PRIVACY POLICY
Effective Date: February 4, 2026
Last Updated: February 4, 2026
NER Consulting Group LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Statement explains how we collect, use, disclose, and safeguard your information when you visit our website www.nerconsultingllc.com (the “Website”) and use our accounting and bookkeeping services.
By accessing or using our Website, you acknowledge that you have read, understood, and agree to be bound by this Privacy Statement. If you do not agree with the terms of this Privacy Statement, please do not access or use the Website.
2.1 Information You Provide to Us
- We may collect personally identifiable information that you voluntarily provide to us when you:
- Request information about our services
- Schedule a consultation
- Subscribe to our newsletter or communications
- Contact us via email, phone, or contact forms
- Engage our professional accounting and bookkeeping services
Information you provide may include:
- Full name
- Business name and information
- Email address
- Phone number
- Mailing address
- Business tax identification numbers
- Financial records and documentation
- Bank account information
- Credit card and payment information
- Other information relevant to providing accounting and bookkeeping services
2.2 Financial Information
As an accounting and bookkeeping service provider, we may collect and process sensitive financial information necessary to perform our professional services, including but not limited to:
- Business financial statements
- Tax documents and records
- Bank statements and transaction records
- Credit card statements
- Accounts payable and receivable records
- Payroll information
- Revenue and expense documentation
- Budget and forecasting data
2.3 Information Collected Automatically
When you visit our Website, we may automatically collect certain information about your device and browsing behavior, including:
IP address
- Browser type and version
- Operating system
- Referring website addresses
- Pages viewed and time spent on pages
- Date and time of visits
- Clickstream data
- Device identifiers
Like many site operators, we collect information that your browser sends whenever you visit our Website (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Website that you visit, the time and date of your visit, the time spent on those pages, referring/exit pages, and other statistics. We may use third-party services (such as analytics providers) that collect, monitor, and analyze this information to help us improve the Website.
4.1 What Cookies Are
Cookies are files with a small amount of data that are commonly used as anonymous unique identifiers. They are sent to your browser from a website and stored on your device.
4.2 How We Use Cookies
We use cookies and similar technologies to:
- Enable core Website functionality
- Remember your preferences
- Understand how the Website is used (analytics)
- Improve performance and user experience
4.3 Your Choices
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you do not accept cookies, some portions of our Website may not function properly.
We use the collected information for the following purposes:
3.1 Service Delivery
- To provide professional bookkeeping and accounting services
- To perform accounts payable and receivable management
- To conduct cash flow analysis and financial reporting
- To prepare tax returns and provide tax planning services
- To perform bank and credit card reconciliations
- To provide billing reports, budgeting, and forecasting
- To conduct monthly, quarterly, and year-end reconciliations
3.2 Business Operations
- To communicate with you regarding our services
- To respond to your inquiries and provide customer support
- To schedule and manage consultations and appointments
- To process payments and manage billing
- To send administrative information, updates, and service notifications
- To improve our Website and service offerings
- To conduct business analysis and market research
3.3 Legal and Compliance
- To comply with legal obligations and regulatory requirements
- To maintain professional accounting standards
- To protect against fraud and unauthorized transactions
- To enforce our terms and conditions
- To respond to legal requests and prevent harm
3.4 Marketing Communications
- To send newsletters, promotional materials, and service updates (with your consent)
- To inform you about new services or offerings
- To provide information we believe may be of interest to you
- You may opt out of marketing communications at any time by following the unsubscribe instructions in our emails or contacting us directly.
We respect the confidentiality of your information and do not sell, rent, or trade your personal data. We may share your information in the following circumstances:
4.1 Service Providers
We may share information with trusted third-party service providers who assist us in operating our business and delivering services, including:
- Cloud storage and data hosting providers
- Payment processors and financial institutions
- Tax filing and compliance software providers
- Email and communication service providers
- IT support and security services
- Professional advisors (attorneys, auditors, insurers)
- These service providers are contractually obligated to maintain the confidentiality and security of your information and may only use it for the purposes we specify.
4.2 Legal Requirements
We may disclose your information when required by law or in response to:
- Court orders, subpoenas, or legal processes
- Government or regulatory investigations
- Requests from law enforcement agencies
- Compliance with applicable laws and regulations
- Protection of our legal rights and property
4.3 Business Transfers
In the event of a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred to the successor entity or relevant parties involved in the transaction.
4.4 With Your Consent
We may share your information with third parties when you have given us explicit permission to do so.
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, and destruction. Our security practices may include:
- Encryption of sensitive data in transit and at rest
- Secure server infrastructure and hosting
- Regular security assessments and updates
- Access controls and authentication procedures
- Employee training on data protection and confidentiality
- Secure document storage and disposal practices
- Regular backup and disaster recovery procedures
However, please note that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Statement, including:
- The duration of our business relationship
- Compliance with legal, accounting, and tax requirements
- Resolution of disputes and enforcement of agreements
- As required by professional accounting standards and regulations
Financial and tax records are typically retained for a minimum of seven (7) years or as required by applicable law. When information is no longer needed, we securely delete or anonymize it in accordance with our data retention policies.
Depending on your location and applicable law, you may have the following rights regarding your personal information:
7.1 Access and Portability
You have the right to request access to the personal information we hold about you and, in certain circumstances, receive a copy in a portable format.
7.2 Correction
You may request correction of inaccurate or incomplete personal information.
7.3 Deletion
You may request deletion of your personal information, subject to legal and contractual retention requirements.
7.4 Restriction and Objection
You may request restriction of processing or object to certain uses of your information.
7.5 Withdraw Consent
Where processing is based on consent, you may withdraw your consent at any time.
To exercise any of these rights, please contact us using the information provided in Section 12. We will respond to your request within a reasonable timeframe and in accordance with applicable law.
8.1 Types of Cookies We Use
- Essential Cookies: Necessary for the Website to function properly
- Performance Cookies: Collect information about how visitors use our Website
- Functionality Cookies: Remember your preferences and choices
- Analytics Cookies: Help us understand Website traffic and user behavior
8.2 Managing Cookies
You can control and manage cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our Website.
