🔒 PRIVACY POLICY

Effective Date: 2026.01.31
Last Updated: 2026.03.30

1. WHO WE ARE

This Privacy Policy describes how OATS Financial LLC, doing business as Birddog Finance (“Birddog,” “we,” “us,” or “our”) collects, uses, and protects your information when you visit www.birddogfinance.com (the “Website”).If you have questions, contact us at:
📧 info@birddog.finance

2. INFORMATION WE COLLECT

We collect information in the following ways:

A. Information You Provide

When you:Fill out a contact formDownload resources or guidesJoin our email listBook a callWe may collect:NameEmail addressPhone numberBusiness details (e.g., studio name, financial information you choose to share)Any other information you voluntarily provide

B. Automatically Collected Information

When you use our Website, we may collect:IP addressBrowser type and device informationPages visited and time spentReferral sourcesThis information is collected through cookies and similar tracking technologies.

C. Information from Third Parties

We may receive information from:Analytics providersEmail marketing platformsScheduling toolsSocial media platforms

3. HOW WE USE YOUR INFORMATION

We use your information to:Respond to inquiries and communicate with youProvide bookkeeping, tax, and advisory servicesSend newsletters, insights, and marketing communicationsImprove Website performance and user experienceAnalyze trends and usageComply with legal and regulatory obligations

4. COOKIES & TRACKING TECHNOLOGIES

We use cookies and similar technologies to:Understand Website usageImprove functionality and performanceSupport advertising and marketing effortsOur Website is hosted on Squarespace, which may also use cookies and analytics tools.You can disable cookies through your browser settings; however, parts of the Website may not function properly.

5. HOW WE SHARE INFORMATION

We do not sell your personal information.We may share your information with:Service providers (e.g., website hosting, email platforms, analytics providers, scheduling tools)Payment processors, if applicableProfessional advisors (legal, accounting, compliance)Government authorities if required by lawAll third parties are expected to maintain appropriate data protection safeguards.

6. DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards to protect your information.However, no method of transmission over the Internet or electronic storage is completely secure.

7. DATA RETENTION

We retain personal information only as long as necessary to:Provide servicesMaintain business and financial recordsComply with legal and regulatory requirements

8. YOUR RIGHTS

Depending on your location, you may have rights to:Access your personal informationCorrect inaccurate informationRequest deletionOpt out of marketing communicationsTo exercise your rights, contact us at info@birddog.finance.

9. EMAIL COMMUNICATIONS

If you opt in to receive emails:You may unsubscribe at any time using the link in our emailsWe may still send administrative or service-related communications if you are a client

10. THIRD-PARTY LINKS

Our Website may contain links to third-party websites.
We are not responsible for their privacy practices or content.

11. CHILDREN’S PRIVACY

This Website is not intended for individuals under the age of 13.
We do not knowingly collect personal information from children.

🔐 12. CALIFORNIA PRIVACY RIGHTS (CCPA/CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA).

A. Your Rights Include:

Right to Know
You may request details about the personal information we collect, use, and disclose.Right to Delete
You may request that we delete personal information we have collected about you, subject to certain exceptions.Right to Correct
You may request correction of inaccurate personal information.Right to Opt-Out of Sale or Sharing
We do not sell or share your personal information as defined under California law.Right to Non-Discrimination
We will not discriminate against you for exercising your privacy rights.

B. Categories of Information Collected

In the past 12 months, we may have collected:Identifiers (name, email, IP address)Internet activity (website usage, interactions)Commercial information (services requested or inquiries made)

C. How to Exercise Your Rights

To submit a request, contact us at:
📧 info@birddog.financeWe may need to verify your identity before processing your request.

⚖️ 13. PROFESSIONAL SERVICES DISCLAIMER

Information provided on this Website is for general informational purposes only and does not constitute accounting, tax, or legal advice.Use of this Website does not create a client relationship between you and OATS Financial LLC or Birddog Finance.

14. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time.
Changes will be posted on this page with an updated “Last Updated” date.