Effective Date: May 21, 2026

This Privacy Policy describes how MoneyToBooks LLC ("we," "us," or "our"), registered in Ashburn, Virginia, collects, uses, discloses, and safeguards nonpublic personal and financial information. We provide bookkeeping, accounting, and financial consulting services, including QuickBooks ProAdvisor services. We maintain data privacy standards that comply with Virginia law and federal financial privacy frameworks.

1. Information We Collect

We collect nonpublic personal information (NPI) and financial data directly from you or through authorized third-party platforms. This information includes:

• Identifying Information: Names, business names, addresses, emails, phone numbers, and Taxpayer Identification Numbers (TIN/EIN).
• Financial and Accounting Data: Bank account numbers, credit card details, general ledger records, tax documents, transaction histories, invoices, and payroll records.
• Credentials: Authorized access tokens or limited credentials required to securely connect your bank accounts to Intuit QuickBooks.

2. How We Use Your Information

We use the collected information strictly to fulfill our contractual bookkeeping obligations. This includes:

• Processing financial transactions, managing ledgers, and executing month-end closings.
• Re-engineering financial workflows and building automated accounting processes.
• Complying with state and federal legal, regulatory, and professional tax obligations.

3. Disclosure of Information

We do not sell, rent, or trade your personal or financial information. Disclosures are made only under the following circumstances:

• Service Providers: To trusted cloud infrastructure partners (e.g., Intuit QuickBooks) that assist us in providing services, subject to strict confidentiality agreements.
• Legal Obligations: To comply with valid legal processes, subpoenas, or regulations under Virginia or federal law.
• Client Consent: To external professionals (e.g., your CPA or tax auditors) only upon receiving your explicit written authorization.

4. Data Security & Virginia Compliance

We implement administrative, technical, and physical safeguards designed to ensure maximum financial data integrity. In compliance with Virginia data protection standards, all data transmitted through our networks and accounting platforms is encrypted in transit and at rest using industry-standard protocols. Access to your data is strictly restricted to personnel who require it to perform necessary bookkeeping services.

5. Data Retention

We retain your financial records for as long as necessary to provide our services and to satisfy legal, tax, or professional regulatory compliance mandates.