Privacy Policy

Effective Date: 3/1/2025

GreenEdge CFO LLC ("we," "our," or "us") is committed to protecting the privacy of our clients and visitors to our website, https://greenedgecfo.com ("Site"). This Privacy Policy outlines how we collect, use, share, and safeguard your personal information.

1. Information We Collect

A. Information You Provide to Us:

• Name, email address, phone number, and company name
• Financial information necessary for accounting, payroll, and CFO services
• Login credentials if you create an account or access a client portal
• Other details submitted through forms, applications, or scheduling tools

B. Information Collected Automatically:

• IP address, browser type, and operating system
• Pages visited, time spent on the Site, and referral URLs
• Cookies and similar tracking technologies (see "Cookies" section below)

2. How We Use Your Information

• Deliver accounting, bookkeeping, payroll, and advisory services
• Respond to your inquiries and schedule consultations
• Process payments and manage billing
• Maintain compliance with industry regulations
• Improve our website, marketing efforts, and customer service
• Communicate about updates, services, or promotions

3. No Data Sharing

We do not share or sell your personal information, including the content of your text messages, to any third parties. Your privacy is important to us, and we are committed to maintaining the confidentiality of all communications and client data.

4. Third-Party Service Providers

We may work with select third-party vendors to support our operations (such as secure cloud storage, scheduling tools, or payment processors). These service providers are contractually required to protect your information and may only use it to perform services on our behalf.

5. Data Security

• Encrypted data transmission
• Secure storage systems
• Access controls and user authentication
• Regular audits and data protection reviews

While no system is 100% secure, we take reasonable steps to protect your data from unauthorized access or disclosure.

6. Cookies and Tracking Technologies

We use cookies to enhance your experience, remember your preferences, and analyze website performance. You can disable cookies in your browser settings, but this may limit certain functionalities.

7. Your Rights and Choices

You have the right to:

• Access, correct, or delete your personal data
• Withdraw consent at any time
• Request information about how your data is used
• Opt out of marketing communications

To exercise these rights, please contact us at [email protected].

8. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, or resolve disputes.

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies before submitting any personal information.

10. Children’s Privacy

Our services and website are not directed at individuals under 18. We do not knowingly collect personal information from minors.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted to this page with the updated effective date. Continued use of the Site after changes signifies acceptance.

12. Contact Us

If you have questions or concerns about this Privacy Policy or your personal data, please contact:

GreenEdge CFO LLC
Email: [email protected]
Website: https://greenedgecfo.com