Privacy Policy

Last updated: 09 - 05 - 2025The privacy and policy will help you better understand how we collect, use and share your personal Infomation.

Table of Content

  1. Information We Collect.
  2. How We Use the Information.
  3. Use of Cookies and Third-Party Analytics.
  4. Data Storage and Security.
  5. User Rights.
  6. International Data Transfers.
  7. Confidentiality Obligations.
  8. Changes to This Policy.
  9. Contact Us.

1. Information We Collect

  • Personal Information: Name, email, phone, billing details
  • Business Information: Company name, industry, employee count, revenue size
  • Financial Information: Income statements, balance sheets, cash flow data
  • Technical Information: IP address, browser type, device identifiers
  • Cookies and Analytics: Usage data for performance and personalization

2. How We Use Information

  • Provide and improve our services
  • Match businesses with CFO professionals
  • Process payments and manage subscriptions
  • Communicate regarding services and support

3. Cookies and Analytics

  • Monitor website traffic and usage trends
  • Enhance user experience and functionality
  • Personalize content and advertising

We use cookies and tools like Google Analytics to enhance user experience and personalize content. Users can control cookie preferences through browser settings or our consent banner.

4. Information Sharing

  • CFO Professionals: Shared for service delivery under confidentiality agreements
  • Service Providers: For hosting, payments, analytics under data protection agreements
  • Legal Requirements: When required by law or court order

5. Data Storage and Security.

We implement strong security measures to protect data, including:
  • Encryption of data in transit and at rest
  • Access controls and authentication protocols
  • Firewalls, intrusion detection systems, and secure hosting environments

We store data only as long as necessary to fulfill the purposes outlined or to comply with legal obligations.

6. User Rights

Under applicable laws, users have the right to:
  • Access personal data we hold about them
  • Correct inaccurate or outdated information
  • Request the deletion of their data
  • Object to or restrict the processing of their data
  • Withdraw consent for data use, where applicable

Users may exercise these rights by contacting us at info@thecfoadvisoryservices.com, We will respond within the timelines required by applicable laws.

7. International Data Transfers.

We may transfer data to jurisdictions outside the user’s location. All such transfers comply with relevant laws and utilize appropriate safeguards (e.g., Standard Contractual Clauses).

8. Confidentiality Obligations.

All CFO professionals and third-party vendors engaged by The CFO Advisory Services are bound by strict confidentiality agreements, ensuring that any shared financial or business data remains protected and is used solely for agreed-upon purposes.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Users will be notified of significant changes via email or platform notification. Continued use of the services constitutes acceptance of the updated terms.

10. Contact Us.

For any questions regarding this Privacy Policy or to exercise your data rights, please contact:

The CFO Advisory Services

info@thecfoadvisoryservices.com