Privacy Policy

Last Updated: May 1, 2025

Introduction

Welcome to our Privacy Policy. This document describes how and why we might collect, store, use, and/or share (“process”) your information when you use our services (“Service”), such as when you visit our website, engage with us for accounting solutions like bookkeeping, payroll, or CFO support, or interact with us through sales, marketing, or events. It also explains your privacy rights and how the law protects you. We operate in the United States, specifically New York, and are committed to complying with applicable U.S. federal and state privacy laws. By using our Service, you agree to the collection and use of information as described in this Privacy Policy.

Questions or concerns? Reading this policy will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Service. For inquiries, contact us at info@finceraaccounting.com.

1. What Information Do We Collect?

Personal Information You Disclose to Us

In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide when you express interest in our accounting services (e.g., bookkeeping, payroll, CFO support), participate in activities on our Service, or contact us. This includes:

• • Names

• • Email addresses
  • Phone Numbers

We collect this information for administrative purposes only, such as managing client accounts and communications. All personal information you provide must be true, complete, and accurate, and you should notify us of any changes.

Sensitive Information: We do not process sensitive personal information.

Information Automatically Collected

In Short: We collect usage data like IP addresses and device characteristics automatically when you use our Service.

We automatically collect certain information when you visit, use, or navigate our Service. This does not reveal your specific identity but may include:

• • Your device’s Internet Protocol (IP) address

• • Browser type and version

• • Operating system

• • Pages visited, time and date of visit, time spent on pages

• • Unique device identifiers and other diagnostic data

This information is needed to maintain the security and operation of our Service and for internal analytics purposes. We also collect information through cookies and similar technologies (see Section 4).

Information from Other Sources

In Short: We do not collect data from third parties.

We do not obtain information from public databases, marketing partners, or other outside sources, as our focus is on direct client interactions for accounting services.

2. How Do We Process Your Information?

In Short: We process your information to provide, improve, and administer our Service, communicate with you, and ensure security.

We process your personal information for the following purposes:

• • To provide and maintain our Service, including monitoring its usage.

• • To manage your account and provide access to functionalities for registered users.

• • To contact you regarding updates or communications related to our services.

• • To manage your requests and address inquiries or concerns.

• • To improve our Service through data analysis and identifying usage trends.

• • For business transfers, such as mergers or acquisitions, where personal data may be transferred.

• • For security and fraud prevention, ensuring the safety of our Service.
  • For communication with leads and clients.

We process your information only when we have a valid legal reason to do so, such as with your consent or to comply with legal obligations.

3. When and With Whom Do We Share Your Personal Information?

We do not sell your personal information. We may share your information in the following situations:

• • Business Transfers: We may share or transfer your information during negotiations of a merger, sale of assets, or acquisition of our business.

• • Legal Requirements: We may disclose your data if required by law or in response to valid requests by public authorities (e.g., a court or government agency).

We may also disclose your data in good faith to:

• • Comply with legal obligations

• • Protect our rights or property

• • Prevent or investigate wrongdoing related to the Service

• • Protect the safety of users or the public

• • Protect against legal liability

4. Do We Use Cookies and Other Tracking Technologies?

In Short: We use cookies and tracking technologies to collect and store information.

We use cookies and similar technologies (e.g., web beacons) to track activity on our Service. These include:

• • Cookies or Browser Cookies: Small files placed on your device. Cookies can be “persistent” (remaining when offline) or “session” (deleted when you close your browser).

• • Web Beacons: Small electronic files in our Service or emails to count users or track email opens.

We use cookies for:

• • Necessary/Essential Cookies: Enable core website functionality and user authentication.

• • Cookies Policy/Notice Acceptance Cookies: Identify if you’ve accepted cookies.

• • Functionality Cookies: Remember your preferences for a personalized experience.

You can refuse cookies via your browser settings, though this may affect Service functionality. See our Cookies Policy for more details.

5. How Long Do We Keep Your Information?

In Short: We keep your information only as long as necessary, unless required by law.

We retain your personal data only for as long as needed to fulfill the purposes outlined in this Privacy Policy, including complying with legal obligations, resolving disputes, or enforcing agreements. When we no longer have a legitimate need to process your data, we will delete or anonymize it, or securely store it until deletion is possible (e.g., in backup archives).

6. How Do We Keep Your Information Safe?

In Short: We protect your information with technical and organizational security measures.

We use cloud-based servers with bank-level security, including encryption and access controls, to protect your personal data. Our team follows strict protocols to ensure confidentiality. However, no electronic transmission over the Internet or storage system is 100% secure, so we cannot guarantee absolute security. Transmission of data to and from our Service is at your own risk. You should access the Service in a secure environment.

7. What Are Your Privacy Rights?

In Short: You have rights to access, correct, or delete your personal data.

You have the right to:

• • Access, correct, or delete your personal data we hold.

• • Object to the processing of your data under certain circumstances.

• • Withdraw consent for processing, if applicable, without affecting prior lawful processing.

Opting Out of Communications: You can unsubscribe from communications by contacting us at info@finceraaccounting.com. We may still send service-related messages (e.g., account updates). To opt-out of SMS see clause 7A for SMS communications.

Cookies: You can manage cookies via your browser settings or opt out of interest-based advertising at http://www.aboutads.info/choices/.

To exercise these rights, contact us at info@finceraaccounting.com. We will respond promptly in accordance with applicable laws.

7A. SMS Communications

8. Controls for Do-Not-Track Features

Most browsers include a Do-Not-Track (“DNT”) feature to signal your preference not to have online activities tracked. Since no uniform standard for DNT signals exists, we do not currently respond to DNT signals. If a standard is adopted, we will update this policy accordingly.

What Categories of Personal Information Do We Collect?

We have collected the following categories of personal information in the past 12 months:

Category	Examples	Collected
A. Identifiers	Name, email address, phone number, IP address, account name	YES
B. Personal Information (California Customer Records)	Name, email address, phone number	YES
C. Protected Classification Characteristics	Gender, date of birth	NO
D. Commercial Information	Transaction information, purchase history	NO
E. Biometric Information	Fingerprints, voiceprints	NO
F. Internet or Network Activity	Browsing history, search history	YES
G. Geolocation Data	Device location	NO
H. Audio, Electronic, Visual, or Similar Information	Audio recordings, images	NO
I. Professional or Employment-Related Information	Job title, work history	NO
J. Education Information	Student records	NO
K. Inferences	Preferences or characteristics profiles	NO

We do not sell personal information and have not done so in the past 12 months.

Your Rights Under the CCPA

You have the right to:

• • Know whether we collect and use your personal information, the categories collected, purposes, and whether we share it.

• • Request deletion of your personal information, subject to exceptions (e.g., legal obligations).

• • Opt out of future selling of your personal information (though we do not sell data).

• • Not be discriminated against for exercising your privacy rights.

To exercise these rights, contact us at info@finceraaccounting.com. We will verify your identity by matching information you provide with our records. We will respond within the timeframes required by law.

If you are under 18, reside in California, and have a registered account, you can request removal of publicly posted data. Contact us with your account email and a statement of California residency.

9. Do We Make Updates to This Policy?

In Short: Yes, we will update this policy as needed to stay compliant with laws.

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted here with the revised date. We encourage you to review this policy frequently.

10. How Can You Contact Us About This Policy?

If you have questions or comments about this policy, email us at info@finceraaccounting.com.

11. How Can You Review, Update, or Delete the Data We Collect From You?

You may have the right to request access to, update, or delete your personal information. To make such a request, contact us at info@finceraaccounting.com. We will respond in accordance with applicable laws.