Privacy Policy
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Website information and tracking
Updated October 26, 2026. This section describes our website’s collection and use of information and updates the website-tracking disclosures below. It does not change our text-message consent commitments or any separate notice governing health records.
When you send an inquiry, we receive the contact details and message you provide. Please limit your message to what is needed for us to respond. Website servers and embedded services also receive technical information such as your IP address, browser and device information, page URL, referring page, and time of access. Cookies and similar identifiers can distinguish a browser and associate visits and interactions; this information is not necessarily anonymous.
- Google Analytics: website activity and measurement, including pages viewed, navigation, device/browser information, cookie or client identifiers, and configured interaction or form events. A form event can describe the form and submission without containing the message entered in it. Google receives connection information when its services are requested.
- Google Tag Manager: manages the loading of measurement and other website tags; the tags it loads determine the information sent to each provider.
- Google Ads: advertising and conversion measurement using page and interaction information, cookies or similar identifiers, and advertising click identifiers when present.
- CallRail: associates website visits and referral or campaign information with inquiries and dynamically displayed telephone numbers. When you call a tracking number, the call service processes call-routing and call-detail information.
- Microsoft Clarity: interaction measurement, heatmaps, and session replay, which can include page content and actions such as clicks, scrolling, and navigation. Clarity uses cookies or similar identifiers. Masking settings affect what appears in a replay; a replay is not a video recording from your camera.
- Hotjar: website interaction analysis and session-replay or heatmap features, using page activity and technical identifiers to help understand usability.
- LinkedIn Insight Tag: page visits and technical identifiers for advertising attribution and audience measurement.
- HubSpot: website measurement and contact-management features, which may associate browsing activity with a contact when that person identifies themselves through an integrated form.
- Google reCAPTCHA: device, browser, and interaction information used for spam and abuse prevention.
We use website information to respond to requests, operate and protect the website, understand how visitors find and use it, and measure the effectiveness of our communications and advertising. Information is processed by the hosting, communications, measurement, and other providers described here as needed for those functions. Embedded services also have their own privacy terms.
Privacy choices and requests
You can block or delete cookies through your browser settings. Some embedded features may not work as intended when blocked. Cookie controls do not necessarily stop all network requests or information you choose to submit. You can also use Google’s Analytics opt-out browser add-on for supported browsers and Google’s advertising controls. These provider controls have their own scope and do not replace rights available under applicable law.
Depending on where you live and which privacy laws apply to our business and the information involved, you may have rights to access, correct, delete, or obtain a copy of personal information, or to opt out of sale, sharing, or targeted advertising. Advertising-related disclosures can fall within legal definitions of “sale” or “sharing” even where no money is exchanged. To make a privacy request or ask about these practices, use the contact information on our website. Please identify this website and the nature of your request without including sensitive records. We may need information to verify and respond to a request; legal exceptions can apply.
Retention and changes
The period information is needed depends on its purpose: responding to an inquiry, providing a requested service, maintaining required business or clinical records, respecting communication choices, security, or resolving a dispute. Provider-held website data is also subject to the applicable service settings and terms. You may contact us about retention or deletion of information relating to you. Updates to this website notice will be posted here with a revised date.
Introduction
Ascent CFO Solutions (“we,” “our,” or “us”) values the privacy of our users (“you” or “your”). This Privacy Policy outlines how we collect, use, and protect your information when you visit our website https://ascentcfo.com/ and use our services. By accessing or using our website, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information:
- Personal Information: Information that identifies you personally, such as your name, email address, phone number, and billing information, which you provide when you create an account, make a purchase, or contact us for support.
- Technical and Usage Information: Technical information such as your IP address, browser type, operating system, and browsing behavior on our site; this information can be personal information.
- Cookies and Tracking Technologies: We use cookies, web beacons, and other tracking technologies to collect information about your interactions with our website. This includes data about the pages you visit, the links you click, and other actions you take on our site.
How We Use Your Information
We may use the information we collect for various purposes, including:
- To Provide and Improve Our Services: We use your information to operate and enhance the functionality of our website and services.
- To Communicate with You: We may use your contact information to send you updates, promotional materials, and other information related to our services. You can opt out of receiving these communications at any time.
- To Personalize Your Experience: We use cookies and tracking technologies to understand your preferences and tailor our content and advertising to your interests.
- To Analyze and Improve: We use data analytics to understand how our website is used, identify trends, and improve our site’s performance and user experience.
- For Security and Fraud Prevention: We use your information to protect our website and services from unauthorized access, misuse, and other security threats.
Conversion Tracking
We use conversion tracking to understand the effectiveness of our marketing efforts. This involves the use of:
- Google Analytics: We use Google Analytics to track and report website traffic. Google Analytics collects data on user interactions with our site, including page views, time spent on pages, and conversion rates. For more information on Google Analytics privacy practices, visit Google’s Privacy Policy.
- Facebook Pixel: We use the Facebook Pixel to measure the effectiveness of our advertising campaigns on Facebook. The Facebook Pixel collects data on actions taken on our site after users interact with our ads. For more information, visit Facebook’s Data Policy.
- Other Tracking Technologies: We may use other third-party services for conversion tracking and analytics, which collect and use data in a similar manner.
How We Share Your Information
We do not sell or rent your personal information to third parties. However, we may share your information with:
- Service Providers: Third-party vendors who assist us in providing our services, such as payment processors, marketing agencies, and IT support. These vendors are required to protect your information and use it only for the services they provide to us.
- Legal Requirements: We may disclose your information if required to do so by law or in response to a valid legal request, such as a subpoena or court order.
- Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
Your Choices and Rights
You have the following rights regarding your personal information:
- Access and Update: You can access and update your personal information through your account settings.
- Opt-Out: You can opt out of receiving promotional communications from us by following the unsubscribe instructions in those communications or contacting us directly.
Security
We take reasonable measures to protect your information from unauthorized access, use, and disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website and updating the effective date at the top. Your continued use of our website after any changes constitutes your acceptance of the updated policy.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us via our contact form.

