CONFIDENTIALITY PRINCIPLES
LAST UPDATE: November 15, 2024
At B&M Financial Management Services, protecting your privacy and ensuring confidentiality is at the core of our operations. We are committed to safeguarding your personal and financial information with the highest standards of integrity and transparency.
Confidentiality Principles
B&M Financial Management Services is committed to upholding these principles to build and maintain your trust. For any inquiries about our confidentiality practices, please reach out to us directly.
Confidentiality Principles
- Respect for Privacy: Your trust is paramount. We respect your right to privacy and handle all information with utmost discretion.
- Secure Information Handling: All data you provide is stored securely using industry-standard encryption and access controls.
- Limited Access: Access to your information is restricted to authorized personnel who require it to deliver services effectively.
- Non-Disclosure: We will never share, sell, or rent your information to third parties without your explicit consent, except as required by law.
- Collection of Information: We collect only the information necessary to provide financial coaching, bookkeeping services, and QuickBooks training. This may include personal identification details, financial records, and other relevant data.
- Use of Information: Your information is used exclusively for delivering the services you have engaged us for, such as creating financial plans, managing accounts, or providing QuickBooks support.
- Third-Party Affiliations: As an affiliate of QuickBooks Online, we may share limited information with Intuit only to facilitate your subscription or technical support, as per their privacy guidelines.
- Client Control: You have the right to access, correct, or request the deletion of your information at any time by contacting us directly.
- Data Retention: We retain your data only for as long as necessary to fulfill service obligations or comply with legal requirements.
B&M Financial Management Services is committed to upholding these principles to build and maintain your trust. For any inquiries about our confidentiality practices, please reach out to us directly.
