Privacy Policy

1. Information We Collect

When you fill out a contact form or reach out to us by email or phone, you may provide personal information such as your name, email address, and phone number. We collect this information because you shared it with us directly.

Our website also collects certain technical information automatically. This may include your IP address, browser type, device information, and how you navigate through our pages. This data is gathered through cookies and similar technologies.

2. Cookies and Analytics

Cookies are small data files stored on your browser that help websites function properly and understand visitor behavior.

Google Analytics: We use Google Analytics to collect anonymous data about how visitors interact with our website. This helps us understand which pages are most useful and where we can make improvements. The information collected is aggregated and does not personally identify you.

Cloudflare: Our website uses Cloudflare for security and performance optimization. Cloudflare may place a cookie on your browser and collect technical data such as your IP address to protect our site from malicious traffic. Cloudflare also provides us with anonymous analytics about site visits.

You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect how certain parts of our website function.

3. How We Use Your Information

We use the information we collect for the following purposes.

• To respond to your questions and inquiries.
• To schedule consultations and discovery calls.
• To provide bookkeeping, accounting, and financial services if you become a client.
• To improve our website and the experience it provides.

We do not sell, rent, or trade your personal information to anyone.

4. When We Share Information

We do not share your personal information with outside parties except when it is necessary to deliver our services or when required by law. For example, if you become a client and we need to coordinate with your CPA for tax preparation, we will only do so with your permission.

5. How We Protect Your Information

We take the security of your information seriously. As a financial services provider, we understand the sensitive nature of the data our clients share with us. Your information is protected with professional-grade encryption and secure systems designed for handling financial data.

6. Your Rights

You have the right to request access to any personal information we hold about you. You may also ask us to correct, update, or delete that information at any time. To make a request, please contact us using the information provided below.

7. Changes to This Policy

We may update this Privacy Policy from time to time as our business or technology changes. When we do, we will post the revised version on this page and update the date at the top.

8. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please email us at contact@speakeasyfinancials.com .