PRIVACY POLICY

Privacy Notice

This Privacy Notice describes how and why we collect, use, and store your personal information, collected directly from individuals themselves or other third parties.

It provides information about individuals’ rights with respect to their personal information. We may use your personal information provided for quality service delivery and for purposes described in the relevant section of this privacy notice or as otherwise stated at the point of collection.

Our goal is to process personal information as necessary for our legitimate business purposes in a transparent manner.

This Privacy Notice was last updated on December 06, 2024. We may update our privacy practices periodically. This Privacy Notice will be updated whenever there are changes to how we handle your Personal Data and how we accommodate applicable laws.

Definitions

“Personal Data” refers to information that may be reasonably associated with, linked to, or used to individually identify an individual or allow an individual to be personally identified or contacted. For example, Personal Information may include information such as your name, email address, telephone number, address, credit card number, bank account number, and relevant information either alone or in combination with other information.

Our purpose for collecting and using your personal data

The purposes are:

  • To provide best-in-class professional accounting services to our customers.
  • To recruit and evaluate candidates for employment or contract positions with our company.
  • To manage and provide benefits to our employees and contractors.
  • To comply with state and federal regulatory requirements.
  • To maintain contracts and agreements with our customers, prospective customers and vendors.
  • To identify companies and persons at those companies who may benefit from our services and to market our services to them.
  • To perform data analytics to support the above.

Personal data that we collect

Financials Only collects your Personal Data explicitly when you voluntarily provide your data with your consent (e.g., when you subscribe to any of our services, request information from us, apply for a job, accept an offer for employment or contracted services, or enroll in benefits). We also collect certain categories of your Personal Data implicitly (using automatic tracking technologies) when you visit our website (e.g., Cookies, IP Address, Geolocation etc.). The information we collect using these technologies includes IP address, browser type and language, access time, and referring website.

We collect information via cookies when you visit our websites. Cookies are small text files placed on your hard drive that assist us in providing a more customized website experience. For example, a cookie can be used to store registration information in an area of the website so that a user does not need to re-enter it on subsequent visits to that area. We may also obtain information about you from third parties who have a legal basis to provide us with your information. We may use information about you that we receive from a third party in accordance with the terms we establish with that third party.

Sharing your personal data with third parties

We will never share your Personal Data with third parties.

Retaining and deleting personal data

Financials Only retains your data for as long as required by relevant laws and regulations, and our business requirements relevant to the reason you provided your data to us. Financials Only deletes, and purges data periodically based upon its data retention and removal policy.

International transfers of your personal data

Financials Only is an international organization with a presence in the USA and other locations, and we may store your data as backup or process information within our international offices behind a secure firewall; the data includes your contact information and your business financial data. Data security is our paramount priority and is at the forefront of all data processing, data storage, and data transfer workflows.

We abide by all contractual and applicable legal restrictions on the international transfer of data.

Your rights per GDPR

If you are an individual located in the European Economic Area, in certain circumstances under applicable law (specifically in connection with certain services that we provide), you may have the right to access or obtain a copy of your Personal Data, to rectify your Personal Data, to have your Personal Data deleted, to restrict the processing of your Personal Data, to object to the processing of your Personal Data, to data portability, and to withdraw your consent for processing (where processing is based on your consent). Please note that if you withdraw your consent, we may not be able to provide you the services for which it was necessary to process your information based on your consent.

If you want to practice any of your rights related to GDPR, please reach out to Financials Only using the information in the Privacy Contacts section within this document.

About Cookies

Our website may use cookies to personalize content and to provide you with an improved user experience. By continuing to browse this site you consent to the use of cookies.

Opt-out & unsubscribe

We respect your privacy and give you an opportunity to opt-out of receiving announcements of certain information. Users may opt-out of receiving any or all communications from Financials Only by following the instructions at the bottom of each email and we will promptly remove you from ALL correspondence.

Changes to this statement

Financials Only will occasionally update this Statement of Privacy to reflect company and customer feedback. Financials Only encourages you to periodically review this Statement to be informed of how Financials Only is protecting your information.

Contact information

Financials Only welcomes your questions or comments regarding this Statement of Privacy. If you believe that Financials Only has not adhered to this Statement, please contact Financials Only at

Address

600 Park Offices Dr. Suite 300, Durham, NC 27709, United States