Privacy Policy

1. Information we collect

Information you provide directly: when you call us, submit a contact form, request a consultation, or become a client, we may collect your name, business name, email address, phone number, mailing address, and details about your accounting or software needs.

Information collected automatically: like most websites, we receive standard technical data such as IP address, browser type, device information, pages visited, and referring URLs. This is collected through cookies and similar technologies described below.

Client engagement information: if you engage our services, we may receive financial records, payroll details, and accounting software data strictly as needed to perform the agreed work. This information is handled under our engagement agreement and the security practices in Section 5.

2. How we use information

We use the information we collect to respond to inquiries, schedule and deliver services, send invoices and service summaries, improve our website, comply with legal obligations, and — only where you have consented or where permitted by law — send occasional service updates you can opt out of at any time.

We do not sell personal information, and we do not share it with third parties for their own marketing purposes.

3. Cookies and analytics

We use a small number of cookies: a consent cookie that remembers your banner choice, and — if you accept — analytics cookies (such as Google Analytics) that help us understand how visitors use the site in aggregate. Analytics data is not used to identify you personally.

You can decline analytics cookies via the consent banner, and you can clear or block cookies in your browser settings at any time. The site remains fully usable without analytics cookies.

4. Sharing of information

We share information only with: (a) service providers who help us operate (such as hosting, email delivery, and scheduling tools) under confidentiality obligations; (b) professional advisors such as attorneys or auditors when reasonably necessary; and (c) authorities when required by law, subpoena, or to protect rights and safety.

5. Data security

We use encrypted connections (HTTPS) on this website, permission-based and encrypted remote-access tools for support sessions, access controls limiting who can view client data, and routine deletion of data we no longer need. No method of transmission or storage is 100% secure, but we treat your financial information with the care we'd want for our own.

6. Data retention

We keep contact-form submissions and call notes for as long as needed to handle your inquiry and for a reasonable period afterward. Client engagement records are retained as required by professional and tax-record-keeping obligations, then securely deleted.

7. Your rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or receive a copy of your personal information, and to object to or restrict certain processing. To exercise any of these rights, contact us using the details below. We will respond within the timeframe required by applicable law.

8. Children's privacy

Our services are directed to businesses and adults. We do not knowingly collect personal information from children under 13, and we will delete any such information we learn we have collected.

9. Changes to this policy

We may update this policy from time to time. The date at the top of this page reflects the latest revision. Material changes will be highlighted on this page.

10. Contact us

Questions about this policy or your data? Email support@ledgerlineadvisors.com, call 1-888-871-0037, or write to 30 N Gould St Ste R, Sheridan, WY 82801.