Privacy Policy

When you submit the consultation form, we collect the information you choose to provide, which may include your name, business name, email address, state, the service you're interested in, your approximate monthly transaction volume, your current bookkeeping status and any details you share about your business.

We do not require a phone number, and we do not ask for financial account credentials or sensitive personal information through this website.

We use the information you provide solely to respond to your inquiry, understand your bookkeeping needs, recommend an appropriate service and follow up with you directly. We do not sell your information.

Consultation requests are reviewed by BOLA Financial and used to prepare a response and, where appropriate, a service recommendation and pricing. We may retain your inquiry to maintain a record of our communications and to provide ongoing service if you become a client.

We take reasonable measures to protect the information submitted through this website. Form submissions are transmitted over an encrypted connection and stored securely. While no method of transmission or storage is completely secure, we work to safeguard your information using commercially reasonable practices.

This website and our contact form rely on trusted third-party service providers for website hosting, form processing and email delivery. These providers process information only as needed to operate the website and deliver your inquiry to us.

If you have questions about this Privacy Policy or how your information is handled, contact us at [email protected].