Privacy Policy

Privacy Policy Definitions. “Website” refers to profitfirstprofessionals.com, and any related pages, forms, downloads, webinars, events, member resources, or services that link to this Privacy Policy. The Website and its Content are owned by Profit First Professionals LLC (“Company”, “we”, or “us”). The term “you” refers to the user or viewer of our Website.

Please read this Privacy Policy carefully before using this Website. In accordance with this Privacy Policy, we may use certain of your data, set forth more fully below, to inform you of changes to the Website or its content, or, if requested, to send you additional information about us. We reserve the right, at our sole discretion, to change, modify, or otherwise alter our Website, its content, and this Privacy Policy at any time. Such changes and/or modifications shall become effective immediately upon posting our updated Privacy Policy.

Please review this Privacy Policy periodically. Continued use of any of the information obtained through or on the Website or its content following the posting of changes and/or modifications constitutes acceptance of the revised Privacy Policy. Should there be a material change to our Privacy Policy, we will contact you via email or by a prominent note on our Website, with instructions by which you can opt-out of being a user of our Website, with the concomitant adjustments to your relationship with our services.

Privacy Policy Governance. This Policy describes how we collect, use, process, and distribute your information, including Personal Data (as defined below) used to access this Website. We will not use or share your information with anyone except as described in this Privacy Policy. The use of information collected through our Website shall be limited to the purposes under this Privacy Policy, and also our Terms of Use if you are a client or customer. Use of any personal information or contribution that you provide to us, or which is collected by us on or through our Website or its content, is governed by this Privacy Policy. When you use our Website or submit information through it, we will collect and use information as described in this Privacy Policy and, where required by law, based on your consent or another applicable legal basis.

Information We May Collect

We collect personal information from you so that we can provide you with a positive experience when utilizing our Website or content. We aim to collect only the information reasonably necessary for us to fulfill our obligations to you.

  • Identifiers: Name, email address, phone number, mailing address, IP address, account login information, cookie identifiers.
  • Customer records information: Contact information, billing information, payment-related information.
  • Commercial information: Purchases, program registrations, service interests, application information.
  • Internet or network activity: Pages viewed, links clicked, referring website, browser type, device information, interactions with ads, videos, forms, and emails.
  • Geolocation data: Approximate location based on IP address.
  • Professional or employment-related information: Company name, job title, professional role, business information.
  • Inferences: Preferences, interests, marketing segments, or likely service interests based on your activity.
  • Sensitive personal information: Account login information, payment-related information, or business financial information you choose to provide.

Please note that the information above (“Personal Data”) is voluntarily provided. We use, collect, and process this Personal Data as described in this Privacy Policy and, where required by law, based on your consent or another applicable legal basis. You are welcome to opt out or request for us to delete your Personal Data at any point by contacting us at support@profitfirstprofessionals.com. If you choose not to provide us with certain Personal Data, you may not be able to participate in certain aspects of our Website or Content.

Automatically Collected Information We May Collect

Website Usage Data Collection and Use

To maintain our Website’s quality, we may use your IP address to help diagnose problems with our server and to administer the Website by identifying which areas of the Website are most heavily used, and to display content according to your preferences. Your IP address is the number assigned to computers connected to the Internet. This information may not directly identify you by name, but it may be considered personal information under some privacy laws. Website usage data may be helpful to us for marketing purposes and for improving our services, and may be shared with business partners and advertisers on an aggregate or de-identified basis. We also automatically collect information about your device and activity, such as browser type, device type, operating system, referring website, pages viewed, links clicked, date and time of visit, approximate location based on IP address, session activity, cookie identifiers, advertising identifiers, and information about how you interact with videos, forms, emails, ads, and website content.

Use of “Cookies” and Tracking Technologies

Cookies are small files stored on your browser or device. Pixels, tags, scripts, log files, software development kits, and similar tools can help us understand how people use our website, measure marketing performance, personalize content, and improve our services. Cookies and similar technologies may collect identifiers or other information that may be considered personal information under some privacy laws.

Cookie Enabled or Disabled

Where required by law, we will ask for your consent before using certain cookies or tracking technologies through a cookie banner or consent management platform. You may choose to disable or manage cookies through your browser settings, device settings, advertising industry opt-out tools, or privacy controls offered by Google, Meta, or other third-party platforms, or as described below. However, disabling this function may diminish your experience on our Website and some features may not work as intended.

