Privacy Policy

Effective Date: April 24, 2025

Balanced Books with Delaune ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information when you interact with our services—including our website, social media platforms, email list, and any tools or apps we use to serve you.

1. What We Collect

We may collect the following types of information:

  • Personal Info You Provide: name, email, phone number, business name, financial documents, payroll data, or other details you share with us through forms, calls, emails, or file uploads.

  • Automated Info: IP address, device type, browser data, pages visited, and cookies used to improve your experience.

  • Connected Platform Info: accounting or payroll data from tools you connect to (such as QuickBooks, Gusto, Stripe, or your bank) with your permission.

We do not knowingly collect information from children under 13.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, payroll, and financial consulting services

  • Process payments and send invoices

  • Communicate with you about your account or updates

  • Improve our services and website experience

  • Send marketing emails (only if you opt in)

  • Comply with legal, tax, and regulatory obligations

We will not sell your personal information.

3. Sharing Your Information

We may share your information with:

  • Trusted service providers (like email platforms, cloud storage, or payroll software), but only as needed to deliver our services

  • Government or legal authorities if required by law

  • Third parties only when you’ve given us permission

  • Successors in the case of a business transfer or merger (we’ll notify you in that case)

4. Cookies and Tracking

Our site uses cookies to enhance your browsing experience and gather basic analytics. You can adjust your browser settings to disable cookies, but doing so may limit some functionality.

We do not respond to Do Not Track signals at this time.

5. How We Protect Your Data

We take data protection seriously and use secure, industry-standard practices including:

  • Encrypted storage and backups

  • Secure file sharing systems

  • Multi-factor authentication for account access

  • Limited access to client records

  • Secure disposal of outdated files

6. How Long We Keep Your Info

We keep financial records for up to 7 years in accordance with IRS guidelines. Email or marketing data is stored until you unsubscribe or request deletion, after which it will be fully removed from backups within 30 days.

7. Your Rights

You have the right to:

  • Access or update your information

  • Ask us to delete or correct your information

  • Withdraw your consent to marketing at any time

  • File a complaint if you believe your privacy rights have been violated

To exercise your rights, email us at help@balancedbookswithdelaune.com.

8. Third-Party Links

Our website may include links to tools like QuickBooks, Stripe, or Meta (Facebook/Instagram). We’re not responsible for the privacy practices of those third parties—please review their policies directly.

9. Children's Privacy

Our services are intended for adults. We do not knowingly collect or store data from children under 13. If we become aware of any such data, we will delete it.

10. Policy Updates

This policy may be updated from time to time. The most recent version will always be posted at this address with a revised effective date. If significant changes are made, we’ll notify you directly or post a banner on our website.

11. Contact Us

Have questions or need to update your information? Reach out anytime.

Balanced Books with Delaune
Email: help@balancedbookswithdelaune.com
Mailing Address: 204 Oglesbee Rd Silsbee, TX 77656