A & W F I N A N C I E R

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Personalized financial services built to bring clarity, confidence, and sustainable growth to your organization.

Effective Date: August 21, 2026

A&W MANAGEMENT (“A&W MANAGEMENT,” “we,” “us,” or “our”) respects the privacy of our clients, prospective clients, website visitors, and other individuals whose information we may process.
This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website, communicate with us, submit a form, schedule an appointment, become a client, or otherwise interact with A&W MANAGEMENT.

1. Information We May Collect

Depending on how you interact with A&W MANAGEMENT and the services you receive, we may collect the following categories of information.

Personal and Contact Information

This may include:
  • First and last name
  • Business name
  • Mailing or business address
  • Email address
  • Telephone number
  • Job title
  • Communication preferences

Business and Financial Information

When necessary to provide our services, we may collect or access information such as:
  • Business financial records
  • Accounting records
  • Bank and transaction information
  • Accounts payable and accounts receivable information
  • Payroll records
  • Tax-related information
  • Revenue and expense information
  • Budgets and financial forecasts
  • Invoices and payment records
  • Vendor information
  • Financial account information
  • Other information necessary to perform contracted financial or accounting services

Employee and Human Resources Information

When providing payroll or human resources services to business clients, we may process information relating to the client’s employees, which may include:
  • Names and contact information
  • Employment information
  • Compensation and payroll information
  • Tax withholding information
  • Benefits information
  • Employment documentation
  • Personnel records
  • Compliance-related information
  • Other information provided by the employer that is reasonably necessary to perform HR or payroll services
A&W MANAGEMENT generally processes employee information on behalf of its business clients in connection with contracted services.

Information You Submit

We may collect information that you voluntarily provide when you:
  • Complete a website form;
  • Request information;
  • Schedule an appointment;
  • Contact us by telephone, email, or text message;
  • Become a client;
  • Upload documents;
  • Communicate with our staff; or
  • Use a client portal or other online service.

Website and Device Information

When you use our website, certain information may be collected automatically, including:
  • IP address
  • Browser type
  • Device type
  • Operating system
  • Referring website
  • Pages viewed
  • Approximate geographic location based on IP address
  • Date and time of visits
  • Website interactions
  • Cookies and similar technologies

2. How We Use Information

We may use information we collect to:
  • Respond to inquiries;
  • Schedule and manage appointments;
  • Provide bookkeeping, payroll, accounting, HR, consulting, and related services;
  • Establish and manage client relationships;
  • Process transactions and payments;
  • Maintain financial and business records;
  • Communicate regarding services or accounts;
  • Provide customer support;
  • Send appointment reminders and service notifications;
  • Improve our website and services;
  • Analyze website performance and usage;
  • Maintain security and prevent fraud;
  • Comply with legal, tax, regulatory, and professional obligations;
  • Enforce our agreements;
  • Protect our rights and the rights of our clients and others; and
  • Carry out other purposes disclosed when information is collected.

3. Financial and Nonpublic Personal Information

Because some services provided by A&W MANAGEMENT involve financial and accounting information, we recognize the sensitive nature of nonpublic personal and financial information.
We do not disclose nonpublic financial information to unaffiliated third parties except as permitted by law, necessary to provide requested services, directed or authorized by the client, or otherwise described in this Privacy Policy.
Where applicable, A&W MANAGEMENT maintains administrative, technical, and physical safeguards appropriate to the nature of the information we handle.

4. How We Share Information

We do not sell personal information in exchange for money.
We may disclose information in the following circumstances.

Service Providers

We may provide information to trusted companies that perform services on our behalf, such as:
  • Accounting and bookkeeping software providers
  • Payroll platforms
  • Customer relationship management systems
  • Website hosting providers
  • Cloud storage providers
  • Email and communication platforms
  • Appointment scheduling platforms
  • Payment processors
  • Information technology and cybersecurity providers
  • Professional advisers
  • Other vendors reasonably necessary to provide our services
These providers may only receive information reasonably necessary to perform services for or on behalf of A&W MANAGEMENT.

At Your Direction

We may share information when a client directs or authorizes us to do so, including with the client’s attorneys, tax professionals, financial institutions, payroll providers, employees, benefits providers, insurance providers, government agencies, or other designated parties.

Legal and Regulatory Requirements

We may disclose information when reasonably necessary to:
  • Comply with applicable law;
  • Respond to a subpoena, court order, or other lawful request;
  • Cooperate with regulatory or law-enforcement authorities;
  • Prevent fraud or illegal activity;
  • Protect our rights, property, systems, clients, or employees; or
  • Establish, exercise, or defend legal claims.

