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Privacy Policy

Effective Date: June 13, 2026

Cheryl Woyak Financial Services (“we,” “our,” or “us”) operates the website https://cherylwoyak.com/ (the “Site”). We are committed to protecting your privacy and safeguarding the personal and financial information you entrust to us.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site or engage our professional bookkeeping and financial consulting services.

1. Information We Collect

We may collect information about you in a variety of ways depending on how you interact with our Site and services:

A. Personal and Business Data

When you request a consultation, fill out a contact form, or sign up for our newsletter, you may voluntarily provide us with:

  • Identity Data: Your name, business name, and job title.

  • Contact Data: Your email address, phone number, and physical mailing address.

  • Business Overview: Brief details about your business size, industry, or financial pain points that you choose to share in contact forms.

B. Financial and Bookkeeping Data

If you formally engage our services, we will collect data necessary to perform our bookkeeping and financial consulting duties, including but not limited to:

  • Bank statements, credit card statements, and loan details.

  • Invoices, receipts, and payroll data.

  • Access credentials to accounting software (e.g., QuickBooks Online) via secure, designated accountant access channels.

C. Automated Technical Data

Like most websites, our Site automatically collects certain information when you visit, such as your IP address, browser type, operating system, referring URLs, and information about how you interact with our pages. This is typically collected via standard cookies and analytics tools (like Google Analytics) to improve user experience.

2. How We Use Your Information

We use the information we collect strictly to deliver our services and maintain a secure business relationship. Specifically, we use it to:

  • Provide, operate, and maintain our Site and services.

  • Analyze your current financial records to deliver the AIM Method (Assess, Implement, Maintain).

  • Respond to your comments, questions, and requests for consultations.

  • Send you administrative information, invoices, updates, or educational content (such as our newsletter or blog updates, which you can opt out of at any time).

  • Comply with legal, tax, and regulatory obligations.

3. Data Protection and Financial Security

As a financial services provider, we treat data security with the highest level of seriousness.

  • No Selling of Data: We do not sell, rent, trade, or share your personal or financial data with third-party marketers.

  • Secure Access: Financial records are strictly accessed via secure, encrypted channels. We use industry-standard accounting ecosystems (like QuickBooks) that employ bank-grade encryption.

  • Internal Access: Access to your financial information is limited strictly to Cheryl Woyak and any authorized team members who require that data to perform their specific bookkeeping duties.

4. Sharing Your Information

We only share your information under the following limited circumstances:

  • Third-Party Service Providers: We may share data with trusted third-party vendors who assist us in running our business (e.g., secure email hosting, invoicing software, or web hosting platforms). These parties are legally bound to keep your data confidential.

  • With Your Explicit Consent: For example, sharing data directly with your Certified Public Accountant (CPA) for year-end tax filing at your request.

  • Legal Obligations: If required to do so by law, court order, or to protect our legal rights.

5. Your Rights and Choices

Depending on your location, you may have specific rights regarding your personal data, including:

  • Access/Correction: The right to request a copy of the personal data we hold about you or ask us to correct inaccurate information.

  • Opt-Out: The right to opt out of marketing emails by clicking the “unsubscribe” link at the bottom of any email we send.

  • Data Erasure: The right to request that we delete your personal information, subject to certain legal or contractual record-keeping retention requirements.

6. Cookies and Tracking Technologies

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this Site may become inaccessible or not function properly.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the new policy on this page with an updated “Effective Date.”

8. Contact Us

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us at: cherylwoyak@the4seasons.pro