CFO Systems Privacy Policy

CFOS Privacy Policy

Effective Date:6/11/2026

Last Updated:6/11/2026

Introduction

Welcome to CFO Systems, LLC. We are committed to protecting your privacy and ensuring transparency in how we collect, use, disclose, and safeguard your information when you visit our website, www.cfosystemsllc.com.

 

This Privacy Policy is designed to comply with applicable U.S. federal and state laws (including but not limited to the California Consumer Privacy Act (CCPA/CPRA)), as well as global privacy frameworks such as the General Data Protection Regulation (GDPR), where applicable.

 

By accessing or using our website, you acknowledge the practices described in this Privacy Policy.

 

Information We Collect

We may collect the following categories of personal information:

A. Information You Provide Voluntarily

·         Name, email address, phone number.

·         Business information.

·         Any information submitted via forms, subscriptions, or inquiries.

B. Automatically Collected Information

·         IP address.

·         Browser type and version.

·         Device information.

·         Pages visited and time spent on site.

·         Referring to website URLs.

 

Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to:

·         Improve website functionality.

·         Analyze user behavior.

 

Certain cookies or tracking technologies may be used for analytics, website optimization, or marketing purposes.

 

***Users may manage cookie preferences through browser settings or available consent tools on the website.***

 

How We Use Your Information

We use collected information to:

·         Provide, operate, and maintain our website.

·         Communicate with you, including responding to inquiries.

·         Send marketing or promotional materials (where permitted by law).

·         Improve user experience and website performance.

·         Comply with legal obligations.

·         Detect and prevent fraud or security incidents.

 

 

 

Financial and Confidential Business Information

·         In certain circumstances, we process information on behalf of our business clients and function as a service provider, contractor, or processor under applicable privacy laws.

·         Certain financial, accounting, tax, payroll, or compliance records may be retained for longer periods as required by applicable law, professional obligations, or legitimate business purposes.

·         Due to the nature of our consulting and advisory services, we may receive confidential financial, operational, payroll, accounting, tax, banking, or business information from clients and prospective clients.

·         We use this information solely for legitimate business, advisory, compliance, operational, security, and contractual purposes and maintain safeguards designed to protect its confidentiality.

·         We maintain internal policies and procedures designed to preserve the confidentiality of client information and restrict access to authorized personnel and service providers with a legitimate business need.

 

Business Client Data; Service Provider and Processor Role

In providing consulting, accounting, finance, operational, tax, payroll, advisory, or related professional services, we may collect, access, store, analyze, transmit, or otherwise process information on behalf of our business clients.

 

In such circumstances, we may function as a “service provider,” “contractor,” or “processor” under applicable privacy and data protection laws, depending on the nature of the services provided and the applicable jurisdiction.

 

When processing information on behalf of business clients, we process such information:

  • Pursuant to contractual obligations

  • For authorized business purposes

  • In accordance with client instructions, where applicable

  • To provide requested services

  • To maintain security, compliance, fraud prevention, and operational integrity

 

We do not use confidential client information for purposes materially inconsistent with the services we provide or applicable contractual obligations.

 

We may utilize third-party service providers, cloud platforms, software vendors, communication tools, analytics providers, payroll systems, accounting platforms, document management systems, or other business technologies in connection with delivering services and operating our business. Such third parties may have access to information only as reasonably necessary to perform services on our behalf and are expected to maintain appropriate confidentiality and security obligations.

 

Regulatory Compliance

We maintain policies and procedures designed to support compliance with applicable financial, accounting, tax, privacy, cybersecurity, and professional standards obligations.

 

AI and Analytic Disclosure

We may use automation tools, analytics systems, or artificial intelligence-assisted technologies to improve efficiency, reporting, operational workflows, security monitoring, and service delivery. We do not use client information to train public artificial intelligence models unless expressly authorized.

 

Legal Bases for Processing (GDPR)

If you are in the European Economic Area (EEA), we process your personal data on the following legal bases:

·         Consent

·         Performance of a contract

·         Compliance with legal obligations

·         Legitimate business interests

 

Sharing and Disclosure of Information

We may share your information with:

·         Service Providers: Vendors who assist with hosting, analytics, marketing, or operations.

