Privacy Policy

1. Information We Collect

Information You Provide Directly

When you use our website or engage our services, you may provide us with:

• Contact information: name, email address, phone number, and business name (via our contact form or consultation booking).
• Business information: business type, industry, transaction volume, and other details shared during consultations or onboarding.
• Financial data: bank statements, transaction records, receipts, QuickBooks access credentials, and other financial documents provided in the course of our bookkeeping services.
• Communications: emails, messages, and other correspondence between you and Balance3Sixty.

Information Collected Automatically

When you visit our website, certain information may be collected automatically:

• Device and browser information (browser type, operating system).
• IP address and approximate geographic location.
• Pages visited, time spent on pages, and referring website.
• Cookies and similar tracking technologies (see Section 5 below).

2. How We Use Your Information

We use the information we collect to:

• Provide and deliver our bookkeeping services.
• Respond to your inquiries and schedule consultations.
• Communicate with you about your account, services, and invoices.
• Improve our website, services, and client experience.
• Comply with legal and regulatory obligations.
• Protect against fraud, errors, and unauthorized activity.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. How We Share Your Information

We may share your information only in the following limited circumstances:

• Service providers: We use third-party tools to operate our business, including QuickBooks Online (Intuit), Calendly (scheduling), and our website hosting provider. These providers have access only to the information necessary to perform their functions and are obligated to protect it.
• Your authorized parties: We may share financial reports or data with your CPA, tax preparer, or other professionals at your written direction.
• Legal requirements: We may disclose information if required by law, regulation, subpoena, or court order.
• Business transfers: In the event of a merger, sale, or transfer of business assets, client information may be transferred as part of the transaction.

4. How We Protect Your Information

We take reasonable administrative, technical, and physical measures to protect your information, including:

• SSL encryption on our website (HTTPS).
• Secure, password-protected access to financial software and client files.
• Limited access to client data on a need-to-know basis.
• Regular software updates and security patches.

While we strive to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security.

5. Cookies and Tracking

Our website uses cookies and similar technologies to:

• Remember your preferences and improve your browsing experience.
• Analyze website traffic and usage patterns (via Google Analytics, if enabled).
• Facilitate third-party services such as Calendly scheduling.

You can control cookies through your browser settings. Disabling cookies may affect your experience on our website.

6. Third-Party Links and Services

Our website may contain links to third-party websites or embed third-party services (such as Calendly). We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies.

7. Data Retention

We retain client financial records and communications for a minimum of seven (7) years after the end of the service relationship, consistent with IRS record-keeping recommendations and professional bookkeeping standards. Website inquiry data (contact form submissions) is retained for two (2) years. You may request deletion of your data subject to our legal and regulatory retention obligations.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information, subject to legal retention requirements.
• Withdraw consent for optional communications at any time.

To exercise any of these rights, contact us at the information below.

9. Children’s Privacy

Our services are intended for business owners and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our website or services after any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us:

Balance3Sixty Bookkeeping LLC

• Loganville, Georgia
• Email: Hello@Balance3Sixty.com
• Website: Contact page