Privacy Policy
Effective Date: July 30, 2026
Precise MGMT, DBA Precise CFO (“Company,” “we,” “us,” or “our”) operates the website precisecfo.net (the “Site”). This Privacy Policy explains how we collect, use, and protect your personal information when you visit our Site, submit a form, or communicate with us, including via SMS/text message.
If you do not agree with this Privacy Policy, please do not use our Site or provide us with your personal information.
1. Information We Collect
When you interact with our Site — including submitting a contact form, requesting a consultation, or booking an appointment — we may collect:
- Full name
- Email address
- Phone number
We may also automatically collect limited technical information (such as IP address, browser type, and pages visited) through tools like Google Analytics, for the purpose of understanding Site usage and improving our services.
2. How We Use Your Information
We use the information collected to:
- Respond to inquiries and provide requested information about our services
- Schedule and confirm appointments
- Follow up with leads regarding our financial and advisory services
- Send SMS/text communications related to appointment reminders, lead follow-up, and CRM-based nurture sequences (see Section 4 below)
- Improve our Site and marketing efforts through aggregated, anonymized analytics
3. How We Share Your Information
We work with select service providers to operate our business and deliver our services, including:
- GoHighLevel (GHL) — our customer relationship management (CRM) and communications platform
- Google Analytics — website usage and performance analytics
These providers act as subcontractors who process information solely to support our operations (e.g., customer service, appointment scheduling, and communications delivery) — they do not use your information for their own independent marketing purposes.
We do not sell or share your personal information with third parties or affiliates for their own marketing or promotional purposes.
SMS/Text Messaging Consent Disclosure
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. SMS/Text Messaging Program
By checking the applicable consent box on our forms, you agree to receive text messages from Precise CFO related to:
- Appointment reminders
- Lead follow-up communications
- CRM-based nurture sequences related to our services
Message frequency may vary. Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP to any message. You may opt back in at any time by replying START or by re-submitting your consent through our website. For assistance, reply HELP or contact us directly at the information listed in Section 8.
Carriers are not liable for delayed or undelivered messages.
Consent to receive SMS messages is not a condition of purchasing any goods or services.
5. Cookies and Tracking Technologies
Our Site may use cookies and similar tracking technologies (such as Google Analytics) to understand visitor behavior and improve Site performance. You can adjust your browser settings to refuse cookies, though this may affect Site functionality.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.
7. Your Rights and Choices
You may request to:
- Access the personal information we hold about you
- Correct inaccurate information
- Request deletion of your information
- Opt out of SMS communications (see Section 4)
To make a request, contact us using the information in Section 8.
8. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact:
Precise MGMT, DBA Precise CFO 165 Broadway, 23rd Floor New York, NY 10006
Email: info@precisemgmt.net Phone: (646) 681-7328
9. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.