Privacy Policy

Introduction

EBCFO Services, LLC ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you use our website and services. We provide nonprofit accounting, fractional CFO services, systems consulting, and financial software implementations to 501(c)(3) organizations.

Information We Collect

We may collect the following types of information:

• Contact Information: Name, email address, phone number, and organization name when you contact us or request our services.
• Financial Information: When providing our services, we may have access to your organization's financial records, accounting data, and related documentation as necessary to perform our professional duties.
• Website Usage Data: Information about how you interact with our website, including pages visited, time spent, and referring sources.
• Communication Records: Records of correspondence between you and our team.

How We Use Your Information

We use collected information for the following purposes:

• To provide and improve our accounting, CFO, and consulting services
• To communicate with you about our services and respond to inquiries
• To comply with legal and regulatory requirements, including IRS regulations for 501(c)(3) organizations
• To maintain accurate records in accordance with Generally Accepted Accounting Principles (GAAP)
• To protect against fraud and unauthorized transactions

Data Security

We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. Financial data is handled in accordance with professional accounting standards and best practices. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain client records and financial documentation in accordance with professional standards and legal requirements. Generally, we maintain records for a minimum of seven years following the completion of services, or longer if required by law or professional standards. Website usage data is retained for analytical purposes for up to two years.

Third-Party Services

We may use third-party service providers to assist in delivering our services, such as cloud storage, email services, and accounting software platforms. These providers are bound by confidentiality agreements and are only permitted to use your information as necessary to provide services on our behalf.

Client Confidentiality

We maintain strict confidentiality of all client information in accordance with professional ethics standards. Your financial information will not be shared with third parties except as required by law, with your consent, or as necessary to provide our services.

Your Rights

You have the right to:

• Request access to your personal information we hold
• Request correction of inaccurate information
• Request deletion of your information, subject to legal retention requirements
• Opt out of marketing communications

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Effective Date" above. We encourage you to review this Privacy Policy periodically.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us.