Privacy Policy.

Cutting Edge Financial Solutions is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines the types of personal information collected, how it is used, and the measures taken to safeguard that information.


Information We Collect:

We may collect personal information, including but not limited to names, email addresses, phone numbers, and company details, when voluntarily provided by clients or website visitors. Additionally, we may automatically collect certain information such as IP addresses, browser types, and device identifiers through cookies and similar technologies.

How We Use Your Information:

  • To provide requested services, including bookkeeping, accounting, and CFO services.

  • To communicate with clients regarding their inquiries, appointments, and service updates.

  • To improve our website and services based on feedback and usage patterns.

  • To comply with legal and regulatory requirements.

Data Security:

We employ industry-standard security measures to protect against unauthorized access, alteration, disclosure, or destruction of personal information. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Third-Party Disclosure:

We do not sell, trade, or otherwise transfer personal information to outside parties unless we provide advance notice and obtain consent, except as required by law.

Data Retention:

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law or for legal proceedings.

Your Choices:

Clients and website visitors have the right to access, update, or delete their personal information. They may also choose to opt-out of receiving marketing communications from us.

Changes to this Privacy Policy:

We reserve the right to modify this Privacy Policy at any time. Any changes will be effective immediately upon posting on our website. It is the responsibility of users to review this Privacy Policy periodically for updates.

Contact Us:

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at gromero@cuttingedgefinancialsolutions.com.