1. Information We Collect

We collect information necessary to provide accurate and reliable bookkeeping and consulting services. This may include:

• Personal Information:
  Your name, business name, email address, phone number, and mailing address.

• Financial and Business Information:
  Accounting records, invoices, payroll data, financial statements, and other materials you provide in the course of our engagement.

• Website and Technical Information:
  Non-personal data such as your IP address, browser type, and pages visited, collected through cookies or analytics tools to help us improve our website.

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We do not collect sensitive data such as social security numbers or tax identification numbers unless necessary for a specific bookkeeping or compliance purpose and only with your consent.

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2. How We Use Your Information

We use your information to:

• Provide bookkeeping, consulting, and related financial services

• Communicate with you about your account, reports, or project status

• Send invoices, payment confirmations, and administrative notifications

• Improve our services and website performance

• Comply with legal and contractual obligations

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We do not sell or rent your information to any third party.

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3. Use of Phone Numbers

If you provide your phone number, we use it only for client communication — such as scheduling consultations, confirming appointments, or discussing ongoing projects. We do not use phone numbers for marketing purposes, and we never sell or share them with marketing firms. Message and data rates may apply. You can reply STOP at any time to opt out of text messages.

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4. Sharing Your Information

We only share your information when necessary to deliver our services or meet legal requirements. Examples include:

• Secure collaboration with third-party bookkeeping or software platforms (e.g., QuickBooks, Xero)

• Payment processors who handle client transactions

• IT or cloud service providers who host or secure our systems

• Legal or regulatory authorities when required by law

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All third parties are required to maintain strict confidentiality and data protection standards.

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5. Data Security

We maintain administrative, technical, and physical safeguards to protect your personal and financial data from unauthorized access, disclosure, alteration, or misuse. Access to client data is restricted to authorized personnel who need it to perform their professional duties. 

 

6. Data Retention

We retain information only as long as necessary to fulfill the purposes outlined in this policy or as required by law and professional record-keeping standards. When data is no longer needed, it is securely deleted or anonymized.

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7. Cookies and Website Analytics

Our website may use cookies to improve functionality and analyze visitor behavior. You can adjust your browser settings to refuse cookies, though certain features may not function properly without them.

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8. Your Privacy Rights

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

• Access, correct, or delete your personal data

• Request a copy of your data

• Restrict or object to specific processing activities

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If you are a resident of California, you may have additional rights under the California Consumer Privacy Act (CCPA).
To exercise your rights, please contact us at support@sasllcaz.com We may verify your identity before processing any request.

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9. Children’s Privacy

Our services are intended for adults and business clients. We do not knowingly collect personal information from individuals under 18 years of age.

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10. Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements.
All updates will be posted on this page with the updated “Last Updated” date.

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11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Sunrise Accounting Solutions
Email: support@sasllcaz.com

Website: www.sasllcaz.com

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12. Legal Disclaimer

This Privacy Policy is provided for informational purposes only and does not constitute legal advice. You should consult a qualified attorney to ensure your privacy practices and disclosures comply with all applicable federal, state, and professional regulations.