Privacy Policy
Last updated: March 2026
Introduction
South Ridge Financial Solutions ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. Please read this policy carefully. By using our website or services, you agree to the practices described in this policy.
Information We Collect
We may collect information about you in a variety of ways, including:
Personal Information
When you fill out our contact form or engage our services, we may collect personally identifiable information such as your name, email address, business name, industry, and any additional details you voluntarily provide.
Financial Information
In the course of providing bookkeeping and financial management services, we may access financial records, bank statements, QuickBooks data, payroll information, and other financial documents as authorized by you through secure, read-only access.
Automatically Collected Information
When you visit our website, we may automatically collect certain information about your device, including your IP address, browser type, operating system, access times, and the pages you have viewed. This information is used to improve our website experience.
How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and provide requested services
- To deliver bookkeeping, financial management, and advisory services
- To communicate with you about your account, services, and updates
- To improve our website and service offerings
- To comply with legal obligations and protect our rights
How We Protect Your Information
We use administrative, technical, and physical security measures to protect your personal and financial information. Access to client financial data is limited to authorized personnel only. We use secure, encrypted connections and trusted platforms such as QuickBooks Online to manage financial data. While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Disclosure of Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:
- With your CPA or tax professional: When you authorize us to coordinate with your CPA firm for tax preparation and compliance purposes
- Service providers: With trusted third-party tools and platforms (such as QuickBooks Online) that assist us in delivering our services
- Legal requirements: If required by law, regulation, or legal process
Third-Party Services
Our website may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policies of any third-party sites you visit.
Data Retention
We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we will securely dispose of it.
Your Rights
You have the right to request access to, correction of, or deletion of your personal information. You may also request that we restrict or stop processing your data. To exercise any of these rights, please contact us at [email protected].
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us: