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Symco Growth Group CPA Prof Corp, operating as The Grumpy CFO ("we," "us," or "our"), respects your privacy. This policy explains how we collect, use, and protect your personal information when you visit grumpycfo.com or engage our services.

Information We Collect

We collect information you provide directly through:

Contact forms and consultation requests
Newsletter subscriptions
Assessment tools and downloadable resources
Email and phone communications
Business engagement agreements

Information collected may include your name, email address, phone number, company name, job title, business challenges, and financial information relevant to our consulting services.

We also collect technical information automatically through cookies and analytics tools, including IP address, browser type, pages visited, time spent on pages, and referring websites.

How We Use Your Information

We use your information to:

Provide CFO and consulting services
Respond to inquiries and consultation requests
Send newsletters and educational content you requested
Improve our website and service offerings
Analyze website performance and visitor behavior
Market our services through email and retargeting campaigns

Third-Party Services

We use trusted third-party platforms to operate our business:

GoHighLevel, Keap and MailChimp for customer relationship management and email marketing
Google Analytics for website analytics
Scheduling tools for appointment booking
Stripe for payment processing (when implemented)

These providers have access to your information only to perform services on our behalf and are contractually obligated to protect it.

Information Sharing

We share client information only with:

Contracted CPAs and business professionals who assist in delivering services
Our executive or virtual assistants for administrative support
Trusted business partners who have signed confidentiality and non-disclosure agreements

We do not sell your personal information to third parties. We may disclose information when required by law or to protect our legal rights.

Cookies and Tracking

We use cookies and similar technologies for analytics, website functionality, and marketing purposes including retargeting campaigns. You can disable cookies through your browser settings, though some website features may not function properly.

Data Retention

As a Certified Public Accountant and Certified Management Consultant, we are required to retain client information for seven years following the completion of services, as mandated by our professional rules of conduct.

Your Rights

You may request to update your contact information or company details by emailing [your email address]. Due to professional regulatory requirements, we cannot delete client records but will update information upon request.

You may unsubscribe from marketing emails at any time using the link provided in each message.

California Residents

Under the California Consumer Privacy Act (CCPA), California residents have the right to:

Know what personal information we collect and how we use it
Request information about categories of third parties who receive your information
Opt out of the sale of personal information (we do not sell personal information)
Request correction of inaccurate personal information

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

Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, or disclosure. However, no internet transmission is completely secure, and we cannot guarantee absolute security.