Privacy Policy
Effective Date: July 5, 2026
At AARC Smart Bookkeeping, we hold your business's financial privacy to the absolute highest standard of care. This Privacy Policy describes how we collect, use, protect, and handle your personal and financial information when you access our website or engage our bookkeeping and financial consulting services.
1. Information We Collect
To provide accurate and professional bookkeeping services, we may collect the following types of information:
- Personal Contact Information: Name, business name, phone number, email address, and physical address.
- Financial Data: Bank statements, credit card logs, invoice files, payroll reports, tax identification numbers, and ledger records provided by you.
- Credentials & Integration Data: Read-only access credentials or bank feed connection information for cloud bookkeeping tools like QuickBooks Online.
2. How We Use Your Information
We collect and process your information solely for the following purposes:
- To prepare monthly financial statements, reconcile accounts, optimize QBO setup, and manage payroll.
- To communicate with you regarding missing documents, financial questions, and updates.
- To invoice you for our bookkeeping services.
- To comply with federal, state, and local accounting regulations.
3. Information Sharing & Disclosure
We maintain absolute confidentiality. We do not sell, rent, lease, or trade your personal or business financial information with third parties.
We only share necessary information in the following limited situations:
- Authorized Service Providers: Secure software applications (e.g., QuickBooks Online, Gusto, secure file-sharing portals) that you authorize for our work.
- Legal Compliance: If required by law, subpoena, or regulation to protect our rights or cooperate with law enforcement.
4. Security and Data Protection
Your financial security is our top priority. We use strict administrative, physical, and technological safeguards to protect your business records:
- We require secure, encrypted portals (such as Google Drive/Dropbox/Liscio) for document sharing.
- We encourage read-only account access where possible to protect your live banking assets.
- All local systems are password-protected, encrypted, and run up-to-date security patches.
5. Your Rights and Access
You may review, update, or request changes to your stored contact or billing information by reaching out to us directly. You also have the right to request copies of the reconciliations and reports we have prepared on your behalf.
6. Changes to this Policy
We may occasionally update this Privacy Policy to reflect changes in our business practice or legal requirements. When we do, we will update the "Effective Date" at the top of this page.
7. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy, please contact us at:
Email: aarcsmartbookkeeping@gmail.com