Privacy Policy

Last updated: November 24, 2025

Lola Financial Services (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and how we protect your data. By using our website, services, or communicating with us via SMS, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information:

Information You Provide Directly

  • Name

  • Phone number

  • Email address

  • Business information

  • Documents you upload or share

  • Payment-related information (processed securely by third-party processors)

  • Messages and communication preferences (including SMS opt-ins)

Automatically Collected Information

  • IP address

  • Browser type

  • Device information

  • Website usage data (via cookies or analytics tools)

2. How We Use Your Information

We use your personal information to:

  • Provide bookkeeping, payroll, and advisory services

  • Create and manage your client account

  • Communicate with you regarding your services, documents, scheduling, support, and updates

  • Send SMS messages for informational and service-related purposes

  • Improve our services and website functionality

  • Maintain compliance with accounting, tax, or regulatory requirements

  • Process payments and send invoices

3. SMS Policy and Consent

When you provide your phone number and consent to receive SMS messages, you allow us to send:

  • Appointment reminders

  • Account or document updates

  • Payroll or bookkeeping notifications

  • Important service-related alerts

We do not send marketing SMS messages.

SMS consent is not shared with third parties.
We will never sell, share, or disclose your SMS consent with outside companies, affiliates, or partners.

You may opt out of SMS messages at any time by replying STOP.

4. Who We Share Information With

We only share your personal information with:

  • Service providers that support our business operations, such as:

    • Secure client portals

    • Payroll platforms

    • Payment processors

    • Cloud storage providers

  • Regulatory agencies when legally required

  • Our CPA or tax partners, only at your direction and with your authorization

We do not sell your personal information.

We do not share SMS consent with any third parties or affiliates.

5. Data Security

We use administrative, technical, and physical safeguards to protect your information, including secure portals, encryption, and controlled access to data.

However, no online system is 100% secure, and we cannot guarantee absolute security.

6. Your Choices and Rights

You may:

  • Update your personal information by contacting us

  • Withdraw consent to SMS by replying STOP

  • Request deletion of certain personal data (subject to legal requirements)

  • Opt out of non-essential email communication

7. Cookies and Tracking Technologies

We may use cookies and similar tools to improve website performance, analyze usage, and personalize user experience. You may control cookies through your browser settings.

8. Links to Other Websites

Our website may contain outbound links to third-party websites. We are not responsible for the content or privacy practices of these external sites.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.

10. Contact Us

For questions or privacy requests, contact:

Lola Financial
Email: hello@lolafinancial.co
Phone: 612-662-6647