SOOTER CONSULTING, INC.
PRIVACY POLICY

 

This Privacy Policy was last updated on October 14, 2025.

 

Sooter Consulting, Inc., a California corporation (“we,” “us,” or “our”) operates the Sooter Consulting, Inc. services, which include our website located at sooterconsulting.com (the “Site”) and our YouTube channel located at https://www.youtube.com/@sooterconsultinginc/videos (the “YouTube Channel”) (the Site and YouTube Channel are together referred to here as the “Services”). This Privacy Policy (the “Privacy Policy”) explains the type of information we may collect from you or that you may provide when you access and use the Services, and our practices for collecting, using, maintaining, protecting, and disclosing that information.

This Privacy Policy does not apply to information collected by us offline or through other means, including on websites operated by third parties or through applications, content, or advertisements of third parties that may link to or be accessible through the Services.

Our goal is to provide a Privacy Policy that is transparent in how we handle your information. Before you provide us with any information, including Personal Information (as defined in Section 1 below), you should read through this Privacy Policy in its entirety and understand its terms. By using or accessing the Services, you signify that you have read, understand, and agree to be bound by this Privacy Policy.

We may update this Privacy Policy from time to time in accordance with Section 12 below, so please check in periodically. The updates to this Privacy Policy shall be legally effective and binding as of the “last updated on” date above.

 

1. WHAT IS PERSONAL INFORMATION

When you visit the Site, you may be asked to provide us with certain information about yourself which is “personally identifiable information.” When we use the term “Personal Information” in this Privacy Policy, we mean information that identifies, relates to, describes, is reasonably capable of being associated with, or could be linked, directly or indirectly, to a person or household. It does not include aggregated or de-identified information that is maintained in a form that is not reasonably capable of being associated with or linked to a person or household. Some examples of Personal Information we may collect are your first and last name, email address, and phone number. It is your choice whether to provide us with Personal Information and the provision of such Personal Information is not required when using the Site. However, if you provide us with your Personal Information, we may store and use that Personal Information as provided under this Privacy Policy.

 

2. INFORMATION WE MAY COLLECT AND HOW WE COLLECT IT

Information You Provide to Us

You may use the Site without providing any information, including Personal Information, to us. However, in order for us to provide certain services, we may ask you to provide, or we may collect, certain information, including Personal Information, such as if you:

  • Request for us to contact you
  • Communicate with us through the Site
  • Provide user contributions to our blog
  • Request to receive our newsletter

The type of information we collect includes, but is not limited to, first and last name, phone number, email, the name of your company, the industry your company is in, what kind of services you are needing, your referral source, what kind of accounting software your company uses and the net revenue your company produces.

Information We Collect Through Automatic Data Collection Technologies

As you access and navigate through the Services, we may use automatic data collection technologies to collect certain information, including:

  • Activity and Usage Details. We may collect certain details of your use such as traffic data, your actions with the Services, which pages you visit while interacting with the Site, which videos you watch when accessing our YouTube Channel, the content you interact with, time stamps, and performance logs.
  • Device Information. We may collect information about the computer, laptop, tablet, and mobile device (each an “Electronic Device”) you use to engage with the Services, including such device’s unique device identifier, IP address, operating systems, browser type, mobile network information, internet provider, and the device’s telephone number.
  • Location Information. We may collect general real-time information about the geolocation of your Electronic Device.

The technologies we use for automatic information collection may include:

  • Cookies: A cookie is a small file placed on your Electronic Device. It may be possible to refuse to accept mobile cookies by activating the appropriate setting on your Electronic Device. However, if you select this setting, you may be unable to access certain aspects of the Services.
  • Web Beacons: The Services may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages or opened an email and for other related statistics and metrics.

In addition, we may infer new details—such as your likely preferences or characteristics—by analyzing the data we collect, including through automated methods. These technologies may also be used to track your online activity over time and across third-party websites or services (commonly known as behavioral tracking). To learn how you can opt out of behavioral tracking or how we respond to browser signals and similar mechanisms that allow users to express tracking preferences, please contact us at support@sooterconsulting.com.

 

3. HOW WE USE YOUR INFORMATION

We may use the information, including Personal Information, we collect for the following operational business and commercial purposes:

  • To provide, maintain and optimize the Services.
  • To provide you with news and other general information.
  • To notify you about changes to the Site.
  • To attend and manage any of your requests or questions to us.
  • To respond to your feedback, comments, and concerns.
  • To gather data and work with third party service providers to show you personalized ads.
  • To identify usage trends and determine the effectiveness of any of our advertising and/or marketing campaigns and to evaluate, improve, and customize your experience with our marketing and advertising efforts.
  • To carry out our obligations and enforce our rights.
  • To detect, investigate, and prevent harmful activities that may violate this Privacy Policy or otherwise be illegal.
  • To prevent fraud and protect the rights and interests of our users.
  • To fulfill any other purpose for which you provide.

