Privacy Policy

Line & Ledger LLC is a bookkeeping and fractional CFO firm serving private healthcare practices nationwide. Questions about this policy can go to hello@lineandledger.com, (907) 217-1327, or Line & Ledger LLC, Anchorage, Alaska, United States.

We collect information you give us directly — name, business or practice name, email address, phone number, and anything you write in a form, email, or text — along with standard technical data such as IP address, browser type, and pages visited. Client financial records are collected under a separate engagement agreement and are handled confidentially.

We use your information to respond to inquiries, schedule and conduct quick calls, deliver bookkeeping and advisory services, send service-related notices, meet legal and recordkeeping obligations, and improve the website. We do not sell your personal information.

Line & Ledger LLC may send text (SMS) messages to clients and prospective clients who provide a mobile phone number and expressly opt in to receive them. The following terms apply to all text messaging we conduct.

How we collect, use, and store phone numbers and SMS data

We collect mobile phone numbers only when you voluntarily provide one — for example, on our contact form, during a quick call, in an email or text you send us, or in an engagement agreement. When a form collects a phone number, a consent disclosure appears next to that field explaining what you are agreeing to receive; consent to receive text messages is never a condition of purchasing any product or service.

We use phone numbers and SMS data to reply to your inquiry, schedule and confirm appointments, send account, document-request, and service notifications related to your bookkeeping or advisory engagement, and — only where you have separately opted in — to send occasional informational updates. SMS data we store includes your phone number, your consent record (date, time, and the form or method used to opt in), message content, and delivery status. This data is stored in access-controlled business systems, retained only as long as needed for the purposes above or as required by law, and then deleted or de-identified.

Message frequency and rates

Message frequency varies and depends on your engagement with us and your inquiry; you can generally expect no more than a few messages per month, and conversational replies as needed while we work together. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

Opt-out and help

You can cancel the SMS service at any time by replying STOP to any message from us. After you send STOP, we will send one confirmation message and will not send any further text messages unless you opt in again. For help, reply HELP to any message from us, email hello@lineandledger.com, or call (907) 217-1327.

Mobile information is never shared or sold for marketing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Line & Ledger LLC does not sell, rent, or trade mobile phone numbers, SMS opt-in data, or consumer information collected through our text messaging program.

Consent disclosure and this policy

The consent disclosure shown on every form that collects a phone number links directly to this privacy policy at https://lineandledger.com/privacy-policy#sms, and to our terms of service. Submitting a phone number with the consent box checked constitutes your express written consent to receive text messages from Line & Ledger LLC at that number, including messages sent using an automated system.

The site uses cookies and similar technologies as described in our cookie policy.

You may request access to, correction of, or deletion of the personal information we hold about you, and you may opt out of marketing email at any time using the unsubscribe link or by contacting us. Text messaging opt-out is covered in the SMS section above.

The complete, continuously updated privacy policy is maintained below.