Privacy Policy | The Back Pocket CFO

1. Who we are

The Back Pocket CFO ("we", "us", or "our") provides financial education, business resources, digital products and practical AI-powered tools designed to help growing businesses improve financial management, operations and decision-making.

This website is operated under the Back Pocket CFO brand. You can contact us with questions about this policy or how your information is handled through our contact page.

2. Information we collect

We may collect the following types of information:

Information you provide. When you complete a contact form, subscribe to an email list, purchase a digital product or use an interactive tool, we may collect information such as your name, email address, business information and any other details you choose to provide.
Business and financial information. Certain tools and resources may allow you to submit business, financial or operational information for analysis or processing. We use this information to provide the requested service and for the purposes described when you use the tool.
Usage information. Google Analytics may collect information about how visitors use the site, including pages viewed, approximate geographic location, device and browser information and referral sources.
Technical information. Our hosting provider, Vercel, may collect standard technical information, including IP addresses, browser details and requested pages, to operate, maintain and protect the website.
Transaction information. If you purchase a product or service, payment and transaction information may be collected and processed by the applicable payment provider.

You are responsible for ensuring that you have the appropriate authority to submit business or financial information belonging to another individual or organization.

3. How we use your information

We use collected information for purposes such as:

Responding to inquiries and providing customer support.
Delivering digital products, tools and services you request or purchase.
Processing information submitted through interactive and AI-powered tools.
Sending requested resources, product updates and marketing communications where you have provided the appropriate consent.
Understanding how visitors use our website and improving our products and services.
Maintaining website functionality, security and preventing misuse.
Meeting applicable legal, accounting and regulatory requirements.

We do not sell your personal information.

4. AI-powered tools and information processing

Some Back Pocket CFO products and services may use artificial intelligence or third-party AI providers to process information and generate outputs.

When you use these tools, information you submit may be transmitted to the applicable technology providers for processing and delivery of the requested service.

We aim to limit the information collected and shared to what is reasonably necessary to provide the requested functionality.

You should avoid submitting passwords, account credentials, personal identification numbers or other highly sensitive personal information unless a particular service explicitly requires it and provides appropriate privacy information.

Where an AI-powered service involves additional information collection or processing beyond the practices described in this policy, we will provide further information at the point of use.

5. Cookies and Google Analytics

Our website may use cookies and similar technologies to support website functionality, understand visitor activity and improve the user experience.

Google Analytics

We may use Google Analytics, a web analytics service provided by Google, to understand how visitors interact with our website and improve our content, products and services.

Google Analytics may collect information such as:

Pages visited and time spent on the website.
Links and content visitors interact with.
General geographic location, such as city or region.
Browser type, device information and operating system.
Referral sources and how visitors arrive at our website.
IP address and other technical identifiers, subject to Google's processing and privacy controls.

This information helps us understand website traffic, identify popular content and improve the overall visitor experience.

Google may process this information on servers located outside Canada, including in the United States, in accordance with its own privacy policies and terms.

For more information about how Google collects and processes information, visit:

Managing cookies and analytics

You can manage or disable cookies through your browser settings. You can also opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.

Disabling cookies or analytics may affect certain website features but should not prevent access to general website content.

6. Third-party service providers

We use third-party service providers to operate our website, deliver services and manage communications. These may include:

Tally: Contact forms and information submissions.
Vercel: Website hosting, infrastructure and technical security.
Google: Website analytics, spam protection on forms (reCAPTCHA) and related services.
Email service providers: Email delivery, subscriptions and communications.
Payment providers: Payment processing and transaction management, where applicable.
AI technology providers: Processing information submitted through AI-powered tools.

These providers may process information on our behalf or for their own purposes, depending on the services they provide and their applicable terms and privacy policies.

Some providers may store or process information outside Canada, including in the United States. Information processed in another jurisdiction may be subject to the laws of that jurisdiction.

7. Information retention and security

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, meet contractual obligations, resolve disputes and comply with applicable legal requirements.

We use reasonable administrative, technical and organizational safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration or destruction.

However, no method of electronic storage or transmission is completely secure.

8. Your privacy rights and choices

Subject to applicable laws, you may request to:

Access personal information we hold about you.
Correct inaccurate or incomplete information.
Request deletion of personal information where we are not required or otherwise permitted to retain it.
Withdraw consent to certain uses of your information.
Unsubscribe from marketing communications.

To make a request, contact us through our contact page.

We will respond to reasonable privacy requests in accordance with applicable requirements.

9. Email communications and marketing consent

We send marketing and promotional emails only where we have obtained the required consent.

Submitting a contact form does not automatically subscribe you to marketing communications. Marketing subscriptions require a separate, voluntary opt-in.

Where you choose to subscribe, we may use your email address to send requested resources, product updates, educational content and information about new products or services.

You can unsubscribe at any time using the link included in our marketing emails. Unsubscribing from marketing communications will not prevent us from sending essential service-related messages, such as purchase confirmations or responses to inquiries.

We maintain records of marketing consent and process unsubscribe requests in accordance with applicable requirements.

10. Changes to this policy

We may update this Privacy Policy as our business, products and services evolve.

Any changes will be published on this page, with the updated date shown at the top.

11. Contact us

If you have questions, concerns or requests regarding this Privacy Policy or the handling of your personal information, please contact us through our contact page.

Privacy policy.