Veteran Financials (“we,” “our,” or “us”) respects the privacy of visitors, prospective clients, and clients who communicate with us. This Privacy Policy describes our general practices regarding personal and business information collected through our website, consultation requests, and related communications.

Information obtained as part of a bookkeeping or Virtual CFO engagement may be subject to additional contractual arrangements, access permissions, and confidentiality obligations.

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

• Contact details: name, business name, email address, phone number, and location.
• Business and service details: industry, operating locations, estimated transaction volume, accounting software, service interests, and information you provide in a form or consultation.
• Financial records: with your authorization and where relevant to a service engagement, account records, transaction reports, POS information, payroll-related records, and other materials you choose to share.
• Website usage information: IP address, browser type, device characteristics, referring pages, and basic interaction data collected through server logs or technologies enabled on our site.
• Communications: messages, questions, and follow-up correspondence sent to us.

We may use the information described above to:

• Respond to requests, questions, and free-audit or consultation inquiries.
• Evaluate bookkeeping, financial reporting, and Virtual CFO service needs.
• Deliver agreed services and coordinate account access with your permission.
• Communicate about scheduling, service updates, documentation, and support.
• Operate, secure, troubleshoot, and improve our website and service processes.
• Comply with applicable legal obligations and protect our legitimate business interests.

Where required by law, we will obtain consent before sending promotional communications or using non-essential tracking technologies.

We do not disclose private client financial information to unrelated parties for their independent marketing purposes. Information may be shared when reasonably necessary with:

• Service providers: hosting, email, website form, scheduling, IT security, and other vendors that support our operations.
• Authorized platforms and professionals: accounting software, POS integrations, payroll providers, or your designated accountant or CPA, as directed or authorized by you.
• Legal or regulatory authorities: when required by applicable law or valid legal process.
• Business successors: in connection with a lawful merger, acquisition, or transfer, subject to applicable privacy requirements.

Access to financial systems should be limited to authorized individuals and the permissions needed for the services involved.

Our website may use cookies or similar technologies for essential site operation, preference management, performance measurement, and analytics. Third-party services embedded on the site may also set cookies according to their policies.

You can manage cookies through your browser settings, and where a cookie-consent tool is provided, through its available controls. Blocking certain cookies can affect website functionality.

Before publication: This paragraph should be reconciled with the site's actual cookie, analytics, advertising, and embedded-content configuration.

We aim to use reasonable administrative, technical, and organizational safeguards appropriate to the information we handle, including access controls and secure channels for transmitting sensitive records where available.

However, no online system or transmission method can be guaranteed completely secure. Please contact us if you believe information shared with Veteran Financials may have been accessed without authorization.

We retain information for as long as reasonably necessary for the purpose for which it was collected, to provide services, manage business records, resolve disputes, and meet legal or contractual requirements. Retention periods vary by the type of information and applicable obligations.

When information is no longer required, we take reasonable steps to delete it, de-identify it, or retain it securely where continued retention is legally required.

Depending on your location and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information; object to or limit some uses; or request information about certain disclosures.

You may also opt out of promotional messages by using any unsubscribe instructions included in those communications or by contacting us.

To make a privacy request, use the contact information in Section 12. We may need to verify your identity or authority before responding, and certain records may need to be retained for legal reasons.

Our website may link to third-party sites or platforms, including accounting software, scheduling tools, and social media. Their privacy practices are controlled by those third parties. Please review their privacy notices before submitting information through their services.

Our website and services are intended for businesses and adults. We do not knowingly solicit personal information from children under 13. If you believe a child has submitted personal information to us, please contact us so we can review the situation and take appropriate steps.

We may revise this Privacy Policy to reflect changes in our services, technology, legal requirements, or information practices. When we update it, we will publish the revised version on this page and adjust the effective date above. Material changes may be communicated through additional methods when required.

If you have questions about this policy, the information we handle, or a privacy-related request, please contact us through our official website:

Veteran Financials
https://veteranfinancials.com/

For a faster response, use the contact form or contact information displayed on our website and mention “Privacy Request” in your message.