Privacy Policy

Cerboni Services, LLC

Last updated: April 28, 2026

1. Introduction

Cerboni Services, LLC (“Cerboni,” “we,” “us,” or “our”) is a financial services and consulting firm headquartered in Houston, Texas, United States. We specialize in bookkeeping, CFO consulting, payroll, inventory management, tax compliance, IRS audit support, bill pay, and business technology solutions, with deep expertise in the hospitality, restaurant, medical, construction, real estate, and architecture industries.

This Privacy Policy describes how Cerboni collects, uses, stores, shares, and protects personal information obtained through our website (www.cerboniservices.com), contact forms, email communications, and third-party tools. It also explains the rights available to individuals regarding their personal data.

This policy applies to all users of our website and individuals who interact with Cerboni in connection with our services. By accessing our website or submitting any form, you acknowledge that you have read and understood this Privacy Policy.

2. Information We Collect

2.1 Information You Provide Directly

When you fill out a contact or inquiry form on our website or communicate with us via email, we may collect:

  1. Full name
  2. Business email address
  3. Phone number
  4. Company name
  5. Number of locations or business units
  6. Annual sales revenue per location (when provided as part of an inquiry)
  7. Any other financial or business information you voluntarily share during the inquiry process

2.2 Automatically Collected Information

When you visit our website, certain technical information is collected automatically, including:

  1. IP address
  2. Browser type and version
  3. Operating system
  4. Pages visited and time spent on each page
  5. Referring URLs
  6. Cookie identifiers and session data

2.3 Information Collected via Third-Party Tools

We use the following third-party platforms that may process your data when you interact with our website or respond to our marketing activities:

  1. Meta Pixel – Tracks conversions and user behavior from Facebook and Instagram advertisements
  2. Google Ads Conversion Tracking – Measures the performance of our Google advertising campaigns
  3. LinkedIn Insight Tag – Enables B2B ad attribution and audience analytics
  4. HubSpot – Our CRM platform, which tracks contact records, form submissions, and email engagement
  5. Google Analytics – Collects website usage and traffic data
  6. Mailchimp – Used for email marketing and subscriber management
  7. Scheduling tools – Used to book consultations or appointments
  8. Payment platforms – Used to process service-related transactions

3. How We Collect Information

We collect personal information through the following methods:

  1. Contact and inquiry forms on our website
  2. Direct email communications initiated by you
  3. Cookies and tracking pixels placed on our website
  4. Third-party analytics and advertising platforms (as described in Section 2.3)
  5. CRM tools that record and store interactions with our team

4. How We Use Your Information

4.1 Service Delivery and Client Communication

  1. Responding to inquiries submitted through our contact forms or email
  2. Assessing client needs and providing tailored financial services, including bookkeeping, CFO consulting, payroll, inventory management, tax compliance, IRS audit support, bill pay, and software implementation
  3. Managing ongoing client relationships and service delivery

4.2 Marketing and Business Development

  1. Sending follow-up emails to prospective and existing clients
  2. Retargeting website visitors with relevant advertisements on third-party platforms (e.g., Facebook, Google, LinkedIn)
  3. Identifying which marketing channels generate qualified leads (organic search, paid advertising, referrals)
  4. Tracking which website pages drive the highest conversion rates
  5. Attributing contact form submissions to specific advertising campaigns

4.3 Internal Analytics and Reporting

  1. Analyzing user behavior on our website to improve content and user experience
  2. Evaluating the effectiveness of our marketing and sales strategies
  3. Generating internal performance and business intelligence reports

4.4 Legal and Compliance Obligations

  1. Complying with applicable federal and state laws, regulations, and professional financial standards
  2. Responding to lawful requests from government or regulatory authorities when required

5. Legal Basis for Processing Personal Data (GDPR)

For individuals located in the European Economic Area (EEA) or the United Kingdom (UK), we process personal data only where a lawful basis exists under the General Data Protection Regulation (GDPR) and applicable national laws. The legal bases we rely on include:

Legitimate Interests (Article 6(1)(f)): We process contact and behavioral data to respond to inquiries, follow up with prospective clients, and improve our services. We have assessed that these interests are not overridden by your rights and freedoms.

Contractual Necessity (Article 6(1)(b)): When you engage Cerboni as a client, we process your data as necessary to fulfill our contractual obligations.

Consent (Article 6(1)(a)): Where required by law, we obtain your explicit consent before sending marketing communications or placing non-essential cookies. You may withdraw your consent at any time without affecting the lawfulness of prior processing.

