Name: Financial Review / Diagnostic
Brand: Insightful Ledgers
Price: 150.00 USD
Availability: InStock

$150.00

Privacy Policy

Insightful Ledgers LLC — Last updated 2026

1. Information We Collect

Insightful Ledgers LLC collects only the information necessary to deliver financial consulting and virtual CFO advisory services. During consultations, onboarding, and ongoing engagements we may collect your name, email address, telephone number, business name, entity structure, and business financial information such as revenue figures, expense records, budgets, forecasts, and bookkeeping data that you voluntarily share with us.

Our services are delivered remotely and digitally. We do not operate a physical retail location, we do not ship physical goods, and we do not collect shipping addresses or in-person payment card data.

2. How We Use Your Information

We use the information you provide to deliver the consulting services you have engaged us for, to communicate with you regarding scheduling, deliverables, invoices, and follow-up, and to improve the quality and relevance of our advisory offerings. We do not use your business financial data for any purpose outside of your engagement without your written consent.

3. No Sale of Personal Data

We do not sell, rent, trade, or otherwise transfer your personal data or business information to third parties for marketing or commercial purposes. Ever.

4. Third-Party Tools

To operate our practice we rely on reputable third-party service providers, including email providers, scheduling and calendar tools, video conferencing platforms, cloud storage, and accounting software. These providers may process limited data on our behalf and are selected on the basis of appropriate data protection and security safeguards. We limit the data shared with each provider to what is strictly necessary for that tool to function.

5. Client Confidentiality

All client information is treated as strictly confidential. Financial records, projections, internal documents, and discussions shared during an engagement are never disclosed to any outside party except where required by law or with your explicit written authorization.

6. Data Retention

We retain client records for the duration of the engagement plus three (3) years thereafter, in line with standard professional recordkeeping practice. After that period, records are securely deleted or destroyed.

7. Your Rights

You may request access to, correction of, or deletion of the personal data we hold about you at any time. Deletion requests are honored except where retention is required by law or by an active engagement obligation.

8. Contact

Questions or concerns about privacy may be directed to consult@insightfulledgersadvisors.com.

Financial Review / Diagnostic

You may also like

Privacy Policy

1. Information We Collect

2. How We Use Your Information

3. No Sale of Personal Data

4. Third-Party Tools

5. Client Confidentiality

6. Data Retention

7. Your Rights

8. Contact

Terms & Conditions

1. Scope of Services

2. Engagement Terms

3. Payment Terms

4. Cancellation Policy

5. Intellectual Property

6. Limitation of Liability

7. Governing Law

Refund Policy

1. Digital & Remote Services

2. Deposits

3. Late Cancellations

4. Cancellations by Us

5. Multi-Session Packages

6. Completed Deliverables

7. Disputes

Your cart is empty

Your cart is empty