WEBSITE PRIVACY POLICY
Last Updated: June 7, 2026
We at Missing Piece Financials LLC respect your privacy. This Privacy Policy is designed to explain how we collect, use, share, and protect the personal information you provide to us when you access our website, request information about our services, engage with us, or interact with us online, as well as your rights regarding the information we collect.
Please read this Privacy Policy carefully. We will alert you to any changes to this Privacy Policy by changing the “Last Updated” date at the top of this Privacy Policy. Any changes become effective immediately upon publication on our website, and you waive specific notice of any changes to the Privacy Policy by continuing to use and access our website. We encourage you to review this Privacy Policy periodically when you use our website for any purpose. You are deemed to have accepted any changes to any revised Privacy Policy by your continued use of our website after the revised Privacy Policy is posted.
This Privacy Policy does not apply to third-party websites, products, or services, even if our website links to them or they link to our website. We recommend that you review the privacy practices of those third parties before sharing any personal information with them or accessing their websites.
If you have any comments or questions about how we collect and use your personal information, please contact us by email at privacy@missingpiecefinancials.com.
1. Applicability and Eligibility
This Privacy Policy applies to www.missingpiecefinancials.com and our collection, use, disclosure, and protection of your data through the website. It does not apply to third-party websites, applications, or services. Before accessing, using, or interacting with the website, you should carefully review the terms and conditions of this Privacy Policy.
By using this website, you are agreeing to this Privacy Policy, without modification, and confirming you have read and understand this Privacy Policy, including how and why Missing Piece Financials LLC uses your information. If you do not want us to collect or process your personal information in the ways described in this Privacy Policy, you should not use the website.
This website is not intended for individuals under the age of 18. We do not knowingly collect personal information directly from individuals under 18 years of age. Our services are not intended for individuals under 18 years of age. If you are under 18 years of age, you should not submit or post personal information on our website.
2. Key Terms
It may be helpful to start by explaining some key terms used in this Privacy Policy:
Term Meaning
We, us, our: Missing Piece Financials LLC
Website: www.missingpiecefinancials.com
Personal information: Information relating to an identified or identifiable individual
3. Personal Information Collection and Use
We collect information about you and your use of this website through various means, including information we receive from you through website forms, email communications, and your access, use, or interaction with the website. Such processing is used to provide this website to visitors, respond to inquiries, communicate with prospective clients and clients, and provide information about our fractional CONTROLLER, bookkeeping, corporate governance consulting, and related services.
Please do not submit confidential, proprietary, or sensitive personally identifiable information, such as Social Security numbers or driver’s license numbers, through this website unless we specifically request it through a secure method. We are not liable or responsible for any consequences resulting from your voluntary submission of such information through the website. If you submit such information through the website, you do so at your own risk.
Where we gather your information using consent, your opt-in consent will be clearly obtained. You may withdraw this consent at any time by contacting us at privacy@missingpiecefinancials.com.
4. Personal Information We Collect About You
We may collect and use the following categories of personal information that identify, relate to, describe, are reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household:
Category of Personal Information Specific Types of Personal Information Collected
Identifiers: Name, email address, phone number, postal address if you provide it, Internet Protocol
address, and other similar identifiers
Characteristics of protected classifications under California or federal law: We do not intentionally collect this category through the website
Commercial information: Services requested, considered, or obtained from us; records of inquiries or communications
with us
Biometric information: We do not collect
Internet or other electronic network activity information: Information regarding your interaction with the website, including device characteristics,
browser type, IP address, referring URLs, pages viewed, date and time of access, session
information, and other technical information used to maintain the security and operation of
the website and for internal analytics and reporting purposes
Geolocation data: We do not intentionally collect precise geolocation data through the website, but general
location information may be inferred from IP address or similar technical information
Audio, electronic, visual, thermal, olfactory, or similar information: We do not intentionally collect through the website
Mobile device data: Device ID, model, manufacturer, browser, operating system, and similar technical
information if you access the website from a mobile device
Social media data: Information you make available to us if you interact with us through social media platforms,
subject to the privacy settings and policies of those platforms
Inferences drawn from the information identified above: We do not intentionally create consumer profiles reflecting preferences, characteristics,
psychological trends, predispositions, behavior, attitudes, intelligence, abilities, or aptitudes
through the website
This personal information may be required to respond to your inquiries, provide information about our services, or provide services to you. If you do not provide personal information we ask for, it may delay or prevent us from responding to you or providing services.
