Privacy Policy

1. Information We Collect

We may collect the following categories of information:

• Contact information you provide directly, such as your name, email address, phone number, and company name when you submit a form, schedule a consultation, or contact us.
• Business and financial information you share with us in connection with an engagement, such as accounting records, ERP system data, or financial statements.
• Website usage data collected automatically, such as IP address, browser type, pages visited, and referring URLs, typically through cookies and analytics tools.
• Communications you send us, including emails, form submissions, and scheduling requests.

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule consultations
• Deliver accounting, advisory, ERP implementation, and AI automation services under our engagement agreements
• Communicate with you about your account, engagement, or requested services
• Improve our website, service offerings, and client experience
• Comply with legal, regulatory, and professional obligations applicable to accounting and advisory services
• Send marketing communications, which you may opt out of at any time

3. Confidentiality of Financial Information

As an accounting and advisory firm, we understand the sensitive nature of the financial and business information entrusted to us. Any financial data, accounting records, or business information shared with us as part of a client engagement is treated as confidential and is used solely for the purpose of delivering the agreed-upon services. We do not sell client financial data, and access is limited to team members directly involved in your engagement.

4. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to understand how visitors use our site, remember preferences, and improve functionality. You can control or disable cookies through your browser settings; note that disabling cookies may affect certain features of our website.

5. How We Share Information

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

• Service providers who support our operations, such as hosting, scheduling, and email delivery platforms, under confidentiality obligations
• Professional advisors, auditors, or regulators, where required by law or professional standards
• Successors in the event of a merger, acquisition, or sale of business assets
• Authorities, when required to comply with a legal obligation or protect our rights

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect the information we collect and process, including the financial and business data shared with us during client engagements. While we work to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights and Choices

Depending on your location, you may have the right to access, correct, or request deletion of your personal information, or to opt out of certain marketing communications. To exercise any of these rights, contact us using the information below and we will respond in accordance with applicable law.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. Updates will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically.

9. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Turner Accounting, Advisory & ERP Consultants
575 Market St, San Francisco, CA 94105, USA
Phone: (415) 390-9212
Or visit ourContact pageto reach us directly.