Legal

Privacy Policy

Last updated: October 12, 2026

This Privacy Policy explains how Moose Bookkeeping LLC, doing business as Peak CFO Services ("Peak CFO Services," "we," "us," or "our") collects, uses, and protects your information when you visit peakcfoservices.com, contact us, or receive text messages from us.

Information we collect

Information you provide: your name, email address, phone number, company name, annual revenue range, and any message you send through our contact form, by email, or by phone.
Client information: if you become a client, the financial and business records you share with us so we can provide our services.
Automatically collected information: basic technical data such as browser type, device type, pages visited, and IP address, collected through standard website logs and cookies.

How we use your information

To respond to your inquiries and schedule appointments
To provide accounting, bookkeeping, tax strategy, and fractional CFO services
To send appointment reminders, follow-ups, and, if you opt in, promotional offers
To improve our website and services
To meet legal, tax, and regulatory obligations

Text messaging (SMS)

If you opt in on our website form, we may send you text messages. Non-marketing messages include replies to your inquiry, appointment reminders, and follow-ups. Marketing messages, sent only if you separately opt in, include promotional offers. Message frequency varies. Message and data rates may apply.

You can opt out at any time by replying STOP to any message. Reply HELP for help, or contact us at brian@peakcfoservices.com or (563) 271-5036.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not sell, rent, or share text messaging opt-in data or consent with anyone, and we do not purchase phone numbers or consent from third parties.

How we share information

We do not sell your personal information. We share information only with service providers that help us run our business, such as our CRM and messaging platform, email provider, website host, and accounting software, and only as needed to provide services to you. These providers are required to protect your information. We may also disclose information when required by law. As stated above, SMS opt-in data and consent are never shared with third parties.

Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, but we work to protect your information and limit access to those who need it.

Data retention

We keep personal information only as long as needed for the purposes described in this policy, or as required for legal, tax, and professional recordkeeping.

Your choices

Opt out of text messages by replying STOP.
Unsubscribe from emails using the link in any email.
Ask us to access, correct, or delete your personal information by contacting us below.

Cookies

Our website may use cookies and similar technologies to understand how visitors use the site. You can disable cookies in your browser settings.

Children's privacy

Our services are intended for businesses and adults. We do not knowingly collect information from children under 13.

Changes to this policy

We may update this policy from time to time. The "Last updated" date above shows when it was last changed.

Contact us

Moose Bookkeeping LLC
dba Peak CFO Services
1949 S 800 W, Orem, UT 84058
Email: brian@peakcfoservices.com
Phone: (563) 271-5036
Website: peakcfoservices.com