Privacy Policy

1. Introduction

Stratos Financials LLC (“we”, “us”, “our”) is committed to protecting your privacy. We provide accounting, tax preparation, bookkeeping, and CFO advisory services to small businesses, freelancers, real estate professionals, non-profits, and the transportation/trucking industry.

This Privacy Policy explains how we collect, use, share, and protect your personal information when you interact with us or provide information to us in connection with our services.

2. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

3. Information We Collect

We collect information in two main ways: information you provide directly and information collected automatically when you interact with our digital services.

a) Information You Provide
 This may include:

  • Your name, email address, phone number, and business details
  • Information submitted through contact forms, enquiry forms, or appointment requests
  • Details about your accounting, tax, or advisory needs
  • Any additional information you choose to share with us

b) Automatically Collected Information

When you interact with our digital services, we may collect:

  • IP address, browser type, operating system, and device information
  • Pages viewed, time spent, click patterns, and referring sources
  • Data collected through cookies and similar tracking technologies

4. How We Use Your Information

We may use your personal information to:

  • Respond to enquiries and provide the services you request
  • Schedule and manage consultations, meetings, and client relationships
  • Operate, maintain, and improve our digital and professional services
  • Send service-related communications, confirmations, and (where permitted) marketing messages
  • Analyse usage patterns to improve our offerings and user experience
  • Comply with legal, regulatory, and financial obligations

5. Sharing Your Information

We do not sell your personal information. We may share your information:

  • With trusted service providers who help us operate our business (such as hosting, email delivery, analytics, or IT support), subject to confidentiality obligations
  • When required by law, regulation, or legal process, or to protect our rights, property, or safety, or that of others
  • As part of a business transaction, such as a merger, acquisition, or reorganisation, where your information may be transferred as a business asset

6. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

  • Recognise returning users
  • Understand how our digital services are used
  • Improve performance, security, and user experience

You can control or disable cookies through your browser settings. However, some features may not function properly if cookies are disabled.

7. Data Retention

We retain personal information only for as long as necessary to:

  • Provide our services
  • Fulfil the purposes described in this policy
  • Meet legal, accounting, or regulatory requirements

When information is no longer needed, we will securely delete or anonymise it.

8. Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorised access, use, or disclosure. Despite these efforts, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. International Data Transfers

If you provide information from outside the United States, you understand that your personal data may be transferred to and processed in the United States, where privacy laws may differ from those in your jurisdiction.

10. Children’s Privacy

Our services are not directed to children under 13 years of age, and we do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 13, we will take steps to delete it promptly.

11. Your Rights

Depending on your location and applicable law, you may have rights such as:

  • Access to the personal information we hold about you
  • Correction of inaccurate or incomplete information
  • Deletion of your personal information
  • Restriction or objection to certain types of processing
  • Withdrawal of consent where processing is based on consent 
To exercise these rights, please contact us at info@stratosfinancials.com . We may need to verify your identity before processing your request.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the “Last Updated” date at the top of this page. Your continued interaction with us after any changes become effective will constitute your acceptance of the revised Privacy Policy.

13. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or our handling of your personal information, you may contact us at:
Email: info@stratosfinancials.com