At The Anchored Ledger, protecting the confidentiality, integrity, and security of your financial information is our highest priority. We comply with all applicable privacy and data protection laws and use secure, cloud-based platforms to support our fractional CFO and financial advisory services.

 

Policy Scope

This Privacy Policy explains how The Anchored Ledger collects, uses, and protects personal and financial information when you visit our website, engage with our content, or work with us as a client. It applies to website visitors, prospective clients, and clients receiving fractional CFO or financial advisory services. By accessing our website or using our services, you consent to the collection and use of information as described in this policy.

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1. Collection of Information

We collect only the information necessary to provide financial advisory and fractional CFO services, which may include:​

• Financial data (bank statements, financial reports, cash flow data, budgets, forecasts)

• Business and personal identifying information (name, business name, address, contact information, tax identification numbers when required)

• Accounting, payroll, or operational data provided for financial analysis and planning

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All information is collected lawfully and with the client’s consent.

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Children’s Data Disclaimer: Our services are intended for business owners and are not directed toward children under 13. We do not knowingly collect personal information from children.

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2. Use of Information

Client information is used solely to:

• Provide fractional CFO and financial advisory support

• Analyze financial performance, cash flow, and trends

• Develop forecasts, budgets, and scenario planning

• Support strategic decision-making and financial planning

• Communicate relevant financial insights and service-related information

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We do not use client data for unrelated purposes.

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3. Data Storage and Security

Client information is stored using secure, cloud-based platforms and other trusted financial or document management systems.

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Security measures include:

• Industry-standard encryption (SSL/TLS) for data in transit and at rest

• Restricted access limited to authorized personnel

• Strong password policies and multi-factor authentication

• Role-based access controls

• Regular system backups maintained by third-party providers

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While we rely on reputable third-party platforms with advanced security controls, no system can guarantee absolute protection. The Anchored Ledger is not responsible for security incidents occurring on third-party systems outside of our direct control. In the unlikely event of a data incident, we will act promptly in accordance with applicable laws.

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4. Cookies & Analytics

• Our website may use cookies, web beacons, and similar tracking technologies to enhance your experience, analyze site usage, and improve our services. Information collected may include your IP address, browser type, pages visited, and time spent on the site.

• We also collect information through contact forms and newsletter sign-ups, including your name and email address. This information is used solely to provide the requested communications and will not be sold or shared with third parties. You may unsubscribe from our emails at any time using the link provided in each message.

• You can manage or disable cookies in your browser settings, but please note that some website features may not function properly if cookies are turned off.

 

5. Data Sharing​

Client information may be shared only as necessary to support fractional CFO services, including:

• Secure sharing within financial or reporting platforms

• Collaboration with trusted third-party providers (e.g., document storage, payroll, or communication tools)

• Sharing information with a client’s CPA or advisor at the client’s request

• External sharing of financial data (e.g., emailing reports) is done only with client consent and using secure methods.

• We do not sell or share client information for marketing purposes. Data may be disclosed only as legally required by law or governmental authorities.​

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6. Confidentiality

All staff and contractors are required to maintain confidentiality and adhere to professional ethical standards, including:

• Not sharing client information without consent

• Signing confidentiality agreements

• Following internal policies for handling sensitive data​​

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7. Data Retention

Client records are retained for a minimum of seven (7) years in accordance with industry standards and regulatory requirements, unless otherwise requested in writing by the client and permitted by law.

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8. Client Responsibilities

Clients are responsible for:

• Safeguarding login credentials for shared systems

• Notifying us promptly of suspected security issues

• Providing accurate and complete information for financial analysis

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9. Breach Notification

In the unlikely event of a data breach affecting client information, we will:

• Notify affected clients as required by applicable law

• Take immediate steps to secure information

• Cooperate with relevant authorities as required

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10. Policy Updates

This policy may be updated periodically to reflect changes in technology, law, or business practices. We reserve the right to modify this privacy policy at any time, so please review it frequently. Changes and clarifications will take effect immediately upon posting on the website. If we make material changes to this policy, we will notify you here that it has been updated, so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we use and/or disclose it. 

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11. SMS Privacy Policy

The Anchored Ledger respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:

• Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected via the website contact form, email, client onboarding form, or third-party systems.

• Data Usage: We use your data solely for sending bookkeeping updates, client notifications, appointment reminders, and important business communications.

• Data Security: We protect your data with secure storage measures to prevent unauthorized access.

• Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

• SMS Service: MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

• Messages are recurring, and message frequency varies.

• Contact: The Anchored Ledger at 830-225-6013 or info@theanchoredledger.com for HELP or to STOP receiving messages.

• Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP or UNSUBSCRIBE to info@theanchoredledger.com or 830-225-6013. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed, and we will remove your number from our list within 24 hours.

• You can send HELP for additional assistance, and you will receive a text including our phone number, email, and website. We are here to help you.

• Non-Sharing Clause: We do not share your data with third parties for marketing purposes. The Anchored Ledger will not sell, rent, or share the collected mobile numbers.

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Acknowledgment

By engaging The Anchored Ledger for services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy. Your trust is important to us, and we are committed to handling your financial information with the same care and responsibility as we would our own.

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Contact Us
For questions regarding our privacy policy, please contact:
The Anchored Ledger Team
Email: info@theanchoredledger.com