Safeguarding Your Business and Personal Data

Effective Date: 10/15/2025

At KeyPoint Metrics (“we,” “our,” or “us”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you engage with our outsourced accounting, part-time CFO, and business consulting services.

1. Information We Collect

We may collect the following types of information:
  • Personal Information: Name, email address, phone number, billing details, and other contact information.
  • Business Information: Company name, financial records, tax documents, and other materials you provide for accounting, CFO, or consulting services.
  • Technical Information: IP address, browser type, and usage data when you visit our website.

2. How We Use Your Information

We use your information to:
  • Provide outsourced accounting, CFO, and consulting services.
  • Communicate with you about projects, deliverables, and billing.
  • Maintain accurate financial and business records.
  • Improve our services and client experience.
  • Comply with legal, regulatory, and professional obligations.

3. How We Share Information

We do not sell or rent your personal information. We may share information only in the following circumstances:
  • Service Providers: With trusted third-party vendors who assist in delivering our services (e.g., secure cloud accounting platforms).
  • Legal Requirements: When required by law, regulation, or court order.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.

5. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, and maintain business records.

6. Your Rights

Depending on your location, you may have rights to:
  • Access, correct, or delete your personal information.
  • Restrict or object to certain processing activities.
  • Request a copy of your data in a portable format.
To exercise these rights, please contact us at the email below.

7. Third-Party Links

Our website or communications may contain links to third-party sites. We are not responsible for the privacy practices of those sites.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date.

9. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:
KeyPoint Metrics
Email: manny@keypointmetrics.co
Phone: (240) 351-1228
Address: 12855 Fairchild Dr Unit 207
Germantown, MD 20874