Privacy Policy

Last updated: February 16, 2026

Forma Bookkeeping (“we”, “us”, “our”) respects your privacy and is committed to protecting the personal information you share with us through our website, https://formabookkeeping.ca.

Information We Collect
When you use our website, book a call, or submit a form, we may collect personal information such as your name, email address, phone number, company name, company size (revenue range), industry, current accounting setup, and primary pain points. We also collect limited technical information such as IP address and website usage data through analytics and tracking tools.

How We Use Your Information
We use the information you provide to:

  • Respond to inquiries and contact you about our services

  • Prepare for and conduct discovery calls

  • Send educational content and marketing communications

  • Improve our website and marketing efforts

How Your Information Is Stored and Shared
Your information is collected and stored using third-party tools we use to operate our business, including Squarespace (forms), Calendly (booking), ConvertKit (email marketing), Financial Cents (client and lead management), and analytics/advertising platforms. These providers process data on our behalf and are required to handle your information securely.

We do not sell your personal information.

Cookies and Tracking Technologies
Our website uses cookies and similar technologies for analytics and advertising purposes, including Google Analytics, Meta Pixel, and Google Ads tracking. These tools help us understand how visitors use our site and measure marketing performance. You can control or disable cookies through your browser settings.

Data Security
We take reasonable steps to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us using the details below.

Contact Us
If you have any questions about this Privacy Policy or how your information is handled, you can contact us at:
acunning@formabookkeeping.ca

This Privacy Policy applies only to information collected through our website and marketing systems. Information shared as part of a formal client relationship is governed by separate agreements and professional confidentiality obligations.