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Privacy Policy

Last Updated: February 5,2026

1) Information We Collect:

We collect information that you voluntarily provide to us through our website lead forms, including your name, email address, phone number, and any details regarding your business's bookkeeping or CFO needs. We may also collect non-identifying information such as your IP address and browsing behavior through cookies to improve our website performance and your experience.

2) How We Use Your Information:

The information you provide is used strictly to provide you with professional financial services. This includes: Responding to your inquiries about our bookkeeping and fractional CFO services. Providing you with requested quotes or consultations. Improving our website and marketing efforts via Google Ads. We do not sell, rent, or share your personal and financial information with third party parties for marketing purposes.

3) Data Security and Professional Integrity:

As a financial services provider, we take the security of your data seriously. Your information is stored securely through the WIX platform, which utilizes industry-standard encryption. While no method of electronic transmission is 100% secure, we follow best practices tp protect your information from unauthorized access or disclosure.

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