Privacy Policy

Privacy Policy

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Effective Date: February 12, 2026

At J. Peres Consulting, led by Julio Perez-Vega, we hold the privacy and security of our 501(c)(3) clients in the highest regard. Given our commitment to disciplined leadership and audit-readiness, we implement rigorous standards to protect the financial and organizational data entrusted to us.

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1. Information We Collect

To provide elite accounting and grant management services, we may collect:

Organizational Data: Federal Tax ID (EIN), grant award letters, and governing documents.

Financial Records: Bank statements, general ledgers, and Schedule of Expenditures of Federal Awards (SEFA) data.

Project Details: Work-in-Progress (WIP) reports and construction cost data for infrastructure projects.

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2. How We Use Your Information

We use your data strictly to fulfill our mission as your No-Profit Accountant:

 To ensure 100% compliance with 2 CFR 200 and GAAP standards.

 To prepare audit-ready financial statements and federal progress reports.

 To architect systems that transition your data from QuickBooks Online to enterprise-level platforms.

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3. Data Integrity & Security

Drawing from our US Army logistics background, we maintain 100% operational readiness regarding data security. We utilize industry-standard encryption and secure ERP environments to ensure that sensitive grant funds are never commingled and that your data remains unshakeable.

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4. Third-Party Disclosure

We do not sell, trade, or transfer your information to outside parties. Data is only shared with authorized federal or state grantors and external auditors as required by your specific grant regulations and law.

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5. Contact Us

For questions regarding this policy or your data integrity, please contact: Julio Perez-Vega, MBA Founder & President, J. Peres Consulting

 

Email: Julio@the-ex-coach.co