Privacy, Notice at Collection, Terms, Refunds

PRIVACY POLICY

Effective Date: July 5, 2026

Management Insights Group, LLC (“Management Insights Group,” “MIG,” “the Company,” “we,” “us,” or “our”) is committed to safeguarding the privacy of every client, prospective client, website visitor, and business contact with whom we interact. This Privacy Policy (the “Policy”) describes the categories of personal information we may collect in the ordinary course of business, the manner in which such information is used and protected, the limited circumstances under which it may be disclosed, and the rights available to you with respect to that information. This Policy applies to information collected through www.ManagementInsightsGroup.com (the “Site”), through our accounting, business analytics, customer management, donor management, back-office, and annual reporting services, and through any other written, verbal, telephonic, or electronic communication between you and Management Insights Group.

This Policy is drafted to comply with the laws of the State of Texas, including the Texas Data Privacy and Security Act, Tex. Bus. & Com. Code ch. 541 (the “TDPSA”), and the Texas Identity Theft Enforcement and Protection Act, Tex. Bus. & Com. Code ch. 521. By accessing the Site, submitting information through an application form (including the Accounting Application), engaging Management Insights Group for professional services, or otherwise providing personal information to us, you acknowledge that you have read and understood this Policy. If you do not agree with the practices described herein, we ask that you refrain from submitting personal information to us and, where applicable, discontinue use of the Site.

1. INFORMATION WE COLLECT

In the ordinary course of providing accounting, advisory, and related back-office services, Management Insights Group may collect the following categories of information:

Identifying Information: full name, business name, title, mailing address, email address, and telephone number.
Financial and Accounting Information: information submitted in connection with our Accounting Application, bookkeeping records, bank and financial statements, budgets, payroll data, tax identification numbers, and related financial documentation necessary to perform full-cycle accounting, budget preparation, and reporting services.
Business and Operational Information: data relating to customer management, donor management, business analytics, and organizational operations that a client provides for purposes of the engagement.
Payment Information: billing details and payment instructions necessary to process fees for services rendered.
Website and Technical Information: information collected automatically through the Site, including IP address, browser type, device information, and usage data gathered through cookies and similar technologies, as further described in Section 6.
Communications: correspondence exchanged with your assigned Client Finance Manager or other MIG personnel, whether by phone, email, videoconference, or in-person meeting.

2. HOW WE USE INFORMATION

Management Insights Group uses the information described above solely for legitimate business purposes reasonably related to the services we provide, including, without limitation, to:

Deliver, administer, and improve accounting, business analytics, customer management, donor management, back-office, and annual reporting services;
Prepare financial statements, budgets, tax filings, and other deliverables on behalf of clients;
Communicate with clients and prospective clients regarding their accounts, engagements, and inquiries;
Process billing and payment for services rendered;
Maintain, operate, and enhance the functionality and security of the Site; and
Comply with applicable professional, contractual, and legal obligations.

Management Insights Group does not use personal information for any purpose that is incompatible with the purposes described in this Policy without first providing notice or obtaining consent, where required by applicable law.

3. OUR COMMITMENT TO PROTECTING YOUR PRIVACY

Management Insights Group will take all reasonable and customary precautions, consistent with prevailing industry standards for a professional services firm of our size and scope, to protect the confidentiality, integrity, and security of the personal information you share with us in the course of doing business. These precautions include, without limitation, the use of administrative, technical, and physical safeguards designed to prevent unauthorized access, disclosure, alteration, or destruction of personal information, restriction of access to personal information to personnel with a legitimate business need, and secure handling of financial and accounting records consistent with generally accepted accounting and data-handling practices.

Notwithstanding the foregoing, no method of electronic storage or transmission over the internet is, or can be represented to be, one hundred percent (100%) secure. Accordingly, while Management Insights Group strives to use commercially reasonable and industry-customary means to protect your personal information, we cannot guarantee its absolute security, and we disclaim liability for unauthorized access or disclosure resulting from circumstances beyond our reasonable control.

4. NO SALE OF PERSONAL INFORMATION

Management Insights Group will not sell, rent, lease, or otherwise transfer your personal information to any third party for monetary or other valuable consideration, for any reason, under any circumstances. This prohibition applies regardless of the category, source, or sensitivity of the information collected. Management Insights Group does not, and will not, monetize client or website-visitor data through sale to data brokers, advertisers, or any other third party.

Management Insights Group may share information with trusted service providers (for example, hosting providers, software platforms, or payment processors) solely to the extent reasonably necessary to perform the services requested by the client, and any such service provider shall be contractually or otherwise obligated to maintain the confidentiality of the information and to use it only for the limited purpose for which it was disclosed. Such disclosures do not, and shall not be construed to, constitute a “sale” of personal information under this Policy or under the TDPSA.

