Who we are

Streamline Financial ("we," "us," "our") provides fractional CFO, bookkeeping, and financial consulting services to small businesses, based in Queen Creek, Arizona. This policy explains what information we collect, how we use it, and the choices you have.

If you have questions about this policy, contact us at:

[email protected] Streamline Financial Queen Creek, Arizona

Information we collect

Information you give us directly. When you fill out a form on our website, register for a webinar or event (including through LinkedIn), book a discovery call, or sign up for our newsletter, we may collect your name, email address, phone number, business name, and any details you choose to share about your business or financial situation.

Information we collect if you become a client. If you engage Streamline Financial for bookkeeping or fractional CFO services, we collect the financial records, account access, and business information necessary to perform those services. This may include bank and credit card statements, payroll data, invoices, and accounting software access (such as QuickBooks Online).

Information collected automatically. Like most websites, ours may use cookies or similar tools to understand how visitors use the site (for example, which pages are viewed and how long visitors stay). This is standard analytics information and is not linked to your identity unless you've also submitted a form.

Information from third parties. If you register for one of our events through LinkedIn, LinkedIn provides us the registration information you submit (such as your name and email) so we can follow up with event details.

How we use your information

We use the information we collect to:

Respond to inquiries and schedule discovery calls

Send you information about webinars, events, or programs you've registered for

Deliver bookkeeping, CFO, and related financial services to clients

Send occasional newsletters or educational content, which you can unsubscribe from at any time

Improve our website and services

Meet legal, accounting, and regulatory obligations

We do not sell your personal information to third parties, and we do not share client financial data except as described below.

How we share your information

We do not sell or rent your personal information. We may share information in the following limited circumstances:

Service providers. We use third-party tools to run our business, such as email and scheduling platforms, accounting software, and payment processors. These providers only receive the information needed to perform their function and are not permitted to use it for their own purposes.

Legal requirements. We may disclose information if required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Streamline Financial, our clients, or others.

Business transfers. If Streamline Financial is ever involved in a merger, acquisition, or sale of assets, client and visitor information may be transferred as part of that transaction, subject to this policy.

Client financial data

If you are a Streamline Financial client, the financial information you share with us is used solely to provide the bookkeeping and fractional CFO services you've engaged us for. We treat this information as confidential and apply reasonable safeguards to protect it. We do not use client financial data for marketing purposes.

Your choices

Marketing emails. You can unsubscribe from any marketing or newsletter email using the link at the bottom of the email.

Event registration data. If you register for a webinar or event and no longer want to receive follow-up communication, you can reply to any email we send and ask to be removed.

Access and deletion. You can request a copy of the personal information we hold about you, or ask us to delete it, by contacting us at [your business email]. We will honor these requests except where we're required to retain information for legal, accounting, or regulatory reasons.

Cookies

Our website may use cookies to support basic functionality and analytics. You can disable cookies through your browser settings, though some parts of the site may not work as intended if you do.

Data retention

We retain personal information for as long as needed to provide our services, maintain business records, and meet legal and tax obligations. Client financial records are retained in accordance with standard accounting and tax recordkeeping requirements.

Security

We take reasonable measures to protect the information we collect, including access controls on client financial data and secure handling of accounting systems. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Children's privacy

Our services are intended for business owners and are not directed at children. We do not knowingly collect information from anyone under 18.

Changes to this policy

We may update this privacy policy from time to time. The "Last updated" date at the top of this page will reflect the most recent changes. Continued use of our website or services after changes are posted means you accept the updated policy.

Contact us

If you have questions about this privacy policy or how your information is handled, contact us at:

[email protected] 480-620-3011 Streamline Financial, Queen Creek, Arizona