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Balance Works Bookkeeping
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Privacy Policy & California Privacy Rights

Balance Works Bookkeeping (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website and services, and outlines privacy rights available to California residents under the California Consumer Privacy Act (CCPA).

Information We Collect

We may collect personal information that you voluntarily provide, including your name, email address, phone number, business name, and any information submitted through contact forms or communications.

We may also automatically collect limited technical information when you visit our website, such as IP address, browser type, pages visited, referring URLs, and access timestamps. This information is used to support website functionality and analytics.

How We Use Information

 We use personal information to:


  • Respond to inquiries and provide services
  • Communicate with you regarding our services
  • Improve website functionality and user experience
  • Maintain business and accounting records
  • Comply with applicable laws and regulations 


We do not sell, rent, or trade personal information.

Cookies & Analytics

Our website may use cookies or similar technologies to enhance browsing experience and analyze website traffic. You may disable cookies through your browser settings; however, some features of the website may not function properly as a result. 

Disclosure of Information

We may share personal information only as necessary:


  • With trusted service providers who assist with website hosting, analytics, or business operations
  • To comply with legal obligations or protect our legal rights
     

All service providers are required to safeguard your information and use it only for authorized purposes.

California Privacy Rights (CCPA)

California residents have the right to request access to personal information we collect, request deletion of personal information (subject to legal requirements), and opt out of the sale or sharing of personal information.

Balance Works Bookkeeping does not sell or share personal data. Requests may be submitted by contacting us using the information below. We may require identity verification before processing requests. We do not discriminate against individuals who exercise their privacy rights.

Data Retention & Security

We retain personal information only for as long as necessary to fulfill business, legal, or regulatory purposes. We implement reasonable administrative, technical, and physical safeguards to protect personal information; however, no method of transmission or storage is completely secure. 

Children’s Privacy

Our website and services are intended for adults and are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. 

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. 

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. 

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

Balance Works Bookkeeping
Email: contact@balanceworksbookkeeping.com
Phone: (916) 886-0560
Website: www.balanceworksbookkeeping.com


                                                                                                  Last Updated: December 16, 2025 

Copyright © 2025 Balance Works Bookkeeping - All Rights Reserved.

Strong Books. Stronger Business.

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