Privacy Policy

1. The Information We Collect

We collect information that you voluntarily provide to us, such as your name and email when you fill out our contact form.

In addition, like many websites, we automatically collect certain technical data when you visit our site. This may include your IP address and browser behavior, which is collected through cookies and similar technologies.

2. Cookies and Analytics

Our website uses cookies, which are small data files stored on your browser, to help our site function and to understand how visitors use it.

Google Analytics: We use Google Analytics to gather data about our website traffic. This helps us see which pages are popular and improve the user experience.

Cloudflare Web Analytics: We use Cloudflare Web Analytics to gather data about our website traffic. Cloudflare's analytics is privacy-focused and does not use client-side tracking or collect personal data. This helps us see which pages are popular and improve the user experience.

You can manage or refuse cookies through your web browser's settings.

3. How We Use Your Information

We use the information we collect for a few simple reasons.

• To respond to your questions and inquiries.
• To schedule your discovery call.
• To improve our website.
• To provide you with our services if you become a client.

We will never sell your personal information to third parties.

4. Sharing Your Information

We do not share your personal information with outside parties except as necessary to provide our services or as required by law. For example, if you become a client, we may share information with a trusted CPA partner for tax-related purposes, but only with your explicit consent.

5. Keeping Your Information Safe

The security of your data is a top priority. We use professional-grade security measures, including data encryption and secure client portals, to protect your information from unauthorized access or disclosure.

6. Your Data Rights

You have the right to request access to the personal information we hold about you, and to ask that your information be corrected, updated, or deleted. If you would like to exercise this right, please contact us using the information below.

7. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last Updated" date at the top of this policy.

8. How to Contact Us

If you have any questions or comments about this policy, you may email us at hello@cbfinservices.com.