NUMERIS FINANCIAL

Privacy policy

Effective October 3, 2026

This policy explains how Numeris Financial handles information provided through this website. For questions or privacy requests, email clif@numerisfinancial.com.

Information we collect

When you submit a consultation inquiry, we collect your name, email address, optional business name, selected service, and message. The website also records the time of the inquiry and a request identifier. Our hosting and email providers may process technical information, such as IP addresses, browser details, and delivery logs, to operate and protect their services.

How we use your information

We use inquiry information to respond to your request, discuss possible accounting support, maintain inquiry records, and protect the website against misuse. Submitting an inquiry does not subscribe you to a marketing mailing list.

Service providers and storage

This website is hosted through OpenAI Sites and its hosting infrastructure. Inquiry notifications are sent through Resend to our business email inbox, and inquiry details may also be stored in the website's backup database. These providers process information as needed to deliver, store, secure, and operate the services. The site's typography may load fonts from Google Fonts.

We do not sell inquiry information. We may disclose information when necessary to comply with a legal obligation or protect rights and security.

Retention and your requests

Inquiry details are retained while we handle your request and related follow-up, and as needed for business records or applicable obligations. You may email us to request access, correction, or deletion of your inquiry information. We will review the request and explain any information that must be retained.

What to leave out of your inquiry

Please do not submit account numbers, tax IDs, passwords, financial documents, or other sensitive financial information through this form. If you become a client, we will discuss an appropriate way to exchange documents.

Changes to this policy

We may update this policy as the website or our practices change. The effective date above identifies the current version.