Privacy Policy

Effective Date: August 25th, 2026

Last Updated: August 25th, 2026

Precision Financial Consulting (“Precision Financial Consulting,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit precisionfinancialpro.com (the “Website”), contact us, schedule a consultation, subscribe to communications, or use our services.

This Privacy Policy applies to information collected through the Website and related communications. Additional privacy notices or engagement terms may apply when you become a client and provide financial, tax, payroll, employee, or other confidential records.

1. Information We Collect

Depending on how you interact with us, we may collect:

Information You Provide

- Your name, email address, telephone number, company name, and job title.

- Information submitted through contact, consultation, appointment, or newsletter forms.

- Communications you send to us, including questions and service requests.

- Billing and transaction information.

- Business and financial information needed to provide requested services.

- Tax, bookkeeping, payroll, accounting, banking, employee, and related records provided during a client engagement.

- Any other information you voluntarily provide.

Please do not submit sensitive financial, tax, identity, payroll, or banking information through a general Website contact form or ordinary email unless we specifically instruct you to do so through an approved secure method.

Information Collected Automatically

When you use the Website, we and our service providers may automatically collect information such as:

- IP address.

- Browser and device type.

- Operating system.

- Pages visited and links selected.

- Referring website.

- Date, time, and duration of visits.

- General location inferred from your IP address.

- Cookie identifiers and similar technical information.

Information From Other Sources

We may receive information from appointment-scheduling providers, accounting platforms, payroll providers, payment processors, professional advisers, referral sources, and other parties you authorize to provide information to us.

2. How We Use Information

We may use information to:

- Respond to inquiries and schedule consultations.

- Evaluate whether our services are appropriate for your needs.

- Provide accounting, bookkeeping, payroll, tax, QuickBooks, financial consulting, and fractional controller or CFO services.

- Create and administer client accounts and engagements.

- Process payments and maintain business records.

- Communicate with clients about requested or contracted services.

- Send newsletters or promotional communications when permitted by law.

- Operate, maintain, analyze, and improve the Website.

- Protect the security and integrity of our systems, clients, and business.

- Detect and prevent fraud, misuse, and unlawful activity.

- Comply with tax, accounting, regulatory, legal, and professional obligations.

- Establish, exercise, or defend legal claims.

- Carry out purposes disclosed when information is collected or with your consent.

3. Cookies, Google Analytics, and Microsoft Clarity

We use cookies and similar technologies to operate the Website, understand how visitors use it, identify technical problems, and improve its performance and usability.

Google Analytics

We use Google Analytics, a web analytics service provided by Google LLC. Google Analytics may collect information such as your IP address, device and browser information, approximate geographic location, pages visited, referring pages, interactions, and the dates and times of visits. Google uses cookies and similar technologies to provide aggregated reports about Website usage.

You can learn how Google uses information collected from sites using its services at:

https://policies.google.com/technologies/partner-sites

You may opt out of Google Analytics by installing Google’s browser add-on at:

https://tools.google.com/dlpage/gaoptout

Microsoft Clarity

We use Microsoft Clarity, a service provided by Microsoft Corporation, to understand how visitors use and interact with the Website. Clarity may record behavioral information through session replays, heatmaps, and usage metrics, including clicks, scrolling, mouse movements, page navigation, device and browser information, and related Website interactions.

Clarity uses first-party and third-party cookies and other tracking technologies to associate page views and interactions with a pseudonymous identifier. We use this information to improve Website design, performance, security, and usability. Sensitive fields should be masked from Clarity recordings, but you should not enter confidential financial, tax, identity, payroll, or banking information into general Website forms.

For more information about Microsoft’s collection and use of information, review the Microsoft Privacy Statement at:

https://privacy.microsoft.com/privacystatement

Your Choices

You can restrict or delete cookies through your browser settings or use any cookie-preference tool provided on the Website. Blocking analytics cookies may limit our ability to measure Website usage but should not prevent access to the Website’s primary informational content.

Where required by applicable law, we will obtain consent before placing nonessential analytics cookies.

