Last Updated: 1/7/26
The Numbers Advisors LLC (“The Numbers Advisors,” “we,” “our,” or “us”) is committed to protecting the privacy and security of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, protect, and retain personal and business information.
Who We Are
The Numbers Advisors LLC is an Arizona limited liability company providing bookkeeping, QuickBooks cleanup, and exit planning advisory services to business owners. We do not provide tax preparation, tax advice, legal advice, or investment advice.
Information We Collect
a. Website Visitors
When you visit our website, we may collect non-identifying information such as:
- Browser type
- Pages visited
- Referring website
- Approximate location
We use Google Analytics to understand how visitors use our website. We do not collect personally identifiable information about website visitors unless you voluntarily provide it through a contact form or inquiry.
b. Prospective & Client Information
In the course of providing services, we may collect:
- Name, email address, phone number
- Business information
- Financial documents such as bank statements, credit card statements, and tax filings (as needed for bookkeeping services)
We do not accept sensitive financial documents via email. All document transfers occur through secure file transfer systems or in person.
How We Use Information
We use information collected to:
- Respond to inquiries
- Provide contracted services
- Maintain client records
- Communicate regarding services
- Send marketing or informational emails (with opt-out options)
Data Storage & Security
We take data security seriously. Safeguards include:
- Cloud-based storage with two-factor authentication
- Password-protected devices
- Secure portals and file transfer systems
- Two-factor authentication for QuickBooks Online access
Clients control our access to their QuickBooks data and may revoke access at any time.
Data Retention
- Client access to QuickBooks Online is controlled by the client
- Secure file transfer folders are deleted 30 days after engagement termination
- We do not retain unnecessary copies of bank or credit card statements
Third-Party Services
We do not sell or share client data with third parties.
If third-party providers are involved (e.g., business valuation firms), clients own and control those relationships directly.
Marketing Communications
We may send marketing emails. You may opt out at any time by:
- Clicking the “unsubscribe” link in the email, or
- Replying to the email requesting removal
Cookies
Our website may use cookies to enhance user experience. You may disable cookies through your browser settings.
Embedded Content
Pages on this site may include embedded content (e.g., videos). Embedded content behaves as if you visited the originating website directly.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us at:
The Numbers Advisors LLC
Arizona, United States
philip@thenumbersadvisors.com
Policy Updates
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.