Your information should be handled with care and clarity.

1. Who we are

BondEsq Accounting & Bookkeeping Services Ltd is an accounting and bookkeeping services provider supporting SMEs, owner-managed businesses, sole traders, startups and growing businesses.

In this policy, “BondEsq”, “we”, “us” and “our” refer to BondEsq Accounting & Bookkeeping Services Ltd.

If you have any privacy questions, you can contact us using the details shown on our Contact page or by emailing info@bondesq.com.

2. Information we collect

The information we collect depends on how you interact with us. We may collect:

• Contact information, such as your name, email address, phone number and business name.
• Booking information, such as meeting preferences, Calendly booking answers, appointment details and notes you choose to provide.
• Business information, such as your industry, business type, business challenges, estimated turnover, services of interest or support needs.
• Form and download information, such as details submitted to access guides, templates, checklists, calculators or resources.
• Marketing preference information, such as whether you have signed up for newsletters, updates or follow-up content.
• Website usage information, such as page visits, click activity, device/browser information, approximate location and analytics data.
• Communication records, such as emails, contact form submissions, call notes or other correspondence.
• Client service information, if you become a client, including accounting, bookkeeping, tax, payroll, compliance, onboarding, AML/KYC and service delivery information.

We do not intentionally collect unnecessary personal information. If you provide sensitive information to us, we will only use it where necessary and appropriate for the reason it was provided or where required by law.

3. How we collect information

We may collect information when you:

• visit the BondEsq website;
• complete a contact form or enquiry form;
• book a call through Calendly or another booking route;
• download a guide, checklist, calculator, template or other resource;
• sign up to receive newsletters, updates or marketing content;
• email, call or message us;
• engage BondEsq for accounting, bookkeeping, tax, payroll, advisory or related services;
• interact with our website links, email links or online content.

4. How we use information

We may use personal information to:

• respond to enquiries and questions;
• manage bookings, calls and appointments;
• provide requested guides, templates, calculators, checklists and resources;
• understand the type of support a business may need;
• send follow-up information where relevant;
• send newsletters, updates or marketing content where someone has signed up or given permission;
• manage client onboarding, service delivery, compliance and support;
• meet accounting, tax, AML/KYC, record-keeping and legal obligations;
• improve our website, content, forms, resources and user experience;
• protect our business, website, clients and users from misuse, fraud or security issues.

We will not sell personal information.

5. Lawful basis for using personal information

Under UK data protection law, we need a lawful basis to process personal information. Depending on the situation, we may rely on:

Consent

For example, where you choose to sign up for newsletters, marketing emails, updates or certain downloadable resources.

Contract or steps before a contract

For example, when you ask us to provide a quote, book a call, request services, or become a client.

Legal obligation

For example, where we need to keep records for tax, accounting, anti-money laundering, regulatory or legal compliance purposes.

Legitimate interests

For example, responding to business enquiries, managing relationships, improving the website, keeping business records, protecting the website, and following up with relevant business information where appropriate.

Where we rely on legitimate interests, we consider whether our interests are balanced against your rights and expectations.

7. Analytics, cookies and similar technologies

BondEsq may use analytics, tag tools and similar technologies to understand how visitors use the website and to improve pages, forms, content and resources.

These tools may include GA4/GTM and may involve cookies or similar technologies such as scripts, tags, pixels or browser storage.

We may also use third-party tools for booking, forms, CRM, email communications and downloadable resources. These tools may process information on our behalf or provide functionality that helps us respond to users and manage requested services.

More detail is provided in our Cookie Policy.

8. Who we may share information with

We do not sell personal information. We may share information only where necessary and appropriate, including with:

• trusted service providers who help run our website, forms, booking systems, CRM, email marketing, analytics or business systems;
• professional advisers, compliance providers, software providers or subcontractors where needed for service delivery;
• HMRC, Companies House, regulators, legal authorities or government bodies where required by law or where authorised as part of client services;
• payment processors or finance tools where payments or subscriptions are involved;
• IT, hosting, security and cloud service providers who help keep systems running safely.

Where service providers process information on our behalf, we expect them to handle it securely and only for the relevant purpose.

9. How long we keep information

We keep personal information only for as long as necessary for the reason it was collected, including to meet legal, accounting, tax, regulatory, operational or service delivery requirements.

Different types of information may be kept for different periods. For example:

• enquiry and booking information may be kept for a reasonable period to manage follow-up and relationship history;
• newsletter and marketing preference records may be kept while someone remains subscribed or where needed to record an opt-out;
• client records may be kept for longer where required for accounting, tax, AML/KYC, legal or professional purposes;
• analytics data may be kept according to the settings of the relevant analytics tool.

Where information is no longer needed, we will delete, anonymise or securely archive it where appropriate.

10. How we protect information

We take reasonable steps to protect personal information from unauthorised access, loss, misuse, alteration or disclosure.

These steps may include access controls, password protection, secure systems, appropriate software tools, limited access by team members, and careful handling of client and business information.

No website or online system can be guaranteed completely secure. If we become aware of a security issue affecting personal information, we will take appropriate steps based on the nature of the issue and applicable legal requirements.

11. International transfers

Some tools or service providers we use may store or process information outside the UK. Where this happens, we expect appropriate safeguards to be in place, such as recognised contractual protections, adequacy arrangements or other lawful transfer mechanisms.

12. Your rights

Depending on the circumstances, you may have rights under UK data protection law, including:

These rights may not apply in every situation. For example, we may need to keep certain records to comply with legal, tax, accounting, regulatory or professional obligations.

13. Children’s information

BondEsq’s website and services are aimed at business owners, professionals and adults. We do not knowingly target children or intentionally collect children’s personal information through this website.

14. External links and third-party websites

Our website may link to third-party websites, tools, booking pages, forms, social media platforms or resources. We are not responsible for the privacy practices of third-party websites. Users should review the privacy information provided by those third parties.

15. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our website, tools, services, legal requirements or data practices.

When we update the policy, we may change the “last updated” date shown on this page.

16. Contact us

If you have questions about this Privacy Policy, how your information is handled, or your data protection rights, contact BondEsq at:

Email: info@bondesq.com

You also have the right to raise concerns with the UK Information Commissioner’s Office if you are unhappy with how your personal information has been handled.