Privacy Policy

Last updated: November 2, 2026

What we collect

When you send our contact form, we collect what you choose to enter: your name, email, phone number, preferred language and your message. When you book a consultation, our scheduling provider collects the details you enter there, such as your name, email and chosen time. Please don't include bank account numbers, Social Security numbers or other sensitive details.

How we use it

We use this information only to respond to your inquiry, hold your consultation and prepare a proposal. We do not sell or rent your information, and we share it only with the service providers that run this website, its form and our scheduling.

Service providers

This website and its contact form are hosted by Netlify, Inc., which stores form submissions for us. Consultations are scheduled through Calendly, which processes booking details under its own privacy policy. These providers may record basic technical information, such as IP addresses, to operate and secure their services.

How long we keep it

If we don't begin working together, we delete inquiry information when it's no longer needed to follow up. If you become a client, your information is handled under the terms of our engagement agreement.

Your choices

You can ask us at any time to see, correct or delete the information you sent us. Email RichardO@CieloBookkeepingAdvisory.com or call (310) 905-7551.

Changes

If we change this policy, we'll post the updated version on this page with a new date.

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Se Habla Español

All of our services are available in English and Spanish.

Todos nuestros servicios están disponibles en español.