Last updated: June 2026
We collect information you provide directly to us, including when you take the Financial Health Assessment, book an appointment, use our financial tools, or contact us. This may include your name, email address, phone number, business name, and responses to assessment questions.
We use the information we collect to: respond to your inquiries and schedule appointments; send you assessment results and relevant financial information; improve our services and website; and comply with legal obligations.
We use the following third-party tools: Google Analytics 4 (GA4) and Google Tag Manager (GTM) for website analytics; Meta Pixel for advertising and retargeting; GoHighLevel (GHL) as our Customer Relationship Management (CRM) platform. Each of these services has its own privacy policy.
We use cookies to analyze website traffic and improve your experience. You can control cookie settings through your browser. Disabling cookies may affect website functionality.
We use industry-standard security measures to protect your information. Sensitive financial documents should not be transmitted through standard web contact forms — Will will provide secure alternatives for document exchange.
For privacy questions, contact: will@constructionbookkeepingflorida.com