Privacy

Privacy Policy

Last updated: July 2026

The short version

We collect your email address (and first name where asked) only when you choose to sign up. We use it to send the guides, newsletter, or audit follow-ups you requested. We don't sell your data. You can unsubscribe at any time.

What we collect

  • Email address (and first name when you provide it) via our opt-in forms.
  • Standard analytics: page views, referrers, device type — no personal profiles.
  • If you book a consult, anything you choose to share in that conversation.

How we use it

  • Send the free Blueprint, calculator follow-up, or newsletter you signed up for.
  • Reply to messages you send us.
  • Improve the site and content based on aggregate analytics.

Who we share with

We use trusted service providers to operate the site — currently ConvertKit (Kit) for email delivery and standard hosting/analytics tools. They process your data on our behalf. We never sell your information.

Affiliate links

Some links on this site are affiliate links. If you apply for a card through one of them, we may earn a commission at no cost to you. This never changes which cards we recommend.

Your choices

You can unsubscribe from any email with one click. You can also email hello@cashbackcfo.com to request access to or deletion of your information.

Contact

Questions? Email hello@cashbackcfo.com.