SuretyCFO™ Privacy Policy

Last updated: December 2nd, 2025]

SuretyCFO™ ("we," "us," or "our") operates the website www.suretycfo.com (the "Site"). This Privacy Policy explains how we collect, use, protect, and share your information when you visit our Site or engage with our services.

By accessing the Site or submitting information through our forms, downloads, or consultations, you agree to the practices described in this policy.

If you do not agree with this Privacy Policy, please do not use the Site.

1. Information We Collect

We collect information to deliver our services, respond to contractor inquiries, and support bonding-focused financial workflows.

1.1 Information You Provide Directly

You may provide personal and business information when you:

• Fill out intake or contact forms

• Request a consultation or WIP review

• Download tools such as the WIP Schedule Template, Month-End Checklist, 12-Step Pricing Formula™, Bond Readiness Checklist, etc.

• Subscribe to the SuretyCFO™ newsletter or educational series

• Engage with SuretyCFO™ CFO Advisory, bookkeeping, or tax services

• Request information about bonding capacity or financial statement preparation

This may include:

• Name

• Email

• Phone number

• Company name

• Business size (revenue, project type, number of employees, etc.)

• Accounting system details (QuickBooks version, job costing setup, etc.)

• Project or WIP information shared through our forms

• Messages or notes you submit when requesting support

• Billing details (if paying for services)

1.2 Information Collected Automatically

When you visit suretycfo.com, we may automatically collect:

• IP address

• Device and browser details

• Pages viewed and time spent

• Click behavior on forms, downloads, and CTA buttons

• General geographic location

These are collected through cookies, analytics tools, and tracking pixels.

2. Cookies and Tracking

We use cookies and similar technologies to:

• Improve the performance of SuretyCFO™ resources

• Understand which pages, tools, and downloads are most helpful

• Measure engagement with templates and checklists

• Support advertising or retargeting campaigns on LinkedIn and Google

You can disable cookies in your browser settings, but doing so may affect how the Site displays or functions.

3. How We Use Your Information

We use the information collected to:

• Provide SuretyCFO™ services

• Assess contractor needs related to bookkeeping, WIP accuracy, job costing, and bonding capacity

• Send requested downloads, templates, and resources

• Book consultations or follow-ups

• Improve content, tools, and educational materials

• Send insights, newsletters, and updates about construction finance, WIP management, bonding, and industry trends

• Improve the user experience on the Site

• Support marketing and advertising campaigns

• Comply with legal and regulatory requirements

We do not use financial data or contractor information for any purpose outside of delivering services or creating analytics to improve our offerings.

4. Legal Basis (EEA/UK Visitors)

If you are located in the EEA or UK, we process your personal data based on:

• Your explicit consent

• Performance of a contract (CFO advisory, bookkeeping, templates, etc.)

• Compliance with legal or tax obligations

• Legitimate interests, such as improving our tools and content

5. How We Share Information

We do not sell or trade your information.

We may share information with:

• Trusted service providers
  Wix, Google Analytics, ClickUp, email marketing systems, scheduling tools, or file delivery tools used to operate SuretyCFO™.

• Professional partners
  Such as CPAs, tax advisors, or surety professionals, but only if you explicitly request or authorize it.

• Legal or regulatory authorities
  When required to comply with law or to protect our rights.

When using forms on the Site, your data may be securely stored through Wix or integrated systems like ClickUp or Google Workspace.

6. Third-Party Services

SuretyCFO™ may use or integrate with:

• Google Analytics

• Wix website services

• ClickUp forms for contractor intake

• Email marketing providers

• LinkedIn advertising tools

• Payment processors (if applicable)

Each provider has its own privacy policy. We recommend reviewing them if you want additional detail.

7. Data Transfers

Your information may be stored or processed outside your country of residence. We take reasonable steps to ensure your information is handled securely and according to this Privacy Policy.

8. Data Retention

We retain contractor information for as long as needed to:

• Deliver advisory services

• Improve our templates and tools

• Maintain business records

• Comply with legal obligations

If you request deletion of your data, we will honor it unless we must retain information for regulatory or accounting purposes.

9. Your Rights

Depending on your location, you may have the right to:

• Access your data

• Request corrections

• Request deletion

• Opt out of marketing emails

• Withdraw consent

• Request a portable copy of your data

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

10. Email Communications

If you subscribe to the SuretyCFO™ newsletter or download tools:

We may send insights, templates, educational materials, bonding updates, or invitations to consultations.
You can unsubscribe at any time using the link in the email.

11. Security

We use reasonable administrative, technical, and physical safeguards to protect your information.
However, no system is fully secure, so we cannot guarantee absolute protection.

12. Children’s Privacy

SuretyCFO™ does not target content or services to individuals under 16.
We do not knowingly collect data from minors.

13. External Links

Our Site may link to external resources such as blogs, education articles, or surety industry tools.
We are not responsible for the privacy practices of those sites.

14. Updates to This Policy

We may revise this Privacy Policy periodically.
Any changes will be posted on this page with an updated date.