Privacy Policy

Zenyasa Financial is committed to respecting your privacy and handling personal and business information with care. This Privacy Policy explains what information may be collected, how it may be used and shared, how it is protected, and what choices may be available to you.

This Policy applies to information collected through the Zenyasa Financial website, consultation and contact forms, email communications, scheduling systems, educational resources, purchases, and other interactions with Zenyasa Financial.

Information collected or processed as part of an ongoing bookkeeping or professional-services engagement may also be governed by a separate engagement agreement, service agreement, confidentiality provision, or authorization.

1. Information You Provide

We may collect personal or business information that you voluntarily provide when you:

• Submit a contact form or send an email
• Schedule or participate in a consultation
• Request information about services
• Become a bookkeeping or consulting client
• Complete an intake form, questionnaire, or onboarding process
• Subscribe to an email list or request a resource
• Register for a course, workshop, webinar, or educational program
• Purchase a service, product, or digital resource
• Communicate with us through social media or another platform

Depending on how you interact with Zenyasa Financial, this information may include:

• Your name
• Email address
• Telephone number
• Business name and website
• Business type, size, location, and operational information
• Information about the services you are seeking
• Appointment and scheduling information
• Billing address and transaction information
• Course, resource, or program registration information
• Messages, questions, feedback, and other information you choose to provide

2. Client Financial and Business Information

If you become a client, Zenyasa Financial may receive or access financial, operational, and business information needed to perform the agreed-upon services.

Depending on the scope of the engagement, this may include:

• Accounting records and bookkeeping files
• Bank and credit-card transaction information
• Invoices, bills, receipts, and expense documentation
• Payroll, contractor-payment, or compensation information
• Sales, membership, class, retail, and payment-processing data
• Financial reports and account balances
• Tax-related documents or information provided for bookkeeping purposes
• Information contained in QuickBooks or other accounting software
• Information from business-management, scheduling, payroll, banking, or payment platforms
• Login credentials, access invitations, or authorization tokens when reasonably necessary
• Information about employees, contractors, customers, vendors, or other individuals contained in client records

Zenyasa Financial collects and uses this information only as reasonably necessary to provide services, communicate with the client, maintain records, meet professional or legal responsibilities, and operate the business.

Clients are responsible for ensuring that they have the authority to provide information relating to employees, contractors, customers, vendors, and other third parties.

3. Information Collected Automatically

When you visit the website, certain technical information may be collected automatically through cookies, analytics tools, server logs, and similar technologies.

This information may include:

• Internet Protocol address
• Browser type and version
• Device type and operating system
• Approximate geographic location derived from an IP address
• Pages viewed and links selected
• Date, time, and duration of visits
• Referring website or source
• Website interactions and navigation patterns
• Cookie identifiers and similar technical information

This information is generally used to operate the website, understand how visitors use it, identify technical problems, protect against misuse, and improve website performance and user experience.

4. How We Use Information

Zenyasa Financial may use collected information to:

• Respond to questions, inquiries, and consultation requests
• Evaluate whether our services may be a good fit for a prospective client
• Prepare proposals, agreements, and onboarding materials
• Provide bookkeeping, financial organization, consulting, and educational services
• Communicate with clients and prospective clients
• Schedule and manage appointments
• Process payments, invoices, and purchases
• Provide access to downloads, courses, workshops, or other resources
• Send requested information, newsletters, educational content, and business updates
• Maintain business, financial, contractual, and professional records
• Improve services, resources, communications, and website performance
• Protect the website, accounts, systems, clients, and business from fraud or misuse
• Enforce agreements and website terms
• Comply with legal, regulatory, contractual, tax, insurance, and professional obligations
• Establish, exercise, or defend legal claims

Zenyasa Financial does not sell personal information in exchange for money.

5. Email Communications

If you subscribe to an email list, request a resource, register for a program, or otherwise consent to receive communications, you may receive newsletters, educational information, business updates, service announcements, and occasional promotional messages.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message. You may also contact Zenyasa Financial directly to request removal from a marketing list.

Unsubscribing from marketing emails will not prevent us from sending service-related or administrative communications that are reasonably necessary for an active inquiry, purchase, appointment, or client relationship.

6. Payment Information

Payments may be processed through third-party platforms such as Stripe, New Zenler, Acuity Scheduling, or other payment providers.

Payment providers may collect information such as your name, billing address, payment-card details, bank information, transaction amount, and payment history in accordance with their own privacy policies and security practices.

Zenyasa Financial generally does not directly receive or store complete payment-card numbers submitted through third-party payment systems. We may receive limited payment information, such as the payer's name, transaction date, amount, payment status, card type, or the final digits of a payment card.

7. How Information May Be Shared

Zenyasa Financial may share information only when reasonably necessary for the purposes described in this Policy.

Information may be shared with:

• Website, course-hosting, and digital-content providers
• Email communication and newsletter providers
• Scheduling and videoconferencing platforms
• Payment processors and billing platforms
• Accounting, bookkeeping, banking, payroll, and business-management software providers
• Cloud-storage, document-management, password-management, and communication providers
• Website analytics, security, and technology providers
• Contractors or service providers who assist with business operations
• Attorneys, accountants, insurers, and other professional advisers
• Government agencies, courts, regulators, or law-enforcement authorities when legally required

Depending on the services in use, providers may include:

• New Zenler for website, course, and resource hosting
• Acuity Scheduling for appointment scheduling
• Zoom for online consultations and meetings
• Stripe or other payment processors
• Google or other email, document, analytics, or business-service providers
• QuickBooks Online and other bookkeeping or accounting platforms
• Mindbody, Momence, WellnessLiving, Mariana Tek, or other client-selected business systems

The particular providers used may change as technology and business needs evolve.

