Legal Information Page

Last updated: 9 July 2025

Welcome to MRS Bookkeeping.

Below you’ll find all the key policies, terms, and important information about how I provide services, handle your data, and ensure compliance with legal and professional standards.

I recommend you read through any sections relevant to you. If you have any questions, please get in touch—I’m always happy to help.


🔗 Core Policies

🕒 Service Level Statement

My commitments around response times, turnaround, and communication.

  • Emails acknowledged within 2 working days.
  • Calls returned within 2 working days.
  • Monthly maintenance completed by the 15th of the following month.
  • Service Level Statement in full.

🗄️ Data Retention

How long I keep records and why.

  • Bookkeeping records kept for 7 years.
  • Client identification records kept for 5 years after the end of service.
  • Website enquiries kept for 1 year.
  • Data Retention Policy in full.

🛡️ Compliance

Specific compliance items.

  • Student Membership: Association of Accounting Technicians (AAT)
    • Particulars available for inspection on application.
  • Professional Indemnity Insurance: £100,000 cover
    • FULL particulars available for inspection on application.
    • Policy is underwritten by AXA XL, policy number 15502650
  • Anti Money Laundering (‘AML’) Supervision: HMRC

⚠️ Important Disclaimers

If you require regulated advice, please consult a qualified accountant or tax advisor.

  • My services do not include tax, legal, or financial advice.
  • You remain responsible for statutory filings and compliance.
  • For regulated advice, consult a qualified professional.

If you have questions about any of these policies or how they apply to you, please get in touch:

Martin Schmalenbach

Email: martin@mrsbookkeeping.co.uk

Phone: +44 (0)7427 931 179