Privacy Policy

CC Consulting ("we", "our", or "us") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services — including bookkeeping, accounting, tax preparation, payroll, financial reporting, and CFO advisory services.

1. Information We Collect

We may collect the following types of information:

• Personal Identifiable Information (PII): Name, email address, phone number, mailing address, date of birth, social security number (or equivalent), and other identifiers needed to provide financial services.
• Financial Information: Bank account details, credit/debit card numbers, income and expense data, tax records, payroll information, and other financial data necessary to perform bookkeeping, accounting, and tax preparation.
• Business Information: Company name, EIN/TIN, business structure, ownership details, and operational data relevant to your engagement.
• Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on our site.
• Cookies and Tracking: We use cookies to improve your browsing experience. You can manage your cookie preferences in your browser settings.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our professional accounting and consulting services.
• Prepare accurate financial statements, tax returns, and payroll reports.
• Communicate with you about your account, service updates, and regulatory changes.
• Respond to your inquiries and provide client support.
• Comply with legal obligations and regulatory requirements (e.g., IRS, state tax authorities).
• Analyze and enhance our service offerings and website performance.

We will never sell your personal or financial data to third parties for marketing purposes.

3. Legal Basis for Processing

We process your information based on:

• Contractual necessity: To perform our services and fulfill our agreement with you.
• Legal compliance: To meet regulatory and tax reporting obligations.
• Legitimate interests: To improve our services and protect our business operations.
• Consent: Where you have given explicit consent for specific uses (e.g., marketing communications).

4. Data Security

We implement industry‑standard security measures to protect your data from unauthorized access, alteration, disclosure, or destruction. These include:

• 256‑bit AES encryption for data storage and transmission.
• Secure servers with firewall and intrusion detection systems.
• Strict access controls — only authorized personnel with a need to know can access your data.
• Regular security audits and penetration testing.
• Multi‑factor authentication for all internal systems.

While we strive to protect your information, no method of transmission over the internet is completely secure. We cannot guarantee absolute security.

5. Sharing of Information

We do not sell, trade, or rent your personal information. We may share your data in the following limited circumstances:

• With your consent: When you authorize us to share data with third‑party service providers (e.g., banks, financial institutions, tax authorities).
• With our trusted partners: We engage third‑party vendors (e.g., QuickBooks, Xero, payroll processors) to help deliver our services. These partners are contractually obligated to protect your data and use it only for the services we request.
• Legal requirements: If required by law, regulation, or court order, we may disclose your information to comply with legal obligations.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner, subject to this Privacy Policy.

6. Data Retention

We retain your personal and financial data for as long as necessary to fulfill the purposes outlined in this policy, or as required by law (e.g., tax records are typically kept for 7 years). When data is no longer needed, we securely delete or anonymize it.

7. Your Rights

You have the following rights regarding your data:

• Access: Request a copy of the information we hold about you.
• Rectification: Correct inaccurate or incomplete data.
• Erasure: Request deletion of your data, subject to legal retention obligations.
• Restriction: Limit how we process your data in certain situations.
• Portability: Request transfer of your data to another service provider.
• Withdraw consent: If you have given consent for specific processing, you may withdraw it at any time.

To exercise any of these rights, please contact us at support@ccconsulting.services.

8. Cookies and Tracking Technologies

Our website uses cookies to enhance functionality and analyze traffic. You can control cookie preferences through your browser settings. Disabling cookies may affect some features of our site.

We use Google Analytics (or similar) to collect anonymized usage data. This data helps us improve our website and services.

9. Third‑Party Links

Our website may contain links to third‑party sites (e.g., QuickBooks, Xero, payment processors). We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies before sharing any information.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with data, please contact us, and we will take steps to remove that information.

11. International Data Transfers

We operate primarily in the United States. If you are accessing our services from outside the U.S., your data may be transferred to and processed in the U.S. We comply with applicable data protection laws and ensure appropriate safeguards are in place.

12. Changes to This Privacy Policy

We may update this policy from time to time. We will notify you of significant changes by posting a prominent notice on our website or via email. The “Last updated” date at the top of this page indicates when the policy was last revised.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please reach out to us:

This Privacy Policy is designed to comply with applicable U.S. privacy laws and regulations, including the Gramm-Leach-Bliley Act (GLBA) and relevant state privacy frameworks.