Privacy Policy
Effective Date: November 30, 2025
Best Balance Bookkeeping (“we,” “our,” or “us”) values your privacy and is committed to protecting the personal and financial information you provide to us. This Privacy Policy explains how we collect, use, store, share, and protect your information, as well as your rights regarding your personal data.
1. Types of Information We Collect
We may collect the following types of information from clients, website visitors, and newsletter subscribers:
- Personal information: name, email address, phone number, business details, and payment information.
- Usage information: IP address, browser type, pages visited, and other data collected through cookies or tracking technologies.
- Communication information: messages, inquiries, or other information you provide when contacting us via forms, email, or phone.
We collect information through contact forms, newsletter sign-ups, direct emails, and website analytics.
2. Use of Information
We use the information we collect for the following purposes:
- Providing bookkeeping services and related financial support.
- Processing invoices and payments.
- Sending marketing communications, newsletters, and promotions.
- Analyzing website usage to improve our website and services.
3. Sharing Information
We may share your information with trusted third parties, including:
- Payment processors (e.g., Stripe, PayPal) to facilitate secure transactions.
- CRM tools or email marketing platforms to manage communications and marketing campaigns.
- Accounting or tax software as necessary to provide our services.
- Government agencies when required by law.
We do not sell your personal information to third parties.
4. Storage and Security
Your information is stored primarily in secure cloud-based systems and, in some cases, on a password-protected laptop. We take reasonable steps to protect your information from unauthorized access, disclosure, or alteration.
5. Retention of Information
We retain personal and financial information for as long as necessary to provide our services and comply with legal obligations:
- Financial and bookkeeping records: Up to 7 years to comply with applicable tax and accounting regulations.
- Client contact information: For the duration of the business relationship and up to 7 years after services end.
- Website visitors and marketing data: Only as long as needed for business purposes or until a user requests deletion.
6. User Rights
Clients and website users have the following rights regarding their personal information:
- Access and Correction: Request a copy of your personal information and correct any inaccuracies.
- Deletion: Request deletion of personal information, subject to legal or contractual obligations.
- Marketing Communications: Opt out of marketing emails, newsletters, or promotions at any time via unsubscribe links or direct contact.
- Exercising Rights: Contact us at any time to exercise these rights (see Contact Information below).
7. Cookies and Tracking
Our website may use cookies and similar tracking technologies to enhance your browsing experience and understand website usage:
- Analytics tools: Google Analytics, Facebook Pixel, and similar services for traffic analysis and behavior insights.
- Functional cookies: Remember user preferences and improve website functionality.
- Marketing cookies: Deliver relevant content or promotions.
You can manage or disable cookies through your browser settings; some features may not function if cookies are disabled.
8. Contact Information
If you have any questions, concerns, or requests regarding your personal information or this Privacy Policy, you can contact us using the information below:
Best Balance Bookkeeping
- Email: cody@bestbalancebookkeeping.com
- Phone: 503-850-9629
- Contact Form: https://bestbalancebookkeeping.com/contact
We strive to respond to all inquiries promptly and address any privacy concerns in a timely manner.
By using our website or services, you consent to the practices described in this Privacy Policy.