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LEGAL
Privacy Policy
Last updated: January 1, 2026
1. Who We Are
This website is operated by James Whitfield ("we," "us," or "our"), offering the Cashflow Audit and fractional CFO advisory services. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our site or download our free resources.
2. Information We Collect
We collect information you provide directly to us, including your name and email address when you request the free audit, book a strategy call, or contact us through the site. We may also automatically collect certain technical data such as your IP address, browser type, device type, pages visited, and time spent on the site through cookies and analytics tools.
3. How We Use Your Information
We use the information we collect to deliver the free audit resource you requested, send follow-up emails related to your request, schedule and confirm strategy calls, improve our website and services, and send you relevant content or offers we believe may be of value to you. We will never sell your personal information to third parties. You may opt out of marketing emails at any time by clicking the unsubscribe link in any email we send.
4. Cookies and Tracking
Our website uses cookies and similar tracking technologies to understand how visitors interact with our content. This includes first-party analytics (such as Google Analytics) and third-party tools used for scheduling (such as Calendly). You can disable cookies in your browser settings, though some features of the site may not function correctly as a result.
5. Third-Party Services
We may share your information with trusted third-party service providers who assist us in operating our website and delivering our services. These include email delivery platforms, scheduling tools, and analytics providers. All third parties are required to handle your data in accordance with applicable privacy laws. We do not share your data with advertisers or data brokers.
6. Data Retention
We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy, or as required by law. If you wish to have your data deleted, please contact us at the email address below and we will action your request within 30 days.
7. Your Rights
Depending on your location, you may have the right to access, correct, or delete the personal information we hold about you, restrict or object to certain processing, and request data portability. If you are located in the European Economic Area, United Kingdom, or California, additional rights may apply under GDPR or CCPA respectively. To exercise any of these rights, please contact us directly.
8. Security
We take reasonable technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
9. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this page periodically to stay informed about how we are protecting your information. Continued use of our site after any changes constitutes your acceptance of the revised policy.
10. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please reach out to us directly. We aim to respond to all enquiries within 2 business days.