Privacy Notice

Effective Date: October 10, 2025
This privacy notice from KWM Consulting LLC reflects our commitment to your trust. We are committed to keeping your personal and business information safe, secure, and private. This Privacy Notice explains how we handle the information you share with us when you visit our website, book a consultation, or work with our team.
1. What We Collect
When you connect with us, we may collect:
  • Contact details: Your name, email, phone number, and business information when you fill out a form or book a call.
  • Business information: Details you choose to share about your company so we can better understand your needs.
  • Website activity: Basic data like IP address, browser type, and pages you visit on our site.
  • Cookies: Small files that help us improve your online experience. You can turn these off in your browser if you prefer.
2. How We Use Your Information
We use your information to:
  • Provide our bookkeeping and financial services.
  • Respond to your questions and schedule consultations.
  • Share updates, newsletters, or resources (only if you opt in).
  • Improve our website and services.
  • Meet legal or regulatory requirements.
3. Who We Share Information With
We do not sell or rent your information. We only share it when needed:
  • Trusted partners and tools that help us run our business (like accounting or scheduling software).
  • Legal purposes if required by law or to protect our rights.
4. How We Protect Your Information
We take confidentiality and security seriously. KWM uses:
  • Secure, encrypted storage (OneDrive for Business).
  • Role-based access (only the right people see what they need to).
  • Encrypted accounting platforms like QuickBooks Online.
While no system is 100% foolproof, we are committed to keeping your information safe.
5. Your Choices & Rights
You are in control of your information. You can:
  • Ask us what data we have about you.
  • Request corrections if something is out of date.
  • Opt out of marketing emails anytime.
  • Request deletion of your information (subject to any legal or contractual obligations).
6. Links to Other Websites
Sometimes our site may link to other websites. We are not responsible for the privacy practices of those sites.
7. Updates to This Notice
From time to time, we may update this Privacy Notice. Any changes will be posted here with the updated date.
8. Privacy Notice Questions? Contact Us
If you have questions about your privacy or how we protect your information, reach out to us anytime:
KWM Consulting LLC
Palm Beach County, Florida
Email: [email protected]
Phone: (561) 820-6382