5. How Your Personal Information Is Collected
We collect most personal information directly from you when you contact us, communicate with us, or submit information through the website. We may also collect information:
· from cookies or similar technologies on our website;
· from session cookies that are automatically deleted when you leave the website;
· through our IT systems, including automated monitoring of our website and technical systems, such as computer networks and connections, communications systems, email systems, and website hosting tools;
· from business partners or service providers that help us provide services or operate our business; and
· from social media platforms if you interact with us through those platforms.
We do not currently allow users to create accounts or register for the website, and we do not currently allow registration using Facebook, X, Google, or other social media accounts. We do not currently allow users to purchase services or complete payment online through the website. We do not currently allow users to upload or post comments on the website or interact with each other through website-based email, chat, direct message, or similar functionality.
6. Cookies and Online Tracking
Our website may use cookies, web beacons, pixels, and similar technologies. These technologies may include session cookies, which are automatically deleted when a user leaves the website, as well as other cookies or tracking technologies that help operate, secure, analyze, and improve the website.
Cookies and similar technologies may be used to maintain website functionality, support website security, remember user preferences, understand how visitors use the website, support online booking or payment functionality, and improve the website and our services. Some cookies or similar technologies may be provided by third-party service providers that help us operate the website or provide online tools and services.
You may be able to disable cookies through your browser settings, but doing so may affect the functionality of the website, including online booking, payment, forms, or other website features.
7. How and Why We Use Your Personal Information
Under applicable data protection laws, we use your personal information when we have a proper reason for doing so, including:
· to comply with our legal and regulatory obligations;
· for the performance of our contracts with you or to take steps at your request before entering into a contract;
· to customize your interaction with our company and our website;
· for our legitimate interests or those of a third party; or
· where you have given consent.
A legitimate interest is when we have a business or commercial reason to use your information, so long as this is not overridden by your own rights and interests.
The table below explains what we use your personal information for and our reasons for doing so:
What We Use Your Personal Information For Our Reasons
To provide information about our services and respond to inquiries: For our legitimate interests and to take steps at your request before
entering into a contract
To provide fractional Controller, bookkeeping, corporate governance consulting, and related services: For the performance of our contract with you or to take steps at your
request before entering into a contract
To communicate with you about existing or prospective services: For our legitimate interests and, where applicable, performance of
a contract
To prevent and detect fraud against you or Missing Piece Financials LLC: For our legitimate interests or those of a third party, including
minimizing fraud that could be damaging for us and for you
To comply with professional, legal, and regulatory obligations that apply to our business: To comply with our legal and regulatory obligations
To gather and provide information required by or relating to audits, inquiries, or investigations by regulatory bodies: To comply with our legal and regulatory obligations
To ensure business policies are adhered to, including policies covering security and internet use: For our legitimate interests, including making sure we follow our
own internal procedures and can deliver services effectively
For operational reasons, such as improving efficiency, training, quality control, website performance, and service delivery: For our legitimate interests, including operating our
business efficiently
To ensure the confidentiality of commercially sensitive information: For our legitimate interests and to comply with legal and regulatory
obligations
For statistical analysis to help us manage our business: For our legitimate interests, including understanding our client
base, service range, and operational efficiency
To prevent unauthorized access and modifications to systems: For our legitimate interests and to comply with legal and
regulatory obligations
To update and enhance client and prospective client records: For performance of a contract, to take steps before entering into a
contract, to comply with legal obligations, and for our legitimate
interests
To market our services to existing and former clients and people who have expressed interest in our services: For our legitimate interests, and with consent where consent is
required
The above table does not apply to special category personal information, which we will only process where permitted by applicable law and, where required, with your explicit consent.
8. Do Not Track
Most web browsers and some mobile operating systems and mobile applications include a “do not track” feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored or collected. Please note that, at this time, we do not recognize automated browser signals regarding tracking systems, which may include “do not track” instructions.
