Privacy Policy
Effective date: October 13, 2026
BalanceKeep Bookkeeping & Financial Services (“BalanceKeep,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through balance-keep.com, how we use it, when it may be shared, and the choices available to you.
Information We Collect
We may collect information that you choose to provide, including:
- Your name, email address, and telephone number
- Your company name, industry, and general business information
- Information submitted through our contact forms or Business Financial Health Assessment
- Messages, questions, scheduling information, and other details you send to us
When you visit the website, certain technical information may also be collected automatically, such as your IP address, browser and device type, pages viewed, referring website, approximate location, and cookie or analytics information.
How We Use Information
We may use information to:
- Respond to questions and service inquiries
- Review Financial Health Assessment responses and recommend an appropriate next step
- Manage prospective-client and client relationships
- Schedule meetings and provide requested information
- Operate, secure, measure, and improve the website
- Comply with legal, accounting, regulatory, and professional obligations
Financial Health Assessment and Contact Forms
Information submitted through the Business Financial Health Assessment or other website forms is used to understand your bookkeeping needs and respond to your request. Please do not submit Social Security numbers, bank-login credentials, payment-card numbers, tax-identification numbers, or sensitive financial documents through a general website form. Existing clients should use the approved secure client portal or another secure method provided by BalanceKeep.
Service Providers and Information Sharing
We use third-party providers to operate the website, collect form responses, route information, manage business relationships, communicate, and protect the site. These providers may include WordPress and our website host, Tally, Zapier, HubSpot, Google services, email providers, analytics and consent tools, and the Ascend client portal. These companies process information according to their own terms and privacy practices.
We do not sell personal information. We may share information with service providers that help us operate the business; when reasonably necessary to protect BalanceKeep, our clients, or others; when required by law or legal process; or in connection with a business transfer or reorganization.
Cookies and Analytics
The website may use cookies and similar technologies for essential site functions, security, preferences, traffic measurement, and performance. You can control cookies through the consent options shown on the website and through your browser settings. Disabling some cookies may affect how parts of the site work.
Client Portal and External Links
The Client Login link and other links may take you to services operated by third parties. Information submitted directly to those services is governed by their privacy policies and security practices. BalanceKeep is not responsible for the content or privacy practices of websites that we do not control.
Data Retention
We retain information only for as long as reasonably necessary for the purposes described in this policy, to maintain business and professional records, to resolve disputes, and to satisfy legal or regulatory obligations. Retention periods vary depending on the type of information and the reason it was collected.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect information. However, no website, email system, or method of electronic transmission is completely secure. Please use the secure client portal when BalanceKeep asks you to provide confidential financial or identification information.
Your Choices and Requests
You may ask us to correct or delete information you previously submitted, subject to legal, regulatory, security, and recordkeeping requirements. You may also ask questions about how your information is used. To make a request, contact us using the information below. We may need to verify your identity before completing certain requests.
Children’s Privacy
This website is intended for business owners and adult users. It is not directed to children under 13, and BalanceKeep does not knowingly collect personal information from children under 13 through this website.
Changes to This Policy
We may update this Privacy Policy when our services, technology, or legal obligations change. The effective date at the top of the page shows when the policy was last updated.
Contact BalanceKeep
Questions or privacy requests may be submitted through our Contact page or by calling 508-405-7844.