Privacy Policy
Sunny Ledger (“we,” “us,” “our”)
What we collect
Website forms: name, email, company, message, and the services you’re interested in.
Assessment responses and files you choose to upload.
Client work: access you grant us to QuickBooks Online (QBO) as Accountant user and any documents you share (via QBO’s Requests/Shared documents or a private Google Drive folder).
How we use information
To respond to inquiries, deliver services, provide quotes, send onboarding/checklists, and improve our site.
To help you stay funder-compliant (e.g., review allocations and documentation).
Legal bases/authority
Your consent (e.g., newsletter/assessment).
Contract (to provide services you request).
Legitimate interests (site security, service improvement).
Sharing
Service providers only as needed to operate our business: Intuit/QuickBooks Online, Systeme.io (site/forms), Google Workspace/Drive (file storage if used). We don’t sell personal information.
Data security & custody
We use account protections (two-step verification where available) and least-privilege access.
You keep custody of your original documents; we keep only working copies as needed and then archive/delete per our retention policy. Sensitive files should be shared through QBO’s portal or a private, invite-only Drive folder—not email attachments.
Retention
Inquiry data: typically 12–24 months.
Client records: for the engagement and as required by law/standards, then archived/deleted.
Your choices
You can request access, correction, deletion, or to opt out of non-essential emails.
Region-specific rights (e.g., GDPR/CCPA) will be honored where applicable.
Children
Our services are not directed to children under 16.
Contact
Email: sunnyledgerbookkeeping@gmail.com
Address: Jurupa Valley, CA
Changes
We may update this policy; the “Last updated” date will change when we do.
Last updated: August 21, 2025
Terms of Service
Services
We provide bookkeeping, clean-up/catch-up, and audit-prep & compliance services in QuickBooks Online (QBO).
Client responsibilities
Provide timely, complete information and read-only/Accountant access to QBO.
Share documents through QBO’s Requests/Shared documents or a private Drive folder (no email attachments).
Review deliverables and raise questions within a reasonable time.
Scope & limitations
We are not a CPA firm and do not provide tax, legal, or attestation services.
Compliance guidance is advisory; final compliance decisions remain with you.
Fees & payment
Fees are as quoted (monthly or project). Overages/scope changes will be agreed before work continues. Late payments may pause work.
Confidentiality & data security
We keep your information confidential and use reasonable administrative, technical, and physical safeguards. You retain custody of original documents.
Intellectual property
You own your data. We own our methodologies and templates; you receive a license to use deliverables for your business.
Liability
To the maximum extent permitted by law, our total liability is limited to the fees paid to us in the six (6) months preceding the claim. No indirect or consequential damages.
Termination
Either party may terminate with written notice. Accrued fees remain due; we’ll provide reasonable transition materials.
Governing law
[State/Province/Country]. Disputes will be resolved in [venue].
Contact
Address: Jurupa Valley, CA
Last updated: August 21, 2025
