PRIVACY POLICY

Privacy Policy

Books and Balances Bookkeeping LLC

Effective date: Upon publication

Books and Balances Bookkeeping LLC (“we,” “us,” or “our”), located in Monroe, Wisconsin, respects your privacy. This policy explains how we handle personal information collected through our website, Facebook lead forms, and communications about our services.

Website: www.balancesbookkeepingllc.com

1. Information We Collect

When you submit an inquiry or contact us, we collect the information you provide, which may include:

 

• Your name and business name.

• Email address and telephone number.

• Address, city, or state.

• The bookkeeping, accounting, payroll, or tax services you are interested in.

• Messages, preferred contact details, and other information you choose to provide.

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When you submit a Facebook lead form, we receive the information you submit through that form, including any prefilled information you choose to share.

Our website hosting provider may also process technical information, such as your IP address, browser type, device information, and website activity, to operate and protect the website.

2. How We Use Your Information

We use inquiry information to:

 

• Respond to your questions and requests.

• Discuss services, prepare estimates, and schedule consultations.

• Follow up on your inquiry.

• Organize inquiries and maintain communication records.

• Protect our business and comply with applicable obligations.

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Submitting an inquiry does not enroll you in a marketing email or promotional text campaign. Our follow-up communications relate to your request.

3. How We Share Information

We share information with service providers as needed to receive, organize, and respond to inquiries. These may include website hosting, email, and communication providers.

We use Zapier to help transfer and organize inquiry information between the services we use. Information processed through these workflows may include contact details, service interests, and messages you submit.

Facebook and Meta also process information submitted through their platforms under their own privacy policies. See Meta’s Privacy Policy and Zapier’s Privacy Policy. We do not sell or rent your inquiry information or provide it to other businesses for their own marketing.

We may disclose information when required by law or when reasonably necessary to protect legal rights, address fraud or security concerns, or respond to lawful requests.

4. Website Cookies and Third-Party Services

Our website and its hosting services may use cookies or similar technologies to support website functions and security. Your browser settings allow you to manage or block cookies, although doing so may affect certain website features.

Links to other websites or platforms are subject to those providers’ privacy policies.

5. Sensitive Financial Information

Please do not submit Social Security numbers, bank account numbers, passwords, payment card details, tax returns, or payroll records through Facebook lead forms or our general website inquiry form.

If you become a client, we will provide instructions for sharing the information needed for your services. Client records may be subject to separate engagement terms, privacy notices, and legal or professional requirements. This policy does not authorize disclosure of confidential client or tax return information.

6. Information Retention
 

We retain inquiry information for as long as reasonably necessary to respond to requests, maintain relevant business records, and meet applicable legal obligations.

Retention periods depend on the purpose of the information, whether you become a client, and any applicable recordkeeping requirements. Information may remain in service-provider backups until those backups expire under the provider’s retention practices.

7. Information Security
 

We take reasonable steps to protect personal information against unauthorized access, use, or disclosure. However, no method of electronic storage or transmission is completely secure.

8. Your Choices and Requests

You may contact us to:

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• Request access to or correction of information you provided.

• Request deletion of your inquiry information.

• Ask us to stop following up about your inquiry.

• Ask questions about our privacy practices.

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We may need to verify your identity before responding. We will address requests as required by applicable law. Some information may need to be retained for legal, recordkeeping, or security purposes.

9. Children’s Privacy

Our website and inquiry forms are intended for adults seeking professional services. We do not knowingly collect information from children under 13 through these channels. If you believe a child has provided information, please contact us so we can review and address it.

10. Changes to This Policy
 

We may update this policy as our practices or requirements change. We will post the revised policy on our website and update its effective date. Where required, we will provide additional notice or obtain consent.

11. Contact Us

Books and Balances Bookkeeping LLC
Monroe, WI 53566

Email: bnb.bookkeeping20@gmail.com
Phone: 608-705-9167
Website: www.balancesbookkeepingllc.com