ACCOUNTIFY CFO LLC | PRIVACY POLICY

Effective Date: October 13, 2026
Last Updated: October 13, 2026
Company: AccountifyCFO LLC
Website: accountifycfo.com
Contact Email: cfo@accountifycfo.com

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1. Introduction

AccountifyCFO LLC (“AccountifyCFO,” “Company,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of personal and business information collected through our website, marketing campaigns, financial consulting services, and other business interactions.

This Privacy Policy explains how we collect, use, process, store, disclose, and protect information when individuals and businesses interact with AccountifyCFO.

This policy applies to:

• Visitors to our website.
• Individuals submitting LinkedIn Lead Generation Forms.
• Prospective customers requesting financial consultations.
• Businesses requesting Free Financial Health Checks.
• Existing clients receiving accounting, financial management, or CFO advisory services.
• Individuals communicating with us through email, social media, or other channels.

By using our services or submitting information to us, you acknowledge that you have been provided with this Privacy Policy. Where applicable law requires consent for particular processing activities, we will seek that consent separately.

2. Information We Collect

AccountifyCFO may collect personal, professional, financial, and technical information depending on how you interact with our business.

2.1 Personal and Contact Information

When you contact us, submit a form, or request our services, we may collect:

• Full name.
• Business email address.
• Telephone number.
• Job title.
• Company name.
• Business website.
• Country or business location.
• Professional information voluntarily provided.

2.2 Business and Financial Information

When providing financial consulting, accounting, bookkeeping, financial analysis, or CFO services, we may process:

• Financial statements.
• Accounting records.
• Revenue and expense information.
• Cash flow reports.
• Financial forecasts and budgets.
• Business performance indicators.
• Financial transactions.
• Business operational data.
• Other financial information voluntarily provided by clients.

Such information is collected and processed only as necessary for legitimate business purposes, contractual obligations, or other lawful purposes.

2.3 Website and Technical Information

When you visit our website, we may collect technical information, including:

• IP address.
• Browser type.
• Device information.
• Operating system.
• Pages visited.
• Referral sources.
• Website interaction information.
• Cookies and similar tracking technologies.

The specific information collected depends on the technologies enabled on our website.

3. LinkedIn Lead Generation Forms

AccountifyCFO uses LinkedIn advertising and Lead Generation Forms to connect with prospective customers interested in our financial services.

When you voluntarily submit a LinkedIn Lead Generation Form, we may collect:

• Your name.
• Your business email address.
• Your company name.
• Your professional position.
• Your telephone number, if requested.
• Your responses to questions included in the form.

3.1 How We Use LinkedIn Lead Information

Information submitted through LinkedIn Lead Generation Forms may be used to:

1. Respond to your inquiry.
2. Provide information about our financial consulting services.
3. Arrange introductory meetings or consultations.
4. Deliver requested Free Financial Health Checks.
5. Evaluate your business’s financial service requirements.
6. Follow up regarding the service you requested.
7. Send marketing communications where permitted by applicable law.

Submitting a form to request a financial consultation does not automatically constitute consent to receive unrelated promotional communications.

Where consent is legally required for marketing communications, we will request it separately.

We do not sell personal information collected through LinkedIn Lead Generation Forms.

4. Free Financial Health Check

AccountifyCFO may offer complimentary financial assessments to prospective business customers.

When requesting a Free Financial Health Check, you may be asked to provide contact information and limited information about your company’s financial operations.

Information collected may be used to:

• Understand your company’s financial structure.
• Identify potential cash flow inefficiencies.
• Evaluate financial reporting processes.
• Identify opportunities for cost optimization.
• Assess financial management requirements.
• Prepare preliminary financial recommendations.
• Communicate the findings of the assessment.

Submitting a request does not create a contractual relationship unless otherwise agreed in writing.

Any financial information provided during the assessment will be handled in accordance with this Privacy Policy and applicable confidentiality obligations.

5. How We Use Collected Information

AccountifyCFO may process personal and business information for the following purposes:

5.1 Service Delivery

To provide accounting, financial consulting, CFO advisory, financial planning, budgeting, and related professional services.

5.2 Customer Communication

To respond to inquiries, arrange meetings, provide service updates, and communicate with clients.

5.3 Marketing and Business Development

To provide information about our services, promotional offers, financial insights, and relevant business opportunities, subject to applicable marketing and privacy laws.

5.4 Business Operations

To maintain records, administer client relationships, process payments, and manage contractual obligations.

5.5 Website Improvement

To analyze website performance, understand visitor interactions, and improve the user experience.

5.6 Legal Compliance

To comply with applicable laws, regulations, legal processes, and legitimate regulatory requests.

6. Legal Basis for Processing Personal Information

Where applicable data protection laws require a lawful basis for processing personal information, AccountifyCFO relies on one or more of the following:

Consent: When you voluntarily agree to specific processing activities, including marketing communications where consent is required.

Contractual Necessity: When processing is necessary to provide requested services or perform contractual obligations.

Legitimate Interests: When processing is necessary for reasonable business activities, such as responding to business inquiries, maintaining security, and improving our services, provided those interests are not overridden by applicable individual rights.

Legal Obligations: When processing is necessary to comply with applicable laws or regulations.

The appropriate lawful basis depends on the particular processing activity and applicable jurisdiction.

