Privacy & Data Handling

1. Information We May Collect

Depending on how you interact with H&A, information may include:

• Name and business contact information
• Information submitted through website forms
• Business financial records or documents a client chooses to provide
• Information needed to perform bookkeeping, reconciliation, and related services
• Basic website usage information where applicable

2. How Information May Be Used

Information may be used to:

• Respond to inquiries
• Evaluate and onboard prospective clients
• Provide bookkeeping and related services
• Communicate with clients
• Maintain business and financial records
• Improve website and service operations where applicable

3. Financial Information

Clients may be asked to provide financial information necessary for bookkeeping services. H&A will identify the approved method for providing or connecting financial information during onboarding. Clients should not send account passwords, banking credentials, or other sensitive login information through ordinary email or website contact forms.

4. Third-Party Services

H&A may use third-party service providers for website hosting, communication, document handling, financial connections, or business operations. Applicable third-party providers may process information according to their own terms and privacy practices.

5. Data Retention

Information may be retained for as long as reasonably necessary to provide services, maintain business records, meet applicable obligations, resolve disputes, or support legitimate business operations.

6. Your Choices

You may contact H&A regarding your personal information, communications, or questions about how information is handled.

7. Contact

For questions about privacy or data handling, please contact Haberstroh & Associates through our contact page.