Privacy Policy
Last updated: June 15, 2026
At Books & Balance Co., we value the trust you place in us to handle your business's financial health. This policy explains how we collect, use, and protect your information when you work with our bookkeeping service or visit our website while we serve the Southern California communities of Los Angeles, the Inland Empire, and Orange County.
Information We Collect
We collect information necessary to provide professional bookkeeping services, including contact details (name, email, phone), business information (EIN, business structure), and financial records shared for bookkeeping purposes (bank statements, receipts, and ledger data).
How We Use Your Information
Your data is used primarily to provide our bookkeeping services, communicate progress, and handle invoicing. We use this information to maintain accurate financial records and ensure your business remains compliant and organized.
Legal Basis for Processing
We process your information based on our contractual obligation to provide bookkeeping services to you, our legitimate business interest in managing our company, and to comply with legal and tax requirements.
Data Sharing
We do not sell your personal or business data. We share information only with trusted service providers, such as payment processors and accounting software platforms (like QuickBooks), strictly as needed to perform our services.
Data Retention
We keep your information for as long as you are a client and for a period thereafter as required by law, accounting standards, or professional guidelines. When data is no longer needed, it is securely deleted or anonymized.
Data Security
We use industry-standard security measures, including secure portals and encrypted storage, to protect your financial records. Rest assured that we treat your data with the same care we use for our own business.
Your Rights
You have the right to access the information we hold about you, request corrections to inaccurate data, or ask for your file to be closed and information returned or deleted, subject to legal retention rules.
California Privacy Rights
As a California-based business, we respect the privacy rights of California 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.