Last updated: July 6, 2026
4Financial LLC ("4Financial," "we," "us," or "our") provides outsourced bookkeeping, catch-up & cleanup, CFO, advisory, and consulting services. This policy explains what information we collect, how we use and protect it, and the choices you have. It applies to our website and to the services we provide to clients.
Information you give us. When you book a call, request a quote, email us, or become a client, we collect details you choose to share — such as your name, email address, phone number, business name, industry, and a description of your bookkeeping needs.
Client financial information. To deliver our services, we access financial records you authorize — for example, QuickBooks Online data, bank and credit-card transaction feeds, statements, invoices, and supporting documents. Wherever possible, this access is read-only.
Information collected automatically. Like most websites, ours may receive basic technical data (such as browser type, device, and pages visited) through standard server logs and the third-party tools described below.
We use your information to respond to inquiries, prepare quotes, deliver and support our bookkeeping and advisory services, communicate with you about your account, meet legal and tax obligations, and improve our services. We do not sell your personal information, and we do not use it for third-party advertising.
We share information only as needed to run our business and serve you:
Our site and services rely on trusted third parties, each with its own privacy policy: Calendly (scheduling), Google Fonts (typography), and a chat widget for messaging. Client work is performed primarily inside QuickBooks Online. We encourage you to review those providers' policies for details on their data practices.
We treat your financial information as confidential and limit access to those who need it to do the work. We use reputable, security-focused software and reasonable administrative and technical safeguards. No method of transmission or storage is perfectly secure, but we work to protect your information at every step.
We keep your information for as long as needed to provide our services and to meet legal, tax, and recordkeeping requirements. When it is no longer needed, we take steps to delete or de-identify it.
You may request access to, correction of, or deletion of your personal information, and you can opt out of non-essential emails at any time. Depending on where you live, you may have additional rights under applicable privacy laws. To make a request, email us at the address below and we will respond as required by law.
Our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.
We may update this policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be reflected on this page.
Questions about this policy or your information? Email info@4-financial.com and we'll be glad to help.
