Privacy Policy

ORDO CFO LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting any personal information you provide through our website and in the course of doing business with us.

1. Information We Collect

We may collect personal information from you when you:

  • Fill out a contact form or schedule a meeting

  • Subscribe to updates or newsletters

  • Engage our services or communicate with us directly

The information we collect may include:

  • Name

  • Email address

  • Phone number

  • Business name

  • Any other information you voluntarily provide

2. How We Use Your Information

We use your information to:

  • Respond to your inquiries and requests

  • Provide and manage the services you engage us for

  • Schedule meetings and communicate with you

  • Send you relevant updates, if requested or consented

We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. How We Store and Protect Your Information

We use secure, cloud-based software tools such as HubSpot, Cal.com, and Gmail, Google Drive, Keeper, QuickBooks Online, and Anchor to manage and store customer information. These tools employ industry-standard security measures to protect your data.

We take reasonable precautions to safeguard your personal information against unauthorized access, disclosure, or misuse.

4. Third-Party Services

Our website and business tools may use third-party services to facilitate scheduling, marketing, or customer relationship management. These services include but are not limited to:

  • Cal.com for appointment scheduling

  • HubSpot for client communications and CRM

  • Google Workspace (Gmail) for email communication

  • Ring Central for phone and mobile communication

  • Keeper for secure document sharing

These providers have their own privacy policies and data protection practices.

5. Opt-In Information and SMS Privacy

We may collect opt-in information such as email or phone number for newsletters, reminders, or other communications you have agreed to receive.

No mobile opt-in or text message consent will be shared with third parties or affiliates. We respect your consent and use it only for the purpose for which it was given.

You may opt out of communications at any time by following the unsubscribe instructions provided or by contacting us directly.

6. Your Rights

You have the right to request access to the personal information we hold about you, request corrections, or request deletion of your information, subject to any legal obligations we may have to retain such data.

7. Updates to This Policy

We may update this Privacy Policy from time to time. The most current version will always be posted on our website with the effective date at the top.

8. Contact Us

If you have any questions or concerns about this policy or how your information is handled, please contact us at:
Email: admin@ordocfo.com