Privacy Policy

Effective Date: December 1, 2024

1. Introduction

Phoenix CFO Solutions ("we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage our accounting services.

2. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, address, email address, phone number, Social Security number, and other identifiers.

  • Financial Information: Bank account details, tax identification numbers, income details, and other financial data necessary for providing our services.

  • Business Information: Company name, business address, financial statements, and other relevant business data.

3. How We Use Your Information

We use the collected information to:

  • Provide and manage our accounting services.

  • Process transactions and send related information.

  • Comply with legal obligations and regulatory requirements.

  • Communicate with you about your account and our services.

  • Improve our services and develop new offerings.

4. Information Sharing and Disclosure

We do not sell or rent your personal information. We may share your information with:

  • Service Providers: Third-party vendors who assist us in providing services, subject to confidentiality agreements.

  • Legal Obligations: Government authorities or other entities when required by law or to protect our rights.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access and obtain a copy of your personal information.

  • Request correction of inaccurate or incomplete data.

  • Request deletion of your personal information under certain circumstances.

  • Object to or restrict the processing of your data.

To exercise these rights, please contact us at:

Phoenix CFO Solutions
7135 E. Camelback Road Suite 230
Scottsdale, AZ 85251
Email: johncharette@phoenixcfosolutions.com
Phone: (480) 900-6954

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the effective date.

8. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Phoenix CFO Solutions
7135 E. Camelback Road Suite 230
Scottsdale, AZ 85251
Email: johncharette@phoenixcfosolutions.com
Phone: (480) 900-6954