Odiorne Advisory Services, LLC is a small advisory practice, and this site is built the way the practice is run: we collect little, we use it narrowly, and we sell nothing.
What we collect. What you choose to give us — your name, email address, phone number, organization and role, and whatever you tell us about your situation through the contact form, the mailing-list signup, the scheduling page, email, or a conversation. The site itself keeps ordinary hosting logs.
How we use it. To respond to you, to schedule and prepare for conversations, to deliver engagements, and to keep the records a professional practice is required to keep. We do not sell personal information, and we do not add you to any list you did not ask to join. If you join the mailing list, that address is used to send the letter and for nothing else. Ask us to stop and we stop.
Who processes it. A short list of providers touches this information on our behalf: Microsoft, whose 365 platform runs our email, calendars, and the scheduling page; Cloudflare, which hosts this site and counts how it is used; Formspree, which receives the mailing-list signups and the messages sent through our contact forms; and the practice’s own document systems, where engagement files live. Each processes information to provide its service — nothing more. The list is short on purpose: every provider added is one more door we are trusting someone else to lock.
Client work is held to a higher standard still. Information shared inside an engagement is governed by the engagement agreement and by the professional obligations that attach to a CPA. Confidentiality is not a policy here; it is the trade.
What you can ask of us. Ask what we hold about you, ask us to correct it, or ask us to delete it: jconley@odiorneadvisory.com. Whether or not a given privacy statute technically reaches a practice of this size, we treat these as standing commitments, and honor them within the limits of our professional record-keeping obligations.
What not to send. Please do not submit Social Security numbers, account numbers, or health information through this site — the work does not require them here, and we deliberately do not collect them.