Privacy Policy

1. Who We Are

Clay Counting Financial ("we," "us," or "our") is a remote bookkeeping firm serving small businesses and founders across the United States. Our website is claycounting.com. You can reach us at contact@claycountingfinancial.com.

2. What We Collect

We collect information you provide directly to us, including:

• Contact form submissions — your name, email address, business name, and message.
• Email signups — your email address when you subscribe to our list via the site popup.
• Payment information — billing name, email, and address when you purchase a subscription. Payment card details are processed directly by Stripe and never stored on our servers.
• Appointment bookings — your name and email when you book a free audit call through Cal.com.
• Chatbot interactions — messages you send through our on-site chat assistant, processed in real time to generate responses.

We also collect limited technical data automatically, including your IP address, browser type, pages visited, and referring URL, through standard web server logs and cookies.

3. How We Use Your Information

• To respond to your inquiries and provide bookkeeping services
• To send you financial insights and updates you signed up for (you can unsubscribe at any time)
• To process subscription payments and send billing confirmations
• To schedule and manage consultations
• To improve and maintain our website
• To comply with legal obligations

We do not sell your personal information. Ever.

4. Third-Party Services

We use the following third-party providers to operate our business. Each has its own privacy practices:

• Resend — email delivery and contact list management (Privacy Policy)
• Stripe — payment processing and subscription billing (Privacy Policy)
• Anthropic — powers our on-site AI chat assistant (Privacy Policy)
• Cal.com — appointment scheduling (Privacy Policy)
• Vercel — website hosting and infrastructure (Privacy Policy)

5. Cookies

Our site uses cookies — small text files stored in your browser — to remember your preferences and understand how visitors use the site. You can accept or decline non-essential cookies via the banner shown on your first visit. Declining does not affect your ability to use the site.

You can also clear or block cookies at any time through your browser settings.

6. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Contact form submissions and email signups are retained until you request deletion. If you close your subscription, we retain billing records as required by law (typically 7 years for financial records).

7. Your Rights (California Residents)

If you are a California resident, the CCPA gives you the right to:

• Know what personal information we collect and how we use it
• Request deletion of your personal information
• Opt out of the sale of your personal information (we do not sell data)
• Non-discrimination for exercising your rights

To exercise any of these rights, email us at contact@claycountingfinancial.com and we will respond within 45 days.

8. Security

We use industry-standard security practices to protect your information, including HTTPS encryption, environment-based secret management, and limiting data access to necessary personnel only. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us and we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page. Continued use of the site after changes constitutes your acceptance of the updated policy.

11. Contact Us

Questions about this policy or your data? Reach us at: