Privacy Notice

01Introduction

Profit Path Solution LLC ("Profit Path Solution," "we," "us," or "our") provides bookkeeping and accounting services to small to medium-sized businesses across the United States and Canada. This Privacy Notice explains what personal information we collect through our website (profitpathsolution.com), our client onboarding and service delivery process, and our other business communications; how we use and share that information; and the choices available to you.

This Notice applies to visitors to our website, prospective clients who contact us, and clients for whom we provide bookkeeping or accounting services. It does not apply to the practices of companies we do not own or control, or to individuals we employ or engage as personnel, who are covered by separate notices.

We may update this Notice from time to time. See "Changes to This Privacy Notice" below.

02Information We Collect

We collect the following categories of information:

• Identifiers: name, email address, phone number.
• Business information: company name, industry, business address, and similar details you provide about your business.
• Information submitted through contact or consultation forms: anything you include in a message, inquiry, or scheduling request, including through our booking tool (Calendly or a similar scheduling platform).
• Information provided when requesting or receiving services: information you or your business provide during onboarding and while we perform bookkeeping or accounting services, which may include financial and business records described in Section 5.
• Communications: records of the emails, texts, calls and messages you exchange with us.
• Payment information: payments are handled by our payment processors. We do not store full card numbers.
• Website and technical information: IP address, browser and device type, pages visited, and similar data collected automatically through cookies or analytics tools when you visit our website.

We do not intentionally collect sensitive personal information (such as Social Security numbers or financial account credentials) through our website's public pages. Such information, if provided, is generally submitted directly to us or through a secure client-facing platform as part of service delivery, described in Section 5.

03How We Collect Information

• When you submit a contact or inquiry form on our website.
• When you book a consultation through our scheduling tool.
• When you contact us directly by email, text or phone.
• Automatically through cookies or similar technologies when you visit our website.
• Directly from you or your business during client onboarding and throughout the course of providing bookkeeping or accounting services.

04How We Use Information

We use the information we collect to:

• Respond to your inquiries and requests for information.
• Schedule and manage consultations.
• Provide bookkeeping, accounting, and related services to our clients.
• Communicate with clients and prospective clients about our services, including service messages and billing notices.
• Process payments for our services, where applicable.
• Maintain, improve, and secure our website and service offerings.
• Detect, investigate, and prevent fraud, unauthorized transactions, and other illegal activity.
• Comply with applicable legal, tax, and regulatory obligations.

05Financial & Business Information

As a bookkeeping and accounting firm, part of our service involves receiving, reviewing, and reconciling financial and business records on behalf of our clients. This may include bank and credit card transaction data, invoices, receipts, payroll records, and similar financial documentation that clients provide to us or grant us access to (for example, through a linked bank or card feed or accounting software platform) in the course of engagement.

We use this information solely to perform the bookkeeping and accounting services our clients have engaged us to provide. We do not use client financial or business records for advertising or marketing purposes, and we do not sell this information.

We take reasonable administrative and technical measures designed to protect client financial and business information consistent with the sensitivity of that data, including using secure, access-controlled platforms for exchanging financial documents.

Please do not send Social Security numbers, tax IDs, bank logins or passwords by regular email or text message. We will give you a secure way to share them when they are needed. Where payroll or contractor work requires a tax ID, we handle it only through secure, access-controlled tools and only as needed for the work.

06How We Share Information

We do not sell personal information. We may share information with:

• Service providers who perform functions on our behalf, such as accounting and bookkeeping software platforms, payment processors, customer relationship management (CRM) systems, website hosting providers, email service providers, and scheduling platforms. These providers are given access only to the information needed to perform their function and are expected to protect it accordingly.
• Legal or government authorities, when required to comply with a legal obligation, protect our rights, or respond to a valid legal process (such as a subpoena or court order).
• A successor entity, in the event of a merger, acquisition, or sale of some or all of our business assets, subject to standard confidentiality protections.

07Cookies & Analytics

Our website uses cookies and similar technologies to operate correctly and to understand how visitors use our site, which may include analytics tools such as Google Analytics. You can control or disable cookies through your browser settings. Disabling cookies may affect certain features of our website.

We do not use cookies to sell your personal information. Where your browser sends a Global Privacy Control or similar opt-out signal, we treat it as a request to opt out of any sharing for advertising, where required by law.

08Data Security

We maintain administrative and technical safeguards designed to protect personal information against unauthorized access, use, or disclosure. This includes access controls that limit who within the organization can view client data, and reputable third-party software platforms with their own security measures. No method of transmission or storage is completely secure, and we cannot guarantee absolute security of information transmitted to us or stored in our systems.

If a security incident affects your personal information, we will notify you and the relevant authorities as required by applicable law.

09Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Notice, unless a longer retention period is required or permitted by law.

• Client financial and accounting records are generally retained for up to 7 years to comply with standard North American tax, accounting, and recordkeeping obligations.
• Website inquiry and contact-form information is generally retained for as long as needed to respond to the inquiry and for a reasonable period afterward for our business records.

10Your Privacy Rights

Depending on where you live (including the United States and Canada), you may have rights regarding your personal information, which can include the right to access, correct, or delete the personal information we hold about you, and to opt out of certain uses or sharing of your information. To exercise any of these rights, contact us using the information in the "Contact Us" section below. We will verify your identity and respond within the time required by applicable law, generally 30 to 45 days.

11California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to delete certain personal information, the right to correct inaccurate personal information, and the right to opt out of certain sales or sharing of personal information and to limit use of sensitive personal information. We do not sell or share (as defined under the CCPA) personal information for cross-context behavioral advertising.

We will not discriminate against you for exercising your privacy rights. You may use an authorized agent to make a request on your behalf; we may ask for proof of the agent's authority.

12Canadian Residents

If you are in Canada, we handle your personal information in line with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws. We collect and use your information with your consent or as otherwise permitted by law. You may withdraw your consent, subject to legal and contractual limits, and you may ask to access or correct your information at any time by contacting us. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada at priv.gc.ca.

13Calls, Text Messages & Email

If you give us your phone number or email address, you agree that we may contact you by phone, text message or email about your inquiry, your consultation, or the services you use. Message and data rates may apply, and message frequency varies. You can reply STOP to any text message to opt out, or use the unsubscribe link in any marketing email. Consent to receive messages is not a condition of buying any service.

We do not sell or share mobile phone numbers or text-messaging consent with third parties for their marketing purposes.

14Where Information Is Processed

We use cloud-based software providers whose servers are mainly in the United States. Our team may access and process information from locations outside the United States and Canada. Wherever it is processed, we apply the safeguards described in this Notice and expect our providers to do the same.

15Children's Privacy

Our website and services are directed to businesses and individuals who are at least 18 years old. We do not knowingly collect personal information from children under 13 (or the relevant age of consent in your jurisdiction). If we learn that we have inadvertently collected such information, we will take steps to delete it.

16Third-Party Websites & Services

Our website may contain links to third-party websites or use third-party services we do not control, including:

• Our scheduling platform (for example, Calendly), for booking consultations.
• Payment processors, for handling payments where applicable.
• Analytics providers, described in the Cookies & Analytics section.
• Social media platforms, if we link to our social media profiles.

This Privacy Notice does not apply to those third-party websites or services, and we encourage you to review their own privacy policies.

17Changes to This Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The "Last Updated" date at the top of this Notice indicates when it was most recently revised. We encourage you to review this Notice periodically.

18Contact Us

If you have questions about this Privacy Notice or our privacy practices, or would like to exercise any of the rights described above, please contact us: