Privacy Policy

 Balanced Books is committed to protecting the privacy and security of our clients' personal information.
This Privacy Statement outlines how we collect, use, disclose, and protect your information when you engage our bookkeeping services.
Information We Collect

We may collect the following types of personal information from you:

• Contact Information: Name, address, email address, and phone number.
• Financial Information: Bank account details, transaction records, and other financial data necessary for bookkeeping services.
• Business Information: Company name, business address, and other relevant business details.
• Tax Information: Tax identification numbers and related documents.

How We Use Your Information

We use your personal information for the following purposes:

• To provide bookkeeping and related financial services.
• To communicate with you regarding your account and our services.
• To comply with legal and regulatory requirements.
• To improve our services and customer experience.

Disclosure of Your Information

We may share your personal information with third parties in the following circumstances:

• With your consent or at your direction.
• With service providers who assist us in delivering our services, subject to confidentiality agreements.
• To comply with legal obligations, such as responding to subpoenas or court orders.
• To protect our rights, privacy, safety, or property, and that of our clients and others.

Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. 

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights

You have the right to access, correct, or delete your personal information. 

You may also object to or restrict the processing of your data.

To exercise these rights, please contact us using the information provided below.

Changes to This Privacy Statement

We may update this Privacy Statement from time to time.

We will notify you of any changes by posting the new Privacy Statement on our website. You are advised to review this Privacy Statement periodically for any changes.