Privacy policy

Our team at FinanceWithin, LLC. (“FinanceWithin,”“we” and “our”) recognizes the importance of protecting your personally identifiable information (“Personal Information”) and exercising absolute transparency in making sure you fully understand how this information may be collected, used and shared. This Privacy Policy describes how we handle information we collect from users of the FinanceWithin website(s) and Services that link to this policy.

By using or accessing the FinanceWithin website(s) or Services in any manner, you acknowledge that you accept the practices and policies outlined in this Privacy Policy, and you hereby consent that we will collect, use, and share your information in the following ways:Note: The use of FinanceWithin’s website(s) and Services is at all times subject to the Terms and Conditions, which incorporates this Privacy Policy.Additionally, the use of information collected from a company or individual that visits/uses FinanceWithin’s website(s) and Services (“User”) will additionally be governed by our contract with that user.


FinanceWithin is a professional services firm focused on providing finance and accounting services to its clients. Some of our services including: (I) strategic CFO, financial planning and analysis, controller, accounting and bookkeeping services for our clients; and (II) additional services which include M&A advisory, exit strategy, due diligence during M&A process, software implementation (collectively herein“Services”). FinanceWithin is not a CPA firm or a legal firm. We donot provide tax advisory, tax filing or any other legal services.


Information Provided by Users andPartners: We receive and store information Users, partners, vendors and other third parties provide to us. For example, in the process of registering for one of our Services, you may provide us personal information such as your name, phone numbers, physical address, and email address. If you provide any third-party account credentials to us or otherwise sign into the Services through a third-party site or service, you understand some content and/or information in those accounts may be transmitted into your account with us with your consent, and that any such information transmitted to our Services is covered by this Privacy Policy.Information CollectedAutomatically: We may automatically collect information about you when you interact with FinanceWithin website(s) and/or Services. Some of the information that we may automatically receive and store, include server logs from your web browser or electronic device (e.g. device identification, IP address, and/or the page or feature you requested.) “Cookies” are small files that are transferred to a User computer’s hard drive through the User’s browser that helps us keep track of visits and activity.We use cookies to count the number of visitors to our website; the cookie enables us to distinguish repeat visitors from new visitors. The use of cookies can be removed/disabled by following your browser help file directions. Please note that if you decline cookies, some portions of FinanceWithin website(s) and/or Services that depend on cookies maybe inaccessible or slower to access.


This Privacy Policy applies only to FinanceWithin website(s) and Services. This Privacy Policy does not cover the use of cookies or Personal Information Users provide to any third parties and we aren’t responsible for their privacy policies and practices. Links from FinanceWithin website(s) or Services do not indicate or imply that we endorse or have reviewed the linked third-party websites or services.We periodically collaborate with other companies to offer special features through our website and Services.Since a third party provides these special features they are subject to the third party’s privacy policies and procedures.


The primary reason we collect information is to help us understand your preferences based on previous or current site activity, which allows us to provide you with improved services and experience. We may also use trusted third-party services that track this information on our behalf. Some other uses of information we collect, includingPersonal Information, may include: (i) to understand and save the User’s preferences for future visits; (ii) to send the User offers and information from us, our subsidiaries, our parent company, our Affiliates or other companies whose products and services we believe may be of interest to you;(iii) to operate and improve our business generally; and (iv) for research purposes in accordance with applicable law. “Affiliates” for the purposes of this Privacy Policy means an entity that is related to FinanceWithin by one owning shares of the other, by common ownership, or by other means of control.


We will never rent nor sell yourPersonal Information in personally identifiable form to anyone. However, we may share information that we collect, including Personal Information, with the following parties and under the following circumstances:Agents: We employ other companies and people to perform tasks on our behalf and need to share your information with them to provide products or services to you such as a payment processing service to process your credit card transactions for us. Unless you are otherwise notified, none of our agents have the right to use your PersonalInformation beyond what is necessary to deliver the requested service.Court Orders andLegal Matters: We reserve the right to access, read, preserve, and disclose any information when we have a good faith belief that it is reasonably necessary to comply with a law, regulation, court order or other legal process; to enforce or apply our Terms and Conditions and other agreements; or protect the rights, property, or safety of FinanceWithin, our employees, our Users, or others.Business Transfers: If we ever buy or sell assets, transition our website(s) or Services to another provider, or become involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, your information may be transferred to a successor or affiliate as part of that transaction, either alone or along with other assets.


Your Personal Information is contained behind secured networks and is only accessible by a limited number of individuals who have special access rights to such networks. Every individual with access to the secured networks and your Personal Information is required to keep the information confidential.We take administrative, technical and physical precautions to protect our Users’ information from unauthorized accessor use. Sadly, the truth of the matter is that regardless of the security measures in place no transmission of data over the Internet or any other public network, or any online service, can be guaranteed to be 100% secure.Accordingly, we do not accept liability for unintentional disclosures.


If you would like to request to review, correct, update, suppress, restrict or delete Personal Information that you have previously provided to us, you may contact us by emailing We will respond to your request consistent with applicable law. Please note that we may need to retain certain information for record keeping purposes and/or to complete any transactions that you began prior to requesting a change or deletion. There may also be residual information that will remain within our databases and other records, which will not be removed.CalOPPA. Under California CivilCode Sections 1798.83-1798.84, California residents are entitled to ask us fora notice identifying the categories of Personal Information which we share with our affiliates and/or third parties for marketing purposes, and providing contact information for such affiliates and/or third parties. If you are aCalifornia resident and would like a copy of this notice, please submit a written request to:

USERS UNDER THE AGE OF 16 FinanceWithin website(s) and Services are not directed to individuals under the age of sixteen (16), and we do not knowingly collect Personal Information from individuals under sixteen (16).


We may change this Privacy Policy.The “Last Updated” date at the top of this Privacy Policy indicates when thisPrivacy Policy was last revised. Any changes will become effective when the revised Privacy Policy is posted. Your use of FinanceWithin website(s) and/orServices following the posting these changes means that you accept the revisedPrivacy Policy. We encourage our Users to review this Policy each time they visit our website.


If you have any questions about thisPrivacy Policy, please send us a message at