What information do we collect?
We may collect the following types of information:
Personal Information: Name, email address, phone number, billing address, and business contact details.
Financial Information: Bank statements, transaction records, financial statements, tax documents, payroll data, and other business financial records.
Account Credentials: Securely stored login information for platforms such as QuickBooks, Xero, Shopify, Amazon, POS systems, and banking portals (only as needed to perform services).
Usage Data: IP address, browser type, pages visited, and time spent on our website.
How We Use Your Information
We use your information to:
Provide accounting, bookkeeping, financial modeling, fractional CFO, valuation, and advisory services.
Prepare accurate financial reports and tax-ready documents.
Communicate with you about your account, services, and updates.
Improve our services and website experience.
Comply with legal and regulatory obligations.
How We Share Your Information
We do not sell your personal or financial information. We may share your information only in the following circumstances:
With Your Consent: When you authorize us to share information with your tax preparer, lender, investor, or other third parties.
Service Providers: With trusted third-party platforms (e.g., QuickBooks, Xero, bank feeds) necessary to deliver our services, under strict confidentiality agreements.
Legal Compliance: When required by law, subpoena, court order, or regulatory authority.
Business Transfers: In connection with a merger, acquisition, or sale of assets, with notice to you.
Data Security
We implement industry-standard security measures, including encryption, secure servers, access controls, and regular system monitoring, to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.
Data Retention
We retain your financial records and personal information for as long as necessary to provide our services and comply with legal, tax, and accounting requirements (typically 7 years per IRS recommendations), unless a longer retention period is required by law.
Your Rights
Depending on your state of residence (e.g., California, Virginia, Colorado), you may have the right to:
Access, correct, or delete your personal information.
Opt out of certain data sharing or marketing communications.
Receive a copy of your data in a portable format.
To exercise these rights, contact us at info@alyzafinpro.com.
Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies separately.
Children's Privacy
Our services are for businesses and adults over 18. We do not knowingly collect information from children under 13.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review it periodically.