Last updated: October 16, 2026
Concierge Ledger (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through our website, conciergeledger.com, how we use it, and the choices you have.
Information We Collect
Information you give us. When you fill out our contact form, we collect your name, email address, phone number (if you provide it) and your message. When you email or call us, we receive the information you choose to share.
Scheduling. If you book a consultation, you are taken to Calendly, a third-party scheduling service. Information you enter there is collected by Calendly and shared with us so we can meet with you. Calendly’s own privacy policy applies to its service.
Information collected automatically. Like most websites, our site and its service providers may automatically receive basic technical information when you visit, such as your IP address, browser type and the pages you view. This is used to deliver the site, keep it secure and prevent spam.
How We Use Your Information
- To respond to your questions and requests
- To schedule and prepare for consultations
- To provide and manage services if you become a client
- To protect our website from spam, fraud and misuse
- To comply with legal and professional obligations
We do not sell, rent or trade your personal information.
Cookies
Our website uses a small number of cookies and similar technologies that are needed for the site to work properly and securely. We also use Google Analytics, which uses cookies to help us understand how visitors use our site, such as which pages are viewed and how visitors found us. This information is collected in aggregate and does not identify you by name. You can learn more about how Google uses this data at policies.google.com/technologies/partner-sites, and you can opt out using the Google Analytics Opt-out Browser Add-on. We do not use advertising cookies.
Who We Share Information With
We share information only with service providers that help us run our website and business, such as our website host, our security and content-delivery provider (Cloudflare), our email delivery service and our scheduling provider (Calendly) and our website analytics provider (Google Analytics). These providers may only use your information to perform services for us. We may also disclose information if required by law.
Client Financial Information
Financial records and other information we receive while providing bookkeeping, payroll, reporting or advisory services are kept confidential and handled according to our client engagement agreement. This policy covers information collected through our website.
How Long We Keep Information
We keep contact form submissions and related correspondence for as long as needed to respond to you and to maintain reasonable business records, unless you ask us to delete them and we are not required to keep them.
Your Choices
You may ask us to access, correct or delete the personal information you have provided through our website by emailing [email protected]. We will respond within a reasonable time.
Security
We use reasonable measures to protect the information you share with us. However, no website or method of transmission over the internet is completely secure.
Children’s Privacy
Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Last updated” date above shows when it was last revised.
Contact Us
If you have questions about this Privacy Policy, please contact us:
Concierge Ledger
Phone: (210) 679-1109
Email: [email protected]