A clear view
of what you share.
How inquiry information works on this redesigned site.
Inquiry information
When you submit a form, this site stores your contact details, business information, selected service, message, submission time, and page of origin for authorized team review. Do not include sensitive financial records or credentials.
Free guide requests
When you request the chart of accounts guide, we store your email address and request time for team review and guide-related follow-up. The guide opens on this site after submission. Where email notifications are configured, your email is sent to the team through its email provider. This form does not subscribe you to a newsletter.
Sample report requests
When you request the illustrative month-end report, we store your email and request details and use our email provider to send the sample report link and notify our team. Consent covers the report and related follow-up, not a newsletter subscription.
Spreadsheet requests
When you request a commission tracker or employee incentive plan template, we store your email and the resource requested, and send a notification to our team for personal follow-up. This request does not subscribe you to a newsletter.
Tools and external services
Calculator inputs stay in your browser unless you request an emailed report. For emailed reports, we store your email, inputs, and calculated result and send the requested report through Resend. Inquiry and guide emails are also processed through Resend when connected. Requests do not subscribe you to marketing emails. We store hashed rate-limit identifiers to reduce form abuse. You can also download, print, or open an email draft. Booking opens Calendly. Email links open your email application. External providers operate under their own policies. Fonts are requested from Google Fonts.
Contact and requests
For questions about your information, or to request correction or deletion, email bookkeeping@excellentreporting.com.
Read the company’s existing privacy policy. This page describes the redesigned site’s implementation; it does not replace the company’s legal policy.