Privacy Policy

This privacy policy sets out how SFBay Financial, Inc. uses and protects any information you provide when you use this website or engage us as a client.

 

SFBay Financial, Inc. is committed to protecting your privacy. If we ask you to provide information by which you can be identified, you can be assured it will only be used in accordance with this statement.

We may change this policy from time to time by updating this page. You should check back periodically to make sure you are comfortable with any changes.

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What we collect

 

We may collect the following information:

• Name and company name

• Contact information including email address and phone number

• Information you provide in our contact form or by email

• Standard technical information about your visit, such as browser type and pages viewed

• Financial and accounting records provided to us in the course of an engagement

 

What we do with the information we gather

 

We use this information to understand your needs and provide better service, and for the following reasons:

• To respond to inquiries and schedule consultations

• Internal record keeping

• To perform the bookkeeping, controller, and advisory services described in your engagement letter

• To meet our professional and legal recordkeeping obligations

• To improve our website and our services

 

We do not use client financial information for marketing or for any purpose outside your engagement.

 

Client information

Our services require access to sensitive financial records, which may include bank and credit card activity, payroll data, and vendor and customer information. We access this information only to perform the services you have engaged us for, working within established accounting platforms.

 

Where your engagement includes payment processing, we may prepare payments on your behalf. Your approval is always required before funds are released.

 

Security

 

We are committed to keeping your information secure. As a fully remote firm, we perform all client work on company-managed devices, require multi-factor authentication on our systems, and manage credentials through an enterprise password manager.

 

How we use cookies

 

A cookie is a small file placed on your device that helps a website function and lets us understand how the site is being used. We use cookies that are necessary for the site to work and cookies that help us see which pages visitors find useful. We use that information for statistical purposes only.

 

Most browsers accept cookies automatically, but you can change your settings to decline them. This may prevent you from taking full advantage of the website.

 

Links to other websites

 

Our website may contain links to other sites of interest. Once you use these links to leave our site, we have no control over that other website and cannot be responsible for the protection of any information you provide there. You should look at the privacy statement applicable to the website in question.

 

Controlling your personal information

 

You may ask us to tell you what personal information we hold about you, correct anything inaccurate, delete your inquiry, or stop sending you communications. 

 

We will not sell, distribute, or lease your personal information to third parties unless we have your permission or are required by law to do so. We disclose client financial information outside our firm only to the platforms needed to perform your work, to parties you direct us to work with such as your CPA or attorney, where required by law, or with your written consent.