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Privacy Policy — Pacific Rise Financials LLC

Last updated: August 23, 2025

 

Who we are
Pacific Rise Financials LLC ("we," "us," "our") provides bookkeeping, payroll, cleanups, and training for QuickBooks Online to small businesses in Oregon and SW Washington. Contact: support@pacificrisefinancials.com • 503.847.9793

 

What information we collect

  • Information you provide: name, business name, email, phone, service interests, and any files you upload.

  • Booking and payment details if you schedule paid sessions (handled by our payment providers).

  • Technical data: IP address, device/browser, pages viewed, and interactions.

  • Cookies and similar technologies used by Wix and any apps we add (e.g., scheduling, analytics).

 

How we collect it

  • Forms on our site (e.g., contact, quote, newsletter).

  • Scheduling via third‑party tools (e.g., Calendly).

  • Payments processed securely by third‑party providers (e.g., Stripe).

  • Automatic collection through our website host (Wix) and any installed apps.

 

How we use it

  • To provide and improve services; schedule calls; deliver quotes; perform cleanups and monthly bookkeeping.

  • To send service updates and occasional marketing (you can opt out anytime).

  • To maintain site security, prevent fraud, and comply with law.

 

How we store and share it

  • Our site is hosted by Wix, which stores data on secure servers behind a firewall.

  • We use trusted third parties (e.g., Calendly for scheduling, Stripe for payments). They process data under their own terms and security practices.

  • We do not sell personal information. We share only as needed to operate our services or when legally required.

 

Cookies & tracking
We and our service providers may use cookies and similar technologies for core functionality, analytics, and improving your experience. You can control cookies in your browser settings. If we implement an on‑site cookie banner, follow its instructions to manage preferences.

 

Marketing communications
If you opt in, we may email tips, updates, or offers. You can unsubscribe via the link in any email or by contacting us.

 

Your rights
Depending on your location, you may have rights to access, correct, delete, or restrict use of your personal information. To exercise these rights, contact support@pacificrisefinancials.com. If you are a California resident, you may have additional rights under the CCPA/CPRA. We do not sell personal info. If that changes, we will update this policy and provide a “Do Not Sell or Share My Personal Information” link.

 

Data retention
We keep personal information only as long as necessary for the purposes described above and to meet legal/record‑keeping requirements.

 

Children
Our services are intended for businesses and are not directed to children under 16.

 

Updates to this policy
We may update this policy from time to time. The “Last updated” date reflects the most recent changes. Significant changes will be highlighted on this page.

 

Contact
support@pacificrisefinancials.com • 503.847.9793

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