Privacy Policy

Fellie Martin Consultancy ("FMC Agency," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website felliemartinconsultancy.com or engage our services.

By accessing or using our services, you consent to the collection and use of your information as described in this policy. If you do not agree with the terms of this policy, please do not access our website or services.

We collect information that you provide directly to us, as well as information collected automatically when you use our website.

Personal Information You Provide

• Name, email address, phone number, and mailing address
• Business name, tax identification numbers, and financial records
• Payment information (processed securely through third-party payment processors)
• Information submitted through contact forms, booking forms, or email correspondence
• Any documents, records, or data shared for the purpose of providing accounting, tax, or advisory services

Automatically Collected Information

• IP address, browser type, and operating system
• Pages visited, time spent, and referring URLs
• Device information and screen resolution
• Cookies and similar tracking technologies (see our Cookie Policy)

We use the information we collect for the following purposes:

• Service Delivery — To provide accounting, tax preparation, bookkeeping, and advisory services
• Communication — To respond to inquiries, send appointment reminders, and provide service updates
• Compliance — To meet legal, regulatory, and professional obligations
• Security — To protect against fraud, unauthorized access, and data breaches
• Improvement — To analyze website usage and improve our services, content, and user experience
• Marketing — To send relevant updates, newsletters, or promotional content (with your consent, where required)

We do not sell, trade, or rent your personal information. We may share your data only in the following circumstances:

• Service Providers — Trusted third parties who assist us in delivering services (e.g., cloud hosting, payment processing, tax software)
• Legal Requirements — When required by law, court order, or government authority
• Business Transfers — In connection with a merger, acquisition, or sale of business assets (with prior notice)
• With Your Consent — When you have given us explicit permission to share specific information

We implement industry-standard security measures to protect your personal information, including:

• 256-bit SSL encryption for data in transit
• Secure cloud storage with access controls and authentication
• Regular security audits and vulnerability assessments
• Limited employee access on a need-to-know basis
• Secure document disposal and data retention policies

While we strive to protect your information, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security but are committed to protecting your data to the best of our ability.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Client financial records and tax documents are typically retained for a minimum of 7 years in accordance with tax authority requirements.

When data is no longer needed, we securely delete or anonymize it in accordance with our data disposal procedures.

Depending on your jurisdiction, you may have the following rights regarding your personal data:

• Access — Request a copy of the personal data we hold about you
• Correction — Request correction of inaccurate or incomplete data
• Deletion — Request deletion of your data (subject to legal and regulatory obligations)
• Objection — Object to certain types of processing, such as marketing communications
• Portability — Request transfer of your data to another service provider
• Withdraw Consent — Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at contact@fmcagency.com. We will respond within 30 days.

As a cross-border firm serving clients in the US, Canada, Australia, and Kenya, your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your data in accordance with applicable data protection laws, including standard contractual clauses where required.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child without parental consent, we will delete it promptly.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by updating the "Last Updated" date at the top of this page and, where appropriate, by sending you an email notification.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: