Privacy Policy & Annual Notice

Last Updated: February 21, 2026

At Choice Business Management, we value the trust you place in us to manage your financial life. We are committed to maintaining the confidentiality and security of the personal and financial information we collect. This notice describes our privacy practices and fulfills our annual requirement to inform you of how we handle your data.

1. Information We Collect

In the course of providing business management, bookkeeping, and payroll services, we collect "Non-Public Personal Information" (NPI) about you, which may include:

• Identifiers: Social Security numbers, Tax ID numbers, driver’s license numbers, and home addresses.

• Financial Information: Bank account numbers, credit card details, investment statements, and income records.

• Employment Data: Payroll information for your creative teams and household employees.

• Third-Party Data: Information received from your insurance brokers, banks, and CPAs during our liaison activities.

2. How We Use Your Information

We use your information strictly to perform the services you have engaged us for, including:

• Processing bill payments and managing cash flow.

• Preparing financial statements and bookkeeping records.

• Administering payroll for your staff and creative teams.

• Liaising with your external professional advisors (CPAs, Attorneys, Insurance Brokers).

3. Sharing of Information

We do not sell your personal information to third parties. We only share your information in the following limited circumstances:

• With Your Consent: When you authorize us to speak with a bank, insurance broker, or CPA on your behalf.

• Service Providers: With third-party vendors who help us process your data (e.g., payroll processors like Gusto/ADP or accounting software like QuickBooks).

• Legal Requirements: When required by law, such as responding to a subpoena or regulatory inquiry.

4. Your California Privacy Rights (CCPA/CPRA)

As a California resident, you have specific rights regarding your personal information:

• Right to Know: You may request a list of the categories of personal information we have collected about you.

• Right to Delete: You may request that we delete your personal information, subject to certain legal exceptions (such as our requirement to maintain tax and financial records).

• Right to Correct: You may request that we correct any inaccurate personal information we maintain.

• Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

5. Security Safeguards

We maintain physical, electronic, and procedural safeguards to protect your NPI. This includes encrypted file storage, secure communication channels, and restricted access to your sensitive files within our firm.

6. Annual Notice & Updates

We provide this notice to our clients at the start of our relationship and annually thereafter. We may update this policy periodically to reflect changes in our practices or legal requirements. The "Last Updated" date at the top indicates the most recent revision.