Privacy Policy

Effective Date: April 1, 2026
Business Name: Balance the Crown Bookkeeping LLC, DBA Balance the Crown Advisory & Bookkeeping
Website: www.balancethecrownbk.com

  1. Introduction

Balance the Crown Bookkeeping LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it through this Privacy Policy.

This Privacy Policy describes how we collect, use, and safeguard your information when you visit our website and use our advisory, bookkeeping, and related services.

  1. Information We Collect

We may collect the following categories of information:

    1. Personal Information
      • Name
      • Email address
      • Phone number
      • Business name
      • Billing and payment information
      • Financial information necessary to provide bookkeeping services

2. Non-Personal Information

      • IP address
      • Browser type
      • Device information
      • Website usage data (pages visited, time spent, etc.)
  1. How We Use Your Information

We use the information we collect to:

  • Provide advisory, bookkeeping, and related services
  • Maintain and manage financial records
  • Communicate with you regarding services, updates, or inquiries
  • Process payments and invoices
  • Improve our website, systems, and service offerings
  • Comply with legal and regulatory obligations
  1. How We Share Your Information

We do not sell your personal or financial information.

We may share your information with trusted third parties only as necessary to operate our business and deliver services.

These providers are only given access to the information necessary to perform their functions and are expected to maintain appropriate confidentiality and security.

We may also disclose your information:

  • If required by law, regulation, or legal process
  • To protect our rights or comply with legal obligations
  • To trusted professional advisors (e.g., attorneys or accountants) under confidentiality obligations
  1. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information.

Because we handle sensitive financial data, we take confidentiality seriously and limit access to authorized personnel and systems only. We rely on industry-standard, secure third-party platforms to store and process sensitive financial and payment data.

However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security. Sensitive documents, including payment authorization forms, are stored in secure, access-controlled systems with limited user access.

  1. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to:

  • Improve user experience
  • Analyze website traffic and performance
  • Remember user preferences

You can modify your browser settings to decline cookies if you prefer.

  1. Your Privacy Rights (California Residents)

If you are a California resident, you may have rights under applicable privacy laws, including the right to:

  • Request access to the personal information we collect about you
  • Request deletion of your personal information
  • Request correction of inaccurate information

To exercise these rights, please contact us using the information below.

  1. Data Retention

We retain your information only for as long as necessary to:

  • Provide bookkeeping services
  • Comply with legal, tax, and accounting requirements
  • Resolve disputes and enforce agreements
  1. 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.

  1. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

  1. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

  1. Contact Information

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

Balance the Crown Advisory & Bookkeeping LLC
Email: info@balancethecrownbk.com
Phone: (916) 848-0635

  1. Confidentiality of Financial Information

As an advisory and bookkeeping service provider, we understand the sensitive nature of financial data. All client financial information is treated as strictly confidential and is accessed, used, and stored only as necessary to provide agreed-upon services.

  1. Payment Processing

We collect payments via ACH (bank transfer) and credit card through QuickBooks.

In some cases, clients may provide payment authorization and account details through secure forms (e.g., ACH authorization forms or credit card authorization forms). This information is used solely for the purpose of setting up and processing payments.

Payment details are entered into QuickBooks, where transactions are processed through secure third-party payment processors.

We may retain copies of payment authorization forms for recordkeeping, compliance, and authorization purposes. These records are stored securely using restricted-access systems.

We take reasonable steps to protect sensitive payment information; however, we recommend that clients avoid submitting such information through unsecured channels.