Privacy

CFO Enrollment Privacy Policy

Effective date: November 16, 2025

1. Overview

CFO Enrollment (“CFO Enrollment,” “we,” “us,” or “our”) is dedicated to protecting the confidentiality and privacy of information entrusted to us. This Privacy Policy (“Policy”) explains how we collect, use, share, and protect personal information (sometimes called “personal data” or “personally identifiable information”) collected through cfoenrollment.com and any related pages that link to this Policy (collectively, “this Website”).

In general, our intent is to collect only the personal information that you voluntarily provide to us (for example, when you submit a contact form, request a call, or sign up to receive information) so that we can respond to you, provide services, or share information that may be useful for your business.

By using this Website, you agree to the practices described in this Policy and to our Terms of Use. If you do not agree, please discontinue use of this Website.

2. Information We Collect

2.1 Information You Provide Directly

We may collect personal information that you choose to provide, such as:

• Name and contact details (e.g., email address, phone number, mailing address);
• Business information (e.g., company name, role/title, industry, approximate size);
• Details about your current accounting, bookkeeping, or CFO needs;
• Information you provide when you fill out forms, request a consultation, respond to surveys, or communicate with us by email or through this Website;
• Information you provide in connection with potential employment or contract opportunities (e.g., resume/CV, background, qualifications).

In some cases, you may have previously provided information to us (for example, as a past or current client, or prior contact).

2.2 Information from Third-Party Sign-In or Scheduling Tools

If you choose to schedule a call or meeting using a third-party service (such as Calendly) or log in/register using a third-party account where available, that service may share certain information with us that you have authorized, such as your name, email, and appointment preferences. The information shared depends on the settings and privacy policy of the third-party provider. We encourage you to review their privacy policies.

2.3 Automatic Collection (Cookies, Analytics, and Similar Technologies)

Like many websites, we and our service providers may automatically collect certain technical information when you visit this Website, including through cookies, pixels, web beacons, and similar technologies. This helps us understand how our Website is used, improve performance, and measure the effectiveness of our content and outreach.

2.3.1 IP Addresses

An Internet Protocol (“IP”) address is a number assigned to your device whenever you access the internet. IP addresses from which visitors appear to originate may be logged for IT security, system diagnostics, and website administration. These data may also be used in aggregate form to analyze website trends and performance.

2.3.2 Cookies

Cookies are small text files placed on your device when you visit a website. They help the site remember your device and can serve a variety of purposes. On this Website, we may use the following categories of cookies:

• Strictly necessary cookies: Required for the Website to function properly (for example, to allow navigation or access to secure areas). Without these cookies, some services cannot be provided.
• Performance cookies: Help us understand how visitors interact with the Website (e.g., which pages are visited, how long users stay). We use this information to improve our content and user experience.
• Functionality cookies: Remember choices you make (such as preferred forms or previously entered information) to provide a more personalized experience.
• Targeting or advertising cookies: May be used, where applicable, to deliver content relevant to your interests and to measure the effectiveness of our outreach or marketing.

Depending on your location and browser, you may see a cookie banner that allows you to accept or manage non-essential cookies. You can also control cookies through your browser settings (often under “Tools,” “Settings,” or “Preferences”). If you disable some cookies, parts of this Website may not function as intended.

For more information about cookies and how to manage them, you can visit resources such as www.allaboutcookies.org.

2.3.3 Analytics (Including Google Analytics)

We may use analytics tools (such as Google Analytics) to help us understand how visitors use this Website. These tools may use cookies and similar technologies to collect information such as your IP address, device type, browser, pages visited, and time spent on pages.

Google provides an opt-out browser add-on that allows visitors to prevent their data from being used by Google Analytics. Use of this tool is subject to Google’s own terms and policies.

2.3.4 Web Beacons and Email Tracking

Web beacons (also called pixels) are small image files or code snippets that can be used to track when a user visits a page or opens an email. We may use web beacons in emails we send (for example, a newsletter or follow-up communication) to measure open rates, link clicks, or general engagement. This information helps us understand what content is most useful to our audience.

2.3.5 Location-Based Tools

We may collect general location information (such as city or region inferred from your IP address) to understand where visitors are located and to provide content or services that may be more relevant based on geography. We do not use precise geolocation (such as GPS-level location) through this Website.

3. Social Media Features and External Tools

This Website may include social media features or widgets (for example, sharing buttons for platforms such as LinkedIn, Facebook, or X). These features may collect information about your use of this Website, such as the pages you visit and your IP address, and may set a cookie to enable the feature to function properly.

