Effective Date: May 14, 2026 Last Updated: May 14, 2026
1. Introduction
Profit & Growth Experts (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at profitandgrowthexperts.com or engage with our bookkeeping and financial services.
Please read this policy carefully. By using our website or services, you agree to the practices described below.
2. Information We Collect
Information You Provide Directly
- Name, email address, phone number, and company name when you fill out a contact or consultation form
- Financial records, bank statements, and business documents shared with us as part of our services
- Billing information when you subscribe to a service plan
- Communications via email, phone, or any other channel
Information Collected Automatically
- IP address, browser type, and device information
- Pages visited, time spent on pages, and referral URLs (via cookies and analytics tools)
- Location data at the city or region level
Information from Third Parties
- Accounting platforms such as QuickBooks Online, Xero, or Sage, when you authorize us to connect to your accounts
- Payment processors for billing purposes
3. How We Use Your Information
We use the information we collect to:
- Provide, manage, and improve our bookkeeping, payroll, tax, and financial advisory services
- Communicate with you about your account, deliverables, and service updates
- Send service-related notifications and, where permitted, marketing communications
- Process payments and manage billing
- Comply with applicable legal and regulatory obligations
- Prevent fraud and protect the security of our systems and your data
4. Sharing of Your Information
We do not sell, rent, or trade your personal or financial information to third parties. We may share your information only in the following circumstances:
- Service Providers: Trusted third-party vendors who assist us in delivering our services (e.g., cloud storage, accounting software, payment processors), bound by confidentiality agreements
- Your CPA or Tax Advisors: At your direction, we share financial data with your designated CPA or accounting professionals
- Legal Requirements: When required by law, subpoena, or government authority
- Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred — we will notify you before this occurs
5. Financial Data & Confidentiality
Given the nature of our services, we handle sensitive financial data. We treat all client financial records with strict confidentiality. Our team members are bound by confidentiality agreements, and access to your financial data is limited to personnel directly involved in delivering your services.
6. Data Security
We implement industry-standard security measures to protect your information, including:
- Encrypted data transmission (SSL/TLS)
- Secure cloud storage with access controls
- Multi-factor authentication for internal systems
- Regular security reviews and staff training
While we take every reasonable precaution, no method of transmission over the internet is 100% secure. We encourage you to contact us immediately at Info@profitandgrowthexperts.com if you suspect any unauthorized access to your data.
7. Data Retention
We retain your information for as long as your account is active or as needed to provide services. Financial records may be retained for a minimum of seven (7) years to comply with tax and accounting regulations. Upon termination of services, you may request deletion of personal data not subject to legal retention requirements.
8. Cookies & Tracking
Our website uses cookies and similar tracking technologies to enhance your experience and analyze site traffic. You may disable cookies in your browser settings; however, some features of our website may not function properly as a result.
We use analytics tools (such as Google Analytics) to understand how visitors use our site. These tools may collect anonymized usage data.
9. Third-Party Links
Our website may contain links to third-party websites such as QuickBooks, Stripe, or Bill.com. We are not responsible for the privacy practices of these external sites and encourage you to review their respective privacy policies.
10. Your Rights & Choices
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate data
- Request deletion of your personal data (subject to legal obligations)
- Opt out of marketing communications at any time by emailing Info@profitandgrowthexperts.com or clicking “unsubscribe” in any email
We will respond to all requests within 30 days.
11. Children’s Privacy
Our services are intended for businesses and professionals. We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has submitted information to us, please contact us immediately.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the updated policy on this page with a revised “Last Updated” date. For significant changes, we will notify you by email.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy, please reach out to us:
Profit & Growth Experts 1457 Delaware St, Indianapolis, Indiana 46202
📧 Info@profitandgrowthexperts.com 📞 (317) 426-6595 | (202) 258-8663
This Privacy Policy is provided for informational purposes. For legal compliance specific to your jurisdiction (e.g., CCPA, GDPR), we recommend consulting a qualified attorney.
