Privacy Policy
Last updated: July 3, 2026
1. Who We Are
Beryl Financials (“we,” “us”) provides outsourced bookkeeping, accounting, tax, payroll, and advisory services. This policy explains how we collect, use, and protect information when you visit https://www.berylfinancials.com or use our services. Questions: info@berylfinancials.com.
2. Information We Collect
Contact details you submit through forms (name, email, company); business and financial information you share with us as a client under a service agreement; and technical data collected automatically (IP address, browser type, pages visited) via cookies and analytics tools.
3. How We Use Information
To respond to inquiries and deliver services; to send resources or newsletters you request (opt-out anytime); to improve our website; and to meet legal and professional obligations. We do not sell personal information.
4. Client Financial Data
Client financial data is accessed only by team members assigned to your engagement, under signed confidentiality agreements, using role-based access controls, encryption in transit and at rest, and two-factor authentication. Data is retained per our engagement agreement and applicable recordkeeping laws, then securely deleted.
5. Sharing
We share information only with: service providers that power our operations (hosting, scheduling, communications) under confidentiality terms; licensed professionals (e.g., CPAs) engaged in your service delivery with your knowledge; and authorities where legally required.
6. Your Rights
Depending on your jurisdiction, you may have rights to access, correct, delete, or port your personal information, and to opt out of marketing. Email info@berylfinancials.com to exercise any right — we respond within 30 days.
7. Cookies
See our Cookie Policy for details on the cookies we use and how to control them.
8. Changes
We may update this policy periodically. Material changes will be flagged on this page with a new “last updated” date.