This Privacy Policy explains how we collect, use, and safeguard your personal information when you engage with our services, including our website (www.wo-lg.com) and SMS communications. By using our services, you agree to the practices described below.

Information We Collect

We collect information you provide directly to us, including:

Contact Information: Name, email address, phone number, and mailing address provided during client onboarding or through our website forms (e.g., SMS opt-in at https://www.wo-lg.com/smsoptin).

Service-Related Information: Details related to accounting services, such as budget reviews, invoices, or project updates, shared via forms, email, or SMS.

Usage Data: Information about how you interact with our website, collected via cookies or analytics tools (e.g., Google Analytics), such as pages visited or time spent.

SMS Communications and Consent

We offer SMS communications for service updates, such as invoice notifications, budget reminders, and project queries. To receive text messages:

Opt-In: You provide explicit consent by submitting your phone number through our SMS opt-in form at https://www.wo-lg.com/smsoptin and checking the box: “By providing your phone number, you consent to receive text messages from White Oak & Ledger for service updates, such as invoice notifications, budget reminders, and project queries. Message and data rates may apply. Message frequency varies. Reply STOP to unsubscribe at any time.”

Purpose: Messages are sent to existing clients for customer service purposes (e.g., confirming document receipt, scheduling calls).

Opt-Out: You may opt out at any time by texting “STOP” to +1-408-623-7280. This is processed immediately, and no further messages will be sent unless you re-opt-in.

Data Rates: Message and data rates may apply, depending on your carrier plan. Message frequency varies based on service needs.

No Third-Party Sharing: Your phone number and SMS data are not shared with third parties for marketing or other purposes.

How We Use Your Information

We use your information to:

Provide accounting services (e.g., budget reviews, invoicing).

Send SMS updates for client communications (with consent).

Respond to inquiries and provide customer support.

Improve our website and services through analytics.

Data Protection

We implement reasonable security measures to protect your information, including encryption for data transmission and secure storage in our CRM. Access is restricted to authorized personnel only.

Sharing Your Information

We do not sell, trade, or share your personal information with third parties, except:

With service providers (e.g., Zendesk for SMS) who are bound by confidentiality agreements and do not use data for their own purposes.

As required by law or to protect our legal rights.

Your Rights

You may:

Request access to or deletion of your personal information by contacting [email protected].

Opt out of SMS by texting “STOP” to +1-408-623-7280.

Update your communication preferences via https://www.wo-lg.com/smsoptin.

Cookies and Tracking

Our website uses cookies for analytics and functionality. You can disable cookies in your browser settings, but this may affect website performance.

Changes to This Policy

We may update this policy to reflect changes in our practices or legal requirements. The updated policy will be posted here with a revised effective date.

Contact Us

For questions or concerns, contact:

Email: clarity@wo-lg.com

Phone: +1-910-367-5580

See our Terms of Service for additional details.