Privacy Policy

Protecting your information is a priority for CFO Business Growth Solutions, LLC (“CFOBGS,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, and protect information when you visit cfobgs.com (the “Site”) or engage with us regarding our interim and fractional CFO, accounting, and advisory services. By using this Site, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide to us, such as your name, company name, email address, phone number, and any information you submit through our contact forms, consultation requests, or Client Portal. We may also automatically collect certain technical information when you visit the Site, including your IP address, browser type, device information, referring website, and pages visited. This information helps us maintain and improve the Site and understand how it is used.

How We Use Your Information

We use the information we collect to:

Respond to inquiries and schedule consultations
Provide our advisory and accounting services to clients
Communicate with you about our services
Improve the Site and our services
Comply with legal obligations

We do not sell, rent, or lease your personal information to third parties.

Sharing of Information

We may share information with trusted service providers who assist us in operating the Site or delivering our services (such as hosting providers, email services, or scheduling tools), who are contractually obligated to protect your information and use it only for the purposes we specify.
We may also disclose information if required to do so by law, or if we believe in good faith that disclosure is necessary to comply with legal process, protect our rights, or protect the safety of others.

Payment Information

If you make a payment through the Site, your payment is processed by CPACharge, a PCI-DSS Level 1 compliant payment platform built for accounting professionals. We do not collect or store your full credit card or bank account information ourselves — that information is submitted directly to and held by CPACharge, subject to its own privacy and security practices.

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies separately.

Security

We take reasonable measures to protect your information from unauthorized access, use, or disclosure, including the use of encryption (such as TLS) for data transmitted through the Site, consistent with the safeguards required under the New York SHIELD Act. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Confidential Client Information

Information shared with us in connection with an engagement — including financial records, reports, and documents submitted through our Client Portal — is treated as confidential in accordance with the terms of our engagement with you.

Children’s Privacy

This Site is intended for business use and is not directed at children. We do not knowingly collect personal information from children under the age of 13.

Your Choices

You may contact us at any time with questions about this policy, to request access to information we hold about you, or to opt out of non-essential communications.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal or operational reasons. We encourage you to review this page periodically.

Contact Us

If you have questions about this Privacy Policy, please contact us:
CFO Business Growth Solutions, LLC
3489 Woodward St
Oceanside, NY 11572
Email: info@cfobgs.com