Privacy policy

What this covers

Optimum Finance LLC runs optimumfinancellc.com and provides bookkeeping and payroll services for auto repair and collision shops. This policy explains what information the website collects and what we do with it.

What we collect

• What you type into our forms: on the contact and free consult forms, your name, shop name, email, phone, location, shop type, software, best time to call, your message and, if you came from the books quiz, your quiz score and how soon you want help; on the newsletter signup, your email.
• Emails, calls and messages you send us directly.
• Basic technical information your browser sends, such as browser type and pages visited, through standard server logs. We don't use advertising cookies.

How we use it

To answer you, set up a call, send the blog posts you signed up for, provide the services you hire us for, send service emails and invoices, and meet legal requirements. We don't sell or rent your information, and we don't share it for marketing.

Client financial data

When you hire us, you give us access to your QuickBooks Online file and related records. We keep that information confidential and share it only as needed to do the work, for example with your CPA when you ask us to, or when the law requires it.

Services this site uses

• Formspree, which receives form submissions, including newsletter signups, and forwards them to us.
• Google Fonts, which loads the site's typefaces.
• Intuit QuickBooks Online, the bookkeeping platform we work in for clients.

Each of these has its own privacy policy.

How long we keep it

We keep inquiries as long as needed to respond and keep business records, and client records as long as professional and legal rules require. You can ask us to delete your information at any time, subject to those rules.

Your rights

Depending on where you are, you may have the right to see, correct or delete your personal information. California residents have rights under the California Consumer Privacy Act. To use them, email services@optimumfinancellc.com.

No tax advice

Optimum Finance does not prepare income tax returns, and nothing on this site or in our services is tax advice. Talk to a licensed CPA or tax professional about tax matters.

Changes

If this policy changes, the date at the top changes with it.

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