1) Who we are
Little CFO Services LLC d/b/a Little Financial (“Little Financial,” “we,” “us,” or “our”) operates the website https://little-financial.com (the “Site”) and provides accounting, tax, fractional CFO, and financial consulting services. We are established and licensed to do business in Florida, USA.
Contact: hello@little-financial.com
2) Scope
This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you use the Site, contact us, subscribe to communications, attend our events or webinars, or engage our services.
By using the Site or providing information to us, you agree to this Policy.
3) Personal information we collect
a) Information you provide directly
• Name, email address, phone number, and company name
• Service inquiries, consultation notes, and other communications
• Billing and transactional data (we do not store full payment card numbers)
• Uploaded or shared content (e.g., forms, documents, files)
b) Information collected automatically
• IP address, device type, operating system, and browser version
• Pages viewed, time spent on the Site, referring/exit pages
• Cookies, pixels, and analytics data
c) Information from third parties
• Service providers (e.g., analytics, marketing, or CRM platforms)
• Public or professional sources (e.g., LinkedIn, business directories)
4) Cookies and tracking technologies
We use cookies, pixels, and similar tools to:
• Enable essential Site functionality
• Analyze traffic and improve performance
• (Where applicable) deliver and measure advertising or retargeting
Tools we may use include:
• Google Analytics (website performance and traffic analytics)
• LinkedIn Insights Tag (campaign performance measurement)
• Meta Pixel (Facebook) (ad reach and effectiveness)
If you are located in a region where consent is required for non-essential cookies (e.g., the EEA or UK), we will request consent through a cookie banner. You can withdraw or change your cookie preferences at any time via the banner or your browser settings.
5) How we use personal information
We process personal information to:
• Operate, maintain, and improve our Site and services
• Respond to inquiries and provide client support
• Communicate administrative and service-related updates
• Send marketing communications (with consent where required)
• Conduct analytics and improve our content and user experience
• Prevent fraud, maintain security, and comply with legal obligations
6) Aggregated or de-identified data
We may create and use aggregated or de-identified information that cannot reasonably identify you. We may use such data to analyze trends, improve our services, or for other lawful business purposes.
7) Legal bases for processing (EEA/UK)
Where applicable under GDPR/UK GDPR, our processing is based on:
• Contract necessity — to perform a contract or take steps at your request
• Legitimate interests — to operate and improve our business
• Consent — for marketing or non-essential cookies
• Legal obligation — for compliance with recordkeeping and reporting duties
8) How we share information
We do not sell personal information for monetary value. We may share information with:
• Service providers such as web hosting, analytics, security, CRM, marketing, and payment processors (bound by confidentiality and data protection terms)
• Professional advisors (legal, accounting, or compliance)
• Authorities when required by law or to protect rights and safety
• Business transfers in the event of a merger, acquisition, or sale
We only share information to the extent necessary and always require appropriate data protection measures.
9) International data transfers
We are based in the United States. If you access our Site from outside the U.S., your information may be transferred to and processed in the U.S. or other countries where our service providers operate.
Where required, we rely on appropriate safeguards such as the EU–U.S. Data Privacy Framework and Standard Contractual Clauses to ensure adequate protection of personal information.
10) Data retention
We retain personal information only as long as needed to fulfill the purposes outlined in this Policy, comply with legal and accounting obligations, or resolve disputes. Once no longer needed, we securely delete or de-identify information.
11) Security
We use reasonable administrative, technical, and physical safeguards to protect information against loss, misuse, and unauthorized access. While we take precautions, no electronic system or transmission is completely secure.
12) U.S. state privacy disclosures and rights
This section applies to residents of California, Colorado, Connecticut, Virginia, Utah, and any other state with similar privacy laws.
a) Categories of information collected
Identifiers (name, email, IP), commercial information (services purchased), internet activity (device data, pages viewed), and professional information (job title, company).
b) Sale/Share/Targeted Advertising
We do not sell personal information. Certain analytics or advertising activities may qualify as a “share” or “targeted advertising” under state law. You may opt out as described below.
c) Your rights
You may have the right to:
• Access and obtain a copy of your personal information
• Request deletion or correction
• Opt out of sale/sharing or targeted advertising
• Appeal a denied request (where applicable)
To exercise your rights, email hello@little-financial.com with “Privacy Request” in the subject line.
d) Opt-out signals
We honor Global Privacy Control (GPC) signals where required by law.
13) GDPR/UK GDPR rights
If you are located in the European Economic Area or the UK, you have the right to:
• Access, correct, or delete your personal data
• Restrict or object to processing
• Data portability
• Withdraw consent at any time
• Lodge a complaint with your supervisory authority
To exercise these rights, email hello@little-financial.com.
14) Employment and recruiting data
If you apply for a role with Little Financial, we may collect and process your contact information, résumé, and related application details solely for recruitment and employment purposes.
15) Children’s privacy
Our Site and services are directed to adults. We do not knowingly collect data from individuals under 18. If we learn that a minor has submitted information, we will promptly delete it.
16) Third-party links and integrations
Our Site may contain links to other websites or integrations (e.g., Calendly, LinkedIn, or other services). Their privacy practices are governed by their own policies, and we are not responsible for their content or practices.
17) Marketing communications
Where legally required, we will obtain consent before sending marketing messages. You may unsubscribe at any time via the link in our emails or by contacting hello@little-financial.com.
18) Do Not Track (DNT)
Because there is no standardized interpretation of DNT signals, our Site does not respond to them. We do, however, honor GPC signals as noted above.
19) Changes to this Policy
We may update this Policy periodically. If material changes occur, we will post a notice on our Site and update the “Effective date” above. Continued use of our Site after such updates means you accept the revised Policy.
20) How to contact us
Little CFO Services LLC d/b/a Little Financial
Email: hello@little-financial.com
Website: https://little-financial.com
Location: Florida, USA
.png){kind=small}