Privacy Policy

Last Updated: 01/01/2025

1. Introduction
Welcome to The Bottom Line Financial & Business Services PLLC (“Company,” “we,” “us,” or “our”). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.tblfinancial.co, engage with us, or use our services.

By using our Site or services, you agree to the collection and use of your information in accordance with this Privacy Policy. If you do not agree, please discontinue use of our Site and services.

2. Information We Collect
We may collect personal information that you voluntarily provide to us when you:

Contact us via email, phone, or the contact form on our Site
Sign up for our newsletter or updates
Schedule an appointment or consultation
Request information about our services

The information we collect may include (but is not limited to):

Personal Identifiers: Name, email address, phone number, mailing address
Financial Information: If you are a client, we may collect financial information, such as bank account details, tax information, or other data needed to provide accounting, bookkeeping, or tax services
Business Information: Details about your company’s structure, accounts, and operations when relevant to our services
Browser and Device Information: IP address, browser type, operating system, access times, and pages viewed, typically collected through cookies and similar technologies

3. Use of Collected Information
We use the information we collect for the following purposes:

Service Delivery: To provide and maintain our accounting, bookkeeping, and tax services
Communication: To respond to your inquiries, send administrative information, and send marketing or promotional communications (where permitted by law)
Internal Operations: To improve our Site, services, and user experience, including data analysis and troubleshooting
Legal and Compliance: To comply with legal obligations, resolve disputes, and enforce our agreements

4. Disclosure of Your Information
We may share your personal information in the following situations and contexts:

Service Providers: We may share your information with third-party vendors who perform services on our behalf, such as data hosting, IT support, payment processing, and marketing assistance.
Professional Advisors: We may share information with our professional advisors, such as auditors or law firms, as needed.
Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, we may transfer your information to the new entity.
Legal Obligations: We may disclose your information if required to do so by law or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others; to investigate fraud; or to respond to a government request.

We do not sell or rent your personal information to third parties for marketing purposes.

5. Data Security
We have implemented appropriate technical and organizational measures designed to protect the security of any personal information we process. However, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

6. Retention of Your Information
We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy and to the extent necessary to comply with our legal and regulatory obligations, resolve disputes, and enforce our agreements.

7. Cookies and Similar Technologies
We may use cookies, web beacons, and other tracking technologies to collect information about your use of our Site. This helps us understand and save your preferences for future visits, keep track of advertisements, and compile aggregate data about Site traffic and interactions. Most web browsers are set to accept cookies by default. You can usually choose to set your browser to remove or reject cookies; however, this may affect certain features or services on our Site.

8. Children’s Privacy
Our Site is not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have collected any information from a child under 13, please contact us so that we can take appropriate measures to remove such information.

9. Your Rights and Choices
Depending on applicable law, you may have the right to request:

Access to the personal information we hold about you
Correction of any inaccuracies in your personal information
Deletion of your personal information, under certain circumstances
Withdrawal of Consent if our processing is based on consent

To exercise any of your rights, please contact us using the information provided below. We will respond in accordance with applicable data protection laws.

10. Gramm-Leach-Bliley Act (GLBA) Notice
As a provider of accounting or tax services, we may be subject to certain requirements under the Gramm-Leach-Bliley Act (GLBA). We are committed to safeguarding personal information obtained in the course of providing financial products or services. We maintain safeguards to guard your nonpublic personal information. We do not disclose nonpublic personal information to anyone, except as permitted or required by law (e.g., with your consent, to protect against fraud, or to service your account).

11. Links to Other Websites
Our Site may contain links to other websites that are not operated by us. If you click a third-party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and update the “Last Updated” date. Your continued use of our Site or services after any such changes will signify your acceptance of the updated Privacy Policy.

13. Contact Us
If you have any questions or concerns about this Privacy Policy or our data handling practices, or if you would like to exercise any of your rights, please contact us at:

The Bottom Line Financial & Business Services, PLLC

P.O. Box 646

Pflugerville, TX 78691

512.316.8767