 

4. OUR DISCLOSURE OF INFORMATION TO OTHERS

  • Service Providers/Independent Contractors: We may contract with service providers, independent contractors and other third parties we use to fulfill certain functionality and features of the Services, including email and hosting services, software development, data management, and customer relationship management. We may disclose information about you, including Personal Information, to service providers, independent contractors and other third parties as necessary for them to perform their services. These parties are authorized to access your information on an “as-needed” basis and are bound by contractual obligations to keep your information confidential. In the next twelve months, we may disclose your information to the following types of services providers, among others:
    • Customer relationship management providers, namely GoHighLevel, to help us manage and respond to inquiries submitted through our contact form. This includes storing the information you provide so that we can contact you. GoHighLevel may receive and process certain personal information in accordance with its own privacy practices. For details on how GoHighLevel collects and uses data, please visit GoHighLevel’s Privacy Policy.
    • Analytics providers, namely Google Analytics, to tell us how the Services are doing, such as which parts interest visitors of our website and how long they visit before leaving. Among other data, analytics providers may receive your IP address. For details on how Google Analytics collects and processes data, and to manage the information sent to Google, please visit Google’s privacy policy page at How Google Uses Data.
  • Affiliates: We may share your information, including Personal Information, with our affiliates that are either subject to this Privacy Policy or that follow practices that are at least as restrictive as those described in this Privacy Policy.
  • Business Transaction or Reorganization: In the future, we may take part in or be involved with a company business transaction, such as a merger, acquisition, joint venture, or financing or sale of company assets. We may disclose your information, including Personal Information, to a third party during negotiation of, in connection with, or as an asset in such a corporate business transaction. Your information, including Personal Information, may also be disclosed in the event of insolvency, bankruptcy, or receivership, in compliance with applicable law.
  • Consent: From time to time, we may disclose information that we collect with your consent or for any other purposes disclosed by us when you provide the information to us.

Disclosure For Legal Purposes. We may also disclose your information, including Personal Information, when it is required by the law or in connection with legal processes as follows:

  • Law Enforcement. We may report to law enforcement agencies any activities that we reasonably believe to be unlawful, or that we reasonably believe may aid a law enforcement investigation into unlawful activity. In addition, we reserve the right to release your information, including Personal Information, to law enforcement agencies if we determine, in our sole judgment, that either you have violated our policies, or the release of your information may protect the rights, property, or safety of us or another person.
  • Legal Process. We may share your information, including Personal Information, with others as required by, or permitted by, the law. This may include sharing your information with government entities, or third parties in response to subpoenas, court orders, other legal process, or as we believe is necessary to exercise our legal rights, to defend against legal claims that have been brought against us, or to defend against possible legal claims that we determine in our sole discretion might be brought against us.

 

5. THIRD PARTY DATA COLLECTION AND ONLINE ADVERTISING

We do not currently serve third-party advertisements on the Site. However, we reserve the right to allow third-party advertising in the future and will update this Privacy Policy if that occurs. We may also collaborate with third-party platforms in the future, such as Google or LinkedIn, to serve targeted advertisements on the Site and to advertise the Site to you on third-party sites. These platforms may use cookies or unique device identifiers, along with their own data, to display ads tailored to your visits to our website and other sites.

 

6. YOUR CONTROLS AND CHOICES

We provide you with the ability to exercise certain controls and choices regarding our collection, use, and sharing of your information as described in this Section 6 and in accordance with Section 10 (if applicable):

  • You may choose whether to receive newsletters and other marketing and advertising messages from us. You can unsubscribe from these communications at any time by clicking the unsubscribe link in the emails or by contacting us directly at support@sooterconsulting.com. We may continue to send you communications regarding the Services, such as notices about administrative updates and changes to the Site and our Privacy Policy.
  • If we use targeted advertising in the future, you may opt out of receiving targeted advertising from many advertising networks, data exchanges, marketing analytics, and other service providers by visiting their respective privacy policies or following their respective opt-out instructions.
  • You may request access to the Personal Information we hold about you, including any Personal Information that we amend or delete.
  • You may set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of the Site may then be inaccessible or not function properly.
  • If you do not want us to use information that we collect or that you provide to us to deliver advertisements, you can opt out from specific email types by adjusting your user preferences in your account.

To exercise these controls and choices regarding our collection, use, and sharing of your information or to request access to your Personal Information, please contact us at support@sooterconsulting.com. Please be aware that if you do not allow us to collect certain information from you, we may not be able to perform certain services for you.

 

7. SECURITY MEASURES

The security, integrity, and confidentiality of your information, including your Personal Information, is extremely important to us. We take all reasonable and appropriate measures to secure your information once we receive it, and to help prevent it from being disclosed to individuals who are not described in this Privacy Policy. We currently use Rightworks Cloud Protect to keep your information secure. Please be aware though that, despite our best efforts, no security measures are perfect or impenetrable and, therefore, we cannot guarantee that your information will remain secure in all circumstances, including, without limitation, in the event of a third-party cyber hack or attack, of which we have no control over.

