Privacy Policy

Accurate Financial Records LLC ("Company," "we," "us," or "our"), based in Las Vegas, Nevada, provides bookkeeping, accounting, controller, fractional CFO, payroll support, tax preparation support, and business consulting services ("Services"). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at accuratefinancialrecords.com (the "Site") or engage us for Services.

By using the Site or engaging our Services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please do not use the Site or our Services.

We use the information we collect to:

• Respond to consultation requests and communicate about our Services;
• Provide bookkeeping, accounting, controller, fractional CFO, payroll support, tax preparation support, QuickBooks/software support, and business consulting services;
• Prepare financial statements, reports, forecasts, and filings on behalf of clients;
• Maintain internal financial controls and audit-ready recordkeeping as represented in our service standards;
• Process payments and invoicing for our Services;
• Improve, secure, and maintain the functionality of our Site;
• Comply with applicable legal, regulatory, tax, and accounting (GAAP/CPA) obligations;
• Send administrative communications, including updates about engagements or changes to this Policy.

We do not sell your personal information.

Where applicable law requires a legal basis for processing personal information (for example, under the EU/UK GDPR for visitors from those regions), we rely on one or more of the following: your consent, performance of a contract with you, compliance with a legal obligation, or our legitimate business interests in operating and improving our Services, provided those interests are not overridden by your rights.

We do not sell or rent your personal or financial information. We may share information with:

• Service providers and subprocessors: third-party vendors who help us operate our business and deliver Services, such as accounting/payroll software providers (e.g., QuickBooks, Stripe, Bill.com, Gusto), cloud hosting providers, email and scheduling tools, and IT support vendors, bound by confidentiality and data protection obligations.
• Professional advisors: attorneys, auditors, or regulators, where necessary to comply with law or protect our legal rights.
• Government or regulatory authorities: where required by law, subpoena, court order, or to comply with tax, accounting, or financial reporting obligations.
• Business transfers: in connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality protections.
• With your consent: for any other purpose disclosed to you at the time of collection, with your consent.

We implement administrative, technical, and physical safeguards designed to protect client financial data and personal information consistent with professional CPA standards and applicable data security practices, including access controls, encrypted data transmission where applicable, and restricted access to sensitive financial records. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

We retain personal and financial information for as long as necessary to provide the Services, satisfy the purposes described in this Policy, and comply with applicable legal, tax, and accounting recordkeeping requirements (which may require retention of financial records for several years after an engagement ends). When information is no longer needed, we take reasonable steps to securely delete or anonymize it.

Depending on your location, you may have the right to:

• Access the personal information we hold about you;
• Request correction of inaccurate information;
• Request deletion of your personal information, subject to our legal and recordkeeping obligations;
• Object to or restrict certain processing;
• Request a copy of your data in a portable format;
• Opt out of marketing communications at any time.

California residents: You may have additional rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to know, delete, correct, and opt out of the sale or sharing of personal information (we do not sell personal information).

EU/UK/EEA residents: You may have rights under the GDPR, including the right to lodge a complaint with a supervisory authority.

To exercise any of these rights, contact us using the information in Section 12.

Our Site may use cookies and similar tracking technologies for essential site functionality, analytics, and understanding how visitors use the Site. You may disable cookies through your browser settings, though some features of the Site may not function properly as a result.

Our Site may contain links to third-party websites or integrate with third-party platforms (including social media platforms such as LinkedIn, X, Facebook, and Instagram). We are not responsible for the privacy practices of these third parties, and we encourage you to review their respective privacy policies.

Our Site and Services are intended for business use by adults and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Accurate Financial Records LLC Las Vegas, Nevada

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Last Updated" date. Continued use of the Site or Services after changes are posted constitutes acceptance of the updated Policy.