PRIVACY POLICY | Nonprofit Accounting-Wolverine Precision

Wolverine Precision Financial Operations Group, LLC

Effective Date: June 2026

Last Updated: June 2026

NOTICE: This document is a drafted template and should be reviewed by a licensed attorney before publication, particularly given the sensitive nature of financial data handled by Wolverine Precision Financial Operations Group.

1. Introduction

Wolverine Precision Financial Operations Group, LLC ("Wolverine Precision," "we," "us," or "our") is committed to protecting the privacy of individuals and organizations who visit our website and engage our financial operations services. This Privacy Policy describes how we collect, use, disclose, and safeguard information in connection with our website (wolverineprecisionfinops.com) and our professional services, including bookkeeping, payroll management, accounts payable and receivable, grant support, and financial reporting.

By using our website or engaging our services, you agree to the practices described in this Privacy Policy.

2. Information We Collect

2.1 Website Visitors

When you visit our website, we may automatically collect:

Browser type and version
IP address and approximate geographic location
Pages visited and time spent on the site
Referring URLs
Device type and operating system
Cookie identifiers and similar tracking data

2.2 Contact Form and Inquiry Submissions

When you submit a contact form, schedule a consultation, or otherwise communicate with us through the website, we collect:

Name and title
Organization name
Email address and phone number
Any information you voluntarily provide in your message

2.3 Client Information

In the course of providing financial operations services, we collect and process information necessary to perform those services, which may include:

Business and organizational details
Financial records, transactions, and account data
Payroll information including employee names, compensation, and tax details
Grant documentation and restricted fund records
Bank account and payment processing information
Tax identification numbers and related compliance data
Contact information for authorized representatives

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, manage, and improve our financial operations services
To respond to inquiries and communicate with prospective and current clients
To process payments and manage billing
To comply with applicable legal, regulatory, and tax obligations
To prepare financial reports, grant documentation, and board-ready materials on behalf of clients
To analyze website usage and improve site performance
To send service-related communications and updates
To protect against fraud, unauthorized access, and other legal risks

4. Third-Party Tools and Service Providers

To deliver our services, we work with trusted third-party platforms that may access or process client and visitor data on our behalf. These include, but are not limited to:

QuickBooks Online (Intuit) — bookkeeping and financial management
Gusto, ADP, Deel, or JustWorks — payroll processing
Bill.com, Ramp, or Divvy — accounts payable and receivable management
Wix.com — website hosting and analytics
Email and communication platforms

These service providers are contractually obligated to handle data securely and only for the purposes we direct. We do not authorize them to use your information for their own marketing purposes. We encourage you to review the privacy policies of these platforms directly.

5. How We Share Information

We do not sell your personal information. We may share information in the following limited circumstances:

With third-party service providers as described in Section 4
With your authorized representatives or co-signers as directed by your organization
With government agencies, regulators, or auditors when required by law or in response to legal process
With successor entities in the event of a merger, acquisition, or transfer of business assets
With your consent, or at your direction

6. Data Retention

We retain personal information and financial records for as long as necessary to fulfill the purposes described in this policy, comply with applicable legal and tax obligations, and resolve disputes. Financial records related to client engagements are typically retained for a minimum of seven (7) years in accordance with standard accounting and IRS recordkeeping requirements. Website visitor data is retained for shorter periods consistent with operational needs.

7. California Privacy Rights (CCPA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA):

Right to Know: You may request information about the categories and specific pieces of personal information we have collected about you.
Right to Delete: You may request deletion of personal information we have collected, subject to certain exceptions.
Right to Correct: You may request correction of inaccurate personal information.
Right to Opt Out: You may opt out of the sale or sharing of your personal information. Wolverine Precision does not sell personal information.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

To exercise your California privacy rights, please contact us using the information in Section 10. We will respond to verified requests within 45 days.

8. Multi-State Privacy Notice

We serve clients across multiple U.S. states. Residents of states with applicable privacy laws (including but not limited to Virginia, Colorado, Connecticut, Texas, and others) may have rights similar to those described in Section 7. Please contact us to submit a privacy request and we will respond in accordance with applicable law in your state.

9. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include access controls, encrypted data transmission, and secure platform integrations. However, no method of transmission over the internet or electronic storage is 100% secure. We encourage clients to contact us immediately if they suspect any unauthorized access to their information.

10. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or want to report a data concern, please contact us:

Wolverine Precision Financial Operations Group, LLC

Website: wolverineprecisionfinops.com

Contact Page: https://www.wolverineprecisionfinops.com/contact

Email: melindakasper@wolverineprecisionfinops.com

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable law. When we make material changes, we will update the "Last Updated" date at the top of this document. We encourage you to review this policy periodically.