Privacy Policy

TrueInsights CFO, LLC ("TrueInsights," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Information You Provide Directly:

• Contact Information: When you submit our contact form, we collect your name, email address, phone number, and message content.
• Communication Preferences: Your preferred contact person and how you heard about us.
• Scheduling Information: When you book an appointment through our Calendly integration, Calendly collects your name, email, and appointment details according to their privacy policy.

Information Collected Automatically:

• Anonymous Usage Analytics: We operate a first-party analytics system that records which pages are visited, how long visitors spend on each page, the approximate city and state of the visitor (derived from the visitor's IP address; the IP address itself is never stored), the type of device, browser, and operating system used, and the external website that referred the visitor to our site. We also record certain on-site interactions, such as clicking a "Schedule a Call" button, opening our secure document upload portal, or starting one of our forms, so we can understand how visitors use the site. This data is collected for internal marketing analysis only and is never sold or shared with third parties.
• Visitor and Campaign Identifiers: Each visit is assigned a random anonymous session identifier, stored in your browser's sessionStorage and automatically deleted when you close the tab. We also store a separate anonymous visitor identifier and visit count in your browser's local storage, which persists across visits (until you clear your browser's site data) so we can distinguish new visitors from returning ones. If you arrive at our site through an advertisement or marketing link (for example, one containing UTM parameters or a Google click identifier), we store that campaign information in local storage on your first visit so we can understand which marketing channels are effective. None of these identifiers contain your name, email, or other directly identifying information on their own.
• Log Data: Our web host (Netlify) automatically collects standard server logs including browser type and access times in accordance with their standard practices.

Cookies and Tracking Technologies

Cookies are small text files stored on your device by your browser. We use cookies for the following purposes:

• Analytics: Google Analytics sets cookies (including _ga and _ga_*) to collect anonymous usage data such as pages visited and session duration. These cookies persist for up to 2 years.
• Advertising: Google Ads sets a conversion tracking cookie (_gcl_au) with a 90-day lifespan to measure the effectiveness of our advertising campaigns.
• Advertising (LinkedIn): LinkedIn's Insight Tag sets cookies (including bcookie, li_sugr, UserMatchHistory, AnalyticsSyncHistory, and lidc) used for ad conversion tracking and audience matching when you arrive at our site after clicking a LinkedIn ad. See LinkedIn's Cookie Policy for details.
• Session Analytics: Our first-party analytics system uses your browser's sessionStorage (not cookies) to store a temporary anonymous session identifier that is deleted automatically when you close the tab.
• Persistent Visitor Identifiers: Our first-party analytics system also uses your browser's local storage (not cookies) to store an anonymous visitor identifier, a visit count, and, if applicable, campaign information from the advertisement or link that brought you to our site. Unlike sessionStorage, this data persists across browser sessions until you clear your browser's site data; we do not set our own expiration on it.

You can control or disable cookies through your browser settings. To opt out of Google's tracking across sites, visit Google's Privacy Controls or install the Google Analytics Opt-out Browser Add-on.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and communicate with you
• Schedule and manage appointments
• Provide fractional CFO and financial consulting services
• Improve our website and services
• Understand which marketing channels and advertising campaigns are effective
• Comply with legal and regulatory obligations

Third-Party Services

We use the following third-party services that may collect or process your data:

• QuickBooks: We use QuickBooks for accounting and financial management services. Client financial data is securely processed and stored in accordance with Intuit's security standards.
• Less Annoying CRM: We use this customer relationship management platform to manage client information and communications securely. If you submit one of our forms, we may also record which marketing campaign or referral source (if any) brought you to our site alongside your contact record, to help us understand which marketing efforts are effective.
• Encyro (Secure File Sharing & E-Signature): We use Encyro as our secure file sharing and electronic signature platform for document exchange with clients. Encyro provides bank-level encryption for all file transfers and complies with industry security standards. For more information, visit Encyro's Privacy Policy.
• Resend: Processes contact form submissions. Your form data is transmitted securely to deliver email notifications to our team.
• Calendly: Handles appointment scheduling. When you book an appointment, you are subject to Calendly's privacy policy.
• Netlify: Hosts our website and may collect standard server logs.
• Google Tag Manager: We use Google Tag Manager to manage and deploy tracking scripts on our website. GTM itself does not collect personal data, but it loads the analytics and advertising tools described here.
• Google Analytics 4: We use Google Analytics to understand how visitors use our website. Usage data is processed by Google in accordance with Google's Privacy Policy.
• Google Ads: We use Google Ads conversion tracking to measure the effectiveness of our advertising. Data is processed by Google in accordance with Google's Privacy Policy.
• Reddit Ads: We use Reddit's advertising platform, including its Conversions API, to measure the effectiveness of our Reddit advertising campaigns. If you submit a form after arriving from a Reddit ad, we share a one-way, irreversible cryptographic hash (SHA-256) of your email address with Reddit, not your actual email address, so Reddit can match your submission to the ad that brought you to our site. Data is processed by Reddit in accordance with Reddit's Privacy Policy.
• LinkedIn Ads: We use LinkedIn's Insight Tag to measure the effectiveness of our LinkedIn advertising campaigns and to track conversions such as form submissions. Data collected through the Insight Tag is processed by LinkedIn in accordance with LinkedIn's Privacy Policy.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmissions through our contact forms are encrypted using industry-standard HTTPS protocols.

Data Retention

We retain contact form submissions and correspondence for as long as necessary to respond to your inquiry and maintain our business records. Client engagement records are retained in accordance with professional standards and applicable legal requirements. Anonymous visitor and campaign identifiers stored in your browser's local storage persist until you clear your browser's site data; we do not set our own expiration on them.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt out of marketing communications
• Opt out of cookie-based tracking via your browser settings or Google's Privacy Controls

To exercise these rights, please contact us using the information provided below.

External Links

Our website may contain links to third-party websites, including LinkedIn and scheduling services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us through our website contact form or reach out to:

TrueInsights CFO, LLC
Email: jarrett@trueinsightscfo.com