Privacy Policy

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Effective Date: 1/1/2024
Company Name: Prime Financial Management
Website: https://primefinancialco.com

Prime Financial Management (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

We may collect the following information when you interact with us:

• Name
• Email address
• Phone number
• Business information
• Financial data necessary to provide our services

When you visit our website, we may collect:

• IP address
• Browser type
• Device information
• Pages visited and usage data

We use your information to:

• Provide bookkeeping, financial, and related services
• Communicate with you about your account or inquiries
• Improve our website and services
• Comply with legal and regulatory obligations

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

• Trusted third-party service providers (e.g., accounting software, payment processors)
• Licensed professionals (such as CPAs) when necessary to provide services
• Legal authorities if required by law

We implement appropriate technical and organizational measures to protect your information. While we strive to safeguard your data, no method of transmission over the internet is 100% secure.

We retain your information only as long as necessary to provide services and comply with legal obligations.

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), including:

• The right to request access to your personal information
• The right to request deletion of your personal information
• The right to know how your information is used

To exercise your rights, contact us at: [Insert Email]

Our website may use cookies and similar technologies to enhance user experience and analyze website performance. You can control cookie settings through your browser.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.

We provide bookkeeping and financial support services. We do not provide legal or tax advice. Clients should consult licensed professionals for such services.

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

If you have any questions about this Privacy Policy, please contact us:

Prime Financial Management
Email: chris@primefinancialco.com
Website: https://primefinancialco.com