Privacy Policy

Growth & Balance Bookkeeping

Effective Date: October 21, 2026

Growth & Balance Bookkeeping ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, www.growthandbalancebookkeeping.com, contact us, or inquire about our services.

1. Information We Collect

We may collect the following information when you interact with our website:

Contact information: Your name, email address, telephone number, and any information you voluntarily provide through our contact form.
Appointment information: Information you provide when scheduling a discovery call, including your name, email address, and appointment details.
Website usage information: Technical information such as your IP address, browser type, device information, and website activity, which may be collected through cookies and website hosting technologies.

We ask that you do not submit Social Security numbers, banking credentials, tax documents, or other sensitive financial information through our general website contact form.

2. How We Use Your Information

We may use the information collected to:

Respond to questions and inquiries.
Schedule and conduct discovery calls.
Provide information about our bookkeeping services.
Communicate with prospective and existing clients.
Maintain and improve our website.
Protect our website and business against fraud, spam, and unauthorized activity.
Comply with applicable legal obligations.

We do not use contact form submissions to enroll visitors in marketing emails without an appropriate legal basis or consent.

3. How We Share Information

We do not sell your personal information.

We may share information with trusted service providers that help us operate our website and business, including:

Wix: Website hosting and contact form functionality.
Google Workspace: Business email, scheduling, and related communication services.
Other authorized service providers: Where reasonably necessary to operate our business or provide requested services.

These providers may process information according to their own privacy policies and applicable contractual obligations.

We may also disclose information when required by law or when reasonably necessary to protect our legal rights or the security of our business.

4. Cookies and Website Technologies

Our website may use cookies and similar technologies for essential website functionality, security, performance, and, if enabled, analytics.

You may be able to manage certain cookies through your browser settings or any cookie preference tools provided on our website.

5. Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmitting or storing information electronically is completely secure, and we cannot guarantee absolute security.

Sensitive financial records and confidential client documents should be exchanged only through approved secure methods, not through the general website contact form.

6. Data Retention

We retain personal information for as long as reasonably necessary to respond to inquiries, provide requested services, maintain appropriate business records, resolve disputes, and comply with applicable legal requirements.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

7. Your Privacy Choices

You may contact us to request access to, correction of, or deletion of personal information you have provided, subject to applicable laws and legitimate recordkeeping requirements.

You may also contact us with questions about how your information is handled.

8. Third-Party Websites and Services

Our website may contain links to third-party websites or services, including appointment scheduling and social media platforms.

We are not responsible for the privacy practices of those third parties. We encourage visitors to review their privacy policies before providing information.

9. Children's Privacy

Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13 through our website.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, or applicable laws.

Any updates will be posted on this page with a revised effective date.

11. Contact Us

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

Growth & Balance Bookkeeping

Based in New York, serving clients nationwide

Email: hello@growthandbalancebookkeeping.com

Website: www.growthandbalancebookkeeping.com

Privacy Policy

Growth & Balance Bookkeeping

Effective Date: October 21, 2026

Growth & Balance Bookkeeping ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, www.growthandbalancebookkeeping.com, contact us, or inquire about our services.

1. Information We Collect

We may collect the following information when you interact with our website:

Contact information: Your name, email address, telephone number, and any information you voluntarily provide through our contact form.

Appointment information: Information you provide when scheduling a discovery call, including your name, email address, and appointment details.

Website usage information: Technical information such as your IP address, browser type, device information, and website activity, which may be collected through cookies and website hosting technologies.

We ask that you do not submit Social Security numbers, banking credentials, tax documents, or other sensitive financial information through our general website contact form.

2. How We Use Your Information

We may use the information collected to:

Respond to questions and inquiries.

Schedule and conduct discovery calls.

Provide information about our bookkeeping services.

Communicate with prospective and existing clients.

Maintain and improve our website.

Protect our website and business against fraud, spam, and unauthorized activity.

Comply with applicable legal obligations.

We do not use contact form submissions to enroll visitors in marketing emails without an appropriate legal basis or consent.

3. How We Share Information

We do not sell your personal information.

We may share information with trusted service providers that help us operate our website and business, including:

Wix: Website hosting and contact form functionality.

Google Workspace: Business email, scheduling, and related communication services.

Other authorized service providers: Where reasonably necessary to operate our business or provide requested services.

These providers may process information according to their own privacy policies and applicable contractual obligations.

We may also disclose information when required by law or when reasonably necessary to protect our legal rights or the security of our business.

4. Cookies and Website Technologies

Our website may use cookies and similar technologies for essential website functionality, security, performance, and, if enabled, analytics.

You may be able to manage certain cookies through your browser settings or any cookie preference tools provided on our website.

5. Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmitting or storing information electronically is completely secure, and we cannot guarantee absolute security.

Sensitive financial records and confidential client documents should be exchanged only through approved secure methods, not through the general website contact form.

6. Data Retention

We retain personal information for as long as reasonably necessary to respond to inquiries, provide requested services, maintain appropriate business records, resolve disputes, and comply with applicable legal requirements.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

7. Your Privacy Choices

You may contact us to request access to, correction of, or deletion of personal information you have provided, subject to applicable laws and legitimate recordkeeping requirements.

You may also contact us with questions about how your information is handled.

8. Third-Party Websites and Services

Our website may contain links to third-party websites or services, including appointment scheduling and social media platforms.

We are not responsible for the privacy practices of those third parties. We encourage visitors to review their privacy policies before providing information.

9. Children's Privacy

Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13 through our website.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, or applicable laws.

Any updates will be posted on this page with a revised effective date.

11. Contact Us

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

Growth & Balance Bookkeeping

Based in New York, serving clients nationwide

Email: hello@growthandbalancebookkeeping.com

Website: www.growthandbalancebookkeeping.com