Privacy Policy

Effective Date: September 4, 2026 Last Updated: September 4, 2026

Integrity Professionals ("Integrity Professionals," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use and share it, and the choices you have. It applies to information collected through our website, integrity-professionals.com (the "Site"), and through the bookkeeping, cash reporting, CFO advisory, fractional CFO, tax compliance, and financial planning services we provide (collectively, the "Services").

By using our Site or Services, you agree to the practices described in this Privacy Policy.

1. Who We Are

Integrity Professionals is a financial services firm providing bookkeeping, cash flow reporting, CFO-level reporting and analysis, fractional CFO services, tax compliance support, and financial modeling to growing businesses.

If you have questions about this policy or our data practices, contact us using the details in the "Contact Us" section below.

2. Information We Collect

We collect information in a few different ways.

a. Information you provide directly

When you schedule a consultation, fill out a form, or otherwise communicate with us, you may provide:

Name and job title

Business name

Email address

Phone number

Information about your business, its books, and its financial situation that you choose to share during a consultation or engagement

When you become a client, we may also collect and process financial and business records necessary to provide the Services, which can include:

Bookkeeping and accounting records

Bank, credit card, and cash flow information

Tax-related documents and identifiers

Payroll and vendor information

Other business or financial data relevant to your engagement

b. Information collected automatically

When you visit the Site, we and our service providers may automatically collect certain technical information, including:

IP address and general location

Browser type and device information

Pages viewed, links clicked, and time spent on the Site

Referring website or source

Cookie and pixel identifiers

c. Information from third parties

We may receive information about you from advertising, analytics, or scheduling platforms we use (for example, when you interact with one of our ads or booking links).

3. How We Use Your Information

We use the information we collect to:

Respond to your inquiries and schedule consultations

Provide, perform, and manage the Services you engage us for

Prepare financial reports, analyses, projections, and compliance filings

Communicate with you about your account, our Services, and relevant updates

Send marketing or educational communications where permitted (you can opt out at any time)

Operate, maintain, and improve the Site and Services

Detect, prevent, and address fraud, security issues, or technical problems

Comply with legal, regulatory, tax, and professional obligations

We do not sell your personal information.

4. How We Share Your Information

We share information only as needed to operate our business and provide the Services. This may include sharing with:

Service providers and subprocessors who perform functions on our behalf — for example, our customer relationship management (CRM) and marketing platform (GoHighLevel / LeadConnector), scheduling tools, cloud storage, accounting and tax software, email and SMS providers, and analytics providers. These providers are permitted to use your information only to perform services for us.

Professional advisors such as attorneys, auditors, or insurers, where reasonably necessary.

Authorities or other parties when required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Integrity Professionals, our clients, or others.

A successor entity in connection with a merger, acquisition, financing, or sale of all or part of our business

.

We treat client financial information as confidential and disclose it only as necessary to deliver the Services, with your authorization, or as required by la.

5. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies (such as pixels and tags) to operate the Site, remember your preferences, understand how the Site is used, and support advertising.

This includes:

Essential cookies required for the Site to function.

Analytics cookies that help us understand Site traffic and performance.

Advertising cookies and pixels, including the LinkedIn Insight Tag, which allows us to measure ad performance and show relevant ads to visitors on LinkedIn and other platforms.

You can control cookies through your browser settings and can opt out of many advertising cookies through tools such as the LinkedIn ad preferences page or the Digital Advertising Alliance (optout.aboutads.info). Disabling some cookies may affect how the Site functions.

6. Marketing and Communications

If you opt in or become a client, we may contact you by email, phone, or SMS with updates, scheduling information, or marketing messages.

You can unsubscribe from marketing emails using the link in any such email.

You can opt out of SMS messages by replying STOP to any text message from us.

Message and data rates may apply. Opting out of marketing does not stop essential service or account-related communications.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information, particularly the sensitive financial data you entrust to us. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal and financial information for as long as needed to provide the Services, maintain business and accounting records, comply with legal, tax, and regulatory obligations, resolve disputes, and enforce our agreements. When information is no longer required, we take reasonable steps to delete or de-identify it.

9. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, including the right to:

Request access to the personal information we hold about you

Request correction of inaccurate information

Request deletion of your personal information

Opt out of marketing communications

Opt out of certain uses of tracking technologies

To exercise any of these rights, contact us using the information below. We will respond as required by applicable law. We will not discriminate against you for exercising your rights.

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA/CPRA). We do not sell or share personal information as those terms are defined under California law.

10. Third-Party Links

Our Site may contain links to third-party websites or services (such as scheduling or social media platforms). We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.

11. Children's Privacy

Our Site and Services are intended for businesses and individuals who are at least 18 years old. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can remove it.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date above. Material changes will be posted on this page, and your continued use of the Site or Services after changes take effect constitutes acceptance of the updated policy.

13. Contact Us

If you have questions or requests regarding this Privacy Policy or your personal information, please contact us:

Integrity Professionals

2201 Claymill Lane

Mount Pleasant

SC 29446

Email: [email protected]

Phone: 1-843-670-0867

This Privacy Policy is provided as a general template and does not constitute legal advice. Because Integrity Professionals handles sensitive financial information, you should have this policy reviewed by a qualified attorney to confirm it meets your obligations under applicable laws and regulations, which may include the Gramm-Leach-Bliley Act (GLBA) and state privacy laws.