Privacy Policy

1. Information We Collect

Personal Information

• Name, email address, phone number
• Business information and financial data
• Communication preferences
• Payment and billing information

Automatically Collected Information

• IP address and browser information
• Website usage data and analytics
• Cookies and similar tracking technologies

2. How We Use Your Information

• Provide and improve our consulting services
• Communicate with you about services and appointments
• Process payments and maintain records
• Comply with legal and professional obligations
• Analyze website usage to improve user experience
• Send relevant business communications (with your consent)

3. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information in the following circumstances:

• With your consent: When you explicitly authorize disclosure
• Service providers: Third-party vendors who assist in our operations (under confidentiality agreements)
• Professional collaboration: With your CPA, attorney, or other professionals as needed for services
• Legal requirements: When required by law, court order, or regulatory authority
• Business transfers: In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement appropriate technical and organizational measures to protect your information:

• Encrypted data transmission and storage
• Secure cloud-based accounting systems
• Regular security assessments and updates
• Limited access on a need-to-know basis
• Professional confidentiality standards

5. Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Financial records are typically retained for seven years or as required by applicable law. You may request deletion of personal information, subject to legal and professional retention requirements.

6. Your Rights and Choices

• Access: Request information about data we hold about you
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of personal information (subject to legal requirements)
• Opt-out: Unsubscribe from marketing communications
• Data portability: Request transfer of your data in a portable format

7. Cookies and Tracking

Our website uses cookies to enhance user experience and analyze usage. You can control cookie settings through your browser preferences. Some features may not function properly if cookies are disabled.

We may use third-party analytics services (such as Google Analytics) to understand website usage patterns.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing personal information.

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by posting the updated policy on our website with the revision date. Your continued use of our services constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:
Email: mnonnemaker@goldenledgerconsulting.com
Phone: (540) 987-6492

For privacy-related concerns, please include "Privacy Policy" in your subject line.