Privacy Policy

Mera Bookkeeping LLC

Effective Date: October 12, 2026
Last Updated: October 12, 2026
Website: www.merabookkeeping.com

1. Introduction

Mera Bookkeeping LLC ("Mera Bookkeeping," "we," "us," or "our") respects your privacy and is committed to protecting the personal, business, and financial information entrusted to us.

This Privacy Policy explains how we collect, use, store, disclose, and protect information when you visit our website, submit an inquiry, schedule a consultation, or engage our professional bookkeeping services.

Mera Bookkeeping LLC is a Florida-based bookkeeping company providing virtual bookkeeping services to businesses throughout the United States.

By using our website or submitting information to us, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect personal, business, and financial information necessary to respond to inquiries, evaluate bookkeeping needs, and provide our services.

A. Personal and Contact Information

Information may include:

  • Full name

  • Business name

  • Email address

  • Telephone number

  • Business mailing address

  • Preferred communication method

  • Information provided through website forms, questionnaires, or consultations

B. Business and Financial Information

When providing bookkeeping services, we may receive or access:

  • Business financial statements

  • Bank and credit card transaction records

  • Accounting records and general ledger information

  • Invoices, bills, and receipts

  • Accounts receivable and accounts payable records

  • Payroll-related financial information

  • Vendor and customer information

  • Loan and liability records

  • QuickBooks Online accounting data

  • Other business records reasonably necessary to perform contracted services

We request only the information reasonably necessary for the applicable service.

C. Website and Technical Information

When you visit our website, certain information may be collected automatically through website hosting services, cookies, or analytics technologies, if enabled.

This may include:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Website usage and interaction information

  • Referring website information

3. How We Use Your Information

Mera Bookkeeping LLC may use collected information to:

  1. Respond to inquiries and service requests.

  2. Evaluate potential clients' bookkeeping needs.

  3. Schedule discovery calls and consultations.

  4. Prepare proposals, service agreements, and invoices.

  5. Provide bookkeeping, reconciliation, cleanup, setup, and financial reporting services.

  6. Communicate with clients regarding financial records and service requirements.

  7. Process and administer service payments through authorized payment providers.

  8. Maintain accurate business and service records.

  9. Improve website functionality and client experience.

  10. Send newsletters or marketing communications where permitted by applicable law.

  11. Comply with applicable legal and regulatory requirements.

  12. Protect our business, clients, and systems against unauthorized activity or fraud.

We do not use client financial records for unrelated advertising purposes.

4. Confidentiality of Client Financial Information

We recognize that bookkeeping services involve access to confidential business and financial information.

Mera Bookkeeping LLC treats client financial information as confidential and limits its use to authorized business and service-related purposes.

We do not disclose confidential client information to unrelated third parties except when:

  • The client authorizes the disclosure.

  • Disclosure is necessary to provide contracted services through an authorized service provider.

  • Disclosure is required by applicable law, regulation, subpoena, or legal process.

  • Disclosure is reasonably necessary to protect legal rights or investigate suspected fraud or security incidents.

Access to client information is limited to persons and service providers with a legitimate business need, subject to appropriate confidentiality obligations.

5. QuickBooks Online and Third-Party Service Providers

Mera Bookkeeping LLC provides bookkeeping services using QuickBooks Online.

To operate our business and provide services, we may also use third-party platforms for:

  • Accounting and bookkeeping

  • Client onboarding and questionnaires

  • Scheduling appointments

  • Proposals and electronic signatures

  • Invoicing and payment processing

  • Email communications

  • Document storage and file sharing

  • Website hosting

  • Marketing and newsletters

These providers may process information on our behalf or under their own privacy policies, depending on the service and relationship.

We seek to use reputable service providers and limit the information shared to what is reasonably necessary.

Mera Bookkeeping LLC does not control the independent privacy or security practices of third-party providers.

Clients should also review the privacy policies of the platforms they use.

6. Website Contact Forms and Questionnaires

When you submit a contact form, service inquiry, or bookkeeping questionnaire through our website, we may collect the information you voluntarily provide.

This information is used to:

  • Review your bookkeeping needs.

  • Determine whether our services are appropriate.

  • Prepare for a discovery call.

  • Provide service information or pricing.

  • Follow up regarding your inquiry.

Submitting a questionnaire or contact form does not automatically establish a client relationship.

We recommend that prospective clients avoid submitting bank passwords, Social Security numbers, or other highly sensitive credentials through general website contact forms.

Sensitive financial documents should be exchanged through an approved, appropriately secured method.

7. Information Security

Mera Bookkeeping LLC takes reasonable administrative, technical, and organizational measures designed to protect personal and financial information against unauthorized access, disclosure, alteration, misuse, or loss.

