SmallRoots Managment Policies

Effective Date: 01 January 2025

1. Introduction:
These Terms and Conditions govern the use of services provided by SmallRoots Management LLC. By engaging in our services, you agree to comply with these terms.

2. Services Provided:
SmallRoots Management LLC offers bookkeeping, payroll, licensing compliance, and related services for small businesses.

3. Payment Terms:
Payments for services must be made in accordance with the Service Agreement. Late payments may incur interest charges.

4. Limitation of Liability:
SmallRoots Management LLC will not be held liable for any indirect, incidental, or consequential damages arising from the use of our services. Our liability is limited to the amount paid for the services in dispute.

5. Modifications:
SmallRoots Management LLC reserves the right to update these terms at any time, with notice provided to clients.

6. Governing Law:
These Terms and Conditions are governed by the laws of the State of Florida.

1. Purpose:
This policy outlines the requirements for retaining client records, including financial data, tax filings, and related documents, in compliance with legal and regulatory obligations.

2. Retention Period:

• Tax Records: Retained for at least 7 years from the date of filing.
• Financial Statements: Retained for at least 5 years from the end of the fiscal year.
• Client Agreements: Retained for 5 years after the termination of the client relationship.

3. Disposal of Records:
Records that are no longer required for retention will be securely destroyed to protect client confidentiality.

4. Client Access to Records:
Clients may request access to their retained records at any time during the retention period. Requests must be made in writing.

In the event that a payment is returned due to insufficient funds, incorrect banking information, or any other reason, the Client agrees to pay any bank fees associated with the returned ACH. The fee will be added to the invoice, and the Client will be responsible for ensuring sufficient funds for the next debit transaction.

In the event that a payment is returned due to insufficient funds or any other reason, the Client agrees to pay any bank fees associated with the returned check. The fee will be added to the invoice, and the Client will be responsible for ensuring sufficient funds for the next debit transaction.

Effective Date: 01 January 2025

At SmallRoots Management LLC, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website or services.

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other details provided when you contact us or use our services.
• Financial Information: Data related to payments, including billing addresses and payment methods.
• Usage Information: Data related to how you use our website, including IP address, browser type, and browsing behavior.

We use the information collected for the following purposes:

• To provide and improve our services.
• To communicate with you about your account or inquiries.
• To process payments and manage billing.
• To ensure compliance with applicable laws and regulations.
• To improve our website’s functionality and user experience.

We do not sell or rent your personal information to third parties. However, we may share your information with trusted partners or service providers to:

• Process payments securely.
• Deliver services on our behalf.
• Comply with legal obligations.

All third parties handling your information are required to maintain its confidentiality and use it solely for the purposes specified.

You have the right to:

• Access and review your personal information.
• Request corrections to your personal information.
• Opt-out of certain communications.
• Request deletion of your personal information where applicable.

To exercise your rights, please contact us at smallrootsmgt@gmail.com.

We use cookies and similar technologies to enhance your browsing experience and gather usage data. You can manage cookie preferences through your browser settings.

If you have questions or concerns about this Privacy Policy, please contact us at:

Email: smallrootsmgt@gmail.com
Phone: 850-832-8427

Commitment to Data SecuritySmallRoots Management LLC is dedicated to protecting the confidentiality, integrity, and availability of your data. This Data Security Policy outlines the measures we take to ensure your information is safe.

We implement the following security practices to safeguard your data:

1. Encryption: All sensitive data transmitted online is encrypted using secure protocols such as HTTPS and SSL.
2. Access Control: Access to your data is limited to authorized personnel only and is protected by strong passwords and multi-factor authentication.
3. Data Storage: Personal and financial data is stored in secure, access-controlled environments.
4. Regular Audits: We conduct regular security audits and risk assessments to identify and mitigate potential vulnerabilities.
5. Third-Party Compliance: Any third-party service providers we use are required to adhere to stringent data security practices.

In the event of a data breach:

1. Affected individuals will be notified promptly.
2. We will work to mitigate the impact of the breach and ensure it does not recur.
3. We will comply with all legal and regulatory requirements related to data breaches.

To help protect your data, we encourage you to:

• Use strong, unique passwords for your accounts.
• Notify us immediately if you suspect unauthorized access to your account.

This Privacy and Data Security Policy may be updated periodically to reflect changes in our practices or applicable laws. Updates will be posted on this page with the effective date.

By using our website or services, you acknowledge and agree to the terms of this Privacy and Data Security Policy. If you do not agree, please refrain from using our website or services.