Privacy Policy

At Balanced Bookkeeper Services, LLC, we are committed to protecting the privacy and confidentiality of our clients' information. This Privacy Policy outlines how we collect, use, disclose, and protect the personal and financial information entrusted to us. We adhere to applicable privacy laws and regulations to ensure the security and integrity of your data.

Information We Collect:

We collect and store the following types of information for the purpose of providing our bookkeeping services:

a. Personal Information: This includes names, contact information, business details, and any other information necessary to establish and maintain a professional relationship.

b. Financial Information: We may collect financial records, transactions, bank statements, invoices, receipts, and other relevant financial data required for bookkeeping and accounting purposes.

Use of Information:

a. Provision of Bookkeeping Services: We use the collected information to provide accurate and efficient bookkeeping services to our clients. This may include recording transactions, reconciling accounts, generating financial reports, and fulfilling other related tasks.

b. Communication: We may use your contact information to communicate with you regarding our services, updates, and any relevant information related to your bookkeeping needs.

c. Compliance: We may use your information to fulfill our legal and regulatory obligations, such as tax reporting and compliance with applicable accounting standards.

Information Sharing:

a. Third-Party Service Providers: We may engage reputable third-party service providers to assist us in delivering our bookkeeping services. These providers may have access to your information solely for the purpose of assisting us and are required to maintain the confidentiality and security of the data.

b. Legal Compliance: We may disclose your information if required by law or in response to a valid legal request, such as a court order or government inquiry.

c. Business Transfers: In the event of a merger, acquisition, or sale of our business, client information may be transferred as part of the transaction. We will take appropriate measures to ensure the protection of your information in such cases.

Data Security:

We implement industry-standard security measures to protect your information from unauthorized access, loss, misuse, or alteration. This includes physical, technical, and administrative safeguards to ensure the confidentiality and integrity of your data.

Data Retention:

We retain your personal and financial information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Your Rights:

You have the right to access, update, correct, or delete your personal information held by Balanced Bookkeeper Services, LLC. Please contact us using the information provided below to exercise your rights or if you have any questions or concerns regarding your privacy.

Changes to the Privacy Policy:

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The updated policy will be posted on our website, and your continued use of our services will constitute your acceptance of the revised Privacy Policy.

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Balanced Bookkeeper Services, LLC

Email: Dschaefer@balancedbookkeeperservice.com Phone: 513-443-4229

Please note that while we strive to protect your information, no method of data transmission or storage can be guaranteed to be 100% secure. Therefore, we cannot guarantee the absolute security of your information.

This Privacy Policy is effective as of 1/1/2025.

Privacy Policy

Join our mailing list