Privacy Policy

Effective Date: 2025-03-31

At Donnovan & Co. Financial, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your data when you visit our website or use our services.


1. Information We Collect
We may collect the following types of personal information:
Name, email address, phone number, and business information you provide via forms
Financial or tax-related information you submit as part of our services
Technical data such as IP address, browser type, and device information (via cookies or analytics tools)

2. How We Use Your Information
We use your information to:
Deliver and manage our bookkeeping and financial services
Respond to inquiries and provide support
Improve website functionality and user experience
Send updates, announcements, or marketing communications (you can opt out anytime)

3. How We Share Your Information
We do not sell or rent your data. We may share information with:
Trusted third-party providers who support our operations (e.g., cloud storage, CRM systems)
Legal or regulatory authorities when required by law
Professional advisors (e.g., accountants or legal counsel) under confidentiality agreements

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security
We use industry-standard encryption, access controls, and secure data storage to protect your information. However, no method is 100% secure, and you use the website at your own risk.

5. Cookies & Tracking
We use cookies and analytics tools to monitor website usage and enhance user experience. You may manage cookie preferences in your browser settings.

6. Your Rights
You have the right to:
Access the personal data we hold about you
Request correction or deletion of your data
Withdraw consent at any time (subject to legal or contractual obligations)

To exercise these rights, contact us at:
support@donnovanandco.financial

7. Changes to This Policy
We may update this Privacy Policy at any time. Changes will be posted here with a revised effective date.

8. Contact Us
If you have questions about this Privacy Policy, reach out to:

Donnovan And Co.
Email: support@donnovanandco.financial

Frequently Asked Questions

With you, Do I need to switch my accounting software?

How involved do I have to be in the bookkeeping process?

Can you work directly with my accountant or CPA?

What industries do you specialize in?

Why shouldn’t I just hire an in-house bookkeeper instead?