Privacy Policy

At More Than Numbers, we take your privacy seriously and are committed to protecting the personal and financial information you share with us. This Privacy Policy outlines how we collect, use, and protect your information.

1. Information We Collect

We may collect personal and financial information necessary to provide bookkeeping or CFO Services, including:

• Name, business name, and contact details

• Financial records, including transaction data, bank statements, and tax information

• Any other information relevant to the services you request

2. How We Use Your Information

We use the information we collect solely to provide bookkeeping or CFO services and communicate with you about our services. This may include:

• Maintaining accurate financial records for your business

• Preparing financial statements and reports

• Providing advice and recommendations based on your financial data

• Communicating updates, reminders, or any issues related to your bookkeeping

3. Confidentiality

Your privacy is our priority. We will never share, sell, or rent your personal or financial information to any third party without your explicit consent, unless:

• We are required by law to do so (e.g., subpoenas, court orders, or legal obligations)

• You request or authorize the sharing of your information (e.g., to your accountant, tax professional, or another service provider)

4. Data Security

We implement strict security measures to protect your data from unauthorized access, loss, or alteration.

5. Retention of Information

We retain your personal and financial information only for as long as necessary to provide our services, comply with legal requirements, and meet our business needs. Once the information is no longer needed, we securely dispose of it.

6. Your Rights

You have the right to access, correct, or request deletion of your personal and financial information at any time. If you wish to make any changes or have questions about your information, please contact us.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

If you have any questions or concerns about how your information is handled, please don’t hesitate to contact us.