Specific Technologies We May Use

  • Google Analytics 4: We use Google Analytics 4 to understand website traffic and visitor behavior. Google Analytics collects information such as your IP address, device information, browser information, pages visited, links clicked, referring website, and time spent on the site. Google uses this information according to its own privacy policies and terms.
  • Gauges Analytics: We use Gauges Analytics to understand website visits, visitor activity, referring sources, and site performance. Gauges collects information such as IP address, browser information, device information, pages viewed, and referring website. Gauges uses this information according to its own privacy policies and terms.
  • Smart Visitor ID: With your consent, we use Smart Visitor ID, a visitor identification and lead intelligence service provided by MSW Interactive Designs, to understand how visitors engage with our Website. This service uses a third-party script hosted at data.processwebsitedata.com to collect information such as pages viewed, referral source, session activity, and device or browser information. Depending on available data, it may help identify the company associated with a visit for sales follow-up purposes. Smart Visitor ID uses cookies and similar technologies on our domain and through its service provider. These tools are loaded only after you consent to marketing cookies through our cookie consent banner. MSW Interactive Designs uses this information according to its own privacy policies and terms.
  • Third Party Websites: We may link to other websites on our Website. We have no responsibility or liability for the content and activities of any other individual, company, or entity whose website or materials may be linked to our Website or its content, and thus we cannot be held liable for the privacy of the information on their website or that you voluntarily share with their website. Please review their privacy policies for guidelines as to how they respectively store, use, and protect the privacy of your Personal Data.

What We Do with Information We Collect

  • Contact You. We may contact you with information that you provide to us based on these lawful grounds for processing:
    a) Consent. We may contact you if you give us your clear, unambiguous, affirmative consent to contact you.
    b) Contract. We will contact you under our contractual obligation to deliver goods or services you purchase from us.
    c) Legitimate Interest. We may contact you if we feel you have a legitimate interest in hearing from us. For example, if you sign up for a webinar, we may send you marketing emails based on the content of that webinar. You will always have the option to opt out of any of our emails.
  • Process Payments. We will use the Personal Data you give to us in order to process your payment for the purchase of goods or services under a contract. We only use third-party payment processors that take the utmost care in securing data and comply with applicable privacy laws. We do not store full credit card numbers unless specifically stated at the time of collection.
  • Targeted Social Media Advertisements. We may use the data you provide to us to run social media advertisements and/or create look-alike audiences for advertisements.
  • Provide and Improve Services. We use your information to provide our website, programs, services, resources, and member tools; process applications, registrations, payments, and requests; respond to questions or customer support requests; personalize your experience; improve our website, services, programs, and marketing; analyze website traffic and performance; measure advertising and marketing campaigns; prevent fraud, misuse, or security issues; enforce our terms, agreements, and policies; comply with legal obligations; and protect our rights, property, users, members, and business. We may also use information in an aggregated or de-identified form to understand trends, improve our programs, and show the effectiveness of the Profit First methodology.
  • Share with Third Parties. We do not sell personal information for money. We may share your information with trusted third parties, such as our newsletter provider to contact you via email, our merchant accounts to process payments, and Google/social media accounts to run advertisements, as well as our affiliates. We may also share information with vendors and service providers who help us operate our business, including companies that provide website hosting, customer relationship management, video hosting, form tools, scheduling tools, membership platforms, data storage, security and fraud prevention, and professional services such as legal, accounting, or consulting support. These service providers may use information only as needed to provide services to us, unless their own privacy terms allow otherwise. Under California law, some of this may be considered a “sale” or “sharing” of personal information.
  • Miscellaneous Legal Uses. If we are involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be transferred as part of that transaction. We may also disclose information if we believe it is reasonably necessary to comply with a law, regulation, subpoena, court order, or legal process; respond to lawful requests by public authorities; enforce our agreements or policies; protect the rights, safety, or property of Profit First Professionals, our users, our members, or others; or detect, prevent, or address fraud, security, or technical issues. We may share information when you ask us to do so or when you give us permission.

How You Can Access, Update, or Delete Your Personal Data

Depending on where you live, you may have certain privacy rights, including, but not limited to:

  • Request information about how your Personal Data is being used and request a copy of what Personal Data we use (confirm whether we process your personal information and provide access to it).
  • Restrict processing if you think the Personal Data is not accurate, unlawful, or no longer needed.
  • Rectify or erase Personal Data and receive confirmation of the rectification or erasure. (You have the “right to be forgotten” or request deletion of personal information).
  • Withdraw your consent at any time to the processing of your Personal Data.
  • Lodge a complaint with a supervisory authority if you feel we are using your Personal Data unlawfully.
  • Receive Personal Data portability and transference to another controller without our hindrance.
  • Object to our use of your Personal Data.
  • Not be subject to an automated decision based solely on automatic processing, including profiling, which legally or significantly affects you.
  • Opt you out of certain sales, sharing, targeted advertising, or profiling.
  • Limit certain uses of sensitive personal information.
  • Stop sending marketing communications.
  • You may unsubscribe from our e-newsletters or updates at any time through the unsubscribe link at the footer of all email communications.

