Bookkeeping, tax, and fractional CFO services for businesses in Franklin and across Greater Nashville.

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Privacy Policy

Last Updated on February 9, 2026

Revallo respects your privacy and takes the protection of your information seriously. As a bookkeeping, accounting, and tax advisory firm, we understand how important it is to safeguard sensitive financial data. This Privacy Policy explains what information we collect through our website and services, how we use it, and the steps we take to keep it safe.

By visiting our website or using our services, you agree to the practices described in this policy.

1. Information We Collect

We collect information that you voluntarily provide to us, such as your name, email address, and phone number when you fill out a contact form or request a consultation.

Our website also collects certain technical information automatically when you visit. This includes your IP address, browser type, device information, and how you navigate through our pages. This data is gathered through cookies and similar technologies.

If you become a client, we may also collect financial records, tax documents, and other business information needed to deliver our bookkeeping, accounting, or tax services.

2. Cookies and Analytics

Cookies are small data files stored on your browser that help websites function properly and understand visitor behavior.

We use Google Analytics to gather anonymous information about how visitors interact with our site. This helps us identify which pages are most useful and where we can improve. The data is aggregated and does not identify you personally.

Our website uses Cloudflare for security and performance optimization. Cloudflare may collect technical data like your IP address and browser information to protect our site from malicious traffic. It may also place a small cookie on your browser to distinguish real visitors from automated bots.

You can manage or disable cookies through your browser settings. Keep in mind that disabling cookies may affect how certain parts of our site function.

3. How We Use Your Information

We use the information we collect for clear, business-related purposes.

  • To respond to your inquiries and questions.
  • To schedule consultations.
  • To deliver bookkeeping, accounting, tax, and advisory services.
  • To improve our website and the overall visitor experience.
  • To communicate with you about services relevant to your business.

We do not sell your personal information to anyone.

4. Sharing Your Information

We keep your information private and do not share it with outside parties except when necessary to provide our services or when required by law. If you are a client and we need to coordinate with a CPA, tax professional, or other third party on your behalf, we will only do so with your knowledge and permission.

5. How We Protect Your Information

We take data security seriously, especially given the sensitive financial nature of the information we handle. Your data is protected through encryption, secure systems, and professional-grade accounting tools. We follow industry best practices to safeguard your personal and financial information from unauthorized access.

6. Your Rights

You have the right to request access to the personal information we hold about you. You can also ask us to correct, update, or delete that information at any time. Simply reach out using the contact information below and we will respond promptly.

7. Updates to This Policy

We may update this Privacy Policy from time to time as our business or technology evolves. When we do, we will post the revised version on this page and update the date at the top.

8. Contact Us

If you have questions about this Privacy Policy, please reach out to us at hello@revallo.io .

Revallo is a Franklin, Tennessee firm providing bookkeeping, tax, and financial advisory services to businesses across Greater Nashville. Founded by James Manring, who brings Big 4 rigor and years of accounting experience to every engagement.

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