Any information you provide through social media features or applications is governed by the privacy policies of the companies that provide them, not this Policy. We do not control how those third parties collect, use, or share your information.

4. Children’s Privacy

This Website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will take reasonable steps to delete it as soon as practicable.

5. How We Use Personal Information

We use personal information for purposes that include:

• Responding to your inquiries, requests, or messages;
• Scheduling and managing consultations, calls, and meetings;
• Providing information about our services, including bookkeeping, accounting, and fractional CFO support;
• Evaluating and improving our Website, services, and communications, including analytics and performance measurement;
• Personalizing your experience on this Website where reasonably possible (for example, remembering form details or preferences);
• Managing our relationship with you if you are a client, prospective client, or professional contact;
• Considering you for employment or contract opportunities if you submit related information;
• Protecting our rights, property, systems, and users, and complying with legal obligations.

6. Legal Bases and Grounds for Processing

We process personal information for a variety of business and legal purposes, which may include:

• Performing a contract with you or taking steps at your request before entering into one;
• Legitimate interests such as running and improving our business, providing services, and protecting our Website, so long as these do not override your rights and interests;
• Compliance with legal obligations (for example, tax, accounting, or regulatory requirements);
• Your consent where required by law (for example, for certain marketing or cookies). When we rely on consent, you may withdraw it at any time as described in this Policy.

7. How We Share Personal Information

We do not sell your personal information. We may share personal information in the following circumstances:

• Service providers: With trusted service providers who perform services on our behalf, such as website hosting, email delivery, scheduling tools, analytics, or IT security, and who are bound by obligations to protect your information.
• Professional advisors: With legal, tax, or other advisors where necessary to operate our business or protect our rights.
• Legal and compliance: When required by law, regulation, legal process, or government request, or to protect our rights, users, systems, or property.
• Business changes: In connection with a potential or actual sale, merger, or transfer of some or all of our business or assets, in which case your information may be transferred as part of that transaction.

We do not share your personal information with third parties for their own independent marketing purposes.

8. Your Choices

You have choices about how we use and communicate with you:

• You may choose not to provide certain information, but this may limit your ability to use some features of this Website or receive certain services.
• You can opt out of marketing emails by following the unsubscribe instructions in the email or by contacting us directly.
• You can manage cookies through our cookie banner (where provided) or through your browser settings, as described above. Disabling certain cookies may affect website functionality.

9. California Privacy Rights (CCPA/CPRA)

If you are a resident of California, you may have additional rights under the California Consumer Privacy Act as amended by the California Privacy Rights Act (collectively, “CCPA/CPRA”). Subject to certain exceptions, you may have the right to:

• Right to know: Request that we disclose the categories and specific pieces of personal information we have collected, used, disclosed, or shared about you.
• Right to delete: Request that we delete certain personal information we hold about you.
• Right to correct: Request correction of inaccurate personal information.
• Right to limit use of sensitive personal information: To the extent we collect “sensitive” personal information as defined by California law, request that we limit its use to certain permitted purposes.
• Right to non-discrimination: Not be discriminated against for exercising any of your CCPA/CPRA rights.

We do not sell or share personal information as “sell” and “share” are defined under CCPA/CPRA for cross-context behavioral advertising.

To exercise your California privacy rights, you or your authorized agent may contact us using the methods listed in the “Contact Us” section below. We may need to verify your identity and residency before processing your request.

10. Your Other Rights

Depending on your location and applicable law, you may also have the right to:

• Request access to the personal information we hold about you;
• Request that we correct or update your information;
• Object to or restrict certain processing in specific circumstances;
• Request data portability in certain cases; and
• Withdraw consent where we rely on consent for processing (without affecting the lawfulness of processing before consent was withdrawn).

You can make a request by contacting us using the details in the “Contact Us” section. We will respond as required by applicable law.

11. Data Security and Retention

We use reasonable technical and organizational measures to protect personal information against unauthorized access, loss, misuse, or alteration. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Policy, to comply with legal, tax, and regulatory requirements, to resolve disputes, and to enforce our agreements. The retention period may vary depending on the context and purpose of the data collection.

12. Links to Other Websites

This Website may contain links to external websites that are not operated by CFO Enrollment. We are not responsible for the content, security, or privacy practices of those websites. We encourage you to review the privacy policies of any websites you visit before providing personal information.

13. Changes to This Privacy Policy

We may update this Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will post the updated Policy on this page and update the “Effective date” at the top. Your continued use of this Website after any changes become effective means you accept the updated Policy.

14. Contact Us

If you have questions, requests, or concerns about this Privacy Policy or our handling of your personal information, you can contact us at: