inaccurate information be corrected. You may also ask questions or raise concerns about how your information has been handled.


Some requests may be subject to legal limitations.


Third-Party Websites

Our website may contain links to websites operated by other organizations. Weis Bookkeeping Solutions is not responsible for the content or privacy practices of third-party websites.


Changes to This Policy

We may update this Privacy Policy when our services, website practices or legal obligations change. The revised policy will be posted on this page with an updated effective date.


Contact Us

For questions, access requests or concerns regarding this Privacy Policy, please contact:

Weis Bookkeeping Solutions +1-250-309-4927

Vernon, British Columbia, Canada


Email: info@weisbookkeeping.ca