Privacy Policy
Last updated: October 2026
FlowStates Financial (“we,” “us,” or “our”) operates the website at flowstatesfinancial.com. This policy explains what information we collect from visitors to our website, how we use it, and the choices you have. It covers website use only. Information shared with us under a client service engagement is handled under that engagement’s agreement, as described below.
Information We Collect
Information you provide directly. When you use our contact form, you may provide your full name, business email address, business name, phone number, service of interest, and the message you write. When you book a consultation through our booking link, you provide the name and contact details requested by the booking form.
Information collected automatically. When you visit our website, we and our analytics provider collect standard technical information, such as your IP address, browser type, device type, pages visited, and the time and duration of your visit. We use Google Analytics for this purpose, to understand how visitors use the site and to improve it.
Cookies. Our website uses cookies, including cookies set by our hosting platform and by Google Analytics, to operate the site, remember basic preferences, and measure traffic. You can control cookies through your browser settings, including blocking or deleting them, though some parts of the site may work less well without them.
How We Use Information
We use the information we collect to:
- Respond to your inquiries and consultation requests.
- Provide information about our bookkeeping, payroll, and fractional CFO services.
- Operate, maintain, and improve our website.
- Protect the security of our website and detect misuse.
- Comply with applicable legal obligations.
Sharing of Information
We do not sell your personal information. We share it only with service providers that help us operate the website (such as our hosting provider and analytics provider), and only to the extent needed for them to perform those functions, and where required by law or to protect our rights and the safety of others.
Client Engagement Data
If you become a client, business and financial information you share with us in the course of our work is handled under your service agreement with us and is used to deliver the services you engaged us for. This website policy does not replace the terms of that agreement.
Data Security
We use reasonable administrative and technical measures to protect information submitted through our website. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
You may request access to, correction of, or deletion of personal information you submitted through our website by contacting us at the address below. We will respond to reasonable requests in accordance with applicable law. You may also opt out of analytics cookies through your browser settings.
Changes to This Policy
We may update this policy from time to time. The “Last updated” date above will reflect the most recent version. Continued use of the website after a change means you accept the updated policy.
Contact Us
If you have questions about this policy or about your personal information, contact us at info@flowstatesfinancial.com or by phone at (213) 429-9003.