Privacy Policy
Last updated: January 1, 2025
1. Information We Collect
We collect information you provide directly to us, including your name, email address, company name, and financial data you share for analysis purposes. We also collect standard usage data through cookies and analytics tools.
2. How We Use Your Information
We use the information we collect to provide and improve our fractional CFO services, communicate with you, and send you relevant financial insights. We never sell your personal data to third parties.
3. Data Security
We implement industry-standard security measures to protect your financial data. All data is encrypted in transit and at rest. We follow SOC 2-aligned practices for handling sensitive contractor financial information.
4. Data Retention
We retain your data for as long as your account is active or as needed to provide services. You may request deletion of your data at any time by emailing [email protected].
5. Third-Party Services
We integrate with accounting software (QuickBooks, BuildOps, ServiceTitan, etc.) to provide our services. These integrations are governed by the respective providers' privacy policies. We only access the data necessary to deliver our financial analysis.
6. Cookies
We use essential cookies to operate our website and optional analytics cookies to understand usage patterns. You can disable non-essential cookies through your browser settings.
7. Your Rights
You have the right to access, correct, or delete your personal data. California residents have additional rights under the CCPA. Contact us at [email protected] to exercise these rights.
8. Changes to This Policy
We may update this privacy policy from time to time. We will notify you of any material changes by updating the date at the top of this page.
9. Contact Us
For questions about this privacy policy, contact us at [email protected].