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Tarsus is dedicated to safeguarding your privacy. 

Tarsus, Inc.  (“Tarsus,” “we,” “us,” or “our”), a professional services corporation established in the District of Columbia, offers a variety of services including back-office accounting, bookkeeping, controller services, tax services, payroll, CFO services, and M&A services (collectively referred to as “Services”). 

This Privacy Policy (the “Policy”) outlines our protocols for collecting, utilizing, storing, and disseminating your information when you engage with the Tarsus website (“Website”) and our practices for processing in the realm of marketing and offering our services to businesses and other companies within the United States, excluding individuals. 

Herein, “Personal Company Data” is defined as information that, alone or in conjunction with other data, could identify you as an individual. Where we process Personal Company Data regarding an individual, all references to “you,” “your,” or “user” pertain to marketing and sales to your employer (or your affiliated entity) or are related to website visitors who have chosen to provide Personal Company Data to us on our website to obtain marketing materials from us or to seek further details and/or a consultation with us (“Interested User”). As a service provider to entities, we intentionally avoid processing data of individuals below eighteen years.

Please contact us at info@tarsus.pro with any inquiries or to discuss this policy further.

This Policy does not extend to our data handling for Tarsus clients, which is governed by the conditions of engagement letters between Tarsus and its clients, nor does it apply to data practices under circumstances where Tarsus is bound by a non-disclosure agreement (or analogous agreement) with potential clients. Should there be any discrepancy between this Policy and the terms of any engagement letters or non-disclosure agreements, the terms in the relevant engagement letter or non-disclosure agreement will take precedence.

By accessing and continuing to use the Website and/or opting to become an Interested User, you acknowledge and consent to this Policy and the privacy measures detailed herein.

 

MAIN TOPICS

Website Visitors & Prospective Clients

  • What Information Do We Collect
  • How We Use Information Collected
  • Managing Communication From Us

Tarsus Website Operations

  • Cookies and Tracking Technologies
  • Do Not Track
  • Social Media Elements
  • Links to External Websites
  • Advertisements

How We Share Your Data

  • Our Team
  • Our Service Providers
  • Sale of the Company or Assets
  • Other External Parties

Protection & Storage Of Your Data

  • Length of Information Retention
  • Safeguarding & Security
  • Choice to Opt-Out
  • Government Inquiries
  • Third-Party Services

Changes To This Policy

Contact Tarsus

 

WEBSITE VISITORS & PROSPECTIVE CLIENTS 

WHAT INFORMATION DO WE COLLECT

This segment is pertinent to you if you are a visitor of our website, have participated in an event organized or endorsed by Tarsus (either virtually or physically) if your contact details have been acquired during our marketing and/or sales endeavors (such as through a referral, lead source, or marketing survey), or if you are engaged in procuring our Services on your employer’s behalf.

Outlined below are the specific identifiers, methodologies of collection, and the origin(s) of the Personal Company Data that we accumulate as part of our sales and marketing initiatives:

Identifiers

  • Name
  • Title
  • Company Name
  • Company Email Address
  • Company Phone Number
  • Company Address

Collection Methods

  • Website Interaction:
    • We gather your Internet Protocol (IP) address and Cookie identifiers.
    • Our website usage measurement tools record your IP address and place Cookies in your browser.
    • We ascertain the company you’re linked with via your IP address.
    • Details of your website visits, including the pages you were referred from and your navigation path through our sites, are collected.
  • Advertising:
    • We monitor the effectiveness of our advertising and sales campaigns using cookies.
  • Engagement Tools:
    • We collect the provided information for those who fill out online forms, surveys, quizzes, or similar.
    • Attendees of events, referrals, lead acquisition platforms, or email marketing are noted.
    • We track your interactions with our marketing emails, including engagement metrics facilitated by Cookies.
  • Audio and Visual:
    • We may record your voice and likeness during calls or video conferences with our sales staff.
  • Additional Marketing Insights:
    • We make inferences from your Personal Company Data, analyzing effective strategies to position our products. Our marketing team conducts this analysis based on your communication and/or engagement with our website or marketing materials.
    • Sales and marketing service providers assist us by offering scoring and analytical tools.

Source(s)

  • You might directly supply the information if you opt-in to provide your name and company contact details.
  • A colleague from your organization might furnish us with your name and professional contact details.
  • An associate who believes your company could benefit from our Services might share your business contact details.
  • Vendors we partner with for data enhancement.
  • Sources open to the public.
  • Social media sites
  • Promotional partners
  • Integration partners
  • Representatives from potential clients.

