This page explains what happens to the information you send through the form. It is short because we collect very little.
Only what the form asks for: your email address, the criteria you selected, whether you have written policies, which report you need, the size of your scope, and optionally your timeline. Nothing else. We do not ask for a phone number and we do not run advertising trackers on this site.
Those answers are the variables that set the price of readiness work. We use them to write you a scope and a price range, and to decide whether we are the right firm for the job.
We do not sell your details. We do not share them with advertisers or data brokers. We do not add you to a marketing list because you asked a question.
Our email provider processes the message so it can reach our inbox. If we take you on as a client, the licensed CPA firm and any specialist partner working on your engagement will see what they need to do the work, under contract with us.
Enquiries are kept for up to 24 months so we can pick up a conversation you paused. Ask us to delete yours sooner and we will, then confirm it in writing.
Reply to any message from us and ask for a copy of what we hold, a correction, or deletion. There is no form for this and no account to close.