Privacy Policy
Last updated: June 15, 2026
At Books & Balance Co., we value the trust you place in us to manage your business's financial health. This policy outlines how we collect, use, and protect your information when you utilize our bookkeeping services or visit our website while we serve the Southern California communities of Los Angeles, the Inland Empire, and Orange County.
Information We Collect
We gather information necessary to offer professional bookkeeping services, including contact details (name, email, phone), business information (EIN, business structure), and financial records provided for accounting purposes (bank statements, receipts, and general ledger data).
How We Use Your Information
Your data is primarily used to deliver our bookkeeping services, communicate ongoing progress, and manage invoicing. We utilize this information to maintain precise financial records and ensure your business stays compliant and organized.
Legal Basis For Processing
We process your information based on our contractual obligation to provide bookkeeping services, our legitimate business interests in managing our company, and the need to comply with legal and tax requirements.
Data Sharing
We never sell your personal or business data. We only share information with trusted service providers, such as payment processors and accounting software platforms like QuickBooks, strictly as required to perform our duties.
Data Retention
We retain your information for the duration of your time as a client and for a period thereafter as required by law, accounting standards, or professional guidelines. Once no longer needed, data is deleted or anonymized.
Data Security
We employ industry-standard security measures, including secure portals and encrypted storage, to safeguard your financial records. Rest assured that we treat your data with the same care we use for our own firm.
Your Rights
You have the right to access the information we hold, request corrections to inaccurate data, or ask for your file to be closed and information returned or deleted, subject to specific legal record-retention rules.
California Privacy Rights
As a California-based business, we respect the privacy rights of local residents. You may exercise your right to know what personal information is collected or request deletion by contacting us via the details below.
Contact Us
If you have any questions regarding how we handle your privacy, please reach out to Books & Balance Co. at info@booksandbalance.com or call us at (562) 670-3942.