Privacy Policy 




Effective date: 7/1/2026

Oaks CFO Partners ("we," "us," or "our") respects your privacy. This
policy explains what information we collect, how we use it, and your
choices.

## Information We Collect

When you contact us through this site — via a form, a booking request, or
by subscribing to updates — we may collect:

- Full name
- Work email address
- Company name
- Annual revenue range (self-reported, used only to route your inquiry)
- Any other information you choose to share with us

We also automatically collect standard technical data through our
website and advertising tools, including:

- IP address and general location
- Browser and device type
- Pages visited and referring links
- Advertising click identifiers (such as Google's `gclid`) and campaign
  source tags (UTM parameters), used to measure which ads led to an
  inquiry

## How We Use Information

We use the information above to:

- Respond to inquiries and schedule discovery calls
- Provide bookkeeping, controller, fractional CFO, and related financial
  services you request
- Understand which marketing channels and ads are effective
- Improve our website and services

We do not sell your personal information.

## Third Parties We Share Data With

- **Calendly** (or our scheduling provider) — to book and manage
  discovery calls
- **Google Ads / Google Analytics** — to measure ad performance and
  attribute inquiries to specific campaigns
- **office@oakscfopartners.com** — to store and respond to form
  submissions

Each of these providers has its own privacy policy governing how it
handles data.

## Data Retention

We retain contact information for as long as necessary to respond to your
inquiry and, if you become a client, for the duration of our engagement
plus any period required by applicable financial recordkeeping law.

## Your Rights

Depending on where you live, you may have the right to request access to,
correction of, or deletion of your personal information. To make a
request, contact us at office@oakscfopartners.com.

California residents have additional rights under the CCPA/CPRA,
including the right to know what personal information is collected and
to request deletion. EU/UK residents have rights under GDPR, including
the right to access, rectify, or erase personal data, and to object to
processing.

## Cookies and Tracking

Our site uses cookies and similar technologies for analytics and
advertising measurement, including Google Ads conversion tracking. You
can control cookies through your browser settings.

## Changes to This Policy

We may update this policy from time to time. The effective date above
reflects the most recent revision.

## Contact Us

Questions about this policy or your data can be directed to:
office@oakscfopartners.com