Privacy Policy for CFO, Accounting, and Financial Advisory Services

Effective Date: 12/9/2025

 

This Privacy Policy explains how Clear QuickBooks Solutions LLC (“Company,” “We,” “Our”) collects, uses, protects, and discloses information when providing CFO, bookkeeping oversight, accounting advisory, automation consulting, and financial strategy services to clients (“Client,” “You”).

We may collect personal and business information including names, contact details, financial records, accounting system access, transaction data, payroll information, tax-related information, business documents, communications, and credentials necessary to perform contracted services.

We use collected information to deliver CFO and accounting services, maintain financial accuracy, generate reports, provide advisory insights, fulfill legal requirements, communicate with you, improve operations, and maintain security and compliance.

We may process information based on contract necessity, legitimate business interests, legal obligations, and your explicit consent when required.

We do not sell client data. Information may be shared with:
• Trusted service providers (e.g., bookkeeping platforms, secure storage tools)
• Legal or regulatory authorities when required
• Third-party software systems approved by the Client
 

All third parties are required to maintain confidentiality.

We use commercially reasonable measures to secure data, including encrypted storage, secure sharing platforms, access controls, and system monitoring. However, no system can guarantee 100% security.

Your information may be transmitted or stored through third‑party tools such as QuickBooks, payroll systems, CRMs, cloud storage providers, and automation platforms. These systems operate under their own privacy policies, and the Company is not responsible for their practices.

We retain client records for as long as necessary to provide services, comply with legal or regulatory obligations, resolve disputes, and maintain business documentation. Clients may request deletion when legally permissible.

Depending on jurisdiction, you may have rights to access, correct, restrict, delete, or request copies of your data. Requests must be submitted in writing and may require identity verification.

We maintain strict confidentiality of all financial and business information. Access is limited to authorized personnel and contractors who require it to perform services.

If you visit our website, minimal analytics data may be collected, such as IP address, device type, pages visited, and time spent. Cookies may be used to improve user experience.

Our services are not directed to individuals under the age of 18, and we do not knowingly collect information from minors.

We may update this Privacy Policy periodically. The most current version will be provided to Clients or posted on our website. Continued use of services indicates acceptance of updates.

For privacy-related inquiries, data access requests, or concerns, contact:
Clear QuickBooks Solutions LLC
Phone: 440-598-5691
Address:3442 Business Center Dr, Pearland, TX 77584