Privacy Policy

Information we collect

Information you provide to us. When you fill in a form, book a call, email or phone us, or become a client, we may collect your name, email address, phone number, company name, job title, the services you are interested in, and any other information you choose to share.

Client information. When we provide bookkeeping, payroll, accounting or advisory services, we process the financial and business records you give us access to, which may include information about your employees, contractors, vendors and customers.

Information collected automatically. When you visit our website, we and our service providers may collect technical information such as your IP address, browser type, device information, pages viewed and referring website, using cookies and similar technologies.

Analytics and advertising. We use Google Analytics to understand how visitors use our website, and we advertise on Google and on Meta (Facebook and Instagram). If you arrive from one of our ads, we keep the ad click identifier and campaign details supplied in the link, and include them with any enquiry you send so we know which ad it came from. See our Cookie Policy for how to opt out.

Information from other sources. We may receive business contact information from publicly available sources, business data providers, referral partners and professional networking platforms.

How we use information

• To respond to enquiries and schedule consultations.
• To provide, manage and improve our services.
• To communicate with you about your engagement, including invoices and service updates.
• To send information about our services that may interest your business, which you can opt out of at any time.
• To operate, secure and improve our website.
• To comply with legal, tax, accounting and regulatory obligations.
• To protect our rights, prevent fraud and enforce our agreements.

How we share information

We do not sell your personal information. We may share information with:

• Service providers who help us operate our business, such as hosting, email delivery, our customer relationship management (CRM) system, scheduling, accounting software and communication tools, who may use it only to provide services to us.
• Google, as the provider of Google Analytics and Google Ads, for website measurement and to measure the performance of our advertising.
• Google and Meta, to measure which of our ads lead to enquiries and clients. We share the ad click identifier and, where their measurement tools require it, your email address or phone number in hashed (scrambled) form. They do not receive the content of your enquiry.
• Professional advisers such as lawyers, auditors and insurers.
• Government authorities, regulators or others when required by law, or to protect our rights, safety or property.
• A successor or acquirer in connection with a merger, acquisition or sale of assets.
• Anyone else with your consent or at your direction.

Data retention

We keep personal information for as long as needed for the purposes described in this policy, including to meet legal, tax, accounting and reporting requirements. Client records may be kept for the period required by applicable professional and legal obligations. When information is no longer needed, we delete or anonymize it.

Data security

We use reasonable administrative, technical and physical safeguards to protect personal information, including encryption in transit and access controls. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Your choices and rights

Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, to receive a copy of it, or to object to or limit certain processing. Residents of certain states in the United States, including California, may have additional rights under state privacy laws.

You can opt out of marketing emails at any time by replying to the email or contacting us at info@finceraaccounting.com. To make any other request, email us with enough detail for us to verify your identity. We will not discriminate against you for exercising your rights.

Children's privacy

Our website and services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

Third-party links

Our website may link to or embed third-party websites and tools. Their privacy practices are governed by their own policies, and we are not responsible for them.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date above shows when it was last changed. Continued use of our website after an update means you accept the revised policy.

Contact us

Questions or requests about this policy can be sent to info@finceraaccounting.com, by phone at (646) 347-4827, or by mail to Fincera Accounting Services, 1178 Broadway, 3rd Floor #247, New York, NY 10001.