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Privacy Policy
Effective Date: June 10, 2026
Pinnacle Accounting & Consulting LLC (“Pinnacle,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, submit a form, or use our accounting and consulting services.
Information We Collect
We may collect personal and business information that you voluntarily provide to us, including your name, email address, phone number, business name, business financial information, accounting records, bookkeeping documents, and information submitted through website forms, email, phone calls, or client communications.
We may also collect limited website usage information, such as your IP address, browser type, pages visited, time spent on our website, and general website activity through cookies or analytics tools.
How We Use Your Information
We use the information we collect to respond to inquiries, provide services, communicate with clients and prospective clients, prepare service proposals or engagement details, maintain internal records, improve our website and services, and comply with legal, regulatory, or professional obligations.
How We Protect Your Information
We take reasonable steps to protect personal, business, and financial information from unauthorized access, disclosure, alteration, or misuse. These steps may include secure systems, limited access, password protection, and careful handling of financial documents.
While we take reasonable steps to protect your information, no method of electronic transmission or storage is completely secure. You should avoid sending highly sensitive information through unsecured email unless we specifically provide a secure method.
Sharing of Information
We do not sell your personal information.
We may share information only when necessary, including with software providers used to deliver services, cloud storage or document management platforms, payment processors, professional advisors such as CPAs, attorneys, or consultants, government agencies or regulators when required by law, or other third parties with your consent.
Any third-party service providers are expected to use your information only as needed to provide services to us or to you.
Client Financial Information
Because we provide accounting-related services, clients may provide access to financial records, bank statements, bookkeeping files, financial data, payroll information, invoices, receipts, or other business records.
We use this information only to perform the services requested by the client, communicate about the engagement, maintain records, and comply with applicable legal or professional requirements.
Cookies and Website Analytics
Our website may use cookies or analytics tools to understand visitor activity and improve the website experience. These tools may collect information such as pages visited, time spent on the website, device type, and general location information.
You can usually disable cookies through your browser settings, but some website features may not work properly.
Data Retention
We retain information for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.
When information is no longer needed, we may delete, archive, or securely dispose of it.
Your Privacy Choices
You may contact us to request that we update, correct, or delete certain personal information, subject to legal, contractual, or recordkeeping requirements.
You may also unsubscribe from marketing emails, if applicable, by following the instructions in the email or contacting us directly.
Links to Other Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those third-party websites.
Florida Privacy Notice
Pinnacle Accounting & Consulting LLC is based in Florida. Florida privacy laws may apply depending on the type of information collected, how it is used, and the size and nature of the business. We aim to handle personal and business information responsibly and transparently.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
For questions about this Privacy Policy or how your information is handled, contact us at:
Pinnacle Accounting & Consulting LLC
Email: info@pinnacleacg.com
Website: www.pinnacleacg.com
Location: Florida, United States
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