Privacy policy

What we collect

If you submit the contact form, we receive the name, company, email address, phone number, revenue range, and message you provide. If you email us, we receive whatever you send. We do not collect financial account information through this website.

How we use it

To respond to your inquiry and, if we begin working together, to administer the engagement. We do not sell, rent, or trade your information, and we do not share it with third parties for their marketing purposes.

Analytics

We may use privacy-respecting analytics to understand which pages are visited. This does not identify you personally.

Service providers

We use third-party services to operate this site and our business, including web hosting, form processing, and email. These providers process information on our behalf and are bound by their own terms.

Client information

Information you share with us as a client is treated as confidential and is governed by our engagement letter and by the professional obligations that apply to a CPA. We do not disclose client information except as required by law, as necessary to deliver the services, or with your permission.

Retention

We keep inquiry information for as long as needed to respond and to maintain business records. Client records are retained per our engagement terms and applicable professional and legal requirements.

Your choices

You may ask us what information we hold about you, ask us to correct it, or ask us to delete it, subject to any records we are required to retain. Email hello@allertadvisory.com.

Contact

Allert Accounting and Advisory LLC
Charlotte, North Carolina
hello@allertadvisory.com