Privacy Policy

Effective Date: April 25, 2026

Sweet Carolina Financial Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting the information entrusted to us.

This Privacy Policy explains how we collect, use, and protect information in connection with our services, including internal software applications and integrations used to support bookkeeping, financial reporting, workflow automation, and related business operations.

Information We Collect

We may collect, access, or process information necessary to provide bookkeeping and financial support services, including:

• contact and account information

• business and financial records

• transaction data

• accounting system data

• vendor and customer information

• reports and related operational data

How We Use Information

We use information only as necessary to:

• provide bookkeeping and financial support services

• support accounting workflows and reporting

• maintain internal operational systems and integrations

• improve service delivery, accuracy, and efficiency

• comply with legal, tax, and regulatory obligations where applicable

How Information Is Shared

We do not sell personal or business information.

Information may be shared only as necessary with:

• authorized service providers or software platforms used to support our operations

• professional advisors, accountants, or tax professionals as needed

• legal or regulatory authorities when required by law

Data Security

We take reasonable administrative, technical, and organizational measures to protect the information we access and process. While no system can guarantee absolute security, we strive to use appropriate safeguards to reduce the risk of unauthorized access, disclosure, or misuse.

Data Retention

We retain information only for as long as necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.

Third-Party Services

Our services may rely on third-party software and platforms, including accounting, communication, and automation tools. Information handled through those systems is also subject to the applicable terms and policies of those providers.

Your Rights

Depending on applicable law, you may have rights regarding the information we process, including rights to request access, correction, or deletion of certain information. Requests may be submitted using the contact information below.

Contact

If you have questions about this Privacy Policy, please contact:

Sweet Carolina Financial Services

Email: info@sweetcarolinafs.com

Website: https://www.sweetcarolinafs.com