Service providers may process information only to the extent needed to provide their services, operate their platforms, comply with their legal obligations, or as otherwise described in their own privacy policies and agreements.

8. Information Provided Through Third-Party Platforms

When you interact with Zenyasa Financial through a third-party platform—such as a scheduling service, payment processor, social-media network, accounting system, videoconferencing platform, or email provider—the platform may independently collect and process information.

Your use of those platforms is subject to their own terms, privacy policies, and security practices. Zenyasa Financial does not control how an independent third-party provider collects or uses information outside the services it performs for us.

9. Cookies and Similar Technologies

This website may use cookies, pixels, local storage, analytics tools, and similar technologies to:

• Enable essential website functions
• Remember preferences or login sessions
• Understand website traffic and visitor behavior
• Measure the effectiveness of pages and communications
• Improve website performance and user experience
• Protect the website from fraud, abuse, or security threats

Some cookies are necessary for the website to function. Others may be used for analytics, functionality, or marketing where applicable.

You may be able to control or delete cookies through your browser settings or through any cookie-consent controls displayed on the website. Disabling certain cookies may affect how the website functions.

Additional information is available in the Zenyasa Financial Cookie Policy.

10. Data Security

Zenyasa Financial takes reasonable administrative, technical, and organizational measures designed to protect personal and business information from unauthorized access, loss, misuse, alteration, or disclosure.

Depending on the type of information and services involved, these measures may include:

• Using reputable third-party platforms and cloud services
• Using passwords, multifactor authentication, and access controls where available
• Restricting access to information to individuals who reasonably need it
• Using secure methods for sharing sensitive documents when practical
• Maintaining software, devices, and security tools
• Reviewing and removing access when it is no longer needed
• Retaining information only for legitimate business, contractual, professional, or legal purposes

No method of electronic transmission, email communication, internet storage, or cloud-based processing can be guaranteed to be completely secure. You acknowledge the inherent risks involved when transmitting or storing information electronically.

Please do not send Social Security numbers, complete bank-account credentials, complete payment-card information, passwords, or similarly sensitive information through ordinary email or general website forms unless specifically requested and an appropriate method of transmission has been provided.

11. Data Retention

Information may be retained for as long as reasonably necessary to:

• Respond to an inquiry or provide requested services
• Maintain an active client or customer relationship
• Complete bookkeeping, administrative, or contractual responsibilities
• Maintain accurate business, tax, payment, and professional records
• Resolve disputes and enforce agreements
• Meet legal, regulatory, insurance, or professional obligations
• Protect against fraud, security incidents, or legal claims

Retention periods may vary depending on the type of information, the nature of the relationship, contractual requirements, applicable law, and the systems in which the information is maintained.

Information that is no longer reasonably needed may be deleted, anonymized, securely destroyed, or retained in a restricted archival or backup system until routine deletion occurs.

12. International Data Processing

Zenyasa Financial may operate, communicate, or provide services from locations outside the state or country in which you reside. Information may also be stored or processed by service providers located in the United States or other countries.

As a result, your information may be transferred to and processed in jurisdictions whose privacy and data-protection laws differ from those in your location.

By using the website, submitting information, or engaging Zenyasa Financial, you acknowledge that information may be processed through these international systems and service providers, subject to applicable legal requirements and contractual safeguards.

13. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have the right to request that Zenyasa Financial:

• Confirm whether personal information about you is being maintained
• Provide access to certain personal information
• Correct inaccurate or incomplete personal information
• Delete certain personal information
• Restrict or object to certain uses of personal information
• Provide certain information in a portable format
• Withdraw consent where processing is based on consent
• Stop sending marketing communications

These rights are not absolute. A request may be limited or denied when retention or processing is necessary to complete a service, comply with law, maintain business or professional records, protect legal rights, prevent fraud, or fulfill another lawful obligation.

To protect privacy and security, Zenyasa Financial may need to verify your identity before responding to a request.

Privacy requests may be submitted using the contact information at the end of this Policy.

14. Information About Other People

Please do not provide personal information about another person unless you are authorized to do so and the information is reasonably necessary for the requested service.

Clients who provide information relating to employees, contractors, customers, vendors, family members, business partners, or other individuals are responsible for complying with any applicable notice, consent, privacy, employment, or data-protection requirements.

15. Children's Privacy

The Zenyasa Financial website and services are intended for adults and business owners and are not directed to children under 13.

Zenyasa Financial does not knowingly collect personal information directly from children under 13 through the website. If you believe that a child has provided personal information without appropriate authorization, please contact us so that the information can be reviewed and, when appropriate, deleted.

16. External Websites and Social Media

The website may contain links to external websites, social-media profiles, professional directories, software providers, and other third-party resources.

Zenyasa Financial is not responsible for the privacy, security, accuracy, or content practices of external sites. You should review the privacy policies of any third-party website or platform you visit.

Information you post publicly on social media or another public platform may be visible to others and should not be considered private or confidential.

17. Business Transfers

If Zenyasa Financial undergoes a reorganization, merger, acquisition, sale, transfer of assets, or other business transition, information may be transferred as part of that transaction when permitted by law.

Any successor would be expected to handle the information consistently with applicable law and any commitments made in this Privacy Policy.

18. Changes to This Privacy Policy

Zenyasa Financial may update this Privacy Policy periodically to reflect changes in services, business practices, technology, service providers, or legal requirements.

The “Last Updated” date at the top of this page identifies the most recent revision. Updated versions become effective when posted unless otherwise stated.

You are encouraged to review this Policy periodically.

19. Contact

Questions, concerns, or privacy requests relating to this Privacy Policy may be sent to:

Zenyasa Financial
Jason Ray Brown
Email: jason@zenyasafinancial.com