At SmallBiz CFO, we respect your privacy and are committed to protecting your personal, business, and financial information.
SmallBiz CFO provides professional CFO advisory services designed to help businesses improve financial visibility, decision-making, profitability, cash flow management, reporting, budgeting, forecasting, and strategic growth planning.
Our services include Virtual CFO Services, Financial Reporting, Cash Flow Management, Budgeting, Forecasting, Business Advisory, Profitability Analysis, and Strategic Financial Planning.
When you contact us, request a consultation, or use our services, we may collect:
To provide CFO advisory services, we may collect business-related financial information including:
We use collected information to provide professional CFO and financial advisory services, including:
Financial information shared with SmallBiz CFO is treated as confidential business information.
We use client financial information only for providing agreed CFO services, financial analysis, and strategic recommendations. We do not sell, rent, or trade client information.
We may share information only with trusted service providers required to operate our services, including:
Information may also be disclosed when required by law or to protect our legal rights.
We implement reasonable security practices to protect personal and financial information, including secure connections, restricted access, and appropriate data protection measures.
However, no online transmission method can guarantee complete security.
Our website may use cookies and analytics technologies to improve user experience, website performance, and understand visitor behaviour.
Our website may contain links to third-party websites. SmallBiz CFO is not responsible for the privacy practices or content of external websites.
If payments are processed through third-party payment providers, payment information is handled according to their privacy and security policies.
SmallBiz CFO does not store complete payment card information.
We retain information only for the period required to provide services, maintain records, comply with legal obligations, and resolve disputes.
You may request access, correction, deletion, or clarification regarding your personal information by contacting us.
SmallBiz CFO may update this Privacy Policy periodically. Updated versions will be published on this page with a revised date.
