Privacy Policy

1. Information We Collect

• Personal & Contact Information: such as name, email address, phone number, and postal address;
• Financial & Tax Information: including tax documents, bookkeeping records, bank account details, invoices, payroll data;
• Technical Data: such as IP address, browser type, cookie information collected via our website;
• Communications: content of communications you send us via email, contact forms, phone calls.

2. How We Use Your Information

We use collected data to:

• Provide accounting, tax planning, bookkeeping, and outsourced CFO services;
• Communicate with you, including scheduling, updates, and responding to inquiries;
• Improve our website, services, operations, and client experience.

3. Disclosure of Information

We do not sell or rent your personal information. We may disclose data when:

• Required by law or for regulatory compliance;
• We engage trusted service providers (e.g. hosting services) under confidentiality terms;
• You give explicit consent for other uses.

4. Security

We implement reasonable administrative, technical, and physical safeguards to protect your information, in line with professional standards for accounting firms.

5. Your Rights

You have the right to access, correct, or request deletion of your personal data. You may also opt out of non-essential communications.

6. Children's Privacy

We do not knowingly collect or solicit data from anyone under the age of 13.

7. Changes to This Policy

We may update this Privacy Policy. We will post any changes on this page with a new "Effective Date."

8. Contact Us

If you have any questions or concerns about this policy, please contact us at:

• Address: 2468 Morningbrook Drive, Baton Rouge, LA 70816
• Phone: +1 (225) 287-2463
• Email: [email protected]