Privacy Policy

ScaleCFO LLC ("ScaleCFO," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit scalecfo.com (the "Site"), engage our advisory services, or otherwise interact with us. By using the Site or our services, you agree to this Policy.

1. Information We Collect

Information you provide: name, email address, company name, role, phone number, billing information, and any messages or documents you send to us.

Engagement information: financial documents, accounting data, and similar information shared with us in connection with bookkeeping, CFO, tax, or consulting engagements.

Automatically collected: IP address, device and browser type, pages viewed, referring URL, and cookies or similar technologies.

2. How We Use Information

To provide, operate, and improve the Site and our services; to communicate with you about engagements, proposals, invoicing, and updates; to comply with legal, tax, and regulatory obligations; to detect, prevent, and address fraud or security issues; and for any other purpose disclosed at the time of collection.

3. How We Share Information

We do not sell personal information. We share information with service providers acting on our behalf (e.g., hosting, accounting platforms, payment processors), with professional advisors (e.g., legal, tax) under confidentiality, with regulators or other parties when required by law, and with successors in connection with a corporate transaction.

4. Data Security

We maintain administrative, technical, and physical safeguards designed to protect information. No system is perfectly secure; you acknowledge that you transmit information at your own risk.

5. Data Retention

We retain information for as long as necessary to provide services, comply with our legal obligations, resolve disputes, and enforce our agreements.

6. Your Rights

Depending on your jurisdiction (including New York, California, and the EU/UK), you may have rights to access, correct, delete, port, or restrict the processing of your personal information. Contact us at privacy@scalecfo.com to exercise these rights.

7. Children's Privacy

The Site and our services are not directed to children under 16, and we do not knowingly collect their personal information.

8. International Users

The Site is hosted in the United States. By using the Site, you consent to the transfer of your information to the United States.

9. Changes

We may update this Policy from time to time. Changes are effective when posted.

10. Contact

ScaleCFO LLC · privacy@scalecfo.com · New York, NY.