Last updated: June 2026
We collect information you provide directly to us, including when you take the Profit Leak Snapshot, book an appointment, use our financial tools, or contact us. This may include your name, email address, phone number, business name, and responses to Snapshot 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: GoHighLevel (GHL) as our Customer Relationship Management (CRM) platform, which powers our online forms, appointment scheduling, and chat widget. GoHighLevel has its own privacy policy. If we add website analytics or advertising tracking tools in the future, this policy will be updated to disclose them before they go live.
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 provide secure alternatives for document exchange.
For privacy questions, contact: will@thecontractorsbookkeeperllc.com