Privacy Policy

Last Updated and Effective Date: June, 2026

Frequency Accounting Solutions ("Company", "we", "us", or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, https://frequencyaccounting.com/ ("Website"), or engage us for professional bookkeeping, cleanup, or consulting services.

By using our Website or engaging our services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

To deliver high-quality operational bookkeeping, financial reporting, and back-office services, we must collect information that relates to you and your business.

A. Information You Provide Voluntarily

Contact Information: Name, email address, phone number, and physical business address when you submit forms, request a Customized Proposal, or contact us.
Business Profile Data: Legal business name, entity type, industry, employee counts, and general financial overview.
Financial & Accounting Documents: Bank statements, credit card ledgers, payroll records, vendor invoices, tax identification numbers (EIN), and historical data required for our cleanup or operational bookkeeping tiers (Foundation, Growth, or Premium).
Credentials & System Permissions: Read-only or restricted access credentials, API keys, or administrative user privileges for your bank institutions, credit cards, and accounting software packages.

B. Information Automatically Collected

Usage and Log Data: When you visit our Website, our servers may automatically log standard web browser data, such as your IP address, browser type, operating system, referring pages, and the dates/times of your visits.
Cookies and Tracking Technologies: We may use cookies, web beacons, and pixels to analyze Website traffic, optimize user experience, and monitor the performance of our marketing campaigns.

2. How We Use Your Information

We use the data we collect solely to operate our business and deliver professional services. Specifically, we use your information to:

Perform transactional categorization, ledger reconciliation, and generate accurate financial statements.
Manage Accounts Payable (A/P) and Accounts Receivable (A/R) processes under your explicit direction.
Integrate and coordinate your records with third-party software, primarily Intuit QuickBooks Online.
Prepare "tax-ready" reporting packages for seamless transfer to your independent Certified Public Accountant (CPA).
Process recurring service fees and invoices.
Respond to customer support inquiries, notices, or formal communications.
Comply with applicable federal and state legal regulations, financial industry compliance, and government mandates.

3. How We Share Your Information

Our Commitment to Your Financial Privacy

Frequency Accounting Solutions does not, under any circumstances, sell, rent, trade, or lease your personal or business financial data to third-party advertisers or data brokers.

We only share your information under the following tightly regulated circumstances:

With Your Explicit Authorization: We will transmit statements, ledgers, and books to third parties—such as your designated CPA, tax attorney, or bank officer—only when you formally instruct or authorize us to do so.
With Third-Party Software Providers: We securely transmit required data to platforms integral to your service flow, such as Intuit QuickBooks Online, processing tools, or secure client portals. These platforms maintain independent privacy frameworks.
To Corporate Affiliates & Staff: To the extent necessary for our specialized bookkeepers, managers, or internal operational support professionals to fulfill your signed Statement of Work.
For Legal and Regulatory Compliance: We may disclose information if required to do so by a valid court order, government subpoena, or to defend the Company against fraudulent, unlawful, or unauthorized financial activities.

4. Data Security and Safeguards

The protection of your commercial financial data is our highest operational priority. We employ robust administrative, technical, and physical security measures, including:

Utilizing bank-level encryption protocols for data transfers and secure cloud hosting infrastructure.
Enforcing strict multi-factor authentication (MFA) across all internal company devices, email accounts, and financial tech systems.
Restricting internal employee access to client databases on a strictly "need-to-know" basis.

Please note, however, that while we take extreme precautions, no method of digital transmission over the internet or cloud storage can be guaranteed 100% secure.

5. Third-Party Links & Accounting Tools

Our Website or standard service portal workflows interact directly with third-party sites and applications, most notably Intuit QuickBooks Online. This Privacy Policy applies strictly to data managed by Frequency Accounting Solutions. We are not responsible for the independent privacy practices, security measures, or tracking policies of Intuit or other outside technology vendors. We encourage you to review their respective privacy agreements.

6. Data Retention

We retain your personal and corporate financial information only for as long as necessary to fulfill the operational bookkeeping services outlined in your client agreement, comply with legal/statutory accounting retention laws, or resolve potential commercial disputes. Upon formal offboarding and settlement of accounts, your master administrative software permissions will be returned to you, and residual localized files will be securely purged following our standard retention schedules.

7. State-Specific US Privacy Rights

Depending on the US state where your business operates (such as California, Virginia, Colorado, or others), you may possess specific statutory data rights under regional legislation (e.g., the California Consumer Privacy Act / CCPA). These privileges generally include:

The right to request disclosure of the categories and specific pieces of personal information we have collected.
The right to request the deletion of your personal data (subject to legal or tax record-keeping exceptions).
The right to correct inaccurate personal data we maintain.

To exercise any state-specific privacy or correction rights, please contact us utilizing the information below.

8. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time to reflect adjustments in our service delivery, state or federal regulations, or technical systems. When revisions are made, we will publish the updated version to the Website and alter the "Last Updated" date at the top of the page. Continued engagement with our services or use of the Website after updates indicate full acceptance of the revised privacy rules.