Even if you unsubscribe from marketing emails, we may still send you non-marketing messages, such as account notices, transaction confirmations, legal updates, or service-related communications. To make a privacy request, contact us at: support@profitfirstprofessionals.com. We may need to verify your identity before responding to your request. We will respond as required by applicable law, generally within 45 days (extendable up to 90 days where permitted).

Other Important Privacy Information to Users of Our Website

Viewing by Others

Note that whenever you voluntarily make your Personal Data available for viewing by others online through this Website or its content, it may be seen, collected, and used by others, and therefore, we cannot be responsible for any unauthorized or improper use of the information that you voluntarily share (i.e., sharing a comment on a blog post, posting in a Facebook group that we manage, sharing details on a group coaching call, etc.).

Submission, Storage, Sharing, and Transferring of Personal Data

Personal Data that you provide to us is stored internally or through a data management system. Your Personal Data will only be accessed by those who help to obtain, manage, or store that information, or who have a legitimate need to know such Personal Data (i.e., our hosting provider, newsletter provider, payment processors, or team members).

It is important to note that we may transfer data internationally. We are based in the United States. If you access our website or services from outside the United States, your information may be transferred to, stored in, or processed in the United States or other countries where our service providers operate. These countries may have privacy laws that are different from the laws in your country. Where required by applicable law, we rely on appropriate legal mechanisms for international transfers, such as adequacy decisions, standard contractual clauses, or other safeguards or derogations permitted by law.

Data Retention

We retain your Personal Data for the minimum amount of time necessary to provide you with the information and/or services that you requested from us, or for the purposes described in this Privacy Policy, unless a longer retention period is required or allowed by law. How long we keep information may depend on the type of information, the reason we collected it, whether we have an ongoing relationship with you, legal, tax, accounting, or reporting requirements, dispute resolution needs, security and fraud prevention needs, and backup and archive practices. When we no longer need information, we may delete it, anonymize it, or keep it in a secure archived form as allowed by law.

Confidentiality

We aim to keep the Personal Data that you share with us confidential. Please note that we may disclose such information if required to do so by law or in the good-faith belief that: (1) such action is necessary to protect and defend our property or rights or those of our users or licensees, (2) to act as immediately necessary in order to protect the personal safety or rights of our users or the public, or (3) to investigate or respond to any real or perceived violation of this Privacy Policy or of our Website Disclaimer, Terms and Conditions, or any other Terms of Use or agreement with us.

Passwords

To use certain features of the Website or its content, you may need a username and password. You are responsible for maintaining the confidentiality of the username and password, and you are responsible for all activities, whether by you or by others, that occur under your username or password and within your account. We cannot and will not be liable for any loss or damage arising from your failure to protect your username, password, or account information. If you share your username or password with others, they may be able to obtain access to your Personal Data at your own risk.

You agree to notify us immediately of any unauthorized or improper use of your username or password or any other breach of security. To help protect against unauthorized or improper use, make sure that you log out at the end of each session requiring your username and password.

We will use our best efforts to keep your username and password(s) private and will not otherwise share your password(s) without your consent, except as necessary when the law requires it or in the good faith belief that such action is necessary, particularly when disclosure is necessary to identify, contact, or bring legal action against someone who may be causing injury to others or interfering with our rights or property.

Security

We take commercially reasonable steps to protect your Personal Data from misuse, disclosure, or unauthorized access. We share Personal Data with service providers and other third parties as described in this Privacy Policy, and we use reasonable efforts to require appropriate safeguards for information processed on our behalf. That being said, we cannot guarantee that your Personal Data will always be secure due to technology or security breaches. If we become aware of a data breach involving your Personal Data, we will provide notice as required by applicable law.

Anti-Spam Policy

We have a no spam policy and provide you with the ability to opt out of our communications by selecting the unsubscribe link at the footer of all e-mails. We have taken the necessary steps to ensure that we are compliant with the CAN-SPAM Act of 2003 by never sending out misleading information. We do not sell or rent your email address. We may share your email address with service providers who help us send communications or provide services, as described in this Privacy Policy.