HOW WE USE INFORMATION COLLECTED

Upon registering as an Interested User on our Website or via alternative forms, possibly located on or off our Website, you will be prompted to provide your name, company email, company phone number, and possibly your company’s name. You might also supply additional details when signing up as an Interested User. While it’s your right to withhold this information, doing so may hinder our ability to reach out to you regarding our services and consultations, along with other Personal Company Data.

Should you submit information through these forms, we might examine and utilize such data in a de-identified and collective manner. We explicitly collect and process Personal Company Data for marketing and selling our Services. We engage with your Personal Company Data to establish a contract to deliver our Services to your employer or the company you are associated with.

  • We send marketing messages like emails or newsletters to (1) acquaint you with, or relay the information you’ve sought about, our Services or our partners’ services, (2) interact with you, and (3) refine our marketing strategies based on your interaction with our marketing communications, including assessing whether you’ve opened an email and your interactions within.
  • Communicating with you throughout the sales journey might include email, SMS, calls, or videoconferences. During this phase, you may provide examples of your business’s financial details or access to databases containing such financial data, which we utilize to quote the Services we propose.
  • To create, sustain, and manage lists of potential leads.
  • Collecting data regarding your visits to our website to (1) understand your company’s needs and your role within it, (2) strategize how to enhance our sales efforts in relation to your company, (3) evaluate and augment the efficacy of our website, and (4) assess the success of specific marketing initiatives. Refer to “Tarsus Website Operations” below for further details. 
  • Analyzing our engagement with you to optimize our sales methodologies.
  • Enhance our sales and marketing methods, which includes training our sales staff and revising strategies and initiatives.
  • Conduct market research and product (services) research and development.
  • Perform marketing or product (services) research and development surveys to understand the requirements of the industries we cater to.
  • Managing event registrations and participation, including communicating with you about the event.
  • Offer forms or other tools on the Tarsus website, enabling users to utilize online features such as calculators for business tax estimates, service savings, and/or others.

MANAGING COMMUNICATIONS FROM US

We respect your preferences regarding the receipt of marketing messages from us. Read more below in our Opt-Out section.

In terms of SMS messages, should you wish to discontinue receiving SMS messages from us in a sales context, kindly reach out to us at info@tarsus.pro or adhere to the opt-out directions provided in the SMS message (for instance, responding or sending “STOP” upon receiving an SMS from us).

 

TARSUS WEBSITE OPERATIONS

 

COOKIES AND TRACKING TECHNOLOGIES

In compliance with applicable laws, Tarsus, alongside our service providers and various third-party web services we employ on our Tarsus site, utilize standard instruments recognized for identifying your visit and tracing your interactions with our Tarsus site (including its subpages), such as cookies, web beacons, pixels, local shared objects, and other similar tracking technologies (collectively referred to as “Cookies”). We employ these tracking details to manage our Tarsus website, discern patterns, oversee the site, and monitor users’ navigation.

You have the authority to manage certain Cookies on our Tarsus site. You can find instructions to modify your browser settings to opt out of cookies within your browser settings. If you choose to opt-out and subsequently erase your Cookies, switch browsers, or acquire a new computer, you may need to reaffirm your opt-out decisions.

A cookie is a diminutive text file stored on and accessed from your device when you visit and utilize our Website. You are encouraged to adjust your web browser’s settings to alter your cookie preferences and deactivate/remove cookies. Be aware that third parties, like advertisers or analytics providers, might also utilize cookies and similar technologies while you browse or use the Website. Regrettably, we do not have control over these third parties’ use of these technologies.

Classification of Cookies:

  • First-Party vs. Third-Party Cookies:  Tarsus employs third-party cookies rather than first-party cookies. As indicated by the term, first-party cookies are installed on your device directly by Tarsus. In contrast, third-party cookies are placed on your device by an entity other than Tarsus.
  • Functions of Third-Party Cookies:
    • Analytic – Employed by third-party service vendors, these cookies analyze the usage and performance of the Website. These include, for instance, cookies from Google Analytics. We utilize Google Analytics to scrutinize our web traffic and enhance user interaction. For additional details on these cookies, please refer here. To withdraw from Google Analytics cookies, consider the browser add-on available here.
    • Third-Party Advertising – These cookies gather data about your online activities to deliver tailored advertising and gauge the impact of our marketing endeavors. The third-party service providers generating these cookies, such as Facebook, LinkedIn, and Google, maintain their own privacy policies and might use their cookies to target ads to you on other websites following your visit to our Website.

 

DO NOT TRACK

Consistent with many other firms, our Services and the Tarsus website are not designed to acknowledge browsers’ “Do Not Track” signals.

