Walnook LLC

Finances. Clarified.

Privacy Policy

Privacy Policy for Walnook LLC

Last Updated: October 21, 2025

1. Introduction Welcome to Walnook LLC (“we,” “our,” “us”). Our website address is https://walnook.com. We are committed to protecting your privacy and handling your personal and business information with the utmost care and respect. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website and engage with our bookkeeping, advisory, and consulting services (the “Services”).

2. Information We Collect We may collect information about you in a variety of ways. The information we may collect includes:

  • Personal and Business Data: Personally identifiable information, such as your name, email address, and telephone number, and business information such as your company name, EIN, and entity type, that you voluntarily give to us when you engage with our Services.
  • Financial Data: Financial information, such as data related to your income, expenses, assets, liabilities, and bank account details, that is necessary for us to provide our Services. This information is collected through secure, encrypted channels.
  • Communication Data: Information you provide when you communicate with us via email, phone (including SMS/MMS messages), or our client portal.

2.1 Website-Specific Data Collection When you interact directly with our website (walnook.com), we may collect additional data:

  • Comments: When visitors leave comments on the site, we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. An anonymized string created from your email address (a “hash”) may be provided to the Gravatar service to see if you are using it. After approval of your comment, your profile picture is visible to the public in the context of your comment.
  • Media: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
  • Cookies: If you leave a comment, you may opt-in to saving your name, email, and website in cookies for your convenience. These cookies last for one year. We also use temporary cookies to determine if your browser accepts cookies and session cookies to manage login information.
  • Embedded Content: Articles on this site may include embedded content (e.g., videos, images, articles). Embedded content from other websites behaves in the exact same way as if you have visited the other website, and these websites may collect data about you, use cookies, and embed additional third-party tracking.

3. How We Use Your Information Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you to:

  • Provide and manage our bookkeeping, FP&A advisory, and consulting Services.
  • Create and manage your account and client file.
  • Process payments and financial transactions.
  • Communicate with you regarding your account and our Services.
  • Send you transactional communications, including service updates and security alerts via email or SMS.
  • Comply with legal and regulatory requirements.
  • Monitor and analyze usage and trends to improve our website and Service offerings.

4. Data Sharing and Third Parties We do not sell or rent your personal or financial information to third parties. We may share information we have collected about you in certain situations:

  • With Your Consent: We may share your information with third parties, such as your CPA or other advisors, with your express consent.
  • Third-Party Service Providers: We may share your information with third-party vendors who perform services for us or on our behalf. Examples include accounting software (e.g., QuickBooks Online), communication platforms (e.g., Aircall), and practice management software (e.g., Keeper.app).
  • By Law or to Protect Rights: We may share your information as permitted or required by any applicable law, rule, or regulation.

5. Data Retention and Your Rights If you leave a comment, the comment and its metadata are retained indefinitely. For users that register on our website (if any), we store the personal information they provide in their user profile.

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

6. Contact Us If you have questions or comments about this Privacy Policy, please contact us at:

Walnook LLC
(717) 899-0880
office@walnook.com
693 Academia Rd,
Port Royal, PA 17082

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