Privacy Policy
Commitment to Data Privacy
Privacy Policy
Precision Advisory Group Experts (PAGE) (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information, including information collected in connection with SMS and text message communications.
1.1 Information We Collect
We may collect the following categories of personal information:
- Contact information: name, phone number, email address, mailing address.
- Business information: company name, role, industry, and service needs.
- Communication data: inquiries, appointment requests, and correspondence.
- SMS/text opt-in data: mobile phone number and consent records when you opt in to receive text messages from us.
- Website data: IP address, browser type, and usage information collected through cookies and analytics tools (including Google reCAPTCHA v3).
1.2 How We Collect Information
We collect information through the following means:
- Contact and inquiry forms on our website (precisionadvisorygroupexperts.com).
- SMS/text message opt-in forms, both on our website and in service agreements.
- Direct communications by phone, email, or in-person consultations.
- Service contracts and engagement agreements.
- Scheduling and appointment tools.
1.3 How We Use Your Information
We use the information we collect to:
- Respond to inquiries and schedule consultations.
- Deliver the advisory, bookkeeping, and financial services you have engaged us to provide.
- Send appointment reminders, service updates, and account-related communications via text message (only if you have opted in).
- Fulfill our contractual obligations to you.
- Improve our website and service delivery.
- Comply with applicable laws and regulations.
1.4 SMS / Text Message Communications
If you opt in to receive text messages from PAGE:
- We will only send messages related to our services, appointment reminders, scheduling, and account-related updates.
- Message frequency varies. We do not send bulk promotional SMS campaigns.
- Message and data rates may apply depending on your carrier and plan.
- You may opt out at any time by replying STOP to any message. You may also reply HELP for assistance.
- Mobile opt-in data and SMS consent information collected by PAGE will never be shared with, sold to, or transferred to third parties or affiliates for marketing or promotional purposes.
- Standard opt-out keywords: STOP, END, QUIT, CANCEL, UNSUBSCRIBE, REVOKE. Standard help keyword: HELP.
1.5 Information Sharing and Third Parties
PAGE does not sell, rent, lease, or otherwise transfer your personal information to third parties for marketing or promotional purposes. This prohibition expressly includes mobile opt-in data and SMS consent records. We may share your information only in the following limited circumstances:
- With service providers who assist us in delivering our services (such as scheduling platforms, accounting software, or communication tools), who are contractually bound to protect your data and use it only as directed by PAGE.
- As required by law, regulation, court order, or governmental authority.
- To protect the rights, safety, or property of PAGE, our clients, or others.
- We do not share your information with carriers, aggregators, or any third party for purposes unrelated to the direct delivery of our services or legal compliance.
1.6 Data Retention
- We retain your personal information for as long as necessary to fulfill the purposes described in this policy and to comply with applicable legal and regulatory obligations.
- SMS consent records are retained for a minimum of four (4) years from the date of opt-in.
1.7 Data Security
- We implement industry-standard technical and organizational measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction.
- These measures include encryption in transit, access controls, and Google reCAPTCHA v3 on our web forms.
- While we take reasonable precautions, no security system is impenetrable, and we cannot guarantee absolute security.
1.8 Your Rights and Choices
You have the right to:
- Opt out of SMS communications at any time by replying STOP to any text message from us.
- Request access to, correction of, or deletion of your personal information by contacting us directly.
- Withdraw consent for communications at any time, subject to applicable law.
To exercise any of these rights, contact us at:
- Phone: (706) 703-9299
- Email: [email protected]
- Website: precisionadvisorygroupexperts.com/contact
1.9 Children’s Privacy
Our services are directed to business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will take steps to delete that information promptly.
1.10 Changes to This Privacy Policy
- We may update this Privacy Policy periodically to reflect changes in our practices or applicable law.
- If we make material changes, we will post the revised policy on our website with an updated effective date.
- We encourage you to review this policy periodically.
1.11 Contact Us
For questions about this Privacy Policy or our data practices, contact us at:
- Precision Advisory Group Experts (PAGE)
- (706) 703-9299
- [email protected]
- precisionadvisorygroupexperts.com/privacy-policy
Hands-on, Personalized Support from an Expert-Led, Executive-Level Team
Precision Advisory Group Experts is a specialized financial, consulting, and executive advisory firm focused on small businesses, trades, and service-based companies. Whether you are a solo operator, managing a growing team, or preparing for expansion, we deliver financial clarity, operational structure, and strategic insight tailored to the way you actually work.
With 50+ years of experience, we support business owners across the country through every stage of ownership. From startup to succession, our team helps you make better decisions, protect cash, and build a business that runs smoothly without you having to micromanage every detail.
We are not a typical advisory or consulting firm. We are your strategic partners in building a stronger, more profitable business.
Stop wrestling with numbers alone. At PAGE, we believe your time is best spent running your business, not babysitting financial details. In your complimentary consultation, we will identify opportunities for improvement and recommend the right level of support—from foundational bookkeeping to full Fractional C-Suite integration.