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política de privacidad

Last Updated: March 2025

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CFO Closer ("Company," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website (www.cfocloser.com) and use our services. By accessing our website, you agree to the terms outlined in this policy.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, company details, and other information you voluntarily provide through contact forms or service inquiries.

  • Financial and Corporate Information: If you engage our fractional CFO services, we may collect financial statements, tax records, business performance data, legal agreements, and other corporate documents necessary for financial analysis and advisory.

  • Technical Data: IP address, browser type, operating system, referring URLs, and analytics data collected through cookies and tracking technologies.

  • Transactional Information: If you purchase services, we may collect billing details, payment method (processed via third-party providers), and service history.

  • User Communications: Any emails or messages you send to us.

2. How We Use Your Information

We use your information for the following purposes:

  • To provide, operate, and improve our services.

  • To analyze financial data and provide strategic CFO advisory services.

  • To communicate with you about inquiries, transactions, or updates.

  • To personalize your experience and improve website functionality.

  • To analyze website traffic and user behavior for optimization.

  • To comply with legal obligations and prevent fraudulent activity.

3. How We Protect Your Information

We implement industry-standard security measures to protect your data, including encryption, access controls, and secure storage practices. However, no online transmission or storage is 100% secure, and we cannot guarantee absolute security.

For financial and corporate data, we implement additional safeguards, including:

  • Secure cloud storage with restricted access.

  • Confidentiality agreements where required.

  • Data minimization practices to only retain necessary documents.

4. Sharing Your Information

We do not sell, rent, or trade your personal or corporate data. We may share information with:

  • Service Providers: Third-party vendors who assist in website hosting, payment processing, analytics, and email communications.

  • Legal and Compliance Authorities: If required by law or to protect our rights, privacy, safety, or property.

  • Business Transfers: In case of a merger, sale, or business restructuring, your information may be transferred.

5. Cookies and Tracking Technologies

We use cookies and similar tracking tools to enhance your browsing experience. These may include:

  • Essential Cookies: Necessary for website functionality.

  • Analytics Cookies: To understand user interactions and improve our website.

  • Marketing Cookies: To deliver relevant content and advertising.

You can adjust cookie settings through your browser. Disabling cookies may affect website functionality.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy policies or practices. Please review their policies before providing personal data.

7. Data Retention

We retain personal and financial data only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes.

  • Financial and corporate data provided for CFO services will be securely stored and deleted upon client request or after the engagement period ends, unless required for legal or regulatory reasons.

8. Your Rights

Depending on your location, you may have rights regarding your personal and corporate data, including:

  • The right to access, correct, or delete your data.

  • The right to object to processing or request data portability.

  • The right to withdraw consent where applicable.

To exercise these rights, contact us at contact@cfocloser.com.

9. Confidentiality Agreements

For clients engaging CFO Closer for fractional CFO services, we may enter into confidentiality agreements (NDAs) to ensure that sensitive financial and corporate data is protected. We encourage clients to discuss specific confidentiality requirements before sharing sensitive documents.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. Continued use of our website signifies acceptance of any changes.

11. Contact Information

For any questions about this Privacy Policy, please contact us at:
CFO Closer
contact@cfocloser.com

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