Legal
Privacy Policy
Last updated August 2026.
Information we collect
We collect the information you provide directly — such as your name, business name, email address, phone number, and any details you share through our contact form or during a consultation. We also collect basic, non-identifying usage data about how visitors interact with this website.
How we use information
Information is used to respond to inquiries, deliver bookkeeping and advisory services, communicate about your engagement, and improve our website. We do not sell, rent, or trade your information to third parties.
Client financial records
Financial records shared with us in the course of an engagement are treated as confidential. Access is limited to personnel performing work on your account, and records are stored in secure, access-controlled systems.
Service providers
We may use trusted third-party platforms for accounting software, document storage, scheduling, and email. These providers are bound by their own confidentiality and security obligations.
Data retention
We retain client records for as long as necessary to provide services and to satisfy applicable recordkeeping obligations, after which records are securely disposed of.
Your choices
You may request access to, correction of, or deletion of the personal information we hold about you by contacting us. You may also opt out of non-essential communications at any time.
Contact
Questions about this policy can be directed to hello@holmanledger.co.