Privacy Policy

TierOne CFO & Bookkeeping ("TierOne CFO," "we," "us")
Effective date: October 2026
Contact: kevin@t1cfo.com

What we collect

When you contact us — through our website inquiry form, a Meta/Facebook/Instagram lead form, email, or a booked consultation — we collect:

Contact details: name, email address, phone number
Business details you provide: company name, industry, revenue range, and how your bookkeeping is currently handled

We do not collect payment card numbers, bank login credentials, or other sensitive financial data through these forms.

To respond to your inquiry and provide the services you asked about (e.g., bookkeeping, CFO support, cash-flow modeling)
To send the free resources you requested (such as the 13-week cash flow template)
To follow up on consultations you book

We use your information only for these purposes.

We do not sell your personal information.
We do not share it with third parties for their marketing.
We share it only with the tools needed to run the business (e.g., our email, scheduling, and advertising platforms), and only to deliver the service you requested.

We keep inquiry and lead records for as long as needed to serve you or as required for business records, and we delete them on request.

Reply "not now" (or email kevin@t1cfo.com) and we will stop outreach and close the loop.
Ask us to correct or delete your information at any time: kevin@t1cfo.com.

Our website may use standard cookies or analytics to understand site usage. You can control cookies in your browser settings.

If we change this policy, we will post the updated version here with a new effective date.