Privacy Policy

Effective date: July 10, 2026

This Privacy Policy explains how Remote Financial Services ("we," "us," or "our") collects, uses, and protects information when you visit our website or contact us through it. We are a US-based provider of remote bookkeeping and fractional CFO services, and we are committed to handling the information you share with us responsibly.

Information we collect

We collect the information you choose to provide when you complete our contact form, request a consultation, or otherwise reach out to us. This typically includes:

• Your name
• Your email address
• The contents of the message or inquiry you send us

You are not required to create an account to use this website, and we do not ask for sensitive financial account details through our public forms. Any financial records needed to deliver a paid engagement are collected separately under the terms of a signed engagement agreement, not through this website.

We also automatically collect limited technical information when you browse the site, such as your IP address, browser type, device information, referring pages, and how you interact with our pages. This information is collected through cookies and similar technologies as described below.

How we use your information

We use the information we collect to:

• Respond to your inquiry and communicate with you about your request
• Provide, maintain, and improve our services and this website
• Understand how visitors use the site so we can improve its content and performance
• Send you information about our services when you have asked us to
• Comply with our legal and regulatory obligations

We do not sell your personal information, and we do not share it with third parties for their own marketing purposes.

Form submissions and our service provider

Our website contact form is processed by FormSubmit.co, a third-party form-handling service that delivers your message to our inbox. When you submit the form, the information you enter is transmitted to FormSubmit.co for the sole purpose of forwarding it to us. We encourage you to review FormSubmit.co's own privacy practices to understand how it handles data in transit. We use the information only to respond to you.

Cookies and analytics

We use cookies and similar technologies to operate the site and to understand how it is used. This includes analytics and advertising tools provided by Google, such as Google Analytics, Google Tag Manager, and Google Ads. These tools may set cookies that collect information about your visits, including pages viewed and general location, and may use that information to measure site performance and the effectiveness of our marketing.

You can control or disable cookies through your browser settings. You can also opt out of Google Analytics by installing Google's browser add-on, and you can manage ad personalization through your Google account settings. Disabling cookies may affect how some parts of the site function.

Data retention

We keep the information you submit for as long as needed to respond to your inquiry and to maintain a record of our communications, and thereafter for as long as reasonably necessary for legitimate business purposes such as recordkeeping, or as required by law. When information is no longer needed, we take reasonable steps to delete it or remove details that identify you.

How we protect your information

We use reasonable administrative and technical safeguards designed to protect the information you share with us. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

Your choices and requests

You may ask us to access, correct, or delete the personal information we hold about you, or ask us to stop contacting you. To make a request, email us at info@remotefinancialservices.com. We will respond to reasonable requests consistent with applicable law.

Children's privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this page periodically.

Contact us

If you have questions about this Privacy Policy or how we handle your information, contact us at info@remotefinancialservices.com.