Privacy & Data Confidentiality Policy
Effective Date: January 1, 2026 | Last Updated: September 2026
1. Our Commitment to Financial Confidentiality
At LedgerBridge Financial LLC ("LedgerBridge", "we", "us", or "our"), safeguarding your sensitive corporate financial records, banking ledgers, tax filings, and payroll datasets is our highest priority. As senior financial consultants and executive advisors led by Roy Welch — Founder & Managing Director, we maintain strict confidentiality protocols exceeding statutory requirements.
2. Information We Collect
In providing Fractional CFO, Controller, and Tax Preparation services, we may collect business entity records, general ledgers (via QuickBooks Online, Oracle, Advantage, BQE Core), banking and merchant transaction feeds, tax identification numbers, payroll summaries (via ADP, Paylocity, Paychex, Rippling, Gusto), and contact information. We do not sell, rent, or trade your corporate information to third-party data brokers under any circumstances.
3. Security & Encryption Protocols
All client document exchanges and financial disclosures are processed through TLS 1.3 encrypted channels and enterprise-grade cloud storage solutions featuring AES-256 bit encryption at rest, strict role-based access control, and mandatory multi-factor authentication (MFA).
4. Contacting Our Compliance Team
For inquiries regarding data protection or confidentiality agreements (NDAs), please contact Roy Welch directly at roywelch@ledgerbridgefinancial.com or call (312) 319-5785.