Privacy Policy
Effective date: August 1, 2026
Northline Financial & CPAs ("Northline," "we," "our," or "us") respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains what information we collect through our website, how we use it, and the choices available to you.
Information We Collect
We may collect information that you voluntarily provide, including:
- Name
- Email address
- Phone number
- Company name
- Information about your business or financial needs
- Any information you choose to include in a contact form or email
We may also automatically collect limited technical information such as your IP address, browser type, device information, pages visited, and website usage analytics.
How We Use Information
We use information to:
- Respond to inquiries and requests
- Schedule consultations
- Evaluate whether our services are a good fit
- Provide accounting, advisory, and financial operations services
- Improve our website and client experience
- Communicate with prospective and existing clients
- Maintain the security and reliability of our systems
- Comply with legal and regulatory obligations
Analytics and Advertising
We use website analytics and advertising measurement tools to better understand how visitors find and use our website.
These tools may collect information such as page views, referral sources, device information, and interactions with our website. We may When a visitor provides permission, we may also use submitted contact information, consent preferences, and attribution data to understand which inquiries become qualified opportunities and to measure the effectiveness of our marketing efforts.
Where required by law, we obtain consent before using non-essential cookies or similar technologies.
Information Sharing
We do not sell your personal information.
We may share information with trusted service providers who help us operate our website, schedule meetings, provide technology services, or deliver our professional services. These providers are required to protect your information and use it only for the services they perform on our behalf.
We may also disclose information when required by law or when necessary to protect our legal rights.
Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect the information we collect. While no method of electronic transmission or storage can be guaranteed to be completely secure, we take appropriate steps to safeguard your information.
Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
Your Choices
You may contact us at any time to:
- Request access to the personal information we hold about you
- Request corrections to inaccurate information
- Request deletion of information where permitted by law
- Opt out of future marketing communications
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
Changes to This Policy
We may update this Privacy Policy periodically. Any updates will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us through the contact information provided on our website.