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Privacy Policy




This privacy notice discloses the privacy practices for SMG Business Services. This privacy notice addresses what information is collected, who the information is shared with, and how it is secured.

The terms “we,” “us,” and “our” refers to SMG Business Services. The terms “user,” “you,” and “your” refer to site visitors, customers, and any other users of the site.


Do we use cookies?


Yes, SMG Business Services uses cookies to store or access information. If you don’t want cookies used on this website, you can change it within your web browser, however this could affect certain features.


What data do we collect?   collects the following data:


  • Personal Identification Information such as Name and Email address. automatically collects certain data when you visit the website. This information does not reveal your specific identity but could include device and usage information, such as your IP address, operating system, language preferences, country, location, device name. This information is needed for security, analytics, and reporting purposes.


How do we collect your information?


If you schedule an appointment with SMG Business Services, your name, email, and phone number will be collected. Your name and email address may be used to contact you after your call with follow-up information.

If you become a client, SMG Business Services will collect your name, email, address, and phone number and use this information to provide services to you. You will also be requested to sign up for the secured client portal so that any communications that are provided are sent and protected. If you retain SMG Business Services, you have the option to pay online through QuickBooks Online. Any information you provide during the checkout process is not stored on our website but provided to QuickBooks Online who completes the purchase transaction. You agree that you gave this information voluntarily for the contents that you received. By using this website, you agree not to hold SMG Business Services responsible for any security breach and for any unauthorized use of your personal information by third parties.


How will we use your data?


Your data will be used for a variety of business purposes identified below:

  • Account creation

  • Send you marketing and promotional messages. SMG Business Services and third party marketing partners can use your personal information for marketing purposes.

We do not sell, rent, or lease our subscription lists to third parties, and will not disclose your email address to any third parties except as allowed in the section titled “Will your information be shared?”.

In compliance with the CAN-SPAM Act, all emails sent from us will clearly state who the e-mail is from and provide clear information on how to contact the sender. In addition, all email messages will also contain concise information on how to remove yourself from our mailing list so that you receive no further e-mail communication from us.


Our emails provide users the opportunity to opt-out of receiving communications from us and our partners by reading the unsubscribe instructions located at the bottom of any e-mail they receive from us at any time.


Users who no longer wish to receive our newsletter or promotional materials may opt-out of receiving these communications by clicking on the unsubscribe link in the e-mail.


  • Purchases. Your information can be used when you purchase, return, or exchange an item from this website.

  • Testimonials. SMG Business Services posts testimonials that include personal information. All testimonials are consented to prior to being put on the website. If you want to update or delete your testimonial, please contact and include your name, where the testimonial is, and your contact information.

  • Feedback. SMG Business Services is always looking to improve, and may use your information to ask for feedback.

  • To enforce the terms and conditions and other policies for business, legal, or contractual reasons.

  • Respond to legal requests. If SMG Business Services receives a legal request, your data may have to be inspected.

  • Deliver products or services. Your data may be used to deliver any products or services you requested.

  • Respond to inquiries. Your data may be used if you use the contact forms on the website.

  • Other business purposes. Your information may be used for data analysis, determine the effectives of promotional campaigns, and to evaluate and improve services, products, and marketing. Your personal information will not be used without your consent.


Will your information be shared?


Your data may be shared with your consent, to perform a contract, or legal obligations to comply with applicable law, government requests, court order, or a legal process.

Your data may be shared to investigate, prevent, or take action regarding violations of our policy, fraud, illegal activities, or for litigation purposes which we are a part of.

Your information may be shared with the vendors, consultants, and third party service provider, contractors, or agents who perform services for SMG Business Services or on behalf of QuickBooks Online, Liscio, Calendly, or Mailchimp.

If you share information from on any social media medium, you are voluntarily disclosing your personal information. It becomes public information and can be collected and used by others. does not have control over this collection and takes no responsibility for the use, storage or dissemination of such publicly disclosed personal information by you.

