Privacy Policy

Effective Date: Jan 2025

Last Updated: July 2026

Preferred CFO ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at preferredcfo.com or communicate with us through our web forms, email, or text messaging.

1. Information We Collect

We collect information that identifies, relates to, or describes you ("Personal Information") when you interact with our website or services:

• Information You Provide Directly: When you submit a contact form, request information about our CFO or HR services, subscribe to updates, or request a consultation, we may collect your name, business email address, phone number, company name, domain, estimated annual revenue, and any message details you provide.
• Mobile & SMS Opt-In Data: If you opt in to receive text messages from us, we collect your mobile phone number and your explicit consent records.
• Automated Website Usage Data: When you browse our website, we may automatically collect technical data such as your IP address, browser type, operating system, referring URL, pages viewed, and access times through standard cookies and web analytics tools.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries, schedule consultations, and deliver requested fractional CFO and HR services.
• Send you marketing communications, newsletters, insights, and updates (where you have consented to receive them).
• Send transactional messages, customer service communications, or account updates.
• Improve our website functionality, analyze user engagement, and enhance our services.
• Comply with applicable legal obligations and enforce our site terms.

3. Mobile & SMS Privacy Policy

We are committed to protecting your privacy regarding mobile communications.

• Purpose of Mobile Collection: When you opt in to receive text messages from Preferred CFO, your mobile phone number and consent details will be used solely to deliver requested updates, consultation details, or marketing communications regarding our services.
• No Third-Party Sharing: Mobile information and SMS opt-in data will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances.
• Rates & Frequency: Message and data rates may apply. Message frequency varies based on your interactions with us.
• Opt-Out & Support: Consent to receive text messages is not a condition of purchasing any services. You may opt out of receiving text messages at any time by replying STOP to any text message. For assistance, reply HELP or contact us through our website.

4. Sharing Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

• Service Providers: We share data with trusted third-party service providers (such as hosting partners, CRM providers like HubSpot, and communication tools) who assist us in operating our business and serving you, subject to strict confidentiality obligations.
• Legal Requirements: We may disclose your information if required to do so by law, court order, or governmental regulation, or to protect the rights, property, and safety of Preferred CFO or others.

5. Cookies and Analytics

Our website uses cookies and similar tracking technologies to enhance user experience, analyze web traffic, and remember your site preferences. You can set your browser to refuse all or some cookies, or to alert you when cookies are being sent. If you disable cookies, some parts of our website may not function properly.

6. Data Security & Retention

We implement appropriate technical and organizational measures to safeguard your personal data against unauthorized access, loss, or misuse. We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

7. Your Rights and Choices

• Email Unsubscribe: You can unsubscribe from marketing emails at any time by clicking the "Unsubscribe" link at the bottom of any marketing email or contacting us directly.
• SMS Opt-Out: Reply STOP to any text message to immediately unsubscribe from SMS communications.
• Access & Correction: You may request access to, correction of, or deletion of your personal information by contacting us.

8. Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Preferred CFO

478 S 100 E

Salem, UT 84653

Website: preferredcfo.com

Contact Page: preferredcfo.com/contact-us