Privacy Policy
Effective Date: September 22, 2026
You Need A CFO, Inc. (“You Need A CFO,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information may be collected, used, and disclosed when you visit youneedacfo.com, communicate with us, schedule a consultation, or subscribe to our communications.
Information You Provide to Us
We may receive personal information that you voluntarily provide when you:
- Contact us by email or telephone
- Schedule a consultation through HubSpot
- Subscribe to our newsletter or other communications through Klaviyo
- Communicate with us through a linked social media platform
Depending on how you interact with us, this information may include your name, email address, telephone number, company name, appointment information, and any information you choose to include in a message.
Our website does not currently include a contact form, payment system, or client portal. Please do not send confidential financial records, account credentials, Social Security numbers, banking information, or other sensitive information through ordinary email or social media.
Information Collected Automatically
When you visit our website, certain information may be collected automatically through WordPress.com, Jetpack, Google Analytics, Metricool, cookies, pixels, and similar technologies. This information may include:
- Your Internet Protocol address
- Browser and device type
- Operating system
- Approximate geographic location
- Referring website
- Pages viewed
- Links clicked
- Date and time of your visit
- Time spent on the website
- General website interactions and traffic information
We use this information to understand how visitors use the website, evaluate website performance, improve our content and services, maintain website security, and measure the effectiveness of our communications.
Cookies and Similar Technologies
Our website and third-party service providers may use cookies, pixels, and similar technologies to operate the website, remember preferences, analyze website traffic, and measure engagement.
You can adjust your browser settings to block or delete cookies. Disabling cookies may affect the operation of certain website features. Where required, we may also provide a cookie preference or consent tool.
Information about the data collected through WordPress.com and Jetpack is available in Automattic’s Privacy Notice for Visitors to Users’ Sites.
Scheduling Through HubSpot
Our scheduling links are provided through HubSpot. If you schedule a consultation, HubSpot may collect information such as your name, email address, appointment selections, and other information you provide during the scheduling process.
Information submitted through HubSpot is subject to HubSpot’s Privacy Policy in addition to this Privacy Policy.
We use scheduling information to arrange and manage consultations, communicate with you about your appointment, and respond to your inquiries.
Email Communications and Klaviyo
If you subscribe to our newsletter or other marketing communications, your information may be processed through Klaviyo. We may use your name, email address, subscription preferences, and engagement information to send and improve our communications.
You may unsubscribe from marketing emails at any time by selecting the unsubscribe link included in the email. Unsubscribing from marketing messages will not prevent us from sending necessary service-related or individually requested communications.
Information processed by Klaviyo is also subject to Klaviyo’s Privacy Notice.
Analytics Services
We use Jetpack, Google Analytics, and Metricool to understand website traffic, visitor behavior, content performance, and general engagement. These services may use cookies and similar technologies and may process technical and usage information according to their own privacy practices.
You can learn more by reviewing:
You may also use browser controls or available analytics opt-out tools to limit certain types of tracking.
Social Media and External Links
Our website may contain links to social media platforms and other third-party websites. If you follow one of these links, the third party may collect information about your visit or interaction.
We do not control the privacy, security, or content practices of third-party websites. We encourage you to review their privacy policies before providing personal information.
How We Use Information
We may use information collected through or in connection with the website to:
- Respond to questions and inquiries
- Schedule and manage consultations
- Provide requested information
- Send newsletters and other communications you have requested
- Understand and improve website performance
- Evaluate the effectiveness of our content and marketing
- Maintain the security and proper operation of the website
- Comply with legal and regulatory obligations
- Protect our rights, property, and legitimate business interests
How Information May Be Disclosed
We may disclose information to service providers that assist us with website hosting, analytics, scheduling, email communications, website administration, security, and other business operations. These providers may process information according to their agreements with us and their respective privacy policies.
We may also disclose information:
- When required by law, regulation, subpoena, court order, or another valid legal process
- To protect our legal rights, safety, property, clients, or others
- To investigate suspected fraud, misuse, or security incidents
- In connection with a merger, acquisition, financing, sale of assets, or other business transaction
- With your consent or at your direction
We do not sell personal information for money. However, certain analytics or online tracking activities may be considered “sharing” or targeted advertising under some state privacy laws, depending on how those laws define those terms and how the applicable services are configured.
Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, maintain business and legal records, resolve disputes, enforce agreements, and comply with applicable obligations.
Third-party providers may retain information according to their own retention practices and privacy policies.
Data Security
We use reasonable administrative and technical measures intended to protect personal information. However, no website, email transmission, electronic storage system, or Internet-based service can be guaranteed to be completely secure.
Your Privacy Choices
Depending on where you live, you may have rights concerning your personal information, including the right to request access, correction, deletion, or information about how your personal information is used or disclosed.
You may also:
- Unsubscribe from marketing emails using the link provided in each message
- Adjust your browser’s cookie settings
- Use available analytics or advertising opt-out tools
- Contact us to request assistance concerning your information
We may need to verify your identity before processing certain requests. Some requests may be limited by applicable law or by legitimate recordkeeping obligations.
To submit a privacy request, email admin@youneedacfo.com.
Children’s Privacy
This website and our services are intended for business owners and other adult professionals. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.
If you believe a child has provided personal information to us, please contact us so that we can review and, where appropriate, delete it.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, services, technology, legal requirements, or business practices. When we update the policy, we will revise the effective date shown at the top of this page.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
You Need A CFO, Inc.
677 N Washington Blvd
Suite 121
Sarasota, FL 34236
United States
Email: admin@youneedacfo.com
Telephone: 407-361-4522