Privacy Policy

Last updated: August 18, 2026

Backline CFO respects your privacy. This policy explains what information may be collected through backlinecfo.com and how it may be used.

Information We Collect

We may collect information you choose to provide, including your name, email address, phone number, business name, service interest, and message when you use the contact form. Please do not submit bank account details, tax returns, financial statements, Social Security numbers, or other sensitive financial information through the website contact form.

Our website and service providers may also collect limited technical information such as IP address, browser type, device information, referring page, pages visited, and approximate location.

How We Use Information

We may use information to:

  • Respond to questions and consultation requests
  • Evaluate whether an engagement may be a good fit
  • Operate, maintain, secure, and improve the website
  • Prevent spam, fraud, abuse, and security threats
  • Comply with legal obligations

We do not sell personal information.

Third-Party Services

The website may use third-party providers for form processing, hosting, security, analytics, scheduling, or other operational functions. Formspark processes website form submissions. Those providers handle information under their own terms and privacy policies.

Confidential Engagement Materials

Website inquiries do not create a client relationship. If an engagement begins, financial records and other confidential materials will be requested and handled through the process communicated for that engagement—not through the public website form.

Data Retention and Security

We retain submitted information only as long as reasonably necessary for the purposes described here, business records, security, dispute resolution, and legal compliance. No internet transmission or storage system can be guaranteed completely secure.

Your Choices

You may ask to review, correct, or delete personal information you have submitted, subject to legal and operational retention requirements.

Changes to This Policy

We may update this policy as our website or practices change. The latest version will appear on this page with a revised date.

Contact

Questions or privacy requests may be sent to info@backlinecfo.com or made by calling (843) 252-5383.