Privacy Policy
Effective Date: February 12, 2026
This Privacy Policy explains how Bridges Advisory Group LLC, also known as Bridges ("Bridges," "we," "us," or "our"), collects, uses, discloses, and protects personal information.
This Privacy Policy applies to our website, communications, marketing activities, client intake, client services, and related business operations. Bridges provides bookkeeping, fractional CFO, and exit planning services for businesses.
By using our website or providing information to us, you acknowledge that you have read this Privacy Policy.
1. Information We Collect
We may collect personal information directly from you, automatically through our website, from third-party tools, and from clients, prospects, service providers, and business partners.
Information You Provide to Us
We may collect the following information when you contact us, submit a form, schedule a call, subscribe to communications, become a client, or otherwise interact with Bridges:
- Name
- Email address
- Phone number
- Company name
- Website
- Job title
- Mailing address
- LinkedIn profile or other professional profile
- Business details
- Financial information
- Tax, accounting, bookkeeping, and operational documents
- Uploaded files
- Billing-related information
- Meeting notes
- Messages and notes/summaries with us
Bridges does not currently collect resumes or job applications through the website.
Please do not submit confidential, sensitive, or proprietary information through our website unless we have requested it or you are doing so through an approved client intake or secure communication process.
Client and Business Information
In connection with providing bookkeeping, fractional CFO, and exit planning services, Bridges may process confidential business information, including financial records, accounting data, tax-related materials, assembly information, revenue and expense data, forecasts, transaction information, payroll or HR-related information, vendor and customer information, and other business records.
Some of this information may include personal information about business owners, employees, contractors, customers, vendors, investors, or other individuals.
Information Collected Automatically
When you visit our website or interact with our emails, we and our service providers may automatically collect information such as:
- IP address
- Device type
- Browser type
- Operating system
- Pages viewed
- Referring website
- Date and time of visit
- Clicks and interactions
- Approximate location
- Email open and click data
- Cookie identifiers and similar tracking technologies
We use tools such as Google Analytics, HubSpot, Meta Pixel, and LinkedIn tracking technologies to help us understand website performance, improve our marketing, measure engagement, and communicate with prospective and existing clients.
2. How We Use Personal Information
We may use personal information to:
- Respond to inquiries and requests
- Evaluate prospective client relationships
- Provide bookkeeping, fractional CFO, exit planning, and related services
- Communicate with clients, prospects, vendors, and partners
- Send newsletters, marketing emails, event invitations, and other promotional communications
- Schedule meetings and manage relationships
- Prepare proposals, engagement letters, contracts, and invoices
- Manage client records and business operations
- Improve our website, services, marketing, and user experience
- Measure the effectiveness of advertising and marketing campaigns
- Maintain security and prevent fraud, misuse, or unauthorized access
- Comply with legal, regulatory, accounting, tax, and contractual obligations
- Enforce our agreements and protect our rights
3. Cookies and Tracking Technologies
We and our service providers may use cookies, pixels, tags, local storage, and similar technologies to collect information about your interactions with our website, emails, and digital advertising.
These technologies may be used to:
- Operate the website
- Analyze traffic and performance
- Understand visitor behavior
- Measure marketing campaigns
- Personalize or promote content on third-party platforms
- Track email engagement
We currently use or may use tools including Google Analytics, HubSpot, Meta Pixel, and LinkedIn tracking technologies.
Bridges does not currently use a cookie banner. You can usually adjust your browser settings to block or delete cookies, though some features of the website may not function properly if cookies are disabled.
4. How We Disclose Personal Information
We may disclose personal information to the following categories of recipients.
Service Providers
We disclose information to vendors and service providers that help us operate our business, website, marketing, communications, client services, payments, documentation, and internal systems.
These providers may include:
- Google Workspace
- Google Drive
- Notion
- Slack
- HubSpot
- Wrike
- QuickBooks
- PandaDoc
- Loxbe
- Website hosting, analytics, advertising, email, security, and IT providers
- Professional advisors, including accountants, attorneys, consultants, and insurers
Clients and Business Contacts
When necessary to provide services, we may disclose information to client representatives, employees, contractors, consultants, attorneys, financial advisors, investors, buyers, lenders, or other parties involved in a client matter or transaction.
