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Privacy Policy

Privacy Policy — Above Advisory LLC

Effective Date: [insert date you publish this]

Above Advisory LLC ("Above Advisory," "we," "us," or "our") provides fractional CFO, accounting/bookkeeping, and financial advisory services. This Privacy Policy explains how we collect, use, protect, and share information about you when you visit our website (aboveadvisory.biz) or engage us as a client.

1. Information We Collect

Information you give us directly:

  • Contact information (name, email, phone number) submitted through our website forms or booking system

  • Financial records, account information, and business data you share with us as part of an engagement (e.g., QuickBooks files, bank statements, payroll data, tax documents)

  • Communications you send us by email, phone, or through our client portal

Information collected automatically:

  • Standard website analytics (pages visited, browser type, general location) through our website platform

We do not knowingly collect information from children, and our services are directed at businesses and adults.

2. How We Use Your Information

We use the information we collect to:

  • Provide bookkeeping, accounting, financial advisory, and fractional CFO/executive services

  • Communicate with you about your account or engagement

  • Prepare financial reports, statements, and analysis on your behalf

  • Meet our legal and regulatory obligations, including recordkeeping required for tax-related work

  • Improve our website and services

We do not sell your personal or financial information to third parties, and we do not use your financial data for marketing purposes unrelated to your engagement with us.

3. How We Protect Your Information

As a financial services provider, Above Advisory LLC is subject to the FTC Safeguards Rule, which requires us to maintain a written information security program. Consistent with that program, we:

  • Restrict access to client financial data to personnel directly involved in your engagement

  • Use multi-factor authentication (MFA) on accounting, email, and file-storage systems that handle client data

  • Store client files in encrypted, access-controlled cloud storage rather than local unprotected drives

  • Use unique, strong passwords and a password manager for all business accounts

  • Keep software and devices updated with current security patches

  • Maintain a written incident response plan in case of a security incident

No system is 100% secure, and we cannot guarantee absolute security, but we take these precautions seriously given the sensitivity of the data we handle.

4. Sharing Your Information

We share information only in these circumstances:

  • With your consent — for example, if you ask us to coordinate with your CPA, attorney, or another advisor

  • With service providers who support our operations — such as our accounting software (QuickBooks), practice management and file-sharing tools, and website hosting provider (Wix) — each bound by their own security and confidentiality obligations

  • When required by law — such as in response to a subpoena, court order, or regulatory request

  • To protect rights and safety — if necessary to prevent fraud or address a security threat

We do not share your nonpublic personal information with third parties for their own marketing purposes.

5. Data Retention

We retain client financial records for as long as needed to provide our services and to meet applicable legal, tax, and regulatory recordkeeping requirements. When records are no longer needed, we securely delete or destroy them.

6. Your Choices and Rights

You may contact us at any time to:

  • Ask what personal information we hold about you

  • Request corrections to inaccurate information

  • Ask us to stop using your information for a specific purpose, subject to our legal and contractual obligations

7. Breach Notification

In the event of a security incident affecting your personal information, we will notify affected individuals and any required regulators in accordance with the Florida Information Protection Act (FIPA) and other applicable law.

8. Cookies

Our website may use standard cookies through our website platform (Wix) to support basic site functionality and analytics. You can control cookie preferences through your browser settings.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" above will reflect the most recent revision.

10. Contact Us

Questions about this policy or how we handle your information can be directed to:
Erika@AboveAdvisory.biz

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