Privacy Policy
First Things First Accounting Services Privacy Policy:
1. Introduction
First Things First Accounting Services (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and disclose personal information when you visit our website or use our virtual bookkeeping and tax strategy services, in accordance with the California Consumer Privacy Act (CCPA).
2. Information We Collect
In the past 12 months, we may have collected the following categories of personal information:
Identifiers
Name, email address, phone number, and IP address.
Financial Information
Bank account numbers, tax IDs, and financial statements (provided by clients for services).
Professional/Employment Information
Business name and industry.
Internet Activity
Browsing history and interactions with our website via cookies.
3. Sources of Information
We collect information directly from you when you book a consultation, sign up for our newsletter, or engage our services. We also collect technical data automatically through cookies and similar tracking technologies.
4. How We Use Your Information
We use your information to:
- Provide accounting, bookkeeping, and CFO consulting services.
- Communicate with you regarding your account or inquiries.
- Process payments and prevent fraud.
- Comply with legal and tax obligations.
5. Sharing of Personal Information
We do not sell your personal information. We may share your information with:
Service Providers
Such as cloud accounting software (QuickBooks/Xero) or our trusted tax preparation partners.
Legal Authorities
When required by law or to protect our legal rights.
6. Your California Privacy Rights
Under California law, you have the right to:
Right to Know
Request a list of the personal information we have collected about you.
Right to Delete
Request that we delete your personal information (subject to certain legal exceptions, such as tax record retention requirements).
Right to Correct
Request that we fix inaccurate personal information.
Right to Opt-Out of Sharing
While we do not sell data, you have the right to limit the sharing of sensitive personal information.
Non-Discrimination
We will not discriminate against you for exercising these rights.
7. Data Retention
We retain financial records as required by California and Federal law (typically 7 years for tax-related documentation).
8. Contact Us
To exercise your rights, please contact us at:
Phone