Who will your information be shared with?

SMG Business Services shares your information with the third parties listed below. If SMG Business Services has processed your data based on your consent and you want to revoke consent, contact

QuickBooks Online:





Microsoft Outlook:





How long will you store my information?

Your information is stored for as long as necessary as set out in the privacy policy unless otherwise required or permitted by law (tax, accounting, legal obligations).

Securing your information

SMG Business Services will not trade, share, or sell your information to any other company without giving you express notification, except for certain third parties who assist SMG Business Services in providing services to you, as listed above. These third parties agree to keep your information private. SMG Business Services will release your information as required by law and if necessary to protect SMG Business Services’ legal rights and/or to comply with a judicial proceeding or court order, to prevent threats to others or illegal activities, or to prevent abuse of this website.

GDPR (General Data Protection Regulation) rights


If you are a resident in the European Economic Area, you are entitled to the following rights:

  • Know what data has been collected about you and how it has been processed

  • Object to the transfer of your personal data from one electronic processing system into another

  • Make changes to inaccurate information

  • Withdraw consent after you have given your personal data

  • Ask for your personal data to be deleted

  • Informed in clear and plain language if you are asked for consent of your personal data

If you believe SMG Business Services is unlawfully using your information, you have the right to complain to your local data protection supervisory authority. You can contact them at:


Privacy Rights

If you have an account with SMG Business Services, you can delete your account within your account login OR you can email and SMG Business Services will delete your account. Some information may be retained for fraud, legal investigations, enforce terms and conditions, or troubleshoot.

Children’ s Online Privacy Protection Act

This website is not directed at children and does not collect information from persons under the age of 13. If your child submitted personal identifiable information to SMG Business Services, please email info@smgbusinessservices, and that information will be deleted.

California resident’s privacy rights

California Civil Code Section 1798.83 permits users who are California residents to request and obtain information about categories of personal information SMG Business Services discloses to 3rd parties for direct marketing purposes and the names and addresses of all 3rd parties SMG Business Services shared in the immediately preceding calendar year. If you are a California resident and would like to make this request, use the information below to contact SMG Business Services.


Children under 18 years of age may request removal of content or information posted on SMG Business Services. To request removal, use the information below to contact SMG Business Services and provide a statement that you reside in California.



 You have the right under the California Consumer Privacy Act of 2018 (CCPA) and certain other privacy and data protection laws, as applicable, to exercise free of charge:


Disclosure of Personal Information We Collect About You   


You have the right to know:


  • The categories of personal information we have collected about you;


  • The categories of sources from which the personal information is collected;


  • Our business or commercial purpose for collecting or selling personal information;


  • The categories of third parties with whom we share personal information, if any; and


  • The specific pieces of personal information we have collected about you.


Please note that we are not required to:


  • Retain any personal information about you that was collected for a single one-time transaction if, in the ordinary course of business, that information about you is not retained;


  • Reidentify or otherwise link any data that, in the ordinary course of business, is not maintained in a manner that would be considered personal information; or


  • Provide the personal information to you more than twice in a 12-month period.

Personal Information Sold or Used for a Business Purpose

In connection with any personal information we may sell or disclose to a third party for a business purpose, you have the right to know:


  • The categories of personal information that we disclosed about you for a business purpose.


You have the right under the California Consumer Privacy Act of 2018 (CCPA) and certain other privacy and data protection laws, as applicable, to opt-out of the disclosure of your personal information. If you exercise your right to opt-out of the disclosure of your personal information, we will refrain from disclosing your personal information, unless you subsequently provide express authorization for the disclosure of your personal information.


Please send an email to if you do not want your information disclosed to third parties.


Changes to the privacy policy

The privacy policy can be changed at any time. The updated version will have a “Revised” date and is effective on the “Revised” date.


Who to contact about this privacy policy

If you have questions or comments, you can email

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