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Privacy Policy

Last updated: February 25, 2026 · Applicable to www.advisorymonks.io

Advisory Monks Consulting ("we", "us", "our") is committed to protecting the privacy of individuals who use our website at www.advisorymonks.io and our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

We may collect the following categories of information:

  • Contact Information: Name, email address, phone number, company name, and country.
  • Financial Information: Documents, tax data, and financial statements you share with us through our secure client portal for the purpose of providing our services.
  • Usage Data: IP address, browser type, pages visited, and time spent on our website, collected through cookies and analytics tools (Google Analytics 4).
  • Communications: Messages you send us via forms, email, or our client portal.

2. How We Use Your Information

We use your information to:

  • Provide, operate, and maintain our accounting, tax, and advisory services
  • Communicate with you about your account, services, and deadlines
  • Send service-related emails and notifications (you may opt out at any time)
  • Improve our website and services based on usage patterns
  • Comply with legal obligations

3. Data Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service Providers: Cloud storage (AWS S3), CRM (HubSpot), scheduling (Calendly), and portal (Zoho) providers, all bound by confidentiality obligations.
  • Legal Compliance: If required by applicable law, regulation, or legal process.
  • Business Transfers: In the event of a merger or acquisition, with appropriate notice to you.

4. Data Security

We implement industry-standard security measures including 256-bit SSL encryption, access controls, and regular security audits. Your financial documents are stored in encrypted cloud storage. However, no method of transmission over the internet is 100% secure.

5. Cookies

We use essential cookies for website functionality and analytics cookies to understand usage patterns. You may decline non-essential cookies via our cookie consent banner. See our Cookie Policy for details.

6. Your Rights

You have the right to access, correct, or delete your personal data held by us. To exercise these rights, email us at info@advisorymonks.io. We will respond within 30 days.

7. Data Retention

We retain client financial data for 7 years following the end of our engagement to meet legal and regulatory requirements. You may request deletion of non-essential data at any time.

8. International Data Transfers

Your data may be processed in India (where our operations team is located) and the United States. We ensure appropriate safeguards are in place for any cross-border transfers.

9. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you via email of material changes. Continued use of our services constitutes acceptance of the revised policy.

10. Contact Us

For privacy-related questions: info@advisorymonks.io | Advisory Monks Consulting (OPC) Pvt. Ltd., C-94B, Sector-19, Noida, UP 201301, India.

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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message CPA
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
CPA Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · AES-256 encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior CPA
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated CPA
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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