9. Promotional Communications
We may use your personal information to send you updates by email, telephone, text message, or post about our services, including information about fractional CONTROLLER, bookkeeping, corporate governance consulting, or related services.
We have a legitimate interest in processing your personal information for promotional purposes. This means we do not usually need your consent to send promotional communications where permitted by applicable law. However, where consent is needed, we will ask for this consent separately and clearly.
We will always treat your personal information with respect and will not sell your personal information for marketing purposes.
You have the right to opt out of receiving promotional communications at any time by:
· contacting us at privacy@missingpiecefinancials.com; or
· using the “unsubscribe” link in emails, if available.
We may ask you to confirm or update your marketing preferences if you ask us to provide further services in the future, or if there are changes in the law, regulation, or structure of our business.
10. Who We Share Your Personal Information With
We may share personal information with:
· Business partners. These are companies or people who help us provide services and products or run our business.
· Non-affiliated service providers. These service providers may provide services such as website hosting, data analysis, email delivery, customer service, marketing support, IT support, secure communications, data storage, or other operational support.
· Government and regulatory authorities. We may provide information to government and regulatory bodies to provide services you have requested or because of legal and regulatory obligations that apply to our business.
· Auditors and financial and legal advisors. We may need to provide information to assist with provision of services or management of our business.
· Others as permitted by law. We may share information where required or permitted by applicable law.
We only allow our service providers to handle your personal information if we are satisfied that they take appropriate measures to protect your personal information. We may impose contractual obligations on service providers to ensure they use your personal information only to provide services to us and to you.
We may also need to share some personal information with other parties, such as potential buyers of some or all of our business or during a restructuring. We will typically anonymize information where practical, but this may not always be possible. The recipient of the information will be bound by confidentiality obligations where appropriate.
We do not sell your personal information. We also do not currently share your personal information with third-party advertisers through the website.
11. Where Your Personal Information Is Held
Information may be held at our offices and by third-party agencies, service providers, representatives, and agents as described above. Information may also be stored in cloud-based software programs, storage systems, email systems, secure messaging systems, and other technology tools used to operate our business and provide services.
12. How Long Your Personal Information Will Be Kept
We will keep your personal information while we are providing services to you or communicating with you about prospective services. Thereafter, we will keep your personal information for as long as necessary:
· to respond to any questions, complaints, or claims made by you or on your behalf;
· to show that we treated you fairly;
· to maintain appropriate business records;
· to comply with legal, accounting, tax, regulatory, or professional obligations; or
· to enforce our agreements and protect our rights.
We will not retain your personal information for longer than necessary for the purposes set out in this Privacy Policy. Different retention periods may apply for different types of personal information. When it is no longer necessary to retain your personal information, we will delete or anonymize it where appropriate.
13. Important Notice to Users Outside the United States
The website and services are operated in the United States. We do not intend or expect people from the European Union to use this website. If you are located outside of the United States, please be aware that any information you provide to us may be transferred to the United States. By providing us with any information through the website or services, you consent to this transfer.
14. Your Rights Under the CCPA
Because we expect or intend that people from California may access and use the website, California residents may have rights under the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act, and certain other privacy and data protection laws, as applicable. These rights may include the following, subject to applicable exceptions and limitations:
Disclosure of Personal Information We Collect About You
You may have the right to know:
· the categories of personal information we have collected about you;
· the categories of sources from which the personal information is collected;
· our business or commercial purpose for collecting, selling, or sharing personal information;
· the categories of third parties with whom we disclose personal information, if any; and
· the specific pieces of personal information we have collected about you.
Please note that we may not be required to:
· retain personal information about you that was collected for a single one-time transaction if, in the ordinary course of business, that information is not retained;
· reidentify or otherwise link any data that, in the ordinary course of business, is not maintained in a manner that would be considered personal information; or
· provide personal information to you more than twice in a 12-month period, to the extent permitted by applicable law.
Right to Deletion
Subject to certain exceptions, on receipt of a verifiable request from you, we may be required to:
· delete your personal information from our records; and
· direct applicable service providers to delete your personal information from their records.
