Privacy Policy

01Who we are

NEXGENCA ("NEXGENCA", "we", "us") provides outsourced bookkeeping, accounting, tax, and fractional CFO services to businesses and accounting firms worldwide. This Privacy Policy explains what personal information we collect through this website, how we use it, and the rights you have. The data controller is [Company legal name], [registered address], contactable at [privacy@nexgenca.com].

02Information we collect

We collect information you give us directly and information gathered automatically as you use the site.

Information you provide: when you book a consultation or contact us, we collect your name, work email, phone number, company name, your indicated transaction volume or number of clients, your selected date/time and timezone, and any notes you add.

Collected automatically: device and browser details, IP address, pages viewed, and similar usage data, gathered through cookies and analytics tools.

From third parties: if you reach us through an advertising or referral platform, we may receive limited attribution data from that platform.

03How we use your information

We use personal information to:

• schedule, confirm, and conduct your consultation, including creating a calendar event and sending you an invite;
• respond to your enquiries and provide the services you request;
• operate, secure, and improve the website;
• send service and, where permitted, marketing communications (you can opt out at any time);
• comply with legal, tax, and regulatory obligations.

04Legal bases for processing

Where the GDPR or similar laws apply, we rely on: your consent (e.g. marketing); performance of a contract or steps taken at your request (e.g. arranging a consultation); our legitimate interests in running and improving our business; and compliance with legal obligations.

05How we share information

We do not sell your personal information. We share it only with:

• Service providers who process data on our behalf — for example Google Workspace / Google Calendar (scheduling and invites), our website host, and analytics or advertising providers such as Meta;
• Professional advisers and authorities where required by law;
• a successor entity in the event of a merger, acquisition, or reorganisation.

Each provider is bound to handle your data securely and only as instructed.

06International transfers

Because we serve clients worldwide, your information may be processed in countries other than your own, including where our team and service providers operate. Where required, we use appropriate safeguards such as Standard Contractual Clauses to protect transferred data.

07How long we keep it

We retain personal information only as long as necessary for the purposes described here, to maintain our business records, and to meet legal or tax requirements, after which it is deleted or anonymised.

08Your rights

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information; to object to or restrict certain processing; and to withdraw consent. If you are in the EEA/UK you have rights under the GDPR; if you are a California resident you have rights under the CCPA/CPRA, including the right not to be discriminated against for exercising them. To make a request, contact us at [privacy@nexgenca.com]. You may also lodge a complaint with your local data protection authority.

09Cookies & analytics

We use cookies and similar technologies to run the site, remember your preferences, measure traffic, and, if enabled, support advertising. You can control cookies through your browser settings; disabling some may affect how the site works.

10Data security

We apply administrative, technical, and physical safeguards to protect your information. Read more on our Data Security page. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

11Children

This website is intended for businesses and is not directed to children. We do not knowingly collect personal information from anyone under 16.

12Changes to this policy

We may update this policy from time to time. The "last updated" date above reflects the latest version, and material changes will be posted on this page.

13Contact us