Privacy Policy

Last Updated: July 17, 2025

This Privacy Policy outlines how Creel Advisory, operating the website creeladvisory.com, collects, uses, stores, and protects the personal information you provide when using our bookkeeping, financial reporting, tax preparation support, payroll management, business credit reporting, loan preparation, and virtual CFO services (collectively, “Services”). We are committed to safeguarding your privacy and ensuring your data is handled responsibly.

1. Information We Collect

We collect the following types of information to provide and improve our Services:

  • Personal Information: Name, email address, phone number, business name, address, and payment details (e.g., credit card information) when you sign up for our Services, contact us, or make a payment.

  • Financial Data: Transaction details, bank account information, income statements, balance sheets, and tax-related data provided for bookkeeping and reporting purposes.

  • Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent, collected via cookies and analytics tools.

  • Communication Data: Details from emails, live chats, or phone calls when you contact us for support or inquiries.

You are not required to provide personal information to visit our website, but certain data is necessary to use our Services.

2. How We Use Your Information

We use your information for the following purposes:

  • To deliver our Services, including managing your bookkeeping, preparing financial reports, processing payroll, and offering strategic financial advice.

  • To process payments and communicate with you about your account, invoices, or service updates.

  • To improve our website and Services based on usage patterns and feedback.

  • To comply with legal obligations, such as tax laws and data retention requirements.

  • To send marketing communications, but only with your consent, which you can withdraw at any time.

3. How We Share Your Information

We do not sell or rent your personal information. We may share it with:

  • Service Providers: Third parties (e.g., payment processors, cloud storage providers) who assist us in delivering Services, under strict confidentiality agreements.

  • Legal Authorities: When required by law or to protect our rights, property, or safety.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to this Privacy Policy.

4. Data Security

We implement industry-standard measures to protect your information from unauthorized access, loss, or disclosure. However, no online transmission is fully secure, and we cannot guarantee absolute security. We retain your data only as long as necessary to fulfill the purposes outlined or as required by law.

5. Your Rights and Choices

You have the right to:

  • Access, correct, or delete your personal information by contacting us at info@creeladvisory.com

  • Opt out of marketing emails by clicking the unsubscribe link in any communication.

  • Request details on how your data is processed or restrict its use, subject to legal limitations.

If you are in the European Economic Area (EEA), you may have additional rights under the General Data Protection Regulation (GDPR), including the right to data portability and to lodge a complaint with a supervisory authority.

6. Cookies and Tracking Technologies

Our website uses cookies to enhance functionality and analyze usage. You can manage cookie preferences through your browser settings, though disabling them may affect your experience.

7. Third-Party Links

Our website may contain links to third-party sites (e.g., payment gateways). We are not responsible for their privacy practices, and we encourage you to review their policies.

8. Children’s Privacy

Our Services are not directed to individuals under 13. We do not knowingly collect data from minors. If we learn of such collection, we will delete it promptly.

9. International Data Transfers

Your information may be processed or stored in countries outside your region, including the United States. We ensure appropriate safeguards are in place to protect your data, consistent with applicable laws.

10. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or a prominent notice on our website, with the updated date indicated above.

11. Contact Us

For questions or concerns about this Privacy Policy, please contact us at:
Creel Advisory
info@creeladvisory.com