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Privacy Policy

How Ascend CFO Partners collects, uses, and protects your personal information.

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Last updated: September 2026  •  Effective date: September 1, 2026

Ascend CFO Partners (“we,” “us,” or “our”), operated by Liza Guevara, CPA, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at ascendcfopartners.com and when you engage our services.

Please read this policy carefully. If you disagree with its terms, please discontinue use of the site.

1. Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you:

  • Fill out the contact form on our website (name, email address, business name, annual revenue range, and your message)
  • Book a strategy call via our scheduling tool (name, email, and any notes you include)
  • Subscribe to our newsletter (email address)
  • Engage our services (additional business and financial information as required for service delivery)

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including your IP address, browser type, operating system, referring URLs, pages viewed, and time spent on pages. This information is used in aggregate to improve our website and understand how visitors use it.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide the services you request
  • Send you our monthly financial insights newsletter (only if you have subscribed)
  • Schedule and conduct strategy calls and client meetings
  • Improve our website content and user experience
  • Comply with applicable legal and regulatory obligations
  • Communicate important updates about our services

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

3. Third-Party Services

We use the following third-party tools that may process your data:

  • Google Calendar / Google Workspace — for scheduling strategy calls and managing appointments. Governed by Google’s Privacy Policy.
  • Formspree — for processing contact form submissions. Governed by Formspree’s Privacy Policy.
  • Google Analytics (if enabled) — for anonymous website traffic analysis. You may opt out via Google’s opt-out tools.

These third-party services have their own privacy policies governing their use of your information. We encourage you to review their policies.

4. Client Data & Confidentiality

Financial and business information shared with Ascend CFO Partners in the course of an engagement is treated as strictly confidential. We do not disclose client financial data to any third party without your explicit consent, except as required by law. All client data is handled in accordance with professional CPA standards and applicable data protection regulations.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Contact form submissions and inquiry emails are typically retained for 24 months. Client financial records are retained in accordance with applicable professional and legal requirements.

6. Cookies

Our website may use cookies — small text files stored on your device — to enhance your browsing experience. You can set your browser to refuse all or some cookies, or to alert you when websites set or access cookies. Disabling cookies may affect some functionality of our site.

7. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate data
  • Request deletion of your personal data (subject to legal retention requirements)
  • Unsubscribe from our newsletter at any time via the unsubscribe link in any email
  • Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at info@ascendcfopartners.com.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your data.

9. Children’s Privacy

Our services are intended for business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by updating the “Last updated” date at the top of this page. Continued use of our website after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

  • Email: info@ascendcfopartners.com
  • Website: ascendcfopartners.com/contact
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