Privacy Policy
Last updated: July 14, 2026
Lopez Consulting Services PLLC (“Lopez Consulting,” “we,” “us,” or “our”) operates the website lopezcfo.com. This policy explains what information we collect through this website, why we collect it, and what we do with it.
We are a small professional services firm. We do not sell your data, and we do not want more of it than we need.
Information We Collect
Information you give us directly. When you fill out our contact form or book a discovery call, we collect the information you choose to provide — typically your name, email address, phone number, company name, and whatever you tell us about your business in the message field.
Information collected automatically. Like most websites, ours collects standard technical information when you visit: IP address, browser type, device type, pages viewed, time spent on the site, and the site or ad you came from. This is collected through cookies and similar technologies.
We do not collect financial account data through this website. Client financial records are handled through secure accounting platforms outside of lopezcfo.com and are never transmitted through our contact form.
Why We Collect It
We use the information you give us to:
- Respond to your inquiry and schedule a discovery call
- Understand whether our services are a fit for your business
- Send you information you have requested
- Follow up about a potential engagement
We use automatically collected information to:
- Understand how visitors find and use our site
- Measure the performance of our advertising
- Maintain the security and functionality of the website
Third-Party Services We Use
Our website relies on the following third parties, each of which may receive some of your information:
| Service | Purpose |
|---|---|
| Calendly | Scheduling discovery calls |
| Google Analytics (via Site Kit) | Website traffic analytics |
| Google Search Console | Search performance data |
| Advertising and ad performance measurement | |
| Hostinger | Website hosting |
| WPForms | Contact form processing |
Information you submit through Calendly is governed by Calendly’s privacy policy in addition to this one.
Cookies
Our site uses cookies — small text files stored in your browser — to make the site function, to understand how it is used, and to measure advertising performance. You can disable cookies in your browser settings. Some parts of the site may not work correctly if you do.
How We Share Information
We do not sell your personal information. We do not rent it, trade it, or share it with data brokers.
We share information only in these circumstances:
- Service providers. The third parties listed above, strictly to operate the website and our business.
- Professional advisors. Our own attorneys, accountants, and insurers, where necessary.
- Legal obligation. If required by law, subpoena, or a valid government request.
- Business transfer. If Lopez Consulting Services PLLC is acquired or merged, information may transfer as part of that transaction.
How Long We Keep It
We keep inquiry information for as long as necessary to respond to you and to maintain ordinary business records. If you become a client, your information is retained in accordance with our professional and regulatory record-retention obligations as a CPA firm. If you ask us to delete your information and we are not required to keep it, we will.
Confidentiality of Client Information
David Lopez is a licensed Certified Public Accountant. Client information is subject to the confidentiality obligations imposed on CPAs under the AICPA Code of Professional Conduct and applicable Florida law. Those obligations are separate from, and in addition to, this policy.
Your Choices
You may:
- Ask what we hold about you. Email us and we’ll tell you.
- Ask us to correct or delete it. Email us and we will, unless we are legally required to keep it.
- Opt out of communications. Reply “unsubscribe” to any email, or just tell us.
- Disable cookies in your browser at any time.
To exercise any of these, contact david@lopezcfo.com.
Security
We use commercially reasonable measures to protect information submitted through this site, including SSL encryption. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Children
This website is not directed to anyone under 18, and we do not knowingly collect information from children.
Changes to This Policy
We may update this policy from time to time. The “last updated” date at the top will reflect any change. Material changes will be posted on this page.