Privacy Policy

Information you give us. When you book a call, apply for a VIP Day or send us a note, our forms ask for your name, email address and cell phone number, what you need help with and where you heard about us. Some forms also ask about your business, such as your annual revenue, the bookkeeping software you use, your type of business entity, how you accept payments and whether last year's taxes are done. When you email or call us, we receive whatever you choose to tell us.

Information collected automatically. Like most websites, the servers that host this site record basic technical details of each visit, such as your IP address, your browser and the pages requested. They're used to keep the site running and secure, not to identify you.

We use your information to reply to you, schedule calls, see whether our services are a good fit (our CFO services, for example, have revenue requirements) and, if you become a client, to provide our services. After you send a form, you may receive an automatic email confirming we have it.

We don't sell your personal information, and we don't use it for advertising.

Our booking, application and contact forms are provided by Dubsado, the client management platform we use, and open on our client portal at portal.therootedcfo.com. What you enter there goes straight into our Dubsado account, where it's stored and protected under Dubsado's own privacy policy and security practices.

We share your information only with the service providers that help us run our business, and only so they can do that work: Dubsado (our forms and client management), Google Workspace (our email) and the company that hosts this website. We may also share information when the law requires it.

This website doesn't use advertising or tracking cookies, and it doesn't run analytics. One cookie, named __cf_bm, is set by Cloudflare, which our website host uses to protect the site from automated traffic. It expires after about 30 minutes and isn't used to follow you around the web.

Our client portal, where the forms open, is run by Dubsado and may set its own cookies; Dubsado's privacy policy explains them. If we add analytics or other tools to this website, we'll update this policy first.

We keep inquiry information for as long as we need it to respond to you and, for clients, for as long as we need it to provide our services and meet our record-keeping obligations. We use established providers and reasonable safeguards, but no way of sending or storing information online is completely secure.

You can ask us to show you, correct or delete the personal information we hold about you, or to stop contacting you. Email info@therootedcfo.com and we'll take care of it promptly.

Our services are for businesses. This website isn't meant for children under 13, and we don't knowingly collect their information.

We may update this policy from time to time. The date at the top of this page shows when it last changed.

Questions about this policy? Email info@therootedcfo.com or call (208) 618-3777.