Privacy Policy

This Privacy Policy explains how Gia Ledger ("we," "us," or "our") collects, uses, stores, and protects information obtained through our website, www.gialedger.com, and our business services.

1. Information We Collect

We may collect information you voluntarily provide when contacting us, requesting information, or engaging our services.

Personal and Business Information

This may include:

• Your name and business name

• Email address and phone number

• Business information and bookkeeping software

• Details submitted through our website contact form

• Other information you choose to share with us

Client Financial Information

When you become a client, we may collect or access additional information necessary to provide bookkeeping and financial advisory services, including:

• Financial statements and accounting records

• Bank and credit card transaction information

• Business expenses, revenue, and invoices

• Vendor, customer, and payroll-related information

• Tax-related documents and financial reports

• Information available through accounting platforms you authorize us to access

We collect and access financial information only as reasonably necessary to perform our services and manage our business relationship.

2. How We Use Your Information

We may use the information collected to:

• Respond to questions and service inquiries

• Understand your business needs

• Provide bookkeeping, financial reporting, and advisory services

• Communicate regarding your accounts, projects, and services

• Manage client relationships, agreements, and billing

• Maintain and improve our website and services

• Comply with applicable legal and regulatory requirements

• Protect our business, systems, and clients against unauthorized activity

Your information is used for legitimate business purposes associated with Gia Ledger's operations and services.

3. Confidentiality and Information Sharing

Your trust matters.

Gia Ledger does not sell or rent personal information or confidential client financial records to third-party data brokers.

We may share information only when reasonably necessary, including:

• Service Providers: Trusted platforms that support website hosting, email, accounting, secure document storage, payments, and business operations.

• Authorized Parties: Accountants, tax professionals, financial institutions, or other professionals when you request or authorize information sharing.

• Legal Requirements: When disclosure is required by applicable law, regulation, court order, or other lawful process.

• Business Protection: When reasonably necessary to investigate fraud, protect our rights, or maintain the security of our services.

Third-party service providers may process information on our behalf in accordance with their applicable agreements and privacy practices.

Confidential client information is handled in accordance with applicable engagement agreements and legal obligations.

4. Protecting Your Information

We recognize that financial information is sensitive and deserves appropriate care.

Gia Ledger uses reasonable administrative, technical, and organizational safeguards designed to protect personal and business information against unauthorized access, disclosure, alteration, or loss.

Access to confidential information is limited to individuals and service providers with a legitimate business need.

Although we take information security seriously, no electronic storage or transmission system can be guaranteed completely secure.

For your protection, please do not submit bank passwords, Social Security numbers, or other highly sensitive financial information through our general website contact form.

Sensitive documents should be exchanged through an approved, appropriately secured method.

5. Website Analytics and Cookies

Our website is hosted by Squarespace, which may collect certain technical information when you visit our website, including:

• Browser, device, and network information

• IP address

• Pages visited and website activity

• Referral sources and general website usage information

Our website uses necessary cookies and may use analytics and performance cookies to help us understand visitor activity and improve the website experience.

You can manage certain cookie preferences through your browser settings and any cookie controls available on our website.

For additional information about Squarespace's data practices, visit www.squarespace.com/privacy.

6. Third-Party Platforms

Gia Ledger may use third-party technology providers to deliver services, including accounting software, cloud storage, communication tools, and payment processing platforms.

These services may have separate privacy policies and security practices.

Our website may also contain links to external websites or social media platforms. Gia Ledger is not responsible for the privacy practices or content of third-party websites.

7. How Long We Keep Information

We retain personal and business information only for as long as reasonably necessary to:

• Provide requested or contracted services

• Maintain appropriate business and accounting records

• Meet legal, tax, and regulatory obligations

• Resolve disputes and enforce agreements

• Fulfill other legitimate business purposes

Information that is no longer required will be deleted, securely disposed of, or de-identified as appropriate, subject to applicable retention requirements.

8. Contact Us

If you have questions about this Privacy Policy or how Gia Ledger handles your information, please contact:

Gia Ledger, LLC
Email: info@gialedger.com
Website: www.gialedger.com

We believe financial clarity begins with trust, and we're committed to treating your information with the same care and attention we bring to your books.