SOCIAL MEDIA ELEMENTS

Our Tarsus website incorporates social media elements, such as buttons that allow you to share content from our Tarsus website on various social media platforms (“Social Media Elements”). These Social Media Elements might gather your Internet Protocol address and track the page you’re visiting on our Tarsus site, and they may install a Cookie to ensure proper functionality. These Social Media Elements may be hosted by a third party or directly on our Tarsus site. Your interaction with these elements is subject to the company’s privacy policy that provides the specific Social Media Elements.

LINKS TO EXTERNAL WEBSITES

Our Tarsus website contains hyperlinks leading to external websites with privacy practices that may vary from Tarsus’s. Should you engage with or provide Personal Company Data to any such sites, their privacy policies will dictate the use of your information. We advise you to review the privacy policy of any website you access thoroughly.

ADVERTISEMENTS

Re-targeted or behavioral advertisements are based on data about an individual’s web navigation, like pages visited or searches conducted. This data is used to present more tailored advertisements. The data collected is associated with a cookie ID (an alphanumeric identifier). The targeted advertising data is sourced directly from Tarsus or third-party website hosts. To opt out of Tarsus’s re-targeted advertising when visiting our third-party advertising hosts, please refer to the opt-out pages within the Network Advertising Initiative and the Digital Advertising Alliance. If you are in California or Virginia, you may opt out of targeted Cookies on our Tarsus website by clicking the “Do not sell or share my Personal Company Data” link at the bottom of the page. Note that this does not remove you from advertising altogether; you will still see general ads.

 

HOW WE SHARE YOUR DATA

OUR TEAM

To efficiently manage the Tarsus Website, keep you informed as an Interested User, and enhance the site’s and our services’ functionality, we might share your Personal Company Data with our team members, including employees, contractors, and agents. This disclosure is limited to those needing access to this information to carry out their duties as Tarsus’s service providers.

 

OUR SERVICE PROVIDERS

We may entrust your Personal Company Data to third-party vendors who offer services such as website hosting, maintenance, data analysis, customer support, customer relationship management, and others to aid us in delivering our services.

 

SALES OF COMPANY OR ASSETS

In the event of a sale of the entirety or a significant part of our company or its assets, which includes the Personal Company Data we’ve gathered as outlined here, we may transfer your data to the buyer with or without prior notification.

 

OTHER EXTERNAL PARTIES

Beyond the scenarios outlined above, we may distribute your Personal Company Data if we genuinely believe it’s necessary to:

  • Adhere to legal obligations (refer to the “Government Requests” section below for more details).
  • Safeguard and defend Tarsus’s rights or property.
  • Avert a crisis that poses a risk of death or severe bodily harm to anyone.

 

STORAGE OF YOUR DATA

 

LENGTH OF INFORMATION RETENTION

We preserve your Personal Company Data and associated sales and marketing activities in our systems to maintain records of our client and potential client relationships, enhance our sales, marketing efforts, and Services (including creating new Services based on your feedback during sales and marketing interactions), fulfill legal requirements, settle disputes, enforce our agreements, finalize any outstanding transactions, and prevent fraud.

Typically, we keep this information until you ask us to remove it. We will delete it in a technically feasible and timely manner following such a request or once we ascertain your information is no longer necessary for marketing and selling our services to your employer. We may keep your business email indefinitely to record email marketing opt-out or deletion requests.

Should the law mandate, we might maintain your Personal Company Data for the duration specified. For ongoing effective service, we may store Non-Personal Company Data, anonymize your Personal Company Data, and keep that anonymized data indefinitely.

The retention period for internet activity information gathered by third-party website service providers is subject to the respective third party’s policy.

 

SAFEGUARDING & SECURITY

We apply reasonable measures to protect your Personal Company Data and prevent its loss, misuse, and alteration. For instance, we require confidentiality agreements from our staff and third-party vendors. We also employ reasonable technical safeguards like encryption and secure hosting from leading third-party providers to protect your Personal Company Data. Nonetheless, despite our efforts, loss, misuse, or alteration of your Personal Company Data may occur, for which we cannot be held accountable to you or any third party.

 

CHOICE TO OPT-OUT

To stop receiving marketing emails from Tarsus, you can unsubscribe using the instructions at the footer of the email. You may also opt out from receiving marketing emails and other promotional communications by contacting us at info@tarsus.pro

 

GOVERNMENT INQUIRIES

Occasionally, we may receive requests from government agencies for user information. While we highly value your Personal Company Data’s privacy, we may release your information in response to such requests when warranted.

