Privacy Policy

1. Overview

This policy explains what information Help Grow Pro LLC collects through helpgrowpro.com and through the Growing Pro CFO service, how we use it, and the choices you have. We keep it in plain English on purpose.

2. Information we collect

• Contact information you give us, such as your name, email, phone, and business name, when you download a guide, book a call, or become a client.
• Financial information you authorize us to access as a client, such as accounting records, bank and payment processor data through read only connections, payroll reports, and related business records. We collect this only to deliver bookkeeping and advisory services.
• Usage information collected automatically on the site, such as pages visited and general device information, through cookies and similar technologies.

3. How we use it

• To deliver the services you asked for, including books, dashboards, scorecards, and advisory calls.
• To send you the resources you request and, if you opt in, occasional emails about your numbers, our services, and our workshops. Every email includes an unsubscribe link.
• To operate, improve, and secure the site and the service.
• To meet legal and accounting obligations of our own.

4. Cookies and tracking technologies

Our website uses cookies and similar technologies to keep the site working, remember your preferences, understand how the site is used, and measure the performance of our content and ads. You can control or disable cookies through your browser settings, though some parts of the site may not work as well if you turn them off. We do not use cookies to collect your financial account data. Where required, we honor browser based privacy signals such as Global Privacy Control.

5. Text messaging (SMS)

If you give us your mobile number and check the SMS consent box on our website, you agree to receive text messages from Help Grow Pro LLC about your appointment, our services, and occasional updates. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, and HELP for help. SMS consent is not a condition of any purchase.

Mobile information is never shared for marketing. No mobile information will be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes. The only parties that access this information are the service providers that help us operate our messaging, and they may use it solely to deliver the service on our behalf. Text messaging originator opt in data and consent are not shared with any third party except as needed to carry out the messaging service you asked for.

6. What we do not do

We do not sell your personal or financial information. We do not share client financial data with anyone except the service providers needed to deliver the work. We do not move money in your accounts. Client financial data is used for your engagement, and in aggregated, anonymized form for statistics that cannot identify you.

7. Service providers

We use trusted third party platforms to run the business, such as accounting software, secure data connections, scheduling, email, and our customer relationship system. These providers process data on our behalf under their own security and privacy obligations. Where you connect an account, the connection is governed by that provider's terms as well.

8. Security

We use reasonable administrative and technical safeguards to protect your information, including access controls and read only financial connections. No system is perfectly secure, so we cannot guarantee absolute security, but we treat your financial data with the care we would want for our own.

9. Retention

We keep client records for as long as needed to deliver the services and to meet legal and professional obligations, then delete or anonymize them. If you end an engagement, you keep your books and data, and we will assist with a reasonable handoff.

10. Your choices and rights

• Unsubscribe from marketing email at any time using the link in any message.
• Ask us what personal information we hold about you, ask us to correct it, or ask us to delete it, subject to records we must keep by law.
• Disconnect authorized account connections at any time.

11. Children

The site and services are for business owners and are not directed to children under 13. We do not knowingly collect information from children.

12. Changes

We may update this policy from time to time. The current version always lives at this page, with the date above.