Privacy Policy

Effective Date: June 1, 2025
Last Updated: July 15, 2025

Introduction

Ledger & Code ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.ledgerandcode.com, use our services, or interact with us.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us, including:

Contact Information: Name, email address, phone number, mailing address
Business Information: Company name, industry, business size, revenue information
Professional Information: Job title, business challenges, accounting software currently used
Communication Data: Information from emails, phone calls, consultations, and other communications
Financial Information: Only as necessary to provide accounting and bookkeeping services (with your explicit consent)

Information Automatically Collected

When you visit our website, we may automatically collect:

Device Information: IP address, browser type, operating system, device type
Usage Data: Pages visited, time spent on pages, clicks, scrolling behavior
Cookies and Tracking Technologies: As described in our Cookie Policy below

Information from Third Parties

We may receive information about you from:

Google Ads and Analytics: Website interaction data, advertising campaign performance
Lead Generation Partners: Contact information from business directories or referral partners
Social Media Platforms: Profile information when you interact with our social media content
Business Partners: Information shared during referrals or joint service offerings

How We Use Your Information

We use your information for the following purposes:

Service Delivery

Provide accounting, bookkeeping, and business automation services
Conduct business assessments and consultations
Set up and maintain software integrations
Communicate about your account and services

Business Operations

Process payments and manage billing
Respond to inquiries and provide customer support
Improve our services and develop new offerings
Conduct internal analytics and business planning

Marketing and Communications

Send newsletters, educational content, and service updates
Provide relevant business tips and industry insights
Promote webinars, events, and new services
Personalize marketing messages based on your interests

Legal and Compliance

Comply with applicable laws and regulations
Protect our rights and prevent fraud
Respond to legal requests and enforce our terms

How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in:

Website hosting and maintenance
Email marketing and communication platforms
Payment processing
Analytics and advertising platforms (Google, Facebook, etc.)
Cloud storage and backup services

Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to protect our rights, property, or safety.

Consent

We may share your information with your explicit consent for specific purposes not covered in this policy.

Cookies and Tracking Technologies

What Are Cookies

Cookies are small data files stored on your device when you visit our website. We use cookies to improve your experience and analyze website performance.

Types of Cookies We Use

Essential Cookies: Required for basic website functionality
Analytics Cookies: Help us understand how visitors use our website (Google Analytics)
Marketing Cookies: Used to deliver relevant advertisements (Google Ads, Facebook Pixel)
Preference Cookies: Remember your settings and preferences

Managing Cookies

You can control cookies through your browser settings. However, disabling cookies may affect website functionality and your user experience.

Third-Party Services

Our website and services integrate with third-party platforms:

Google Services

Google Analytics: Website traffic analysis
Google Ads: Advertising and remarketing
Google Tag Manager: Tag and conversion tracking

Social Media Platforms

LinkedIn: Professional networking and content sharing
YouTube: Educational content hosting
Facebook: Social media marketing

Business Software

QuickBooks: Accounting software integration
Various CRM and Project Management Tools: As part of our service offerings

These third parties have their own privacy policies governing their use of your information.

Data Security

We implement appropriate technical and organizational measures to protect your personal information:

Encryption: Data transmission and storage encryption
Access Controls: Limited access to personal information on a need-to-know basis
Regular Updates: Security software and system updates
Employee Training: Staff training on data privacy and security practices

However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to:

Provide our services to you
Comply with legal obligations
Resolve disputes and enforce agreements
Maintain business records as required by law

When information is no longer needed, we securely delete or anonymize it.

Your Privacy Rights

Depending on your location, you may have the following rights:

Access and Portability

Request access to your personal information
Receive a copy of your data in a portable format

Correction and Updates

Correct inaccurate or incomplete information
Update your contact preferences

Deletion

Request deletion of your personal information (subject to legal requirements)

Opt-Out Rights

Unsubscribe from marketing communications
Opt out of certain data processing activities
Disable cookies through browser settings

California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected and how it's used.

To exercise your rights, contact us at jare d @ledgerandcode.com or (310) 737-8038.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we learn that we have collected information from a child under 18, we will delete it promptly.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information during such transfers.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

Posting the updated policy on our website
Sending email notification to registered users
Updating the "Last Updated" date at the top of this policy

Your continued use of our services after any changes constitutes acceptance of the updated Privacy Policy.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Ledger & Code
Email: jared@ledgerandcode.com
Phone: (310) 737-8038
Website: www.ledgerandcode.com
Address: Tulsa, Oklahoma

Industry-Specific Privacy Notices

For Legal Clients

We understand the sensitive nature of legal work and maintain strict confidentiality in accordance with attorney-client privilege requirements and legal industry standards.

For Construction Clients

Project-related financial information is kept confidential and shared only with authorized project stakeholders as necessary for service delivery.

For Real Estate Clients

Property and investment information is protected and used solely for providing accounting and tax services.

Compliance Frameworks

This Privacy Policy is designed to comply with:

California Consumer Privacy Act (CCPA)
General Data Protection Regulation (GDPR) principles
CAN-SPAM Act
SOX compliance requirements for applicable clients
Industry-specific privacy regulations

Note: This Privacy Policy supplements any existing service agreements and does not replace professional confidentiality obligations in our client service contracts.