Such measures may include, as appropriate:

  • Password-protected business accounts

  • Multi-factor authentication

  • Restricted access to client records

  • Secure accounting platforms

  • Access controls and permission management

  • Appropriate electronic document-sharing methods

  • Periodic review of security practices

However, no method of electronic transmission, cloud storage, or internet-based communication is completely secure.

Therefore, we cannot guarantee absolute security of information transmitted or stored electronically.

8. Client Responsibilities

Clients are responsible for maintaining the confidentiality and security of their own account credentials and business systems.

Clients should:

  • Provide accurate and complete financial records.

  • Maintain secure access to their financial accounts.

  • Avoid sharing passwords through unsecured communications.

  • Promptly report suspected unauthorized account activity.

  • Use appropriate access permissions when granting accountant access to QuickBooks Online.

Mera Bookkeeping LLC does not require clients to provide their personal QuickBooks Online login passwords when accountant access can be granted through the platform's authorized invitation process.

9. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, remember preferences, and understand website traffic.

Depending on the technologies enabled, cookies may collect certain technical or usage information.

You may be able to manage cookies through your browser settings or available website consent tools.

Disabling certain cookies may affect website functionality.

Where required by applicable law, we will provide appropriate cookie notices or consent options.

10. Email Marketing and Newsletters

Visitors and prospective clients may have the option to subscribe to our newsletter or receive bookkeeping-related updates.

Marketing communications may include:

  • Bookkeeping tips

  • QuickBooks Online information

  • Business financial management resources

  • Service announcements

  • Special offers or promotions

Where required, we obtain consent before sending marketing communications.

You may unsubscribe from marketing emails at any time using the unsubscribe link included in those communications or by contacting us.

Unsubscribing from marketing communications does not prevent us from sending necessary service-related communications to active clients.

11. Information Sharing and Disclosure

Mera Bookkeeping LLC does not sell personal or confidential client financial information.

We may disclose limited information to authorized third-party providers for legitimate business purposes, including hosting, bookkeeping, scheduling, payment processing, and client communications.

We may also disclose information when required by law or when reasonably necessary to establish, exercise, or defend legal rights.

We do not disclose client financial information to other clients or unrelated businesses for their independent marketing purposes.

12. Data Retention

We retain personal, business, and financial information only for as long as reasonably necessary to:

  • Provide contracted services.

  • Maintain appropriate business records.

  • Fulfill legal, regulatory, or contractual obligations.

  • Resolve disputes.

  • Enforce agreements.

  • Protect legitimate business interests.

Retention periods may vary depending on the type of information and applicable requirements.

When information is no longer reasonably necessary, we take appropriate steps to delete, destroy, or de-identify it, subject to applicable legal and operational requirements.

Information maintained by third-party providers may be subject to their separate retention practices.

13. Data Breaches and Security Incidents

If we become aware of a security incident involving personal or confidential information, we will assess the incident and take reasonable steps appropriate to the circumstances.

Where required by applicable law, we will notify affected individuals, businesses, or relevant authorities within applicable timeframes.

We may also work with affected service providers to investigate and address the incident.

14. Your Privacy Rights

Depending on your location and applicable law, you may have certain rights concerning your personal information, including the ability to:

  • Request information about personal data we maintain.

  • Request correction of inaccurate information.

  • Request deletion of eligible personal information.

  • Withdraw consent for certain optional communications.

  • Request information about applicable data-handling practices.

Some requests may be limited by legal, contractual, recordkeeping, or security obligations.

To submit a privacy-related request, please contact us using the contact information on our website.

We may need to verify your identity or authority before fulfilling a request.

15. Children's Privacy

Our website and professional bookkeeping services are intended for business owners and adults.

We do not knowingly collect personal information directly from children under the age of 13 through our website.

If we learn that personal information from a child under 13 has been collected in circumstances requiring deletion under applicable law, we will take appropriate action.

16. Third-Party Websites and External Links

Our website may contain links to third-party websites, accounting platforms, scheduling systems, or payment services.

These websites operate under their own privacy policies and terms.

Mera Bookkeeping LLC is not responsible for the independent content, privacy practices, or security measures of external websites.

We encourage visitors to review applicable third-party privacy policies before submitting personal or financial information.

17. Changes to This Privacy Policy

Mera Bookkeeping LLC may update this Privacy Policy periodically to reflect changes in business practices, technology, services, or applicable legal requirements.

When changes are made, the "Last Updated" date at the beginning of this policy will be revised.

Material changes may be communicated through our website or other appropriate methods when required by law.

We encourage visitors and clients to review this policy periodically.

18. Contact Information

For questions regarding this Privacy Policy, the handling of personal information, or privacy-related requests, please contact:

Mera Bookkeeping LLC
Melbourne, Florida, United States
Website: www.merabookkeeping.com
Email: info@merabookkeeping.com

Mera Bookkeeping LLC is committed to maintaining confidentiality, responsible information handling, and professional standards in providing virtual bookkeeping services.

End of Privacy Policy