Privacy Policy

Overview

Fieldwork Financial ("we," "our," or "us") is a bookkeeping and financial advisory services firm operated by Stonemark Group LLC, based in Irvine, California. This Privacy Policy explains how we collect, use, and protect information when you visit our website at fieldworkfinancial.com.

Important scope limitation: This Privacy Policy applies only to information collected through this website. If you become a client of Fieldwork Financial, the handling of your business financial records, tax information, payroll data, and other client-specific information is governed by your signed client engagement agreement — not by this website privacy policy. We handle all client financial information with professional confidentiality obligations consistent with our role as a financial services provider.

1. Information We Collect

1.1 Information You Provide Directly

When you interact with this website, you may voluntarily provide:

• Contact information (name, email address, phone number) when submitting our contact form or careers application
• Business information (company name, trade type, revenue range) when completing inquiry forms
• Professional information (experience, qualifications) when submitting a career application
• Appointment scheduling information when booking a discovery call through Google Calendar

1.2 Information Collected Automatically

When you visit our website, we and our service providers may automatically collect:

• IP address and general geographic location (country, state, city)
• Browser type, operating system, and device type
• Pages visited and time spent on each page
• Referring website (how you arrived at our site)
• Date and time of your visit

This technical information does not identify you personally. It is used to improve website performance and understand how visitors use our site.

1.3 Cookies and Tracking Technologies

Our website may use cookies — small text files stored on your device — for basic website functionality. We use:

• Essential cookies: Required for basic website operation (session management, security)
• Analytics cookies: Used to understand aggregate website traffic patterns (if Google Analytics is active)

We do not use cookies for targeted advertising or behavioral tracking. You can disable cookies in your browser settings, though some website functionality may be affected.

2. How We Use Your Information

We use information collected through this website solely to:

• Respond to your inquiry or contact form submission
• Schedule and conduct discovery calls you have requested
• Process and review career applications you have submitted
• Improve our website content and user experience
• Maintain website security and prevent fraud
• Comply with applicable legal obligations

We do not use your information for marketing to third parties, sell your information, or share it with partners for their own marketing purposes.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties.

We share your information only with service providers who help us operate our website and business, and only to the extent necessary for those services:

Cloudflare, Inc. — Provides website hosting, content delivery, and email routing services. Cloudflare processes connection data as part of providing these services. Cloudflare Privacy Policy: cloudflare.com/privacypolicy

Formspree, Inc. — Processes contact form and career application submissions. When you submit a form on our website, your submission is transmitted through Formspree's servers to our email. Formspree Privacy Policy: formspree.io/legal/privacy-policy

Google Calendar (Google LLC) — Processes appointment scheduling data when you book a discovery call through our embedded booking page. Google Privacy Policy: policies.google.com/privacy

Google LLC — If Google Analytics is active on our site, Google collects aggregate website usage data. Google Privacy Policy: policies.google.com/privacy. We do not share personal information with Google for advertising purposes.

All service providers are required to handle your information only for the purposes of providing services to us and are prohibited from using it for their own commercial purposes.

We may also disclose your information when required by law, court order, or to protect the rights, property, or safety of Fieldwork Financial, our clients, or others.

4. Data Retention

Contact form submissions and inquiry information are retained for up to 24 months to allow us to follow up on your inquiry and maintain records of business relationships.

Career applications are retained for up to 12 months after submission.

Website analytics data is retained in aggregate, non-personally-identifiable form.

If you become a client, the retention of your financial and business records is governed by your engagement agreement and applicable professional standards for financial record-keeping.

5. Data Security

We take reasonable technical and organizational measures to protect information submitted through our website from unauthorized access, use, or disclosure. These measures include encrypted data transmission (HTTPS/TLS) and access controls on our systems.

However, no method of internet transmission is 100% secure. While we work to protect your information, we cannot guarantee absolute security. If you have concerns about the security of specific financial data, please discuss secure transmission methods with us directly before sending sensitive information.

6. Your Rights and Choices

You have the right to:

• Request access to information we hold about you from website interactions
• Request correction of inaccurate information
• Request deletion of information we collected through this website
• Opt out of any future communications from us

To exercise any of these rights, contact us at info@fieldworkfinancial.com with your request. We will respond within 30 days.

Note: We do not currently meet the revenue or data volume thresholds that trigger mandatory California Consumer Privacy Act (CCPA) obligations. However, we voluntarily extend these rights to all website visitors as a matter of professional practice. As our business grows, we will update this policy to reflect any applicable legal requirements.

7. Children's Privacy

Our website is intended for business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected personal information from a minor, we will delete it promptly.

8. Third-Party Links

Our website may contain links to third-party websites (LinkedIn, scheduling platforms, resource sites). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

9. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. The date at the top of this page indicates when it was last updated. We encourage you to review this page periodically. Continued use of our website after any changes constitutes acceptance of the updated policy.

10. Contact Us

For questions about this Privacy Policy or to exercise your privacy rights:

Fieldwork Financial — A Stonemark Group LLC Company
92 Corporate Park Ste C, Irvine, CA 92606
Email: info@fieldworkfinancial.com