How I handle your information.

This policy covers wildpinkaccounting.com, run by Wild Pink Advisory & Analytics, LLC, doing business as Wild Pink Management Accounting & Analytics, in the Hudson Valley, New York ("Wild Pink," "I," "we").

What I collect

• When you sign up for the free guide or job costing tips: your first name, email address, and, if you choose, your trade.
• When you book the $250 Diagnostic: the details you enter in the booking form, such as your name, email, phone number and business information. Payment is handled by the booking system's payment processor. I don't see or store your full card number.
• When you become a client or start a diagnostic: the documents and financial information you share through my secure client portal, and the accountant access to your accounting software that you choose to give me.
• When you visit the site: basic usage information, like pages viewed and general location, collected through cookies and similar tools used by the website platform.

How I use it

• To send the guide and occasional job costing tips you signed up for. You can unsubscribe from any email.
• To schedule and deliver your diagnostic, and to provide the services you hire me for.
• To answer your questions and keep records of our work together.
• To understand how the site is used, so I can improve it.

Who I share it with

I don't sell your personal information. I share it only with:

• Service providers that run my business, such as my website platform, scheduling and payment tools, client portal, and email service. They handle your information to provide their service to me.
• My Contractor Operations Advisor, only if you approve it, and only the information needed for the question at hand. He doesn't get access to your accounting software.
• People you ask me to share with, such as your CPA at year end.
• Anyone the law requires, such as in response to a valid legal request.

How I protect it

Client documents and financial information are exchanged through a secure client portal, not regular email. During the diagnostic, I review your books and don't make changes, and you can remove my access at any time. I use reasonable administrative, technical and physical safeguards to protect your information. No system is perfectly secure, so please don't send sensitive financial documents by regular email.

How long I keep it

I keep information as long as it's needed for the purpose you gave it, for the length of our working relationship, and for any period required by law or professional obligations. Email sign-ups are kept until you unsubscribe or ask me to remove them.

Your choices

• Unsubscribe from emails using the link at the bottom of any email.
• Ask to see, correct or delete the personal information I hold about you by emailing me. Some records may need to be kept for legal or professional reasons, and I'll tell you if that applies.
• Set your browser to refuse or delete cookies. Parts of the site may not work as well.

Children

This site is for business owners and isn't intended for children. I don't knowingly collect information from children.

Changes

If I change this policy, I'll update it here and change the effective date at the top.

Contact

Questions or requests: letsconnect@wildpinkaccounting.com