Privacy policy.

Effective Date: August 25, 2025

At Gerton Financial Solutions, LLC (“GFS,” “we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or use our bookkeeping and accounting services.

By using our Services, you agree to this Privacy Policy.

1. Information We Collect

We may collect the following information when you interact with us:

  • Personal Information: Name, email address, phone number, business details, and billing information.

  • Financial Information: Records, documents, and data shared for bookkeeping and accounting purposes.

  • Technical Information: IP address, browser type, device information, and cookies when you visit our website.

2. How We Use Your Information

Your information is used to:

  • Provide, manage, and improve our Services.

  • Communicate with you regarding inquiries, consultations, and updates.

  • Send bookkeeping tips, newsletters, and marketing (with your consent).

  • Maintain compliance with legal, financial, and regulatory requirements.

3. Sharing of Information

We respect your privacy and do not sell or rent your information. We may share data only with:

  • Service Providers (e.g., QuickBooks, payment processors, email platforms) as necessary to perform Services.

  • Legal Authorities if required by law, court order, or legal process.

4. Data Security

We implement reasonable technical and organizational safeguards to protect your personal and financial information. However, no method of online transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Your Choices

You can:

  • Opt out of marketing emails at any time by clicking “unsubscribe.”

  • Request to update, correct, or delete your information by contacting us.

6. Cookies & Tracking

Our website may use cookies or similar technologies to improve user experience and gather analytics. You can disable cookies in your browser, but some features may not function properly.

7. Data Retention

We retain financial and client records only as long as necessary to provide Services and comply with legal obligations.

8. Children’s Privacy

Our Services are not directed to individuals under 18. We do not knowingly collect data from children.

9. International Clients

Although we are based in the United States, clients accessing our Services from outside the U.S. acknowledge their data may be processed and stored in the U.S.

10. Updates to Privacy Policy

We may update this policy occasionally. Changes will be posted on our website with a new “Effective Date.”

11. Contact Us

For questions about this Privacy Policy, contact us:

Gerton Financial Solutions, LLC
📧 hello@gertonfinancial.com
📍 Based in Atlanta, GA | Serving Clients Nationwide