Last updated: 31 July 2026. LI Accountants Ltd is the data controller for the personal information described in this policy.
Who we are
LI Accountants Ltd is an accountancy practice registered in England and Wales under company number 15516044. Our registered office is 26 Crofters End, Droitwich, England, WR9 9HZ. You can contact us at info@liaccountants.co.uk or on 07542 826742.
Information we collect
When you use our enquiry form or package finder, we may collect your name, business name, email address, telephone number, business type, approximate turnover, VAT and payroll requirements, the package recommended to you and anything else you choose to tell us.
If you become a client, we will also collect the financial, tax, identity and business information needed to provide our services, meet anti-money-laundering obligations and deal with HMRC, Companies House and other authorities where authorised.
How and why we use it
- To provide a package recommendation, respond to your enquiry and follow up about the services you requested.
- To prepare a proposal, take steps towards an engagement and provide accountancy services.
- To meet legal, regulatory, professional and record-keeping obligations.
- To protect our systems, prevent fraud and manage our business responsibly.
Depending on the circumstances, we rely on taking steps at your request before entering a contract, performing a contract, complying with legal obligations and our legitimate interests in responding to enquiries and operating our practice.
Who processes your information
Website enquiries and package-finder submissions are processed through Formspree. If you become a client, information may also be processed using our secure client portal and the accounting, bookkeeping, payroll and identity-checking services relevant to your work, such as Xero, QuickBooks, FreeAgent or Hubdoc. We only share information where needed to provide the service, comply with the law or where you have authorised us to do so.
Some service providers may process information outside the UK. Where this happens, we expect appropriate legal safeguards to be used.
How long we keep it
Enquiry information is kept only for as long as reasonably needed to respond, follow up and maintain appropriate business records. Client files may need to be retained for longer to meet tax, legal, insurance and professional requirements. Information that is no longer required is securely deleted or anonymised.
Your rights
You may have the right to ask for access to your information, correction, deletion, restriction, objection or transfer, depending on the circumstances. To make a request, email info@liaccountants.co.uk.
You can also complain to the Information Commissioner’s Office at ico.org.uk/make-a-complaint.
Website links and cookies
This website links to external services, including the client portal and recommended providers. Their own privacy and cookie policies apply when you visit them. The website may use essential technical storage needed to operate securely, but it does not use information from the enquiry forms for unrelated marketing.
Updates
We may update this policy when our services, legal requirements or providers change. The latest version will always be published on this page.