Cromwell CFO, LLC, doing business as Cromwell Advisors | Accountants (“Cromwell,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit cromwellcfo.com (the “Site”) or engage our services. By using the Site, you agree to the practices described here.
We collect information in the following ways:
We use information to provide and administer our services; respond to inquiries; prepare proposals and engagement documents; operate, maintain, and improve the Site; send administrative and, where permitted, marketing communications; and comply with legal, tax, and professional obligations.
We do not sell your personal information. We may share information with: service providers and subprocessors who support our operations (for example, accounting platforms, payment processors, email and hosting providers) under confidentiality obligations; professional advisors such as legal counsel; and authorities or other parties where required by law, to protect our rights, or in connection with a merger, acquisition, or sale of assets. Client financial information is disclosed only as necessary to deliver services or as authorized or required by law.
The Site may use cookies and similar technologies to enable functionality and to understand how the Site is used. You can control cookies through your browser settings; disabling them may affect some features.
We maintain reasonable administrative, technical, and physical safeguards designed to protect information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We retain information for as long as needed to provide services, maintain business and financial records, and comply with legal, tax, and professional retention requirements, after which it is deleted or de-identified.
Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information, or to object to or restrict certain processing. You may opt out of marketing emails at any time using the unsubscribe link. To exercise any right, contact us using the details below.
The Site may link to third-party websites we do not control. We are not responsible for the privacy practices or content of those sites, and encourage you to review their policies.
The Site is intended for a business audience and is not directed to children under 16. We do not knowingly collect personal information from children.
Business audience; individual business owners. Cromwell provides services to businesses, and this Site is intended for a business (B2B) and professional audience. Many U.S. state privacy laws apply to information about individual “consumers” and contain exemptions for certain business-to-business and professional contexts. Because our clients and prospects are frequently individual business owners, sole proprietors, and other individuals, information we handle may relate to identifiable individuals. Where that is the case, applicable state consumer-privacy laws may apply, and we reasonably consider and seek to honor the rights and protections described below regardless of whether a particular exemption might otherwise apply.
Several U.S. states have enacted comprehensive consumer-privacy laws, including California (CCPA, as amended by the CPRA), Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Utah (UCPA), and a growing number of others. If you are a resident of one of these states, you may have some or all of the rights described below with respect to your personal information (or, under some laws, “personal data”). The specific rights available depend on your state of residence and applicable exemptions.
Rights that may be available to you:
We do not sell your personal information and do not “share” it for cross-context behavioral (targeted) advertising, as those terms are defined under the CCPA/CPRA and similar laws. We do not knowingly process the sensitive or personal information of consumers in ways that require opt-in consent without obtaining it where required.
Categories of personal information we collect may include identifiers (such as name, email address, and phone number); professional, employment, or business information; commercial and financial information provided in connection with our services; and internet or device activity such as usage data. We collect this information from you directly, automatically through the Site, and from service providers and referral partners, and we use and disclose it for the business purposes described in this Policy. We do not use or disclose personal information for purposes incompatible with those disclosed here.
How to exercise your rights. You (or an authorized agent acting on your behalf) may submit a request by emailing hello@cromwellcfo.com or calling 561‑421‑4992. We will verify your request using information reasonably necessary to confirm your identity, and we will respond within the timeframe required by your state’s law (generally 45 days, subject to permitted extensions).
Appeals. If we decline to take action on your request, you may appeal our decision by replying to our response or contacting us at hello@cromwellcfo.com. Where required (for example, under Virginia, Colorado, and Connecticut law), we will inform you in writing of our decision on the appeal and, if the appeal is denied, of your right to contact your state Attorney General.
California “Shine the Light.” California Civil Code §1798.83 permits California residents to request information about disclosures of personal information to third parties for their direct marketing purposes. We do not disclose personal information to third parties for their own direct marketing.
Do Not Track & opt-out preference signals. Where required by law, we honor recognized browser-based opt-out preference signals (such as Global Privacy Control) as a valid request to opt out of sale/sharing for the browser or device that sends them.
We may update this Privacy Policy from time to time. Changes are effective when posted, with the “Last Updated” date revised accordingly.
Cromwell CFO, LLC · Cromwell Advisors | Accountants · Jupiter, Florida
Email: hello@cromwellcfo.com · Phone/Text: 561‑421‑4992
These Terms of Service (“Terms”) govern your access to and use of cromwellcfo.com (the “Site”), operated by Cromwell CFO, LLC d/b/a Cromwell Advisors | Accountants (“Cromwell”). By accessing or using the Site, you agree to these Terms. If you do not agree, do not use the Site.
The Site provides general information about Cromwell and its services. It does not itself create a client, advisory, accounting, tax, or attorney relationship. Professional services are provided only under a separate written Client Engagement Agreement, which governs the scope, fees, and terms of any engagement and controls in the event of any conflict with these Terms.
Content on the Site is provided for general informational purposes only and does not constitute accounting, tax, financial, investment, or legal advice, and should not be relied upon as such. You should consult a qualified professional regarding your specific circumstances before acting.
You must be at least 18 years old and able to form a binding contract to use the Site.
You agree not to use the Site unlawfully; to interfere with its operation or security; to attempt unauthorized access to any system or data; or to copy, scrape, or exploit Site content except as expressly permitted.
The Site and its content — including text, graphics, logos, the Cromwell name and lion crest, and design — are owned by or licensed to Cromwell and protected by intellectual-property laws. You may not use them without our prior written permission.
The Site may contain links to third-party sites and resources provided for convenience. We do not endorse and are not responsible for their content, products, or practices.
The Site is provided “as is” and “as available,” without warranties of any kind, whether express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure.
To the fullest extent permitted by law, Cromwell and its members, officers, employees, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or data, arising from or related to your use of the Site.
You agree to indemnify and hold harmless Cromwell from any claims, losses, or expenses (including reasonable attorneys’ fees) arising from your use of the Site or violation of these Terms.
These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules. Any dispute arising from these Terms or the Site will be subject to the exclusive jurisdiction of the state and federal courts located in Florida, unless otherwise required by applicable law.
We may revise these Terms at any time. Changes are effective when posted, with the “Last Updated” date revised accordingly. Your continued use of the Site constitutes acceptance of the revised Terms.
Cromwell CFO, LLC · Cromwell Advisors | Accountants · Jupiter, Florida
Email: hello@cromwellcfo.com · Phone/Text: 561‑421‑4992