Littleton Advisory Group

At Littleton Advisory Group, we are committed to protecting the privacy and confidentiality of our clients. This policy outlines how we collect, use, store, and protect your personal and financial data. We collect only the information necessary to provide our services. This may include names, email addresses, phone numbers, financial data, tax documents, bank statements, and other related business documents.

Client data is used solely for service delivery, internal planning, and regulatory compliance. We do not sell or share client data with third parties except as required for service functionality (e.g., through QuickBooks Online, Canopy, or payroll processors) or when legally obligated.

All data is stored securely within our Microsoft 365 environment and our CRM, Canopy. We follow industry best practices for encryption, password protection, and access control. Documents shared between the firm and clients are transmitted through secure portals or encrypted email, not regular attachments.

Clients may request to review the personal information we store, ask for corrections, or request deletion if permissible by law and not in conflict with service requirements.

By working with us, clients consent to this data usage and storage policy. This policy may be updated periodically and is available for review upon request or on our website.

hese terms govern the use of services provided by Littleton Advisory Group. Engaging our firm implies acceptance of these terms.

We agree to provide the services described in each client’s signed service agreement or engagement letter. This includes the scope of work, deliverables, communication expectations, and pricing structure. Services may include bookkeeping, controller services, financial analysis, and consulting, depending on the tier selected.

Clients are responsible for providing timely, complete, and accurate information to enable us to perform our services effectively. Delays or omissions may result in service delays or additional fees.

All fees are due as outlined in the signed agreement. Late payments may result in service interruption or additional charges. Subscription-based services renew monthly unless otherwise stated.

All deliverables remain the intellectual property of Littleton Advisory Group until payment is received in full. Clients receive a license to use the deliverables for internal business purposes.

Our services do not constitute legal or tax advice unless provided by a licensed professional explicitly contracted for those services. We make no guarantees of specific financial outcomes based on our guidance.

Either party may terminate the relationship with notice as defined in the service agreement. Upon termination, any outstanding work will be completed or halted per mutual agreement, and final invoices will be issued.

These terms are governed by the laws of the state in which the company is registered. Disputes will be resolved through mediation or arbitration prior to litigation when possible.

Clients are encouraged to review these terms regularly. Substantial changes will be communicated in writing.