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Privacy Policy

Last Updated: January 27, 2026

1. Introduction

Welcome to Mattingly & Ott Financial Accounting ("we," "us," or "our"). This Privacy Policy describes how we collect, use, and protect your personal information when you interact with our website at mattinglyott.com. By using our website and submitting information to us, you agree to the terms of this policy.

2. Information We Collect

We collect personal information in the following ways:

  • Newsletter Subscription: When you subscribe to our newsletter, we collect your name and email address.

  • Intake Form: When you complete our intake form to inquire about our services, we collect the information you voluntarily provide, which may include your name, email address, phone number, business information, and details about your accounting needs.

  • Automatically Collected Information: When you visit our website, we may automatically collect certain technical information such as your IP address, browser type, device information, and pages visited through cookies and similar technologies.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Newsletter Communications: To send you our newsletter containing updates, insights, and information about bookkeeping, accounting, and our services.

  • Service Inquiries: To respond to your service inquiries, assess your needs, and provide information about our bookkeeping and accounting services.

  • Client Onboarding: To evaluate potential client relationships and begin the onboarding process if we determine we're a good fit.

  • Business Operations: To improve our website, services, and customer experience.

  • Legal Compliance: To comply with applicable laws, regulations, and legal processes.

4. Consent and Communication Preferences

  • Newsletter Opt-In: By subscribing to our newsletter, you consent to receive periodic email communications from us.

  • Unsubscribing: You can opt out of receiving our newsletter at any time by clicking the "unsubscribe" link at the bottom of any email we send, or by contacting us directly at fred@mattinglyott.com.

  • Intake Form: Submitting our intake form constitutes consent for us to contact you regarding your inquiry using the contact information you provide.

5. How We Share Your Information

We respect your privacy and do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information only in the following circumstances:

  • Service Providers: We may share your information with trusted third-party service providers who assist us with email marketing, website hosting, analytics, and business operations. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

  • Legal Requirements: We may disclose your information if required by law, court order, or governmental authority, or to protect our legal rights.

  • Business Transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred to the new owner.

6. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. If you unsubscribe from our newsletter, we will remove your email address from our active mailing list but may retain certain information for record-keeping and legal compliance purposes.

8. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access: Request a copy of the personal information we hold about you.

  • Correction: Request correction of inaccurate or incomplete information.

  • Deletion: Request deletion of your personal information, subject to legal retention requirements.

  • Objection: Object to our processing of your information for direct marketing purposes.

  • Portability: Request a copy of your data in a structured, machine-readable format (where applicable).

To exercise any of these rights, please contact us at fred@mattinglyott.com.

9. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings, though disabling cookies may affect website functionality.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on our website with a revised "Last Updated" date. We encourage you to review this policy periodically.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Mattingly & Ott Financial Accounting
Email: fred@mattinglyott.com
Website: mattinglyott.com

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