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Privacy Policy

Effective Date: May 1, 2026

Balanced & Thriving Bookkeeping Solutions (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, communicate with us, or use our bookkeeping services. By using our website or services, you agree to the terms outlined in this Privacy Policy.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

Full name
Business name
Email address
Phone number
Mailing address
Billing information
Tax-related information
Financial records and bookkeeping data

Business Information

We may collect information related to your business operations, including:

Bank account details
Accounting records
Vendor and customer data
Financial reports
Accounting software access

Website Usage Information

When you visit our website, we may automatically collect certain information, including:

IP address
Browser type
Device information
Pages visited
Website usage data
Cookies and analytics data

How We Use Your Information

We use the information we collect for purposes including:

Providing bookkeeping services
Managing client accounts
Preparing financial reports
Communicating with clients
Responding to inquiries
Processing payments
Improving our website and services
Maintaining legal and regulatory compliance
Protecting against fraud or unauthorized access

Information Sharing

We do not sell, rent, or trade your personal information.

We may share your information only in the following circumstances:

Service Providers

We may share information with trusted third-party providers who assist with:

Payment processing
Cloud storage
Accounting software
Website hosting
Email communication

Legal Requirements

We may disclose information if required by law, court order, or government request.

Professional Advisors

We may share limited information with accountants, attorneys, tax professionals, or other advisors as necessary to provide services.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

Security measures may include:

Secure password protection
Encrypted cloud storage
Restricted access to client information
Secure software platforms
Routine system monitoring

While we strive to protect your information, no system can guarantee complete security.

Data Retention

We retain client information only as long as necessary to:

Provide bookkeeping services
Comply with legal obligations
Resolve disputes
Maintain business records

When information is no longer required, we take reasonable steps to securely delete or destroy it.

Cookies and Tracking Technologies

Our website may use cookies and analytics tools to improve user experience and monitor website performance.

Cookies may help us:

Understand website traffic
Improve website functionality
Analyze visitor behavior
Remember user preferences

You can adjust your browser settings to refuse cookies if desired.

Third-Party Links

Our website may contain links to third-party websites or software platforms. We are not responsible for the privacy practices or content of those third-party services.

We encourage users to review the privacy policies of any external websites they visit.

Client Responsibilities

Clients are responsible for:

Providing accurate information
Maintaining secure passwords for financial software
Notifying us of unauthorized account activity
Keeping contact information current

Confidentiality

We understand the sensitive nature of financial information and maintain strict confidentiality standards.

Client financial data will only be accessed by authorized personnel for legitimate business purposes.

Changes to This Privacy Policy

We may update this Privacy Policy periodically.

Any changes will be posted on this page with an updated effective date.

Continued use of our services after updates constitutes acceptance of the revised policy.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact us.