·         Legal Authorities: When required to comply with applicable laws or legal processes.

·         Business Transfers: In connection with a merger, sale, or acquisition

·         Affiliates: Within our corporate group (if applicable)

 

We do not sell personal information in exchange for monetary compensation. However, certain data sharing may be considered a “sale” or “sharing” under applicable laws.

 

Your Privacy Rights

Depending on your location, you may have the following rights:

U.S. (Including California Residents)

·         Right to know what personal information is collected.

·         Right to access and receive a copy of your data.

·         Right to delete personal information

·         Right to correct inaccurate data

·         Right to opt-out of sale or sharing of personal data

·         Right to limit use of sensitive personal information

·         Right to non-discrimination for exercising rights

GDPR (EEA Residents)

·         Right of access

·         Right to rectification

·         Right to erasure (“right to be forgotten”)

·         Right to restrict processing

·         Right to data portability

·         Right to object to processing

 

How to Exercise Your Rights

To exercise any of these rights, please contact us at:

Phone : 402-884-0066

 

We will respond within the time required by applicable law.

 

Data Retention

We retain personal information only as long as necessary to:

·         Fulfill the purposes outlined in this policy.

·         Comply with legal obligations.

·         Resolve disputes and enforce agreements.

 

Data Breach/Incident Response

We maintain administrative, technical, physical, and organizational safeguards designed to protect personal information, financial information, confidential business information, and other sensitive data from unauthorized access, disclosure, misuse, alteration, or destruction.

 

Our safeguards may include where appropriate:

  • Access controls and authentication procedures

  • Encryption technologies

  • Secure cloud storage and document management systems

  • Employee confidentiality obligations and training

  • Vendor and service provider oversight

  • Network monitoring and cybersecurity measures.

 

Despite these safeguards, no method of electronic transmission, storage, or processing is entirely secure, and we cannot guarantee absolute security.

 

In the event we become aware of a suspected or confirmed security incident, unauthorized access event, or data breach affecting personal information or confidential business information, we may take actions deemed appropriate under the circumstances, including:

  • Investigating and containing the incident

  • Engaging cybersecurity, legal, or forensic professionals

  • Notifying affected individuals, clients, business partners, insurers, or regulatory authorities where required by applicable law

  • Implementing corrective measures designed to reduce the likelihood of future incidents.

 

Users and clients should also take reasonable precautions to protect sensitive information. We strongly recommend independently verifying any payment instructions, wire transfer requests, banking changes, or requests involving financial transactions, particularly when received by email or electronic communication.

 

We will never request changes to payment instructions solely through unverified email communications without additional verification procedures.

 

Cybersecurity/Fraud Warning

While we implement reasonable safeguards, email and electronic communication may not always be secure. Clients should independently verify wiring instructions, payment requests, or sensitive financial communications before acting.

 

International Data Transfers

If you access our website from outside the United States, your information may be transferred to, stored, and processed in the United States or other jurisdictions with different data protection laws. Where required by applicable law, we implement reasonable safeguards designed to protect transferred personal information.

 

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

 

Children’s Privacy

Our website is not intended for children under 13 (or 16 in certain jurisdictions). We do not knowingly collect personal information from children.

 

Do Not Track Signals

Some browsers offer a “Do Not Track” (DNT) feature. Our website currently does not respond to DNT signals due to lack of a consistent industry standard.

 

 

 

Secure Communication Notice

Users should avoid transmitting extremely sensitive information through unsecured website forms or unencrypted email whenever possible.

 

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date.

 

Accessibility

Individuals with disabilities who require access to this Privacy Policy in an alternative format may contact us using the information below.

 

Contact Information

If you have questions or concerns about this Privacy Policy, please contact us:

CFO Systems, LLC

10832 Old Mill Rd., Suite 2

Omaha, NE 68142

Phone: 402-884-0066

 

Consent

 By using our website, you acknowledge the practices described in this Privacy Policy.