Privacy Policy

Information We Collect

We collect information you provide directly to us, including when you request a session, ask to be notified about the Benchmark Report, or contact us. This may include your name, email address, phone number, business name, and details you choose to share about your business.

How We Use Your Information

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.

Third-Party Tools

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.

Cookies

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.

Data Security

We use industry-standard security measures to protect your information. Sensitive financial documents should not be transmitted through standard web contact forms — We provide secure alternatives for document exchange.

Contact

For privacy questions, contact: will@thecontractorsbookkeeperllc.com