5. DISCLOSURE PURSUANT TO LEGAL PROCESS

Except as otherwise provided in this Policy, Management Insights Group’s sole obligation to disclose your personal information to any third party shall arise upon receipt of a valid, legally binding request issued by a court of competent jurisdiction, or a subpoena, warrant, order, or other compulsory legal process duly issued by a law enforcement agency or governmental authority acting within its lawful authority (each, a “Legal Demand”).

Upon receipt of a Legal Demand, Management Insights Group will review the request to confirm its validity and legal sufficiency and, where permitted by law, will make reasonable efforts to notify the affected client prior to disclosure unless such notice is prohibited by the Legal Demand itself, by court order, or by applicable statute. Management Insights Group will disclose only the information specifically and lawfully required to satisfy the Legal Demand, and no more. Absent a Legal Demand of the nature described in this Section, Management Insights Group will not disclose your personal information to law enforcement, any government agency, or any other third party.

6. COOKIES AND TRACKING TECHNOLOGIES

The Site uses cookies and similar tracking technologies to enhance user experience, analyze site traffic, and understand how visitors interact with our content. Cookies are small data files stored on your device that allow the Site to recognize your browser and capture certain information. You may accept or decline non-essential cookies through the cookie banner presented upon your first visit to the Site, and you may further manage cookie preferences through your browser settings at any time. Consistent with the TDPSA, Management Insights Group will recognize a properly configured, opt-out preference signal (such as Global Privacy Control) transmitted by your browser with respect to the sale of personal data or targeted advertising, to the extent such practices are applicable to the Site. Declining cookies may limit certain functionality of the Site but will not prevent you from accessing our published articles or general content.

7. DATA RETENTION

Management Insights Group retains personal and financial information for only as long as reasonably necessary to fulfill the purposes described in this Policy, including to provide contracted services, satisfy professional accounting and recordkeeping obligations, comply with applicable tax and regulatory retention requirements, and resolve disputes. Upon expiration of the applicable retention period, information is securely destroyed, deleted, or de-identified in accordance with our internal data-handling procedures.

8. YOUR RIGHTS AND CHOICES

Subject to applicable law, you may have the right to:

Confirm whether Management Insights Group is processing your personal data, and request access to that data;
Request correction of inaccurate or incomplete personal information;
Request deletion of personal information, subject to our legal, contractual, and professional recordkeeping obligations;
Request a copy of your personal data in a portable, readily usable format; and
Opt out of the sale of personal data, targeted advertising, and non-essential cookies or marketing communications at any time.

To exercise any of these rights, please contact us using the information provided in Section 13 below. Management Insights Group will respond to a verified consumer request within forty-five (45) days of receipt, subject to one 45-day extension where reasonably necessary, and will notify you of any such extension. If Management Insights Group declines to act on a request, you may appeal that decision by replying to our determination; if the appeal is denied, you may submit a complaint to the Texas Attorney General’s office.

9. TEXAS DATA PRIVACY AND SECURITY ACT DISCLOSURES

Management Insights Group believes it currently qualifies as a “small business” as defined by the United States Small Business Administration and is therefore generally exempt from the substantive obligations of the TDPSA. As a matter of policy, however, Management Insights Group voluntarily extends the consumer rights described in Section 8 above to individuals who contact us, and, consistent with the TDPSA regardless of exemption status, will not sell sensitive personal data without first obtaining your explicit consent.

Enforcement of the TDPSA is vested exclusively in the Texas Attorney General, and the TDPSA does not create a private right of action. Nothing in this Section shall be construed as a concession that Management Insights Group is subject to the TDPSA, and Management Insights Group reserves all rights and exemptions available to it under applicable law.

10. DATA BREACH NOTIFICATION

In the event of a breach of system security that compromises the security, confidentiality, or integrity of your sensitive personal information, Management Insights Group will notify affected individuals without unreasonable delay and in no event later than sixty (60) days after discovery of the breach, except as necessary to determine the scope of the breach, restore reasonable integrity of the affected system, or comply with a request from law enforcement, in each case consistent with the requirements of the Texas Identity Theft Enforcement and Protection Act, Tex. Bus. & Com. Code ch. 521. If a breach affects at least 250 Texas residents, Management Insights Group will also notify the Texas Attorney General as required by law.

11. THIRD-PARTY LINKS

The Site may contain links to third-party websites, including social media platforms such as LinkedIn and Instagram, that are not owned or controlled by Management Insights Group. This Policy applies solely to information collected by Management Insights Group and does not extend to the privacy practices of any third-party website. We encourage you to review the privacy policies of any third-party site you visit.