Please note that we may not delete your personal information if it is necessary to:
· complete the transaction for which the personal information was collected, provide a service requested by you, or otherwise perform a contract between you and us;
· detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for that activity;
· debug to identify and repair errors that impair existing intended functionality;
· exercise free speech, ensure the right of another consumer to exercise free speech, or exercise another right provided for by law;
· comply with the California Electronic Communications Privacy Act, to the extent applicable;
· engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to applicable ethics and privacy laws, when deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided applicable consent has been obtained;
· enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;
· comply with an existing legal obligation; or
· otherwise use your personal information internally in a lawful manner that is compatible with the context in which you provided the information.
Right to Correct
You may have the right to request that we correct inaccurate personal information that we maintain about you, taking into account the nature of the personal information and the purposes for processing it.
Right to Opt Out of Sale or Sharing
We do not sell personal information. We also do not currently share personal information for cross-context behavioral advertising through the website. If our practices change, we will update this Privacy Policy and provide any notices or opt-out mechanisms required by applicable law.
Protection Against Discrimination
You have the right not to be discriminated against by us because you exercised any applicable privacy rights. This means we will not, because you exercised applicable privacy rights:
· deny services to you;
· charge different prices or rates for services, including through the use of discounts or other benefits or imposing penalties;
· provide a different level or quality of services to you; or
· suggest that you receive a different price or rate for services or a different level or quality of services.
Please note that we may charge a different price or rate or provide a different level or quality of services if that difference is reasonably related to the value provided to our business by your personal information or is otherwise permitted by applicable law.
15. Keeping Your Personal Information Secure
We have appropriate security measures in place to help prevent personal information from being accidentally lost or used or accessed in an unauthorized way. We limit access to your personal information to those who have a genuine business need to access it. Those processing your information will do so only in an authorized manner and, where appropriate, are subject to a duty of confidentiality.
Protecting client information is a priority for Missing Piece Financials LLC. We may use security practices such as passkeys, two-factor authentication, secured computers, secured software programs, secured storage devices, secure email or messaging systems, and limiting or avoiding unnecessary physical documents. No method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
We also maintain procedures designed to address suspected data security incidents. We will notify you and any applicable regulator of a suspected data security incident where we are legally required to do so.
16. How to Exercise Your Rights
If you would like to exercise any of your rights as described in this Privacy Policy, please email us at privacy@missingpiecefinancials.com.
Please note that, where applicable, you may only make certain data access or data portability disclosure requests a limited number of times within a 12-month period.
If you contact us directly by email, you may need to provide us with:
· enough information to identify you, such as your full name, address, and email address;
· proof of your identity and address, where appropriate; and
· a description of what right you want to exercise and the information to which your request relates.
We are not obligated to make a data access or data portability disclosure if we cannot verify that the person making the request is the person about whom we collected information or someone authorized to act on that person’s behalf.
Any personal information we collect from you to verify your identity in connection with your request will be used solely for verification purposes.
17. No Current Self-Service Data Portal
We do not currently provide a website-based self-service portal for users to request to view, edit, or delete personal information we have stored about them. You may submit privacy-related requests by contacting us at privacy@missingpiecefinancials.com.
18. Linking to Third Parties
When you leave this website and go to another linked website, we are not responsible for the content or availability of the linked website. Please be advised that if you enter into a transaction or share information on a third-party website, we do not represent either the third party or you. Further, the privacy and security policies of the linked website may differ from those practiced by us.
19. Changes to This Privacy Policy
We reserve the right to change this Privacy Policy at any time in our sole discretion. If we make changes, we will post the revised Privacy Policy on the website and update the “Last Updated” date. By continuing to use our website and services after notice is provided, you accept and agree to this Privacy Policy as modified.
20. How to Contact Us
Please contact us by email if you have any questions about this Privacy Policy or the information we hold about you.
Our contact details are shown below:
Missing Piece Financials LLC
Website: www.missingpiecefinancials.com
Email: privacy@missingpiecefinancials.com
21. Do You Need Extra Help?
If you would like this notice in another format, please contact us using the contact information above