Dartmouth MBA  ·  Enrolled Agent EA #00131865  ·  Former CFO: $3M→$42M (The Pool Consultants)  ·  Former COO: $30M→$265M (General Roofing Services)  ·  BS Civil Engineering  ·  Clarkson University

Terms of Service

Last updated: June 2026

Use of Website

By using this website, you agree to these terms. 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.

Tool Results Disclaimer

Tool results on this website are estimates for general informational purposes only. They do not constitute professional financial, tax, legal, or accounting advice. Individual results will vary. and schedule appointments; send you assessment results and relevant financial information; improve our services and website; and comply with legal obligations.

No Professional Advice

Content on this website is educational and informational. The Contractor's Bookkeeper does not provide tax preparation, legal advice, or audit services. 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.

Ask Morgan Disclaimer

Ask Morgan is an AI-powered educational tool. Responses are for general informational purposes only and do not constitute professional advice. 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 — Will will provide secure alternatives for document exchange.

Contact

For privacy questions, contact: will@constructionbookkeepingflorida.com