 

8. TRANSFER OF YOUR INFORMATION

Your information is processed at locations where we, or our employees, affiliates, service providers, or independent contractors are located, except as may be otherwise processed by relevant third-party platforms and the companies that operate them. This means that your information may be transferred to, and maintained on, computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.

Your consent to this Privacy Policy followed by your submission of such information to us represents your agreement to such transfer(s).

 

9. CHILDREN

We are committed to protecting the online privacy of children and making the internet safe. We do not knowingly solicit or collect information, of any kind, from children under the age of 13. In the event that we learn that we have gathered Personal Information from anyone under the age of 13 without the consent of a parent or guardian, we will delete that information as soon as possible.

 

10. HOW TO EXERCISE YOUR PRIVACY RIGHTS

If applicable when you are requesting to exercise your privacy rights, we may ask you to provide information, including Personal Information, to help us verify your identify and process your opt-out request. We will use information provided in connection with such requests solely to review and fulfill the request. If you choose not to provide this information, we may only be able to process your request to the extent we are able to identify you in our data systems. To exercise any of the rights described below, please submit a request by e-mail to us at support@sooterconsulting.com.

U.S. State Privacy Rights

State consumer privacy laws may provide their residents with additional rights regarding our use of their Personal Information. States such as California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia provide (now or in the future) their state residents with rights to:

  • Confirm whether we process their Personal Information.
  • Access and delete certain Personal Information.
  • Correct inaccuracies in their Personal Information, considering the nature of the information and the purpose of processing (excluding Iowa and Utah).
  • Data portability.
  • Opt-out of personal data processing for:
    • targeted advertising (excluding Iowa);
    • sales; or
    • profiling in furtherance of decisions that produce legal or similarly significant effects (excluding Iowa and Utah).
  • Either limit (opt-out of) or require consent to process sensitive personal data.

The exact scope of these rights may vary by state.

International Privacy Rights

Although this Privacy Policy applies worldwide, the Services are operated in both the United States and Canada. As such, we may transfer and process your information, including Personal Information, in either of these countries. We are committed to adhering to the applicable data protection laws and regulations of both the United States and Canada to ensure the protection of your privacy rights.

We make no claims that the Services or any of its content is accessible or appropriate outside of the United States and Canada. Your rights and choices regarding your information depend in part on the law(s) of the jurisdiction where you live. Access to and use of the Services may not be legal by certain persons or in certain countries. If you access and use the Services from outside the United States or Canada, you do so on your own initiative and are responsible for compliance with the applicable local laws. You also have the right to make a complaint to a government supervisory authority.

If you are located in a jurisdiction governed by the European Union General Data Protection Regulation (GDPR), the United Kingdom GDPR, or the Mexican Federal Law on the Protection of Personal Data Held by Private Parties (Ley Federal de Protección de Datos Personales en Posesión de los Particulares), there may be data protection laws that give you certain rights with respect to your Personal Information, subject to any exemptions provided by such laws, including the rights to:

  • Request access to your Personal Information;
  • Request correction or deletion of your Personal Information;
  • Object to our use and processing of your Personal Information;
  • Withdraw consent for any activities for which you have consented;
  • Request that we delete your Personal Information, at any time;
  • Request the transfer of your Personal Information to a third party;
  • Request that we limit our use and processing of your Personal Information;
  • Request portability of your Personal Information; and
  • File a complaint with your applicable provincial privacy regulator.

If you have questions regarding Personal Information that we may have processed or retained, please contact us at support@sooterconsulting.com.

 

11. DATA RETENTION

We retain your information, including Personal Information, only as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by legal, tax, accounting, or regulatory obligations. Retention periods vary based on the category of information and its intended use. We consider several factors when determining how long to retain information, including the amount, nature, and sensitivity of the data, the risk of harm from unauthorized use or disclosure, and whether the intended purposes can be achieved without it. For example, certain internet activity may be deleted as soon as you exit the Services, while records related to purchases, conversations, complaints, and other contract-related interactions may be retained for several years to comply with legal obligations or enforce our agreements. We also retain your information, including Personal Information, during an individual’s use of the Services and, after their use ends, as necessary to meet legal requirements, resolve disputes, defend claims, or honor user choices such as receiving marketing communications. Once information, including Personal Information, is no longer required, we will delete or deidentify it. If immediate deletion or deidentification is not possible, we will securely store and isolate it from further processing until it can be deleted or deidentified.

 

12. CHANGES TO THIS PRIVACY POLICY

We reserve the right to change this Privacy Policy from time to time at our sole discretion. Your use of the Services, including any dispute concerning privacy, is subject to this Privacy Policy. We reserve the right to modify this Privacy Policy at any time, in our sole discretion, by posting the changes on this page. Please check the “Last Updated On” date at the top of this page to determine if the Privacy Policy has been modified since you last reviewed it. Your continued use of the Services, or any portion thereof, following posting of the updated Privacy Policy will constitute your acceptance of the changes.

All changes shall be effective from the date of publication unless otherwise provided in the notification.

 

13. CONTACT US

If you have any questions about our Privacy Policy or our data collection practices, you can contact us at support@sooterconsulting.com.