About Us
At SureKeep, you get a team of bookkeepers and accountants working for & with you virtually (in the cloud). We hire only North American We are happy to communicate within the medium you are most comfortable.
Our founder Lori Wiebe, along with a small dedicated team are trained & experienced to look after your bookkeeping so you don't have to. Every Bookkeeper & Accountant on our team are Canadians living in Canada.
We can help at whatever level you prefer. We can handle all your bookkeeping, payroll, accounting, year end preparation or we can do the parts you don't want to, such as payroll.
With SureKeep as your partner you can get on with running your business or sitting on the beach. Either way you can be SURE we will KEEP your accounts in order.
Privacy Policy
Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications.
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the CRA. Privileged communications (those that are protected from CRA authority to compel our testimony) are limited to non-criminal tax advice on matters before the CRA or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.