Privacy Policy

Last updated: July 2026

1. Information We Collect

We collect information you provide directly to us, including when you:

• Submit a form on this site, or start a conversation in the chat widget (the details you enter, such as your name, contact details, and message)
• Schedule a consultation through our scheduling provider
• Engage our services, in which case we collect the financial and business records necessary to perform the work
• Communicate with us by email, phone, or other channels

We also collect limited technical information automatically when you visit this site, such as browser type, device information, and pages viewed, to keep the site functioning and improve it.

2. How We Use Information

• To respond to inquiries and schedule consultations
• To deliver bookkeeping, CFO, tax support, funding readiness, and advisory services
• To send information you request and service-related communications
• To operate, secure, and improve our website
• To comply with legal and regulatory obligations

3. Client Financial Information

Delivering our services requires access to sensitive business and financial records. We treat all client financial information as confidential, use it solely to perform the engaged services, restrict access to personnel who need it, and protect it with appropriate technical and organizational safeguards.

4. How We Share Information

We do not sell your personal information. We share information only:

• With service providers who help us operate (e.g., our customer relationship and messaging platform, which receives form and chat submissions, plus scheduling, accounting software platforms, and secure document storage), bound by confidentiality obligations
• With professionals you authorize us to coordinate with, such as your CPA, lender, or attorney
• When required by law, regulation, or legal process
• In connection with a business transaction such as a merger or acquisition, subject to continued protection of your information

5. Cookies & Analytics

This site uses only the technologies necessary for it to function, plus standard, privacy-respecting analytics where enabled. Some features are provided by third parties and load in your browser, including our embedded contact form, the chat widget, and our booking calendar. These may set their own cookies or similar identifiers and operate under their own privacy policies.

6. Data Retention

We retain personal information for as long as needed to fulfill the purposes described here, satisfy professional record-keeping requirements, and comply with applicable law, after which it is deleted or de-identified.

7. Your Choices & Rights

You may request access to, correction of, or deletion of your personal information, subject to legal retention requirements. You may opt out of non-essential communications at any time. To exercise any of these rights, reach out through our contact page.

8. Security

We use commercially reasonable administrative, technical, and physical safeguards to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our website and services are directed to businesses and are not intended for children under 13. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this policy from time to time. Material changes will be reflected by the "Last updated" date above. Continued use of the site after changes constitutes acceptance of the updated policy.

11. Contact

Questions about this policy or our data practices? Reach us through the contact page or by mail to OCG Holdings LLC, d/b/a OCG Financial, Florida, USA.