Privacy Policy & Messaging Terms
Effective Date: June 2026
If you have questions about this policy, your personal information, or our messaging program, please contact us:
Mahala Bookkeeping LLC
Email: support@mahalabookkeeping.com
Phone: (484)502-4974
Website: mahalaadvisors.com
Information We Collect We may collect the following information:
Name
Business name
Email address
Phone number
Mailing address
Financial and tax-related information provided for bookkeeping or tax preparation services
Information submitted through contact forms, scheduling forms, and client onboarding forms
How We Use Your Information We use the information we collect to:
Provide bookkeeping, accounting support, advisory, and tax preparation services
Respond to inquiries and service requests
Communicate regarding appointments, deadlines, document requests, and project updates
Deliver customer support
Improve our services and website
Data Sharing We do not sell, rent, transfer, or disclose consumer personal data to any external organization for any purpose, even with user consent, except where required by law. This applies to all consumer data collected through any channel, including contact forms, scheduling forms, and text messaging.
Mobile opt-in and consent information are never shared with anyone for any purpose.
Any information sharing that may be referenced elsewhere in this policy explicitly excludes mobile opt-in data and consent information.
Information may be shared only when strictly necessary to provide requested services, comply with legal requirements, or work with trusted service providers supporting our business operations.
Text Messaging Communications By providing your phone number and consenting to receive text messages, you agree to receive SMS messages from Mahala Bookkeeping, DBA Mahala Business Advisors, including informational messages (general conversational messaging to answer questions and provide support) and marketing messages (promotional offers, discounts, and promotion of our products and services). Message frequency will vary. Message and data rates may apply. For help, reply HELP to any text message or contact us at support@mahalabookkeeping.com or (484) 502-4974. To opt out, reply STOP to any message.
Mahala Bookkeeping Messaging Terms and Conditions
Our messaging program consists of general conversational messaging to answer questions and provide support, promotional offers or discounts, and information about our products and services.
You can opt out at any time by replying STOP to any text message. After we receive your STOP request, we will send a confirmation and you will be unsubscribed. To re-enroll, simply sign up again as you did the first time.
For help, reply HELP to any message or contact us at support@mahalabookkeeping.com or (484) 502-4974.
Carriers are not liable for delayed or undelivered messages.
Message and data rates may apply for messages sent to and from us. Message frequency will vary based on communication needs. Contact your wireless provider for questions about your text or data plan.
For questions regarding privacy, please refer to the full privacy policy contained on this page. View our Privacy Policy: https://mahalaadvisors.com/privacy-policy
Data Security & Safeguards We maintain administrative, technical, and physical safeguards — including role-based access controls, staff training, and periodic audits — to prevent unauthorized access, use, or sharing of personal information. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Third-Party Services We may utilize third-party providers such as bookkeeping software, tax preparation software, scheduling systems, payment processors, document storage providers, and communication platforms to deliver our services. These providers maintain their own privacy policies and security practices. We do not authorize any third-party provider to use your personal information for their own marketing or promotional purposes.
Your Rights You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory record retention requirements.
Contact Us If you have questions about this policy, your personal information, or our messaging program, please contact us:
Mahala Bookkeeping LLC Email: Kelsey@mahalabookkeeping.com Phone: (610) 885-5515 Website: mahalaadvisors.com
Changes to This Policy We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.