4. How We Disclose Information

We may disclose information:

- To vendors that support our Website, scheduling, communications, document storage, cybersecurity, accounting, payroll, payment processing, analytics, or other operations.

- To accounting platforms, payroll providers, tax software providers, financial institutions, government agencies, and other parties when needed to provide requested services.

- To attorneys, accountants, insurers, auditors, and other professional advisers.

- With your representatives or other parties at your direction or with your authorization.

- To comply with subpoenas, court orders, regulatory requests, tax requirements, or other legal obligations.

- When reasonably necessary to protect our rights, safety, property, clients, or the public.

- In connection with a merger, financing, acquisition, reorganization, sale of assets, or similar business transaction.

- For another disclosed purpose with your consent.

- To Google LLC and Microsoft Corporation in connection with Google Analytics and Microsoft Clarity, as described in Section 3.

We do not sell personal information for money. We do not knowingly share personal information for cross-context behavioral advertising. If our practices change, we will update this Policy and provide any choices required by law.

5. Confidential Client Information

Information received during a professional engagement may also be governed by an engagement letter, professional duties, tax-preparer requirements, or other applicable laws.

We use client information only for authorized business and professional purposes, subject to applicable legal obligations and the terms of the engagement. Nothing in this Website Privacy Policy reduces any confidentiality protection stated in an executed client agreement.

6. Data Retention

We retain information only for as long as reasonably necessary for the purposes described in this Policy, including providing services, maintaining business and tax records, satisfying professional obligations, resolving disputes, enforcing agreements, and complying with applicable law.

Retention periods vary according to the type of information, the nature of the engagement, legal requirements, and operational needs.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information under our control. However, no website, email system, transmission method, or storage system can be guaranteed to be completely secure.

You are responsible for using secure methods when sending sensitive records and for protecting any passwords or access credentials associated with third-party platforms.

8. Your Privacy Choices

You may:

- Unsubscribe from marketing emails by using the unsubscribe link in the message.

- Ask us to update or correct contact information.

- Adjust cookie preferences through your browser or any cookie-control tool provided on the Website.

- Contact us with a privacy request using the information below.

We may need to verify your identity before completing a request. Certain information may be exempt from a request or retained when permitted or required by law, including records maintained to fulfill contractual, tax, accounting, regulatory, security, or legal obligations.

Depending on your jurisdiction and subject to applicable law, you may have additional rights regarding access, correction, deletion, restriction, portability, or objection to certain uses of your information.

9. California Privacy Information

California residents may request information about our collection, use, and disclosure of personal information and may have rights to request access, correction, or deletion, subject to applicable exceptions and depending on whether the relevant law applies to our business.

We will not unlawfully discriminate against you for exercising an applicable privacy right. To submit a request, contact us using the information in Section 15.

We do not knowingly sell personal information belonging to individuals under 16 years of age.

10. Third-Party Websites and Services

The Website may link to third-party services, including scheduling, accounting, payroll, payment, social media, or other platforms. Those parties operate under their own terms and privacy policies. We are not responsible for their privacy, security, or content practices.

You should review the privacy policy of each third-party service before providing information to it.

11. Email and Marketing Communications

If you subscribe to our newsletter or otherwise request updates, we may send you relevant news, insights, or promotional communications. You can unsubscribe at any time by following the instructions in the communication or contacting us.

Even if you opt out of marketing, we may continue sending nonpromotional communications concerning consultations, client engagements, transactions, security, or legal matters.

12. Children’s Privacy

The Website and our services are intended for businesses and adults. We do not knowingly collect personal information directly from children under 13 through the Website. If you believe a child has provided personal information to us, please contact us so we can investigate and take appropriate action.

13. International Visitors

Precision Financial Consulting is based in California, United States. If you access the Website from another country, your information may be processed in the United States, where privacy laws may differ from those in your jurisdiction.

14. Changes to This Policy

We may revise this Privacy Policy periodically. The revised version will be posted on the Website with an updated “Last Updated” date. Material changes will be communicated in another manner when required by law.