PRIVACY POLICY

Welcome to Book a CFO!

 

We are a platform dedicated to connecting businesses with experienced interim and fractional CFOs. This Privacy Policy describes how Book a CFO ("we," "us," or "our") collects, uses, shares, and protects your information when you use our website, services, and platform (collectively, the "Services").

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By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use our Services.

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1. Who This Policy Applies To

This Privacy Policy applies to:

• Customers: Businesses or individuals seeking to find and connect with CFO service providers through our platform.

• CFO Service Providers: Individuals or entities offering interim and fractional CFO services through our platform.

2. Important Distinction Regarding CFO Service Providers

Please note: CFO service providers listed on Book a CFO are not employees, agents, or representatives of Book a CFO. Book a CFO is solely a matching platform. Any services provided by a CFO are subject to a separate agreement between the customer and the CFO. Book a CFO is not responsible for the services rendered by CFOs or for the privacy practices of CFOs once you leave our platform to engage directly with them.

3. Information We Collect

We collect various types of information from and about you, including:

A. Information You Provide Directly To Us:

• For Customers:

  • Account Information: Name, email address, company name, industry, business size, contact number, password.

  • Service Request Details: Information about your CFO needs, budget, desired timeline, specific challenges, and any other details you provide to help us match you with a CFO.

  • Communications: Any information you provide when you contact us for support, send us feedback, or participate in surveys.

• For CFO Service Providers:

  • Account Information: Name, email address, contact number, password, professional title.

  • Professional Profile Information: Resume/CV, professional experience, certifications, specializations, industry expertise, hourly rates or project fees, availability, biography, professional headshot.

  • Verification Information: Documents to verify identity, credentials, and professional standing (e.g., driver's license, professional licenses).

  • Payment Information: Bank account details or other payment processing information necessary for us to facilitate payments to you (if applicable through our platform).

  • Communications: Any information you provide when you contact us for support, send us feedback, or participate in surveys.

B. Information We Collect Automatically:

When you access and use our Services, we may automatically collect certain information, including:

• Log Data: Your IP address, browser type, operating system, referring URLs, pages viewed, access times, and other statistics.

• Usage Data: Information about how you use our Services, such as the features you access, the links you click, and the time spent on certain pages.

• Device Information: Information about the device you use to access our Services, including hardware model, operating system and version, unique device identifiers, and mobile network information.

• Cookies and Tracking Technologies: We use cookies, web beacons, and similar tracking technologies to track activity on our Services and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Services.

C. Information We Collect from Third Parties:

We may receive information about you from third-party sources, such as:

• Social Media Platforms: If you choose to link your Book a CFO account with your social media accounts.

• Publicly Available Sources: Information from public databases or professional networking sites (e.g., LinkedIn) to verify credentials or enhance your profile.

• Payment Processors: Information related to transaction success or failure, but we do not store full payment card details on our servers.

4. How We Use Your Information

We use the information we collect for various purposes, including:

• To Provide and Maintain Our Services:

  • To operate, maintain, and improve the functionality of Book a CFO.

  • To create, manage, and secure your accounts.

  • To facilitate the matching of customers with appropriate CFO service providers.

  • To enable communication between customers and CFOs.

• To Facilitate Payments: To process payments for services facilitated through our platform (if applicable).

• To Personalize Your Experience: To tailor content, recommendations, and advertisements based on your preferences and usage patterns.

• To Communicate with You:

  • To send you service-related notifications, updates, and administrative messages.

  • To respond to your inquiries, comments, and support requests.

  • To send you marketing and promotional communications that may be of interest to you (you can opt out of these at any time).

• For Analytics and Research:

  • To understand how users access and use our Services.

  • To monitor and analyze trends, usage, and activities in connection with our Services.

  • To improve our Services, features, and user experience.

• For Security and Fraud Prevention:

  • To detect, prevent, and address technical issues, fraud, and other illegal activities.

  • To protect the security and integrity of our Services and our users.

• To Comply with Legal Obligations: To comply with applicable laws, regulations, legal processes, or governmental requests.

• For Enforcement: To enforce our Terms of Service and other policies.

5. How We Share Your Information

We may share your information with third parties in the following circumstances:

• With Other Users of the Platform:

  • For Customers: When you submit a request for a CFO, relevant details of your request (e.g., business needs, industry, desired experience) may be shared with potential CFO service providers to enable them to assess suitability and respond.

  • For CFO Service Providers: Your public professional profile information (e.g., name, experience, specializations, rates, and bio) will be visible to customers seeking CFO services.

• With Service Providers: We may share your information with third-party vendors, consultants, and other service providers who perform services on our behalf, such as payment processing, hosting, data analysis, customer support, and marketing assistance. These service providers are authorized to use your personal information only as necessary to provide these services to us.

• For Legal Reasons: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to:

  • Comply with a legal obligation.

  • Protect and defend the rights or property of Book a CFO.

  • Prevent or investigate possible wrongdoing in connection with the Services.

  • Protect the personal safety of users of the Services or the public.

  • Protect against legal liability.

• In Connection with Business Transfers: In the event of a merger, acquisition, reorganization, bankruptcy, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

• With Your Consent: We may share your information with third parties when we have your explicit consent to do so.

• Aggregated or Anonymized Data: We may share aggregated or anonymized information that cannot reasonably be used to identify you, with third parties for various purposes, including analytics, research, and marketing.

6. Your Choices and Rights

You have certain choices and rights regarding your information:

• Access and Update Your Information: You can access and update most of your account and profile information by logging into your Book a CFO account.

• Account Deletion: You may request deletion of your account by contacting us. Please note that some information may remain in our records after deletion of your account as required by law or for legitimate business purposes.

• Marketing Communications: You can opt out of receiving promotional emails from us by following the unsubscribe instructions provided in those emails. Even if you opt out, we may still send you non-promotional communications, such as those about your account or our ongoing business relations.

• Cookies: Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove or reject browser cookies. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of our Services.

7. Data Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

8. Data Retention

We retain your personal information for as long as necessary to provide the Services, fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements.

9. Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information from our records.

10. International Data Transfers

Book a CFO is based in the United States. If you are accessing our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located and our central database is operated. By using our Services, you consent to such transfer of your information.

11. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Your continued use of the Services after any changes to this Privacy Policy constitutes your acceptance of the revised Privacy Policy.

12. Contact Us

If you have any questions about this Privacy Policy, please contact us with the information at the bottom of this page.