Privacy Policy

1. Who We Are

Numbers Southwest Inc. ("Company," "we," "us," or "our") is an accounting and financial planning firm located at 2102 Business Center Drive, Irvine, CA 92612. We provide accounting, bookkeeping, fractional CFO advisory, and personal financial coaching services. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website at numberssw.com or engage with our services.

2. Information We Collect

We may collect the following types of information:

• Contact information — name, email address, phone number, and company name when you submit a contact form or request a consultation.
• Service preferences — the type of service you are interested in.
• Communications — emails, messages, or notes you send to us.
• Usage data — pages visited, time on site, browser type, and IP address, collected automatically via standard web analytics.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services.
• Schedule and conduct consultations.
• Send you relevant communications about your engagement with us.
• Improve our website and service offerings.
• Comply with legal and regulatory obligations.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4. How We Share Your Information

We may share your information only in limited circumstances:

• Service providers — trusted third-party tools that help us operate our website and business (e.g., email delivery, scheduling software), under strict confidentiality agreements.
• Legal compliance — if required by law, court order, or government regulation.
• Business transfers — in the event of a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. When information is no longer needed, we securely delete or anonymize it.

6. Cookies & Tracking

Our website may use cookies and similar technologies to enhance your browsing experience and analyze site traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect some functionality of the site.

7. Your Rights (California Residents)

Under the California Consumer Privacy Act (CCPA), California residents have the right to:

• Know what personal information we collect and how it is used.
• Request deletion of your personal information.
• Opt out of the sale of personal information (we do not sell personal information).
• Non-discrimination for exercising your privacy rights.

To exercise any of these rights, contact us at angel@numberssw.com.

8. Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, or loss. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our website after any changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us: