Privacy Policy

Provision Financial Solutions LLC ("Provision," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or engage our services. Please read this policy carefully. By using our website or services, you agree to the practices described below.

Information We Collect

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

• Personal identification information — name, email address, phone number, and business name provided through our contact forms or direct communications.
• Business and financial information — information you voluntarily share with us in connection with our accounting, advisory, or CFO-level services, including financial statements, payroll data, tax documents, and related records.
• Usage data — pages visited, time spent on pages, referring URLs, browser type, and device information collected automatically through standard web analytics tools.
• Cookies and tracking technologies — small data files placed on your device to improve site functionality and understand how visitors use our website.

We do not knowingly collect personal information from individuals under the age of 18.

How We Use Your Information

We use the information we collect solely to serve you and operate our business responsibly:

• To deliver the accounting, controller, CFO advisory, analytics, and automation services you engage us for.
• To respond to inquiries, schedule consultations, and communicate about your account or engagement.
• To send relevant updates, service-related communications, or information we believe may be of interest — with your consent where required by law.
• To improve our website and understand how visitors navigate and use our content.
• To comply with applicable legal obligations, including those imposed by federal and state financial regulations.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

How We Share Your Information

We limit sharing of your information to what is necessary to provide our services or comply with the law. We may share information with:

• Service providers — third-party vendors (such as accounting software platforms, cloud storage providers, and communication tools) that help us deliver our services. These providers are contractually required to protect your information.
• Professional advisors — attorneys, auditors, or insurers where necessary in the ordinary course of our business.
• Legal and regulatory authorities — when required by law, court order, or regulatory requirement.
• Business transfers — in the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to standard confidentiality protections.

Data Security

We take the security of your information seriously. We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.

Financial and client data shared with us in connection with our services is handled in accordance with professional standards applicable to accounting and advisory engagements. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

If you have reason to believe that your information has been compromised, please contact us immediately using the information provided at the bottom of this policy.

Data Retention

We retain personal and business information for as long as necessary to fulfill the purposes for which it was collected, including satisfying legal, accounting, and reporting obligations. In many cases, professional and regulatory standards require us to retain client engagement records for a minimum of seven (7) years.

When information is no longer needed and retention obligations have been met, we securely dispose of it in accordance with applicable standards.

Cookies & Analytics

Our website uses cookies and similar technologies to enhance your browsing experience and collect aggregate usage data. You may control cookie preferences through your browser settings. Please note that disabling cookies may affect the functionality of certain parts of our website.

We use analytics tools (such as Google Analytics or similar) to understand traffic patterns and improve our website. These tools collect data in aggregate and do not identify you personally. We do not use advertising tracking or behavioral retargeting on our website.

Third-Party Links

Our website may contain links to third-party websites, tools, or platforms (such as LinkedIn or software providers we recommend). This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party sites you visit. We are not responsible for the privacy practices or content of external websites.

Your Rights & Choices

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

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your personal information, subject to our legal retention obligations.
• Opt out of marketing communications at any time by clicking "unsubscribe" in any email we send, or by contacting us directly.
• Request information about how your data is used and shared.

To exercise any of these rights, please contact us using the information below. We will respond to requests within a reasonable timeframe and in accordance with applicable law.

Pennsylvania & U.S. Applicability

Provision Financial Solutions is based in Greater Philadelphia, Pennsylvania. Our services are directed toward U.S.-based businesses. This website is not directed to residents of the European Union or other jurisdictions with distinct privacy law frameworks (such as GDPR). If you are located outside the United States and interact with our website or services, your information may be transferred to and processed in the United States.

Pennsylvania residents and residents of other states with applicable data privacy laws may have additional rights. Please contact us to learn more.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our website or services after any changes constitutes your acceptance of the updated policy.