Effective Date: October 31, 2025
CFO Pro+Analytics (“we”, “us”, or “our”) is committed to protecting the privacy of our website visitors and clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.cfoproanalytics.com, use our calculators and tools, or engage with our services.
Informational and Educational Purposes Only: All content on this website, including articles, calculators, tools, and assessments, is provided for informational and educational purposes only and does not constitute financial, tax, legal, accounting, or investment advice. The information presented does not consider your specific circumstances, and tax laws and regulations are complex and subject to change.
Do not make financial or business decisions based solely on this content. Always consult with qualified professionals—including CPAs, tax attorneys, and financial advisors—who can evaluate your specific situation and provide personalized advice. Use of this website does not create an advisory relationship, and CFO Pro+Analytics assumes no liability for decisions made based on information provided herein.
We may collect the following types of information:
We use the collected information for the following purposes:
When you use our calculators and assessment tools:
We use third-party visitor identification technologies to identify businesses and professionals who visit our website. These tools work by matching your IP address and browser signals against third-party databases of business contact and identity information. As a result, we may be able to identify your name, company, job title, business email address, and LinkedIn profile from your visit alone, without any form submission on your part.
This information may be used to:
We do not use this information to make automated decisions that produce legal or similarly significant effects on you. If you wish to opt out of visitor identification and any resulting outreach, please contact us at info@cfoproanalytics.com.
Our website includes an embedded widget and referral pathway to Boundless (app.getboundless.ai), a third-party lending marketplace that connects businesses with financing options. When you interact with the Boundless widget on our site or are redirected to the Boundless platform, please be aware of the following:
Data Transfer to Boundless: When you engage with the Boundless platform, you will be submitting information directly to Boundless, which operates under its own privacy policy and terms of service. The information you provide to Boundless may include sensitive financial data such as business financials, bank account details, credit information, tax identification numbers, and loan application data. CFO Pro+Analytics does not collect, store, or have access to the financial information you submit directly to Boundless.
Boundless’s Privacy Practices: Boundless is solely responsible for how it collects, uses, and protects any information you provide through their platform. We strongly encourage you to review Boundless’s Privacy Policy and Terms of Service before submitting any personal or financial information through their platform.
Referral Relationship: CFO Pro+Analytics may have a referral or compensation arrangement with Boundless. This means we may receive referral fees or other compensation if you engage with Boundless’s services through our website. This compensation does not influence the terms or pricing of any lending product you may receive from Boundless.
No Advisory Relationship: Our referral to Boundless does not constitute a recommendation, endorsement, or guarantee of any specific lending product, rate, or outcome. You should independently evaluate any financing option before committing to it. CFO Pro+Analytics assumes no liability for any outcomes resulting from your engagement with Boundless or any other third-party lending platform.
Opting Out: If you do not wish to interact with the Boundless platform or be referred to third-party lenders, simply do not engage with the Boundless widget on our website. You may also contact us at info@cfoproanalytics.com to request that your information not be shared with lending partners.
We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:
We use cookies and similar tracking technologies to:
You can control cookie preferences through your browser settings. However, disabling cookies may limit your ability to use certain features of our website.
We implement technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When we no longer need your information, we will securely delete or anonymize it.
You have the following rights regarding your personal information:
To exercise any of these rights, please contact us at info@cfoproanalytics.com.
Our website may contain links to third-party websites, services, or resources. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.
Our website is operated from the United States. If you are accessing our website 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 website, you consent to this transfer.
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your information, and the right to opt-out of the sale of your personal information (note: we do not sell personal information). You also have the right to opt out of the sharing of your personal information for cross-context behavioral advertising purposes. To exercise these rights, contact us at info@cfoproanalytics.com.
If you wish to opt out of receiving marketing communications from us or our partners, you may:
Please note that even if you opt out of marketing communications, we may still send you non-promotional emails related to our services, your account, or legal requirements.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will:
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
CFO Pro+Analytics
Email: info@cfoproanalytics.com
Website: www.cfoproanalytics.com
By using our website, calculators, tools, or services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy and our Terms of Use disclaimer. If you do not agree with any part of this policy, please discontinue use of our website and services.