7. Sharing and Disclosure of Information

AccountifyCFO does not sell personal information collected from clients or prospective customers.

We may share information with third parties where necessary to operate our business and deliver services.

These parties may include:

• Website hosting providers.
• Cloud infrastructure providers.
• Customer relationship management platforms.
• Accounting and financial software providers.
• Email communication platforms.
• Payment processing providers.
• Marketing and advertising platforms.
• Professional advisers and legal representatives.
• Government authorities where legally required.

Third-party service providers are expected to process information only for authorized purposes and subject to appropriate confidentiality and security obligations.

We may also disclose information where required by law or necessary to protect our legal rights.

8. Financial Information Confidentiality

AccountifyCFO recognizes the sensitive nature of business financial information.

We take reasonable measures designed to protect financial records and confidential business information against unauthorized access, disclosure, alteration, or loss.

These measures may include:

• Access controls.
• Secure authentication procedures.
• Restricted access to confidential information.
• Appropriate security protections for data transmission and storage.
• Confidentiality obligations.
• Security monitoring and administrative safeguards.

No electronic storage or transmission method can be guaranteed to be completely secure.

Where additional confidentiality requirements apply, they may be addressed in separate service agreements or nondisclosure agreements.

9. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to support website functionality, analyze performance, and understand visitor interactions.

Depending on the technologies enabled, these may include:

9.1 Essential Cookies

Used to support necessary website functions.

9.2 Analytics Cookies

Used to understand website traffic and improve performance.

9.3 Marketing Cookies

Used to measure advertising performance and support relevant marketing activities.

Where required by applicable law, we will obtain consent before placing nonessential cookies or activating nonessential tracking technologies.

Visitors may manage cookies through their browser settings and any cookie preference tools made available on our website.

10. Data Retention

AccountifyCFO retains personal and business information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy.

Retention periods depend on factors including:

• The nature of the information.
• The purpose for which it was collected.
• Contractual obligations.
• Applicable legal requirements.
• Accounting and tax recordkeeping obligations.
• Legitimate business needs.

When information is no longer required, we will take reasonable steps to delete, anonymize, or securely dispose of it, subject to applicable legal obligations.

Individuals may request deletion of their personal information by contacting us using the details provided below.

11. Data Security

We implement reasonable technical, organizational, and administrative measures designed to protect information against:

• Unauthorized access.
• Unauthorized disclosure.
• Accidental loss.
• Misuse.
• Alteration.
• Destruction.

Access to confidential client information is restricted to individuals and service providers with a legitimate business need.

Although we strive to maintain appropriate security standards, no internet-based service can guarantee absolute security.

12. International Data Transfers

AccountifyCFO may provide services to clients located in different countries.

Personal and business information may therefore be processed or stored in jurisdictions outside the country in which it was originally collected.

Where applicable law requires specific safeguards for international transfers, we will implement appropriate measures, which may include contractual protections or other legally recognized transfer mechanisms.

13. Your Privacy Rights

Depending on your location and applicable privacy legislation, you may have certain rights regarding your personal information.

These may include the right to:

• Request access to personal information held about you.
• Request correction of inaccurate information.
• Request deletion of personal information.
• Object to certain processing activities.
• Request restrictions on processing.
• Withdraw consent where processing relies on consent.
• Request data portability where applicable.
• Lodge a complaint with an appropriate data protection authority.

To exercise applicable privacy rights, please contact:

cfo@accountifycfo.com

We may request reasonable verification of your identity before processing certain requests.

We will respond within the timeframe required by applicable law.

14. Marketing Communications

AccountifyCFO may communicate with prospective and existing customers regarding:

• Financial consulting services.
• Accounting and CFO advisory solutions.
• Financial management insights.
• Business performance optimization.
• Service announcements.
• Promotional offers.

Where required by applicable law, we will obtain appropriate consent before sending marketing communications.

Recipients may opt out of promotional emails at any time by following the unsubscribe instructions included in those communications or contacting us directly.

Requests to unsubscribe from marketing communications will not necessarily prevent essential service-related communications.

15. Third-Party Websites and Platforms

Our website and marketing materials may contain links to third-party websites and platforms.

These may include social media platforms, financial software providers, and other business services.

AccountifyCFO is not responsible for the privacy practices of independently operated third-party websites.

We encourage visitors to review the privacy policies of third-party services before providing personal information.

16. Children’s Privacy

AccountifyCFO provides business-to-business financial and consulting services.

Our services are not directed toward individuals under the age of 18.

We do not knowingly collect personal information directly from children.

If we become aware that personal information has been collected from a child in circumstances prohibited by applicable law, we will take appropriate steps to delete that information.

17. Changes to This Privacy Policy

AccountifyCFO reserves the right to update this Privacy Policy to reflect:

• Changes in business operations.
• Changes in services.
• Changes in data processing practices.
• Legal or regulatory developments.
• Improvements to privacy and security procedures.

Updates will be published on this webpage, together with a revised effective date where appropriate.

Material changes may be communicated through additional notices when required by applicable law.

18. Contact Information

For questions, concerns, or requests relating to this Privacy Policy or the processing of personal information, please contact:

AccountifyCFO LLC

Website: accountifycfo.com

Email: cfo@accountifycfo.com

Subject: Privacy Policy Inquiry

We are committed to addressing privacy-related inquiries in a timely and professional manner.

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