Policies & Procedures

Working remotely, we are our clients' proactive, in-built accounts team, advising and guiding them through every stage of their business journey.

Effective Date: 1 January 2024

Accounts Life Consulting Pty Ltd, hereinafter referred to as "we," "us," or "our," is committed to protecting the privacy and confidentiality of the personal and financial information of our clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our VCFO (Virtual Chief Financial Officer) consulting services.
1. Information We Collect: We may collect personal and financial information necessary for providing VCFO services. This may include, but is not limited to, your name, contact details, financial statements, and other relevant business information.
2. How We Use Your Information: We use the collected information for the sole purpose of providing VCFO services. This includes financial analysis, budgeting, forecasting, and other related activities essential for the effective functioning of our consulting services. We do not use your information for any other purpose without your explicit consent.
3. Disclosure of Information: We may disclose your information to third parties, such as financial institutions or regulatory bodies, as required by law or in the course of providing VCFO services. However, we do not sell or share your information with third parties for marketing purposes.
4. Security Measures: We employ industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, secure data storage, and restricted access to sensitive information.
5. Data Retention: We retain your information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by applicable laws and regulations.
6. Your Rights: You have the right to access, correct, or delete your personal information held by us. You may also withdraw your consent for the processing of your information at any time, subject to legal and contractual obligations.
7. Changes to the Privacy Policy: We reserve the right to update and modify this Privacy Policy as needed. Any changes will be communicated to you through our website or other appropriate means.
8. Contact Information: If you have any questions, concerns, or requests regarding your privacy or this Privacy Policy, please contact us at contact@accountslife.com.au.

By engaging with our VCFO consulting services, you agree to the terms and conditions outlined in this Privacy Policy.
For all other services including bookkeeping and taxation:

1. Privacy
We collect the contact details of our clients in order to provide bookkeeping, and taxation services to our clients and to communicate developments and changes in taxation requirements. We maintain a contact database in order to manage our dealings with you which includes the provision of bookkeeping and taxation services and to provide you with other information from time to time. If you would like to know more about privacy, including your right to seek access to the personal information we hold about you, please contact us at contact@accountslife.com.au.

2. Third Party Involvement [if applicable]
At times we may outsource some of our work which involves us entering into an agreement with a third party to provide specific processes, functions, services or activities for us. If we decide to do this as part of performing the services for you, we will contact you first to seek your approval to engage other parties.

Get in touch with us

If you'd like to discuss how AccountsLife can help your business, give us a call or send us a quick enquiry and let’s start the conversation.

+61 403 214 306