Privacy Policy

Effective date: April 30, 2026

Shoreline Business Services ("Shoreline," "we," "us," or "our") respects your privacy. This policy explains what information we collect, how we use it, and the choices you have. It applies to shorelineops.com and any related services we provide.

1. Information we collect

Information you give us

• Email address. When you request a free template through our lead magnet form, schedule a consultation, or contact us directly.
• Communication content. Messages you send us by email or through our scheduling tool.
• Booking information. When you book a free consultation through Calendly, that includes your name, email, time zone, and any details you choose to share.

Information collected automatically

• Usage data. Pages visited, time on page, referring URL, device type, browser, approximate location (city or region), and similar analytics data.
• Cookies and similar technologies. Google Analytics 4 sets cookies in your browser to help us understand site traffic. These cookies do not personally identify you.
• UTM parameters. When you reach our site through a tagged link (for example, a QR code on a partner card), we record the source and campaign for marketing analytics.

2. How we use your information

• To send you the resources you request, including chart of accounts templates and related materials.
• To respond to your inquiries and provide bookkeeping or related services if you become a client.
• To send occasional bookkeeping tips, updates, or other marketing communications. You can unsubscribe at any time using the link in any marketing email.
• To analyze site traffic, improve our content, and measure marketing performance.
• To comply with legal obligations and protect our rights.

3. Sharing with third parties

We do not sell your personal information. We share limited information only with the following service providers, who help us run the site and our business:

• Netlify. Hosts the website and processes form submissions.
• Google Analytics 4. Provides website analytics. Google may process this data outside the United States.
• Calendly. Processes consultation bookings.
• Email service providers. Deliver templates and marketing emails to you.

We may also share information when required by law, in response to lawful requests by public authorities, or to protect our rights, property, or safety.

4. Cookies and analytics

We use Google Analytics 4 to understand how visitors use the site. GA4 stores small files (cookies) in your browser. You can disable cookies in your browser settings or use the Google Analytics opt-out browser add-on to prevent your data from being sent to Google Analytics.

5. Your rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information.
• Opt out of marketing emails by clicking the unsubscribe link in any message or by emailing us directly.

California residents (CCPA / CPRA)

If you live in California, you have additional rights under the California Consumer Privacy Act and California Privacy Rights Act. These include the right to know what personal information we collect, the right to delete personal information, the right to correct inaccurate personal information, and the right to opt out of the sale or sharing of personal information. We do not sell personal information. To exercise any of these rights, email phillip@shorelineops.com.

Nevada residents

Nevada residents have the right to opt out of the sale of certain personal information under Nevada law. We do not sell personal information. To submit a verified request, email phillip@shorelineops.com.

6. Data retention

We keep your information for as long as it is needed to provide the services you requested, comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we delete or anonymize it.

7. Security

We use reasonable measures to protect your information from loss, theft, and unauthorized access. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Children's privacy

Our site is not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, contact us and we will delete it.

9. Changes to this policy

We may update this policy from time to time. The effective date at the top of this page reflects the most recent revision. Material changes will be communicated through the site or by email if appropriate.

10. Contact us

Questions about this policy or your information? Email phillip@shorelineops.com or write to Shoreline Business Services, Las Vegas, NV.