SMS and Text Messaging

When you provide your mobile phone number to us and opt in to receive SMS/text messages, you consent to receive marketing, transactional, and informational text messages from us. Consent to receive marketing text messages is not required as a condition of purchase. Message frequency may vary depending on your interactions with us. We may collect and use your mobile number to send transactional messages (such as order confirmations or account alerts), send marketing messages (with your prior express consent), and send promotional offers or updates about our products and services.

Message and data rates may apply. You should check with your mobile carrier for details on your text messaging plan. You may opt out of receiving text messages from us at any time by replying “STOP” to any message you receive from us or by contacting us at support@profitfirstprofessionals.com. You may also reply “HELP” for more information about our text messaging program.

Disclosure to Third Parties: We may share your mobile phone number with trusted service providers (such as SMS platforms) who assist us in operating our text messaging program. These service providers are contractually obligated to protect your information and only use it to provide services on our behalf.

User Responsibility: You represent that you are the owner of the mobile number provided or have the authority to provide consent to receive messages. You agree to promptly notify us if your mobile number changes.

Children’s Online Privacy Protection Act Compliance

Our Website and its content are directed to individuals who are at least 18 years old or older. The Children’s Online Privacy Protection Act (COPPA) applies to certain online services that collect personal information from children under 13. We do not knowingly collect personal information from children under 13, and we do not intend to collect personal information from minors under 18. If you believe we have collected personal information from a child or minor, please contact us at support@profitfirstprofessionals.com. If we learn that we collected personal information from a child under 13 without proper consent, we will delete it as required by law.

Data Controllers and Processors

We are the data controllers as we are collecting and using your Personal Data. We use trusted third parties as our data processors for technical and organizational purposes, including for payments and email marketing. We use reasonable efforts to make sure our data processors are GDPR-compliant.

California Privacy Rights

This section applies to California residents. The California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives California residents certain rights over their personal information, which may be broader than those described generally above. California residents have the right to know what personal information we collect, use, disclose, sell, or share; access personal information we have about you; request correction of inaccurate personal information; request deletion of personal information; opt out of the sale or sharing of personal information; limit the use or disclosure of sensitive personal information, where applicable; appeal a denied privacy request pursuant to the law; and not be discriminated against for exercising privacy rights.

How to Exercise Your California Rights

To make a California privacy request, contact us at support@profitfirstprofessionals.com. Please include “California Privacy Request” in the subject line. We may ask for information to verify your identity before completing your request. You may also use an authorized agent to submit a request on your behalf, as allowed by law.

Do Not Sell or Share My Personal Information

California residents may request to opt out of the sale or sharing of their personal information. To opt out, you may use the “Your Privacy Choices” or “Do Not Sell or Share My Personal Information” link available on our Website, use our cookie preference tool, enable a recognized Global Privacy Control signal in your browser or browser extension, or contact us at support@profitfirstprofessionals.com. If you contact us by email, please include “Do Not Sell or Share Request” in the subject line.

Global Privacy Control and Do Not Track Signals

Some browsers offer a “Do Not Track” setting. There is currently no single accepted standard for how websites should respond to Do Not Track signals. At this time, our website may not respond to Do Not Track browser signals. However, some browsers or browser extensions allow you to send a Global Privacy Control signal. Where required by applicable law, we will treat a recognized Global Privacy Control signal as a request to opt out of the sale or sharing of personal information for that browser or device.

Notice for Residents of Colorado, Connecticut, Virginia, Utah, and Other U.S. States

Residents of certain U.S. states may have rights under state privacy laws. These rights may include the right to access personal information, correct inaccurate personal information, delete personal information, receive a copy of personal information, opt out of targeted advertising, sale of personal information, or certain profiling, and appeal a denied privacy request. To exercise these rights, contact us at support@profitfirstprofessionals.com.

Notice for Visitors in the European Economic Area, United Kingdom, or Switzerland

If you are located in the European Economic Area, United Kingdom, or Switzerland, you may have certain rights under applicable data protection laws. We may process your Personal Data based on consent, the need to perform a contract with you, compliance with legal obligations, or our legitimate interests. Our legitimate interests may include operating our website, providing services, improving our programs, communicating with users, marketing our services, preventing fraud, and protecting our business. Depending on your location and the situation, you may have the right to access, correct, delete, restrict, or object to the processing of your Personal Data; request data portability; withdraw consent where processing is based on consent; object to direct marketing; and lodge a complaint with a data protection authority. To exercise these rights, contact us at support@profitfirstprofessionals.com.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Profit First Professionals LLC
Email: support@profitfirstprofessionals.com
Address: 716 Main Street, Ground Floor, Boonton, NJ 07005

Last Updated: July 1, 2026