12. CHANGES TO THIS POLICY

Management Insights Group reserves the right to amend or update this Policy from time to time to reflect changes in our practices, services, or applicable law. The effective date of the then-current version will appear at the top of this Policy. Material changes will be posted on the Site, and your continued use of the Site or continued engagement of our services following such posting shall constitute acceptance of the revised Policy.

13. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or Management Insights Group’s data-handling practices, please contact us at:

Management Insights Group, LLC

Dallas/Fort Worth, Texas

Email: Info@ManagementInsightsGroup.com

This Privacy Policy is governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict-of-laws principles, except to the extent superseded by applicable federal law. Venue for any dispute arising under this Policy shall lie exclusively in the state or federal courts located in Dallas County, Texas.

NOTICE AT COLLECTION

Effective Date: July 5, 2026

This Notice at Collection (“Notice”) is provided by Management Insights Group, LLC (“Management Insights Group,” “MIG,” “we,” “us,” or “our”) at the point we collect personal information from you through our Accounting Application form, in accordance with the Texas Data Privacy and Security Act, Tex. Bus. & Com. Code ch. 541. This Notice summarizes our data practices; the complete terms governing our collection, use, and protection of personal information are set forth in our full Privacy Policy, available at www.ManagementInsightsGroup.com and incorporated herein by reference.

CATEGORIES OF PERSONAL INFORMATION COLLECTED

In connection with the Accounting Application, Management Insights Group collects the following categories of personal information directly from you:

Identifying information, such as your name, business name, title, mailing address, email address, and telephone number;
Financial and accounting information, such as bookkeeping records, bank and financial statements, budgets, payroll data, and tax identification numbers, to the extent submitted; and
Any additional information you voluntarily provide in the free-text fields of the application.

PURPOSE OF COLLECTION

Management Insights Group collects this information solely to evaluate your request for services, prepare an engagement proposal, and, upon mutual agreement, deliver accounting, business analytics, back-office, or related professional services. We do not use information submitted through the Accounting Application for any purpose incompatible with these stated purposes without first providing additional notice or obtaining your consent, where required by law.

NO SALE OF YOUR INFORMATION

Management Insights Group does not sell, and has not sold, personal information collected through the Accounting Application to any third party for monetary or other valuable consideration.

RETENTION

Information submitted through the Accounting Application is retained only for as long as reasonably necessary to evaluate your request, administer any resulting engagement, and satisfy applicable legal, tax, and professional recordkeeping obligations, as further described in our full Privacy Policy.

YOUR RIGHTS

You may have the right to confirm, access, correct, delete, or obtain a portable copy of the personal information you submit, and to opt out of certain processing, as described in Section 8 of our Privacy Policy. To exercise these rights or ask questions about this Notice, please contact us at the information below.

Management Insights Group, LLC

Email: Info@ManagementInsightsGroup.com .

Full Privacy Policy: www.ManagementInsightsGroup.com

This Notice is governed by the laws of the State of Texas. Submission of the Accounting Application constitutes acknowledgment that you have read this Notice and our full Privacy Policy.

TERMS OF USE

Effective Date: July 5, 2026

These Terms of Use (the “Terms”) constitute a legally binding agreement between you and Management Insights Group, LLC (“Management Insights Group,” “MIG,” “the Company,” “we,” “us,” or “our”) governing your access to and use of www.ManagementInsightsGroup.com (the “Site”) and the general informational content, articles, and application forms made available through the Site. These Terms are drafted to comply with the laws of the State of Texas and should be read together with our Privacy Policy and Notice at Collection, each of which is incorporated herein by reference.

1. ACCEPTANCE OF TERMS

By accessing or using the Site, you affirm that you are at least eighteen (18) years of age and have the legal capacity to enter into a binding agreement, and you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you must discontinue use of the Site immediately.

2. DESCRIPTION OF THE SITE

The Site provides general information regarding Management Insights Group’s consulting services, including accounting, business analytics, customer management, donor management, back-office, and annual reporting services, together with thought-leadership articles and an Accounting Application intake form. The Site is provided for general informational purposes only.

3. NO PROFESSIONAL ENGAGEMENT FORMED THROUGH THE SITE

Submission of the Accounting Application, any contact form, or any other communication through the Site does not create an accountant-client, advisory, fiduciary, or other professional relationship between you and Management Insights Group. A professional engagement is formed only upon execution of a separate, signed engagement letter or services agreement setting forth the specific scope, fees, and terms of the engagement. No content on the Site, including published articles, constitutes individualized accounting, tax, financial, investment, or legal advice, and no such content should be relied upon as a substitute for advice from a qualified professional familiar with your specific circumstances.

