Privacy Policy

1. Introduction

This Privacy Policy explains how ProCFO, LLC (“ProCFO,” “we,” “us,” or “our”) collects, uses, and shares information when you visit www.procfo.com (the “Site”), complete our forms or survey, book a call, or otherwise communicate with us. By using the Site or providing your information, you agree to this Policy.

2. Information We Collect

Information you provide to us: your name, email address, mobile phone number, and information about your business and its finances (such as your approximate production or collections range) that you submit through our forms, qualifying survey, or during a consultation.

Information collected automatically: your IP address, device and browser type, pages viewed, and similar usage data, collected through cookies and tracking technologies, including analytics tools and the Meta (Facebook) advertising pixel.

3. How We Use Your Information

• To respond to your inquiries and to schedule and conduct your diagnostic call.

• To provide, operate, evaluate, and improve our services.

• To communicate with you by email and phone, and — only with your express consent — by text message.

• For marketing and to measure and improve our advertising.

• For analytics, security, fraud prevention, and to comply with legal obligations.

4. Text Messaging (SMS)

If you opt in, we send recurring automated text messages such as appointment reminders, updates, and occasional offers. Message frequency varies, and message and data rates may apply. You can opt out at any time by replying STOP to any message, and you can reply HELP for help or contact us at https://www.procfo.com.

How we treat your mobile information:

Mobile information will not be shared with or sold to third parties or affiliates for marketing or promotional purposes. All of the information-sharing categories described in this Policy exclude text-messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share mobile information only with vendors that help us deliver the messaging service itself (for example, our text-messaging platform), and only to the extent needed to send the messages you have agreed to receive.

5. How We Share Information

• Service providers: vendors who help us operate, such as our CRM (HubSpot), scheduling, text-messaging, hosting, and analytics providers — only as needed to perform services for us and under obligations of confidentiality.

• Legal and protection: when required by law, to respond to legal process, or to protect the rights, safety, or property of ProCFO, LLC or others.

• Business transfers: in connection with a merger, acquisition, or sale of assets, subject to this Policy.

We do not sell your personal information. As stated in Section 4, your SMS opt-in data and consent are never shared with any third party.

6. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies (including the Meta pixel and analytics tools) to operate the Site, understand usage, and improve our advertising. You can control cookies through your browser settings; disabling them may affect some features.

7. Data Retention

We keep your information for as long as needed to fulfill the purposes described here and to meet legal, accounting, or reporting requirements. Where we rely on your consent to text you, we retain records of that consent as required by applicable law.

8. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Your Rights and Choices

You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing at any time — unsubscribe from emails using the link in any message, or reply STOP to texts. Depending on where you live (for example, California residents under the CCPA/CPRA), you may have additional rights; to make a request, contact us at [Contact Email].

10. Children’s Privacy

The Site and our services are intended for small to medium business enterprises and are not directed to children. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, please contact us and we will delete it.

11. Third-Party Links

The Site may link to third-party websites or services we do not control. We are not responsible for their content or privacy practices; please review their policies.

12. Changes to This Policy

We may update this Policy from time to time. We will post the updated version with a new effective date, and material changes will be reflected here.

13. Contact Us

ProCFO, LLC
320 SW Century Dr Ste 405
PMB 312
Bend, OR 97702
https://www.procfo.com/

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