Privacy Policy

At Coastline Accounting & Advisory, we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or communicate with us.

How We Use Your Information

We use your information to:

  • Respond to inquiries and consultation requests

  • Provide bookkeeping, accounting, and advisory services

  • Improve our website and customer experience

  • Communicate important updates regarding our services

  • Meet legal and regulatory obligations

Information Sharing

Your information is never sold or rented.

We may share your information only when necessary with trusted service providers who help operate our business or when required by law.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

While we strive to protect your information, no online transmission or storage method can be guaranteed to be completely secure.

Cookies

Our website may use cookies and similar technologies to improve functionality, analyze website traffic, and enhance your browsing experience.

You may disable cookies through your browser settings at any time.

Third-Party Services

Our website may contain links to third-party websites or utilize third-party services such as Google Analytics or QuickBooks integrations. We are not responsible for the privacy practices of those external websites or services.

Your Rights

Depending on your location, you may have the right to:

  • Request access to your personal information

  • Request corrections to inaccurate information

  • Request deletion of your information where applicable

  • Withdraw consent for marketing communications

To exercise these rights, please contact us using the information below.

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Coastline Accounting & Advisory

Katie Schoch, MBA

📧 Katie@coastlineaccounting.com

📞 (727) 457-7673