Legal
Privacy Policy
Last Updated: July 14, 2026
DnA Financial ("we," "our," or "us") is committed to protecting the privacy of individuals who visit our website at dnafinancial.org and those who inquire about or use our bookkeeping services. This Privacy Policy explains how we collect, use, store, and protect your personal information.
Information We Collect
We may collect the following types of information:
- Personal Identification Information: Full name, business name, email address, phone number, and preferred method of contact.
- Business and Financial Information: Business type, industry, details about financial accounts, bookkeeping status, and documents submitted through our intake process.
- Website Usage Data: Information about how you interact with our website, including pages visited, time spent, and referring URLs. This may be collected through cookies or similar technologies.
How We Use Your Information
We use the information we collect for the following purposes:
- To respond to inquiries submitted through our contact form
- To provide bookkeeping, financial record organization, and related services
- To communicate with you regarding your account, invoices, and service updates
- To improve our website and services
- To comply with applicable legal and regulatory obligations
How We Store and Protect Your Information
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Your information is stored securely using industry-standard practices, including encrypted storage and secure cloud-based platforms.
Third-Party Services
In the normal course of business, DnA Financial may utilize secure third-party software, cloud storage providers, and communication platforms to store and process client information. These third parties are contractually obligated to maintain the confidentiality and security of your data.
Data Sharing
We do not sell, trade, or rent your personal information to third parties. We may disclose your information only in the following circumstances:
- With your explicit authorization
- As required by applicable law, regulation, or legal process
- To protect the rights, property, or safety of DnA Financial, our clients, or others
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of the website.
Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- The right to access, correct, or delete your personal data
- The right to restrict or object to processing
- The right to data portability
- The right to withdraw consent at any time
To exercise any of these rights, please contact us using the information below.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy or as required by applicable law. When no longer needed, your information will be securely deleted or anonymized.
Children's Privacy
Our services are directed to business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that a child has provided us with personal information, we will take steps to delete it promptly.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Material changes will be posted on this page, and the "Last Updated" date will be revised accordingly.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your information, please contact us:
Email: info@dnafinancial.org
Phone: (215) 436-9112
Website: dnafinancial.org