Privacy Policy

1. Introduction

This Privacy Policy explains how Sorted CFO ("we," "us," or "our") operating at sorted.scalyx.ca collects, uses, discloses, and protects your information when you visit our website or engage our business consulting, bookkeeping, and financial strategy advisory services.

2. Scope of Advisory Services

Sorted CFO provides financial strategy, accounting advisory, and fractional CFO consulting services. We are a consulting firm, not a lender, credit provider, mortgage broker, or loan arranger. Any financial information provided to us is used strictly for financial modeling, accounting management, and strategic advisory.

3. Information We Collect

We may collect personal and business information that you voluntarily provide when contacting us or engaging our services, including:

• Contact Details: Name, email address, phone number, business title.
• Business Financial Information: Financial statements, accounting files, and operational metrics submitted for advisory analysis.
• Technical Data: IP address, browser type, device information, and site interaction data via analytics.

4. How We Use Your Information

Your information is used solely to support our financial advisory relationship, specifically to:

• Deliver financial strategy, fractional CFO, and bookkeeping services.
• Respond to inquiries directed to Matt Sherrett or our advisory team.
• Maintain compliance with applicable legal, tax, and accounting standards.
• Improve website functionality and advisory service delivery.

5. Data Sharing and Protection

We do not sell, rent, or trade your personal or financial data to third parties. Data is shared only with trusted service providers assisting in website operations or when required by law. We maintain strict administrative and technical safeguards to protect your business financial information.

6. Cookies & Tracking Technologies

Our website may use essential cookies and basic analytics tools to optimize user experience and evaluate site traffic patterns. You may control cookie preferences through your browser settings.