Privacy Policy
Last Updated: June 6, 2026
At Metric CFO, your privacy is paramount. We are committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (www.metriccfo.com) or engage us for professional accounting, tax, and advisory services.
1. Information We Collect
Information You Provide to Us We collect personal information that you voluntarily provide when you fill out forms on our website, schedule a consultation, or contact us. This may include:Name, email address, phone number, and business name.Any details or messages you include in contact forms or scheduling requests.Financial documents, tax records, and accounting data shared with us securely for the performance of our services.Information Automatically Collected When you visit our website, certain information about your device and your visit is automatically recorded. We provide this information to Squarespace, our website hosting provider, so that they can deliver website services to us and help us analyze site performance. We also utilize Google Analytics to better understand user behavior.This automatically collected data includes:Information about your browser, network, and device.Web pages you visited prior to coming to this website.Your IP address.Your scrolling and clicking behavior on our site.
2. Use of Cookies and Similar Technologies
This website uses analytics and performance cookies to view site traffic, activity, and other data. Cookies are small files or pieces of text that download to a device when a visitor accesses a website or app. For information about viewing the cookies dropped on your device, visit Squarespace’s cookie documentation.
3. How We Use Your Information
We use the information we collect for the following business purposes:To deliver our professional accounting, tax preparation, and fractional CFO services.To respond to inquiries, schedule consultations, and manage our relationship with you.To maintain internal records, ensuring we track prospect communications accurately (including knowing not to bother you in the future if you decline services).To monitor, analyze, and improve the functionality and security of our website.
4. Artificial Intelligence (AI) and Confidentiality
While we may utilize secure internal artificial intelligence tools to enhance our operational efficiency and analytical accuracy, we explicitly do not use your confidential financial data to train public AI models. Your sensitive business records remain strictly confidential and siloed from public machine learning architectures.
5. Third-Party Service Providers and Data Sharing
We do not sell, rent, trade, or share your personal or financial information with outside marketing agencies. We only share information with trusted third-party platforms necessary to host our website, run our business operations, or fulfill our professional obligations to you. These include:
Squarespace: Our hosting platform, which processes functional website data.
Google Analytics: Used to analyze anonymous website traffic and usage patterns.
HubSpot: Utilized to schedule consultations, track prospect inquiries, and manage client relationships.
Intuit Link & Secure Client Portals: Utilized for the highly secure transmission, collection, and storage of sensitive tax and financial documents.
Regulatory Authorities: As required by law or professional standards, data may be shared with entities such as the IRS or state tax authorities (e.g., for filing tax returns).
Fonts and Media To properly display this site to you, this website uses font files from third parties (such as Google Fonts or Adobe Fonts). These third parties may receive personal information about you, including information about your browser, network, or device, to serve these assets correctly.
6. Data Retention
We retain contact form inquiries and prospect information within our HubSpot CRM to facilitate future follow-ups or maintain accurate communication preferences. Official client financial data and tax records are retained firmly in accordance with federal, state, and IRS regulatory requirements.
7. State Privacy Rights (VCDPA Compliance)
As a business operating under the laws of the Commonwealth of Virginia, we recognize the rights granted to consumers under the Virginia Consumer Data Protection Act (VCDPA). Depending on your interaction with us, you may have the right to confirm whether we are processing your personal data, access that data, correct inaccuracies, or request deletion of certain personal information.
8. Contact Information
If you have questions, concerns, or requests regarding this Privacy Policy or wish to exercise any of your data privacy rights, please contact us directly:Metric CFOWebsite: www.metriccfo.comEmail: Jason@MetricCFO.com