4. ACCEPTABLE USE

In using the Site, you agree that you will not:

Use the Site for any unlawful purpose or in violation of any applicable local, state, federal, or international law;
Submit false, misleading, or fraudulent information through the Accounting Application or any other form;
Attempt to gain unauthorized access to the Site, its servers, or any connected network or system;
Introduce any virus, malware, or other harmful code to the Site;
Scrape, harvest, or otherwise collect information from the Site by automated means without our prior written consent; or
Reproduce, duplicate, copy, sell, resell, or otherwise exploit any portion of the Site for commercial purposes without our express written permission.

5. INTELLECTUAL PROPERTY

All content on the Site, including text, articles, graphics, logos, the Management Insights Group name and marks, and the overall look and feel of the Site, is the property of Management Insights Group or its licensors and is protected under United States and international copyright, trademark, and other intellectual property laws. Except as expressly permitted herein, no portion of the Site may be reproduced, distributed, modified, or otherwise used without our prior written consent. You may view and print Site content for your own personal or internal business reference, provided all copyright and proprietary notices are retained.

6. THIRD-PARTY LINKS

The Site may contain links to third-party websites, including social media platforms, that are not owned or controlled by Management Insights Group. We are not responsible for the content, accuracy, or privacy practices of any linked third-party site, and inclusion of any link does not imply endorsement. Your use of any third-party website is at your own risk and subject to that website’s own terms and policies.

7. DISCLAIMER OF WARRANTIES

THE SITE AND ALL CONTENT MADE AVAILABLE THROUGH IT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. MANAGEMENT INSIGHTS GROUP DOES NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT ANY INFORMATION ON THE SITE IS ACCURATE, COMPLETE, OR CURRENT. NOTHING IN THIS SECTION IS INTENDED TO LIMIT ANY WARRANTY THAT CANNOT BE EXCLUDED OR LIMITED UNDER TEXAS LAW.

8. LIMITATION OF LIABILITY

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL MANAGEMENT INSIGHTS GROUP, ITS MEMBERS, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE SITE, EVEN IF MANAGEMENT INSIGHTS GROUP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. MANAGEMENT INSIGHTS GROUP’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO YOUR USE OF THE SITE SHALL NOT EXCEED ONE HUNDRED DOLLARS ($100.00). THIS SECTION DOES NOT APPLY TO ANY SEPARATE, SIGNED ENGAGEMENT LETTER OR SERVICES AGREEMENT BETWEEN YOU AND MANAGEMENT INSIGHTS GROUP, WHICH SHALL GOVERN LIABILITY FOR PROFESSIONAL SERVICES RENDERED THEREUNDER.

Nothing in these Terms is intended to, and nothing shall, waive, limit, or affect any right or remedy available to a consumer under the Texas Deceptive Trade Practices–Consumer Protection Act, Tex. Bus. & Com. Code ch. 17, except to the extent such a waiver is separately negotiated, is conspicuous and in writing, satisfies the specific statutory requirements set forth in Section 17.42 of that Act, and is executed by a business consumer represented by independent legal counsel in connection with a professional services engagement. No such waiver is made by these Terms.

9. INDEMNIFICATION

You agree to indemnify, defend, and hold harmless Management Insights Group and its members, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys’ fees, arising out of or in any way connected with your access to or use of the Site, your violation of these Terms, or your violation of any applicable law or third-party right.

10. TERMINATION

Management Insights Group reserves the right, in its sole discretion, to suspend or terminate your access to all or part of the Site, without notice, for any conduct that we believe violates these Terms or is otherwise harmful to the interests of Management Insights Group or other users.

11. GOVERNING LAW AND VENUE

These Terms, and any dispute arising out of or relating to the Site or these Terms, shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict-of-laws principles. You agree that exclusive venue for any action arising out of or relating to these Terms shall lie in the state or federal courts located in Dallas County, Texas, and you consent to the personal jurisdiction of such courts.

12. CHANGES TO THESE TERMS

Management Insights Group reserves the right to modify these Terms at any time to reflect changes in our practices, services, or applicable law. The effective date of the then-current version will appear at the top of these Terms. Your continued use of the Site following the posting of revised Terms constitutes your acceptance of those changes.

13. SEVERABILITY; ENTIRE AGREEMENT

If any provision of these Terms is held by a court of competent jurisdiction to be invalid or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, or, if it cannot be so modified, severed, and the remaining provisions of these Terms shall remain in full force and effect. These Terms, together with our Privacy Policy and Notice at Collection, constitute the entire agreement between you and Management Insights Group with respect to your use of the Site and supersede any prior agreements or understandings, written or oral, relating to that subject matter.

