Privacy Policy

Who We Are

Books Balancer Bookkeeping (“we,” “us,” or “our”) provides bookkeeping services designed to bring clarity and structure to your finances.

If you have any questions about this Privacy Policy, you can contact us at:
📧 nate@booksbalancer.com
📞 509-818-0335

What Information We Collect

We collect personal information that you voluntarily provide to us when you:

• Fill out a contact form

• Book a consultation

• Request services

• Communicate with us

This information may include:

• Name

• Email address

• Phone number

• Business information (if provided)

We may also collect basic technical data such as IP address or browser type when you visit our website.

How We Use Your Information

We use your information to:

• Respond to inquiries

• Schedule and manage appointments

• Provide bookkeeping services

• Send important updates related to your account or services

• Improve our website and services

We do not use your information for anything unrelated to your interaction with us.

SMS Communications

If you provide your phone number through our website forms or scheduling tools, you may receive text messages from Books Balancer Bookkeeping related to:

• Appointment reminders

• Consultation scheduling

• Service follow-ups

• Document requests

• Account notifications

• Customer support

Message frequency may vary. Message and data rates may apply.

You can opt out at any time by replying STOP.
For help, reply HELP.

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing with subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

How We Share Information

We do not sell your personal information.

We may share your information only when necessary to:

• Provide services (for example, secure software tools we use)

• Comply with legal obligations

• Protect our business and clients

Cookies and Tracking

Our website may use cookies or similar technologies to:

• Improve website performance

• Understand how visitors use the site

You can disable cookies through your browser settings if you prefer.

How We Protect Your Information

We take reasonable steps to protect your information using secure systems and best practices.

However, no system is 100% secure, and we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the right to:

• Request access to your data

• Request corrections or updates

• Request deletion of your data

To make a request, contact us at nate@booksbalancer.com.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised date.

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, contact us at:

📧 nate@booksbalancer.com
📞 509-818-0335