 

THIRD-PARTY SERVICES 

Our website and services incorporate various third-party services as part of their functionality. As this Policy outlines, we might share your Personal Company Data with third parties. However, we don’t control these third parties and advise you to review their privacy policies. We provide no assurances regarding these third parties’ information, services, or data/privacy practices.

 

CHANGES TO THIS POLICY

Periodically, we might modify or refresh our Privacy Policies. We retain the authority to alter or update these policies at any moment and may do so with or without prior notice to you. You are agreeing to the revised Policy by continuing to access the Website.

The most current Policy will consistently be available on the Website.

 

CONTACT TARSUS

If you have any questions, feedback, or remarks regarding this Policy or our Service, please don’t hesitate to get in touch with us via email at info@tarsus.pro







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John Longan

Vice President, Placement

John joined Tarsus in 2007 and, when not working as a fractional CFO, he leads our CFO recruitment and development program. He is a senior executive leader whose skills are financially focused and operationally grounded. With over thirty-five years of experience, John searches out unique and innovative solutions to problems in areas that include financial modeling, analysis and planning, financial reporting, performance improvement, technical reporting solutions, stakeholder communications and change management.

Past experiences include various finance and accounting positions with Accenture and Sprint Corp. Before Accenture, John was a commodities trader on the floor of the Kansas City Board of Trade where he was a pioneer in computer-based models for trading. John has a BA in Finance from the University of Nebraska.

Mario Curci

Partner, Tax & Credit Services
Mario has spent over 20 years in senior financial leadership roles, where he consistently and measurably transformed the finance and accounting functions into a competitive advantage. Mario utilizes the same core values and skills that made him successful in his executive positions throughout his corporate career with the firm’s clients today.
These skills have translated into a prestigious career of founding successful startups, generating millions of dollars in revenue and cost savings, and leading numerous M&A Transactions on both the buy & sell side, totaling over $750 million in transaction dollars. He aims to help your organization realize its full profit potential and maximize its enterprise value. Mario is a US Navy veteran who proudly served our country before obtaining his Bachelor of Science with an emphasis in accounting. Passions for business include M&A transaction management, evaluating cash flow, improving processes & procedures to drive value, increasing data accuracy and timing, system security, and executing on stakeholder value.

Josh Wright

Director of Operations, AdminAssist
Josh is a seasoned executive with a proven track record, collaborating with numerous companies across diverse industries to elevate operational excellence, enhance profitability, cultivate team culture and camaraderie, and ultimately elevate client services. His career has been marked by a captivating and varied journey, spanning food and beverage, retail, wholesale, governmental, green technology, hospitality, and professional services.
With a wealth of experience, Josh has seamlessly navigated the landscapes of start-ups, small businesses, governmental entities, and large multinational corporations. A staunch advocate for continuous improvement and adept at change management, he excels in fostering connections among diverse and cross-functional teams.
Josh holds a Bachelor of Science in Accounting and a Master of Science in Conflict Management from Kennesaw State University, underscoring his commitment to both financial acumen and strategic interpersonal skills.

Paul Bertrand

Partner, Transaction Services
Paul co-founded Tarsus in 2002 and leads our Transaction Services group. Experienced in a diverse range of industries, Paul has held senior positions with companies ranging from start-ups to large multinational companies. His expertise includes accounting and audit, operational planning, internal controls, information systems, capital formation, transaction structuring, performance improvement, and acquisitions and divestitures.

Past experiences include being Vice President of Allied Worldwide, CFO of Triax International, Controller of Angel Fire Resort, and Supervising Senior Advisor at KPMG. Paul has a BBA with honors in Accounting from Southern Methodist University.

Paul Burns

Partner, CFO Services
Paul co-founded Tarsus in 2002 and leads our CFO Services group. He is an experienced executive who has worked with companies as an investment banker, member of senior management, private equity owner, and C-level strategic and financial consultant. Paul’s expertise includes finance, capital formation, mergers & acquisitions, business analytics, performance improvement, transaction structuring, plan development and execution, financial modeling, forecasting, negotiations, and risk management.
Past experiences include being CFO of Moveline, Vice President of George K. Baum Capital Partners, and Financial Analyst at Salomon Brothers. Paul has a BS with honors in Finance from Kansas State University.

Josh Foster

Director of Operations, GovCon Accountants
Josh is an expert in Defense Contract Audit Agency (DCAA) compliance. For the last eight years, Josh has worked with government contractors to set up and maintain compliant accounting systems, oversee the day-to-day accounting, and successfully support clients through government audits.

