Effective Date: July 17, 2022 Last Updated: October 10, 2025 Website:www.genesissolomon.com
Your privacy is important to us. This Privacy Policy explains how your information is collected, used, and protected when you use our bookkeeping services or visit our website.
1. Information We Collect
We collect information to provide accurate bookkeeping and financial management services. This may include:
Personal Information
Name
Email address
Phone number
Business information
Financial & Business Information
(Collected only with your permission)
Bank statements
Credit card statements
Payroll information
Receipts, invoices, bills
Transaction history
Vendor details
Customer records
Chart of accounts
Accounting system access (QuickBooks, Wave, etc.)
Technical Information
When you visit the website, we may collect non-identifiable data such as:
Device type
Browser type
IP address
Pages visited
Time spent on site
2. How We Use Your Information
Your information is used ONLY for the following purposes:
Delivering bookkeeping and financial services
Processing bank and credit card reconciliations
Preparing financial statements and summary reports
Managing AP/AR, cash flow, and monthly bookkeeping
Communicating with you regarding work updates
Providing customer support
Improving website content and services
Keeping your financial records secure and up-to-date
We never sell, rent, or misuse your data.
3. Data Sharing & Third Parties
We DO NOT share your information with anyone except:
Bookkeeping tools and platforms you authorize (e.g., QuickBooks Online, Stripe, Wise, PayPal)
Communication platforms such as email, chat apps, or video call tools
Your information is never sold, and no third party gains access without your consent.
4. Data Storage & Security
We take strict measures to protect your data:
Password-protected files and accounts
Encrypted communication tools
Secure storage of financial documents
Limited access to authorized individuals only
If you request or require, we can also sign an NDA (Non-Disclosure Agreement) for added protection.
5. Your Rights
You have the right to:
Request a copy of your data
Ask for corrections or updates
Request deletion of your information (if legally allowed)
Limit or withdraw access to financial accounts
You are free to stop sharing data at any time; however, this may affect service delivery.
6. Cookies & Tracking Technologies
Our website may use cookies to improve your browsing experience. These are standard and may track:
Page traffic
Website usage
Device or browser activity
Cookies do not give access to your financial information.
7. Payments & Financial Data
Payments made through Stripe, PayPal, Wise, or local Philippine payment methods are processed securely using their encrypted systems. We do not store your full payment information.
8. Updates to This Privacy Policy
We may update this policy as needed. The date at the top indicates when the most recent changes were made.
We will notify clients if any major revisions occur.
9. Contact Information
For questions regarding privacy or data protection, contact: