Privacy Policy

Bleecker & Jones LLC Last updated: July 4, 2026

Bleecker & Jones LLC ("B&J," "we," "us," or "our") provides finance and accounting consulting services, including outsourced CFO, FP&A, and accounting services. This Privacy Policy describes how we collect, use, and protect personal information, including information collected in connection with our SMS/text messaging program.

1. Information We Collect

We may collect the following categories of personal information:

  • Contact information, such as your name, email address, mailing address, employer, job title, and mobile phone number, which you provide when you engage our services, contact us, or complete a form on our website.

  • Business and engagement information, such as information related to the services we provide to you or your company.

  • Communications, such as the content of emails, phone calls, and text messages you exchange with us.

  • Website usage information, such as IP address, browser type, and pages visited, collected automatically through cookies and similar technologies when you visit our website.

2. How We Use Your Information

We use personal information to:

  • Provide, administer, and improve our services;

  • Communicate with you about your engagement, including by email, phone, and (with your consent) SMS/text message;

  • Respond to your inquiries and requests;

  • Comply with legal, regulatory, and professional obligations; and

  • Protect the security and integrity of our business.

3. How We Share Your Information

We do not sell personal information. We may share personal information only in the following limited circumstances:

  • Service providers who perform services on our behalf (such as IT, hosting, and communications providers) and who are contractually obligated to protect your information;

  • Legal and regulatory purposes, where disclosure is required by law, regulation, legal process, or professional obligation; and

  • Business transfers, in connection with a merger, acquisition, or sale of assets, subject to appropriate confidentiality protections.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. SMS/Text Messaging Terms & Conditions

Program description. By providing your mobile phone number and opting in, you consent to receive SMS messages from Bleecker & Jones related to your engagement with us, including two-way conversational messages with members of our team regarding your account, our services, scheduling, and responses to your questions. We do not send marketing or promotional text messages.

Message frequency. Message frequency varies depending on your engagement and communications with us.

Message and data rates. Standard message and data rates may apply, depending on your mobile carrier plan.

Opting out. You may opt out of receiving SMS messages at any time by replying STOP to any message you receive from us. After opting out, you will receive a one-time confirmation message, and we will cease sending SMS messages to your number.

Help and support. For assistance, reply HELP to any message you receive from us, or contact us at privacy@bleeckerandjones.com or (646) 847-7668.

Privacy. Your mobile phone number and opt-in data will be handled in accordance with this Privacy Policy. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

5. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, comply with our legal and professional obligations, resolve disputes, and enforce our agreements.

7. Your Choices and Rights

Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information. To exercise these rights or ask questions about this Policy, contact us using the information below. You may opt out of SMS messages at any time by replying STOP.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Material changes will be posted on this page.

9. Contact Us

Bleecker & Jones LLC 41 E 11th Street, Floor 11 New York, NY 10003 Email: privacy@bleeckerandjones.com Phone: (646) 847-7668