14. CONTACT US

Questions regarding these Terms may be directed to:

Management Insights Group, LLC

Dallas/Fort Worth, Texas

Email: Info@ManagementInsightsGroup.com

These Terms of Use are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict-of-laws principles, except to the extent superseded by applicable federal law.

Refund Policy

Effective Date: July 5, 2026

Management Insights Group, LLC (“Management Insights Group,” “MIG,” “the Company,” “we,” “us,” or “our”) values every client relationship and is committed to delivering accounting, business analytics, customer management, donor management, back-office, and annual reporting services of the highest professional quality. This Refund Policy (the “Policy”) describes the circumstances under which a refund of service charges may be issued and the procedure for requesting one. This Policy is drafted to comply with the laws of the State of Texas and should be read together with any signed engagement letter or services agreement between you and Management Insights Group, which shall control in the event of any conflict with this Policy.

1. OUR COMMITMENT TO YOUR SATISFACTION

Management Insights Group will always work to ensure your complete satisfaction with the services we provide. We stand behind the quality, accuracy, and professionalism of our work and are committed to addressing any concern you raise regarding a specific service promptly and in good faith.

2. OUR COMMITMENT TO MAKING THINGS RIGHT

In the event that Management Insights Group falls short of that commitment with respect to a specific service, it is always our intent to make things right. Depending on the nature and circumstances of the shortfall, this may include, without limitation, re-performance of the service in question, correction of the specific deficiency identified, a credit applied to your account, or, if necessary and appropriate under the terms of this Policy, a refund of the specific service charge directly related to the specific service in question.

3. SCOPE AND LIMITATIONS OF REFUNDS

Any refund issued under this Policy is subject to the following limitations:

A refund, if issued, shall be limited to the specific service charge directly related to the specific service giving rise to the concern. Management Insights Group does not issue refunds of charges for services that are unrelated to the specific service in question.
A refund, if issued, shall be limited to charges billed during the current billing cycle in which the concern is raised and substantiated. Management Insights Group does not issue refunds of charges billed in prior billing cycles.
Refunds are issued at the sole discretion of Management Insights Group following a good-faith review of the circumstances and are not automatic or guaranteed upon request.
Charges for third-party costs advanced or incurred on a client’s behalf (including, without limitation, software licensing fees, filing fees, or payment-processor fees) are non-refundable once incurred.
Fully completed deliverables that have been reviewed, accepted, and relied upon by the client are generally not eligible for refund, though Management Insights Group may, in its discretion, offer re-performance or correction in lieu of a refund.

4. HOW TO REQUEST A REFUND

To raise a concern regarding a specific service or to request a refund, please contact us using the information in Section 8 below as soon as reasonably possible, and in no event later than thirty (30) days following the close of the billing cycle in which the service charge in question was billed. Your request should identify the specific service and billing cycle at issue and describe the basis for your concern in reasonable detail so that Management Insights Group may promptly investigate the matter.

5. REVIEW AND RESOLUTION PROCESS

Upon receipt of a timely request, Management Insights Group will review the matter, which may include consultation with the Client Finance Manager or other personnel assigned to your engagement, and will respond within a reasonable time, generally within ten (10) business days. If Management Insights Group determines that a refund is warranted, the refund will be limited to the specific service charge described in Section 3 and will be issued using the same method of payment originally used, unless otherwise agreed in writing.

6. ENGAGEMENT LETTERS CONTROL

Where a client has executed a separate, signed engagement letter or services agreement with Management Insights Group that includes its own refund, cancellation, or fee-adjustment terms, the terms of that engagement letter or services agreement shall govern with respect to the services covered thereunder, and this Policy shall apply only to the extent not inconsistent with such terms.

7. CHANGES TO THIS POLICY

Management Insights Group reserves the right to amend or update this Policy from time to time to reflect changes in our practices, services, or applicable law. The effective date of the then-current version will appear at the top of this Policy. Material changes will be posted on the Site, and continued engagement of our services following such posting shall constitute acceptance of the revised Policy.

8. CONTACT US

To raise a concern about a specific service or to request a refund, please contact us at:

Management Insights Group, LLC

Dallas/Fort Worth, Texas

Email: Info@ManagementInsightsGroup.com

This Refund Policy is governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict-of-laws principles, except to the extent superseded by applicable federal law. Venue for any dispute arising under this Policy shall lie exclusively in the state or federal courts located in Dallas County, Texas.