Sanjeevi Raja

Partner, Head of India
Sanjeevi has rich experience in accounting and financial reporting. He has worked in various industries such as Automobile, Pharmaceutical, Software, and Services ranging from mid-size to Fortune 500 companies in managerial positions handling large teams. He is a post-graduate in commerce, holds an MBA in HR and Finance from the University of Madras, India, and is a licensed Certified Public Accountant.

Jill Schroeder

Partner, Client Support
As a partner of RTA Group, Jill’s focus is to provide your company with a hassle-free approach to your accounting department. With 21 years in the accounting industry, 13 of which focused on public accounting and tax, she can provide you with a streamlined accounting process. Her years of experience have allowed her to work with many industries, such as construction, solar, law firms, dentist offices, auto dealers, retail, motel chains, and government contracts. As an accomplished accounting and finance professional, she can provide companies with solid financial numbers that can be utilized to analyze activity and predict profitability. Jill received her Bachelor of Science from the University of California Davis and has experience with QuickBooks, payroll administration, sales tax, ADP Resource, Unanet, Concur, cost accounting, government billing, and forecasting with Adaptive and Jedox.

Jeff Furst

Partner, Client CFO
Jeff is a 20+ year CFO who has worked in a variety of companies throughout his career, including several start-up companies. He has extensive experience in helping companies get off the ground and be set up to scale their financial operations. He is a full-cycle CFO with experience in corporate finance (e.g., M&A, venture funding), FP&A, and accounting. For the past three years, he has been a fractional CFO with several start-up companies as well as other established companies. He has been CFO at several IT service and software companies in the Washington, DC area.
He holds a Bachelor of Accounting from George Washington University and a Master of Business Administration from the University of Maryland.

David Aiken

Chief Financial Officer
David has deep experience in accounting, financial planning and analysis, mergers and acquisitions, capital raising, and SEC reporting. Over his extensive career, he has worked with rapidly growing small and large organizations in both US and international markets. David has held financial management positions such as CFO, Controller, and Director of Finance/Corporate Development in companies ranging from small start-ups to Fortune 500 corporations.
David earned his BA in Economics and Spanish from Washington University in St. Louis, an MBA from the University of Maryland, and is a Certified Public Accountant (inactive).

Deb Sims

Partner, AdminAssist
After graduating from the University of Vermont, Deb ventured into the dynamic world of the staffing industry, where she has dedicated over two decades of my professional career. Harnessing her extensive experience and expertise in staffing, she helped establish AdminAssist in 2008. AdminAssist is a cutting-edge back-office accounting solution tailored exclusively to staffing companies.
Throughout her journey, she has gained invaluable knowledge in various back-office functions, ranging from human resources and benefits administration to accounting, project management, and systems integration and development. Building on this foundation, Deb and her team launched Staffworx, a cost-effective software solution designed to streamline operations for staffing companies.

Bret Newton

Partner, AdminAssist
Bret has been in professional staffing since 2006. He helped start AdminAssist to create an efficient and valuable back-office solution for companies in the staffing industry. He could see the potential for clients to maximize growth and returns when they had the ability to focus on their core business while they took care of everything else. He has helped many clients on both buy and sell-side transactions. He has a passion for helping clients grow and achieve their goals.
Bret was born and raised in Salt Lake City and attended the University of Utah for both his undergraduate and graduate degrees, where he graduated Magna Cum laude. He has been a CPA since 2007 and enjoys spending time with his wife and three kids. His family enjoys playing golf together and supporting his youngest son, who has Down Syndrome, as well as a local charity involved with inclusion.

Ben Olson

Vice President, TCFO Services

Ben helps run our CFO services group and is an executive leader whose versatile skills are based on deep financial and operating experience. His expertise is in corporate development, mergers and acquisitions, capital formation, cash flow forecasting, development of stakeholder financials, and KPI reporting metrics.

Past experiences include Managing Partner of The DVS Group and Operations Manager at Business Sales & Consulting, LLC. Ben has a BA in Latin American Studies from Yale University.

Alex Diaz-Asper

Managing Partner
Alex has extensive experience in finance operations, mergers and acquisitions, venture capital, and private equity-backed companies. He has worked with multinational and start-up companies in a wide range of industries, from telecommunications to marketing services. With his experience in the U.S., Europe, and Asia, Alex has been a venture capitalist, CFO, company founder, and M&A advisor.
He has held leadership positions at Dresdner Kleinwort Wasserstein, TARP Worldwide, Alfred Street Partners, MCI Communications, and PSINet. Alex earned his BA in Quantitative Economics from Tufts University and his MBA with Honors from the University of Michigan.