Business Transactions

If A&W MANAGEMENT undergoes a merger, acquisition, restructuring, sale, or transfer of business assets, information may be transferred as part of that transaction, subject to applicable law.

5. Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies.
These technologies may help us:
  • Operate the website;
  • Remember preferences;
  • Understand how visitors use the website;
  • Measure website traffic;
  • Improve website performance;
  • Determine the effectiveness of advertising or marketing; and
  • Protect our website from fraud or abuse.
You may be able to restrict or disable cookies through your web browser. Doing so may affect the functionality of certain portions of the website.

6. Analytics and Advertising

We may use third-party analytics and advertising services to understand website traffic, improve our services, and measure marketing performance.
These providers may receive certain device, cookie, browser, or website-interaction information according to their own privacy policies.
Where required by law, we will obtain consent before using technologies that require consent.

7. Email Communications

If you provide your email address, we may use it to respond to inquiries, provide service-related communications, deliver documents, send appointment information, and otherwise manage our relationship with you.
Where permitted, we may also send information about A&W MANAGEMENT services.
You may unsubscribe from promotional emails using the unsubscribe instructions contained in those messages. Service-related communications may continue when necessary to maintain an active client relationship.

8. SMS and Text Message Privacy

If you provide your telephone number and consent to text communications, A&W MANAGEMENT may send text messages regarding appointments, requested information, service updates, account matters, and other communications for which you have provided consent.
Mobile information will not be sold or shared with third parties for their own marketing or promotional purposes.
Information may be shared with service providers that assist us in delivering text messages and communications, but only as reasonably necessary to provide those services.
Message frequency may vary. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP. Reply HELP for assistance.
Consent to receive marketing text messages is not a condition of purchasing goods or services.

9. Data Security

A&W MANAGEMENT takes reasonable administrative, technical, and physical measures designed to protect the confidentiality, integrity, and security of information entrusted to us.
Depending on the nature of the information and services involved, security practices may include:
  • Access controls;
  • Password protection;
  • Authentication controls;
  • Secure software systems;
  • Restricted access to sensitive records;
  • Employee or contractor confidentiality requirements;
  • Secure document storage; and
  • Appropriate oversight of service providers.
However, no internet transmission, electronic storage system, or security practice can guarantee absolute security.

10. Data Retention

We retain information for as long as reasonably necessary to:
  • Provide services;
  • Maintain business and accounting records;
  • Fulfill contractual obligations;
  • Comply with legal, regulatory, tax, insurance, and professional requirements;
  • Resolve disputes;
  • Protect against fraud; and
  • Enforce agreements.
Retention periods may vary depending on the nature of the information and applicable legal requirements.

11. Your Privacy Choices

Depending on applicable law and your relationship with A&W MANAGEMENT, you may have rights concerning your personal information.
These may include the right to request:
  • Confirmation regarding whether we process certain personal information;
  • Access to certain personal information;
  • Correction of inaccurate information;
  • Deletion of certain information;
  • A copy of certain information;
  • Information regarding how information is used or disclosed; and
  • Opt-out from certain communications or data-processing activities.
Some requests may be subject to exceptions under applicable law, including situations in which information must be maintained for contractual, financial, tax, regulatory, security, or legal purposes.
We may need to verify your identity before fulfilling a privacy request.

12. Information About Employees of Our Business Clients

When A&W MANAGEMENT receives employee or personnel information from a business client for payroll, accounting, or HR purposes, the business client generally determines why the information is collected and how it will be used.
Employees with questions about information provided to A&W MANAGEMENT by their employer should ordinarily contact their employer first.
We process such information only as necessary to perform requested services, comply with applicable obligations, and protect our business and systems.

13. Children’s Privacy

Our website and services are intended for businesses and adults and are not directed toward children under the age of 13.
We do not knowingly collect personal information directly from children under 13 through our website.
If we become aware that information has been collected from a child in violation of applicable law, we will take appropriate steps to delete it.

14. External Websites

Our website may contain links to third-party websites.
A&W MANAGEMENT is not responsible for the privacy, security, or content practices of websites operated by third parties. We encourage you to review their privacy policies before providing personal information.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in:
  • Our business practices;
  • The services we provide;
  • Technology;
  • Legal requirements; or
  • Privacy and security practices.
The updated version will be posted on this page with a revised Effective Date.

16. Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact:
A&W MANAGEMENT
Flower Mound, Texas | El Paso, Texas
Phone: 1 (214) 504-1149
Please include sufficient information for us to understand and respond to your request.