Privacy Policy

1. Who we are

This privacy policy explains how Small Business Bookkeeping (Stoke) Ltd, trading as Small Business Bookkeeping, uses and protects any personal data you provide when using this website or getting in touch with us.

Business name: Small Business Bookkeeping (Stoke) Ltd
Trading name: Small Business Bookkeeping
Registered office: Highfield House, Congleton Road, Scholar Green, Stoke-on-Trent, ST7 3SY
Email: hello@sbbookkeeping.uk

We are the data controller for the personal data we collect, meaning we decide how and why your data is used.

2. What personal data we collect

We may collect and process the following information:

Name
Email address
Phone number
Business name
Any information you choose to provide when:
- Completing a contact form or online enquiry form
- Sending us an email
- Messaging us (for example via WhatsApp or social media)
- Enquiring about or using our services

This may include information about your business setup, bookkeeping software, preferences, or areas you would like support with.

We do not knowingly collect data from children.

3. How we use your personal data

We use your personal data to:

Respond to enquiries
Provide bookkeeping and tax services
Communicate with you about our services
Assess whether our services or packages are a good fit for your needs
Meet legal, regulatory, and professional obligations
Improve our website and services

We only use your data for legitimate business purposes and never for anything unexpected.

4. Lawful basis for processing

Under UK GDPR, we must have a lawful reason for using your data. We rely on the following bases:

Consent – when you contact us or submit a form

Contract – where data is needed to provide agreed services

Legal obligation – where required for tax, accounting, or regulatory reasons

Legitimate interests – to run and manage our business effectively

5. How we store and protect your data

We take appropriate steps to keep your personal data secure, including:

Secure cloud-based systems
Password-protected devices and accounts
Limiting access to personal data
Enquiry information submitted through online forms may be stored securely within our email systems or form platforms.

We only keep personal data for as long as necessary to fulfil its purpose or to meet legal and regulatory requirements.

6. Sharing your data

We do not sell, rent, or trade your personal data.

We may share your data only where necessary, for example with:

HM Revenue & Customs (HMRC), where required
Cloud accounting software providers such as Xero or FreeAgent
Online form providers such as Jotform, used to securely collect and manage enquiries
Other professional advisers, with your consent
Any third parties we use are required to handle your data securely and lawfully.

7. Cookies and website analytics

This website may use cookies and similar technologies to help improve how the site works and to understand how visitors use it.

Cookies do not identify you personally.

You can control or disable cookies through your browser settings.

8. Your data protection rights

Under UK GDPR, you have the right to:

Access the personal data we hold about you
Request correction of inaccurate or incomplete data
Request deletion of your personal data (where applicable)
Restrict or object to how your data is processed
Request a copy of your data in a portable format

To exercise any of these rights, please contact us at hello@sbbookkeeping.uk

9. How to complain

If you are unhappy with how we handle your data, please contact us first so we can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
Website: https://www.ico.org.uk

10. Changes to this privacy policy

We may update this privacy policy from time to time to reflect changes in law or how we work.
The latest version will always be available on this website.

11. Contact us

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

Email: hello@sbbookkeeping.uk