Privacy Policy
Last updated: February 24, 2026
1. Information We Collect
When you use our website or contact us, we may collect the following information:
- Name, email address, phone number, and company name (provided via our contact form)
- Business information such as annual revenue, business type, and current bookkeeping setup
- Usage data collected automatically through analytics tools (pages visited, time on site, referral source)
2. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and schedule consultations
- Determine whether our services are a good fit for your business
- Send you information about our services if you've opted in
- Improve our website and understand how visitors interact with it
3. Third-Party Services
We use the following third-party services that may collect data:
- Web3Forms — processes contact form submissions
- Google Analytics — collects anonymized website usage data
- Beehiiv — manages newsletter subscriptions
- Cal.com — handles scheduling
Each of these services has their own privacy policy governing how they handle data.
4. Data Sharing
We do not sell, rent, or trade your personal information to third parties. We may share information with service providers who assist in operating our business, but only as necessary to deliver services to you.
5. Data Retention
We retain your information only as long as necessary to fulfill the purposes described in this policy, or as required by law. You may request deletion of your data at any time by contacting us.
6. Your Rights
You have the right to access, correct, or delete the personal information we hold about you. To exercise these rights, contact us at support@fulcrumsmb.com.
7. Contact
If you have questions about this Privacy Policy, contact us at support@fulcrumsmb.com.