Privacy Policy

Effective date: October 29, 2026

Mokhtari LLC, doing business as Mokhtari & Co (“we,” “us,” “our”), provides fractional CFO and accounting services. This policy explains what personal information we collect, how we use it, and your choices.

1. Information we collect

Information you give us

• Contact details: name, email, phone number, company name and job title, when you book a call, fill out a form (including LinkedIn lead forms), or email us.

• Information about your needs that you share in forms, calls or emails.

• Business and financial records our clients provide when we deliver services.

Information collected automatically

• Basic usage data from our website (pages visited, device and browser type, approximate location) through cookies and analytics provided by our website platform.

2. How we use your information

• To respond to your inquiries and schedule calls

• To prepare proposals and deliver our services

• To send occasional updates about our services (you can opt out at any time)

• To operate, secure and improve our website

• To meet legal, tax and professional obligations

3. How we share information

We do not sell your personal information. We share it only with:

• Service providers who help us run our business, such as website hosting and booking (Wix), LinkedIn, email, scheduling and accounting software, under confidentiality obligations

• Professional advisors (lawyers, tax advisors), where needed to serve you

• Authorities, when required by law

4. Client information

Financial and business information provided during an engagement is kept confidential and used only to deliver the services described in your engagement letter. Your engagement letter governs that relationship.

5. Data retention

We keep personal information only as long as needed for the purposes above, or as required by law and professional record-keeping rules.

6. Security

We use reasonable administrative, technical and physical measures to protect your information. No method of transmission or storage is completely secure.

7. Your rights

Depending on where you live, you may have the right to access, correct or delete your personal information, or to opt out of marketing. If you are in the European Union (for example, France), you also have rights under the GDPR. To make a request, email us at the address below.

8. Cookies

You can control cookies through your browser settings. Disabling them may affect how parts of the site work.

9. Children

Our services are not directed to anyone under 18, and we do not knowingly collect their information.

10. Changes to this policy

We may update this policy from time to time. The effective date above shows when it last changed.

11. Contact us

Mokhtari & Co
447 Broadway, Suite 186
New York, NY 10013
yassine@mokhtariandco.com
551-318-7552