Vertec Financial Group LLC

Effective Date: February 3, 2026

Vertec Financial Group LLC (“we,” “our,” or “us”) is committed to protecting the confidentiality, integrity, and security of personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and in connection with our professional services.

Information We Collect

We may collect personal and business information that you voluntarily provide, including your name, email address, phone number, company name, and financial or operational details submitted through inquiries or service engagements. We may also collect non-personal information such as IP address, browser type, device information, and website usage data.

Use of Information

Information collected is used solely for legitimate business purposes, including responding to inquiries, delivering accounting and financial services, communicating with clients, improving service quality, maintaining internal records, and complying with applicable legal and regulatory obligations. We do not sell, trade, or rent personal information.

Confidentiality and Disclosure

We maintain strict confidentiality consistent with professional accounting and financial services standards. Information may be shared only with trusted third-party service providers who assist in operating our business (such as payroll, technology, or compliance platforms), and only to the extent necessary to perform services. Disclosure may also occur where required by law, regulation, or legal process.

Data Security and Safeguards

We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, or disclosure. While no data transmission or storage system can be guaranteed to be fully secure, we continuously evaluate and enhance our security practices to align with industry standards.

Cookie Policy

Our website uses cookies and similar technologies to enhance user experience, analyze website traffic, and improve functionality. Cookies may collect non-personal information such as browsing behavior, session duration, and referral sources. You may choose to disable cookies through your browser settings; however, doing so may affect certain website features.

Your Rights and Choices

You may request access to, correction of, or deletion of personal information by contacting us. Requests will be handled in accordance with applicable laws and professional obligations. You may also opt out of non-essential communications at any time.

Updates to This Policy

This Privacy Policy may be updated periodically to reflect changes in practices or regulatory requirements. Updates will be posted with a revised effective date.

Contact Information

For questions regarding this Privacy Policy or our data practices, please contact:

Vertec Financial Group LLC
Email: info@verteccfo.com

Terms & Conditions

Vertec Financial Group LLC

Effective Date: February 3, 2026

These Terms & Conditions govern your access to and use of the Vertec Financial Group LLC website and services. By using our website or engaging our services, you agree to these Terms.

Scope of Services

Vertec Financial Group LLC provides accounting, bookkeeping, controller, CFO, and related financial and operational consulting services. Services are provided pursuant to written agreements that define scope, responsibilities, fees, and limitations. No services are rendered unless and until a formal engagement is established.

Professional Standards and No Guarantee

Services are performed in accordance with applicable professional standards. We do not guarantee specific financial, tax, or business outcomes, as results depend on information provided, management decisions, and external factors beyond our control.

No Legal or Investment Advice

Information provided on this website or during consultations is for general informational purposes only and does not constitute legal, investment, or tax advice unless expressly stated in a written engagement agreement.

Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information necessary to perform services. Vertec Financial Group LLC is not responsible for errors, omissions, or outcomes resulting from inaccurate or incomplete information supplied by clients or third parties.

Intellectual Property

All website content, including text, branding, graphics, and materials, is the exclusive property of Vertec Financial Group LLC and may not be copied, reproduced, or distributed without prior written consent.

Limitation of Liability

To the maximum extent permitted by law, Vertec Financial Group LLC shall not be liable for indirect, incidental, consequential, or special damages arising from use of the website or services. Liability, if any, shall be limited as set forth in applicable engagement agreements.

Termination of Access or Services

We reserve the right to suspend or terminate website access or services, subject to contractual obligations and applicable law.

Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Modifications

We may revise these Terms & Conditions at any time. Continued use of the website or services constitutes acceptance of any revisions.

Contact Information

For questions regarding these Terms & Conditions, please contact:

Vertec Financial Group LLC
© 2026 Vertec Financial Group LLC. All rights reserved. Use of this website is subject to these Terms & Conditions. Vertec Financial Group LLC provides accounting, bookkeeping, controller, CFO, and related financial consulting services pursuant to written engagement agreements only.

Content on this website is provided for general informational purposes and does not constitute legal, tax, investment, or other professional advice. No client relationship is formed by use of this website. Vertec Financial Group LLC is not responsible for actions taken based on website content.

All website content, including text and branding, is the property of Vertec Financial Group LLC and may not be reproduced without prior written consent. Use of this site constitutes acceptance of these Terms and applicable policies.