Privacy Policy

Last Updated: September 23, 2026

Daniel Rich Strategies, LLC ("we," "our," or "us") operates this website to provide bookkeeping and financial consulting inquiry services. We are committed to protecting your personal data and handling your business details with strict confidentiality.

1. Information We Collect

When you book a consultation using our scheduling system, we collect personal details including your name, email address, phone number, and any general business context you choose to provide in our intake questionnaire.

2. How We Use Your Information

We use the information you provide exclusively to evaluate your business needs and conduct your initial consultation. We do not sell, rent, trade, or share your personal data with outside marketers.

3. Data Protection and Retention

We maintain administrative and technical safeguards through our trusted third-party providers to protect your contact information from unauthorized access. We retain your inquiry details only as long as necessary to fulfill your request for a consultation.

4. Third-Party Services

We utilize trusted third-party applications to manage our business operations, including Squarespace(website hosting) and Acuity Scheduling (appointment booking).

5. Contact Us

If you have questions about this Privacy Policy or wish to request the removal of your contact data from our scheduling records, please contact us at: daniel@danielrichstrategies.com.