Last Updated: March 6th, 2025

1. Introduction

This Privacy Policy explains how Bree’s Consulting Service collects, uses, and discloses information through our internal application (“the Service”), which retrieves financial data from applications like QuickBooks Online and analyzes, stores, or displays it.

2. Information We Collect

• QuickBooks Data: The Service retrieves financial data (such as profit and loss information, transactions, etc.) from (e.g.) QuickBooks Online via API.

• User Credentials: We store OAuth tokens or other credentials necessary to access QuickBooks Online or other applications.

3. How We Use Your Information

• We use QuickBooks data solely for Bree’s Consulting Service’s internal accounting, bookkeeping, and reporting purposes.

• We do not sell or share this data with third parties except as required by law or to fulfill our legal obligations.

4. Data Storage and Security

• Data retrieved from QuickBooks Online may be stored in a Google Sheet accessible only to authorized personnel within Bree’s Consulting Service.

• We use reasonable measures to protect the data, such as password-protected Google accounts and limited user access.

5. Sharing and Disclosure

• Internal Use: Data is shared only among authorized employees or contractors who need it for legitimate business purposes.

• Legal Requirements: We may disclose data if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

6. Retention

• We retain the data for as long as necessary to fulfill the purpose of our internal reporting and accounting processes, unless a longer retention period is required by law.

7. Third-Party Services

• We integrate with QuickBooks Online. By using the Service, you acknowledge that QuickBooks Online has its own privacy practices, which we do not control.

• We also store data in Google Sheets. Google has its own security and privacy practices.

8. Children’s Privacy

• This Service is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

• We may update this Privacy Policy from time to time. The most current version will be posted at Bree-Beal.com.

• By continuing to use the Service after any modifications, you agree to the updated policy.

10. Your Rights

• If applicable in your jurisdiction, you may have the right to request access to or deletion of your personal data. However, as this is an internal tool, personal data is typically limited to business information from QuickBooks or other applications.

11. Contact Us

If you have any questions about this Privacy Policy, please contact me at:
BreeLBeal@gmail.com