Information we collect
We collect information you choose to provide, such as when you request a free consultation or contact us. This may include:
- Your name, business name, email address, and phone number
- Your industry, annual revenue range, number of employees, the services you’re interested in, and any message you send
Like most websites, our site may also automatically collect limited technical information, such as browser type, device type, and pages visited, through cookies or similar technologies.
How we use your information
- To respond to your inquiry and schedule your consultation
- To provide and improve our services
- To communicate with you about your request or engagement
- To understand how visitors use our website
We do not sell your personal information.
How we share information
We share information only with trusted service providers who help us operate our website and business (for example, website hosting and email services), and only as needed to provide those services, or when required by law.
Client financial information
Financial records shared during a client engagement are handled confidentially and governed by the terms of that engagement, not by this website policy.
Data security
We use reasonable safeguards to protect the information you provide. However, no method of transmission over the internet is completely secure, so please avoid sending sensitive financial account numbers through our website form or by email.
Your choices
You may ask us to access, update, or delete the personal information you’ve submitted through our website. You can also set your browser to refuse cookies.
Third-party links
Our website may link to third-party sites, such as LinkedIn. We are not responsible for the privacy practices of those sites.
Changes to this policy
We may update this policy from time to time. Changes will be posted on this page with an updated date.