Legal Obligation (Article 6(1)(c)): We may process data to comply with applicable tax, accounting, and regulatory legal requirements.

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and support our marketing activities. Cookies are small data files stored on your device when you visit our website.

6.1 Types of Cookies We Use

  1. Essential Cookies – Required for the website to function correctly
  2. Analytics Cookies – Collect data on how visitors use our site (e.g., Google Analytics)
  3. Marketing Cookies – Track conversions and enable targeted advertising (e.g., Meta Pixel, Google Ads, LinkedIn Insight Tag)
  4. Functional Cookies – Remember your preferences and improve your browsing experience

6.2 Managing Your Cookie Preferences

You may manage or disable cookies at any time through your browser settings. Please note that disabling certain cookies may affect the functionality of our website. For visitors located in the EU or UK, we will request your consent before placing non-essential cookies in accordance with applicable law.

7. Data Sharing and Disclosure

Cerboni does not sell, rent, or trade your personal information to third parties for commercial purposes. We may share your information only in the following limited circumstances:

7.1 Third-Party Service Providers

We share personal data with trusted technology platforms that support our operations, including HubSpot, Google Analytics, Mailchimp, Meta, LinkedIn, and scheduling and payment tools. These providers are contractually obligated to protect your data and may only use it for the purposes we specify.

7.2 Client-Authorized Disclosures

We may share financial or business information with third parties only when our clients have explicitly authorized such disclosure as part of their engagement or service agreement with us.

7.3 Legal Requirements

We may disclose personal information if required to do so by law, court order, or a valid request from a competent governmental or regulatory authority.

7.4 Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, personal information may be transferred as part of that transaction, subject to the same privacy protections described in this policy.

8. Data Security

Cerboni implements appropriate technical and organizational measures to protect personal information from unauthorized access, alteration, disclosure, or destruction.

8.1 Secure Systems and Encryption

  1. We use industry-standard encryption standards.
  2. All data is encrypted in transit (via TLS/SSL) and at rest
  3. Secure client portals are used for document sharing in lieu of unencrypted email where possible
  4. Electronic signature tools such as DocuSign and Adobe Sign are used for secure document execution

8.2 Access Controls

  1. Role-based permissions ensure only authorized personnel can access specific data sets
  2. Multi-factor authentication (MFA) is enforced across all core systems
  3. Administrative audit logs track all data access and modifications

8.3 Endpoint and Network Security

  1. Antivirus and endpoint detection tools are deployed on all company devices
  2. Firewalls and secure Wi-Fi policies are in place across all locations
  3. VPN access is required when connecting to our systems remotely

9. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by applicable law.

  1. Inquiry and contact data is retained until the inquiry has been resolved and a reasonable follow-up period has elapsed
  2. Client data is retained in accordance with applicable accounting, tax, and legal retention requirements, which generally require financial records to be kept for up to seven (7) years
  3. Marketing data (e.g., email subscriber lists) is retained until you opt out or request deletion

Upon expiration of the applicable retention period, personal data is securely deleted or anonymized in accordance with our internal data management procedures.

10. Your Rights and Choices

10.1 Rights Under GDPR (EEA and UK Residents)

  1. Right of Access
  2. Right to Rectification
  3. Right to Erasure
  4. Right to Restriction of Processing
  5. Right to Data Portability
  6. Right to Object
  7. Right to Withdraw Consent
  8. Right to Lodge a Complaint

10.2 Opt-Out of Marketing Communications

All marketing emails sent by Cerboni include an unsubscribe link. You may also opt out at any time by contacting clients@cerboniservices.com.

10.3 California Residents (CCPA / CPRA)

If you are a California resident, you have the right to know what personal information we collect, request deletion, correct inaccurate data, and opt out of data sharing. Cerboni does not sell personal information.

11. International Data Transfers

Cerboni is based in the United States. Your data may be transferred and processed in the United States. Safeguards such as Standard Contractual Clauses (SCCs) are used where required.

12. Third-Party Websites and Links

This Privacy Policy does not apply to third-party websites. We encourage you to review their policies.

13. Contact Us

Cerboni Services, LLC
Address: 7050 East Freeway, Houston, TX 77020, United States
Email: clients@cerboniservices.com
Phone: +1 (281) 888-2413
Website: www.cerboniservices.com

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Continued use of the website constitutes acceptance of changes.

© 2026 Cerboni Services, LLC. All rights reserved.

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