Marketing and Advertising Partners
We may disclose or make available certain website and interaction data to analytics, advertising, and marketing partners such as Google, Meta, LinkedIn, and HubSpot. These partners may use cookies and similar technologies to help us measure campaigns, understand audiences, and deliver relevant advertising.
Legal, Compliance, and Protection Purposes
We may disclose information if we believe it is necessary to:
- Comply with applicable law, regulation, subpoena, court order, or legal process
- Respond to lawful requests from public authorities
- Protect the rights, property, safety, or security of Bridges, our clients, users, or others
- Detect, prevent, or address fraud, security, or technical issues
- Enforce our agreements or policies
Business Transfers
We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, sale of assets, due diligence process, bankruptcy, or similar business transaction.
5. Payments
Bridges does not currently collect payments directly through the website.
If we use third-party payment processors, such as Stripe, those providers may collect and process payment information according to their own privacy policies and terms. Bridges does not control the privacy practices of third-party payment processors.
6. Confidential Client Information
Because Bridges provides bookkeeping, fractional CFO, and exit planning services, clients may provide confidential business, financial, accounting, tax, operational, ownership, employee, vendor, customer, or transaction-related information.
We use this information to provide services, manage engagements, communicate with clients and their representatives, support business planning, and comply with legal, accounting, and contractual obligations.
Client information may be subject to additional confidentiality terms in a separate written agreement between Bridges and the client.
7. Marketing Communications
We may send newsletters, marketing emails, event invitations, service updates, and other promotional communications.
You may opt out of marketing emails by following the unsubscribe instructions in the email or contacting us at team@withbridges.com.
Even if you opt out of marketing communications, we may still send non-promotional messages, such as service-related, transactional, legal, or administrative communications.
8. Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to provide services, manage client relationships, conduct marketing, comply with legal and accounting obligations, resolve disputes, and enforce agreements.
Retention periods may vary depending on the type of information, the nature of our relationship with you, legal requirements, and legitimate business needs.
9. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.
However, no method of transmission or storage is completely secure. We cannot guarantee absolute security.
10. Your Privacy Choices
Depending on where you live, you may have rights regarding your personal information, such as the right to:
- Request access to personal information we hold about you
- Request correction of inaccurate information
- Request deletion of certain information
- Request restriction or objection to certain processing
- Opt out of marketing communications
- Opt out of certain targeted advertising or data sharing of personal information, where applicable
To submit a privacy request, contact us at: team@withbridges.com
We may need to verify your identity before fulfilling a request.
11. State Privacy Rights
Certain U.S. state privacy laws may provide additional rights to residents of those states. These rights may vary depending on your location and whether Bridges is subject to the applicable law.
Bridges does not knowingly sell personal information in the traditional sense. However, some analytics, advertising, and tracking activities involving Meta, LinkedIn, Google, HubSpot, or similar tools may be considered "sharing," "targeted advertising," or similar activity under certain privacy laws.
Where legally required, we may honor the right to opt out of certain uses or disclosures of personal information for targeted advertising or data-sharing purposes.
12. U.S.-Only Services
Bridges is based in the United States and currently provides services only to clients located in the United States.
Our website and services are intended for U.S. users. If you access our website from outside the United States, you understand that your information may be processed in the United States.
13. Children's Privacy
Our services and website are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, contact us at team@withbridges.com.
14. Third Party Links
Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, or security of third-party websites. Your use of third-party sites is subject to their own privacy policies and terms.
15. Do Not Track
Some browsers offer a "Do Not Track" signal. Because there is no uniform industry standard for responding to these signals, our website does not currently respond to them.
Where legally required, we will honor applicable opt-out preference signals.
16. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If we make material changes, we will update the "Effective Date" above and may provide additional notice where appropriate.
Your continued use of our website or services after an updated Privacy Policy is posted means you acknowledge the updated policy.
17. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Bridges Advisory Group LLC
180 Wythe Ave
Brooklyn, NY 11249
United States
Email: team@withbridges.com