Privacy Policy

David from Accounting is the trade name of Friest Management, LLC, an accounting firm in Des Moines, Iowa. This policy explains what information we collect, how we use it, and the choices you have. It applies to this website, our client portal, and our text messaging.

Information we collect - Contact information you give us: name, business name, email address, phone number, and mailing address. - Business and financial records clients provide so we can do the work: bank and credit card statements, payroll records, tax documents, invoices, and similar records. - Account information for the client portal, including login details and the documents you upload. - Basic website usage information, such as pages visited and browser type, collected through standard site analytics and cookies.

How we use it - To provide bookkeeping, payroll, and advisory services under our engagement with you. - To communicate with you about your account, your documents, appointments, and deadlines. - To bill for services and process payments. - To meet legal, tax, and regulatory requirements. We do not sell personal information.

How we share it We share information only with the service providers that run our practice systems (for example, our client portal and practice management provider, payment processors, payroll providers, and accounting platforms), and only so they can provide their service to us. We may also disclose information when the law requires it. Client financial records are shared with a client's own tax preparer or other advisors only at the client's direction.

Text messaging Clients may choose to receive text messages from us, for example document requests, appointment reminders, and deadline notices. You opt in through the client portal or by giving verbal consent to our team. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop receiving texts, and HELP for help. We will not share your mobile phone number, or your consent to receive text messages, with any third party for that party's own marketing purposes.

Security Documents with account numbers or personal data move through our secure client portal, not email. Access to client information is limited to the people working on the account, and firm accounts require two-factor authentication.

Retention We keep client records for as long as needed to provide services and to meet legal and professional requirements, then dispose of them securely.

Your choices Contact us to review or correct your contact information, or to change your communication preferences, including opting out of text messages.

Contact Friest Management, LLC, doing business as David from Accounting 3118 Beaver Ave, Des Moines, IA 50310 david@davidfromaccounting.com (515) 505-0911

We may update this policy from time to time. The current version will always be posted on this page.