Effective date: October 12, 2026
Precision CFO Strategies LLC (“PCS,” “we,” “us”) provides fractional CFO and financial decision support to business owners. This policy explains what information we collect, how we use it, and the choices you have.
Information we collect
When you request a call, submit a form, or contact us, we may collect your name, work email address, phone number, company name, website, role, approximate annual revenue, and the information you choose to share about your business decision or timing. If you book a call through our scheduling page, we also receive the date and time you select.
We may also collect basic technical information when you visit our website, such as your IP address, browser type, device, pages viewed, and the page or ad that brought you to our site.
How we collect it
We collect information directly from you through our website forms, our booking page, and lead forms on Facebook and Instagram. When you submit a lead form on Facebook or Instagram, Meta shares the information you entered with us.
How we use it
We use your information to respond to your request, schedule and hold a call, send confirmations and reminders, follow up about your request, evaluate whether our services are a fit, improve our website and advertising, and keep business records. We contact you only by the methods you have given us. We do not send text messages unless you have separately agreed to receive them.
Cookies and advertising technology
Our website may use cookies and tools such as the Meta Pixel to understand how visitors use the site and to measure the performance of our advertising. You can limit cookies through your browser settings and manage ad preferences through your Facebook and Instagram settings.
Sharing your information
We do not sell your personal information. We share it only with service providers that help us run our business, such as our website host, email, scheduling, and customer record tools, and with Meta as part of running and measuring our ads. We may also disclose information when required by law or to protect our rights.
Retention
We keep information for as long as needed to respond to you, provide services, and meet legal and business record requirements.
Your choices
You may ask us to access, correct, or delete the personal information we hold about you, or to stop contacting you, by emailing info@precisioncfostrategies.com. We will respond within a reasonable time.
Security
We use reasonable measures to protect your information, but no method of transmission or storage is completely secure.
Children
Our services are for business owners and are not directed to children. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. The effective date above shows when it was last changed.
Contact us
Precision CFO Strategies LLC, Plano, Texas
Email: info@precisioncfostrategies.com