Your data
How client data is handled
A fractional CFO sits inside the most sensitive part of a business. These are the standing rules for how information entrusted to the practice is treated.
Confidentiality by default
Everything shared with the practice — management accounts, bank access, payroll data, shareholder matters — is treated under the same confidentiality standard as an engagement letter, from the first conversation onward, whether or not an engagement follows.
One person holds access
This is a solo practice. Client data is not passed to juniors, offshore teams, or subcontractors. Where external accountants or bookkeepers need information, it moves on the client’s instruction, not by default.
Access is scoped and revocable
System access (banking, accounting software, payroll) is requested at the narrowest level that supports the work, logged with the client, and returned or revoked when an engagement ends.
No data is used for marketing
Client figures never appear in marketing material, case studies, or the sample report without explicit written approval. The sample report on this site is fictional; the client stories carry only figures each client approved for publication.
Inquiry form data
What you submit through the contact form (name, company, email, revenue band, foreign-entity presence, and your description of what’s not working) is used to assess fit and respond — nothing else. It is not added to a mailing list and not shared.
Questions about any of this are welcome before an engagement — raise them through the inquiry form.