Privacy Policy

Effective Date: October 2025
Last Updated: October 2025

Carolina Balance Bookkeeping (“we,” “us,” or “our”) respects your privacy. We are committed to protecting the personal information you share with us through our website www.carolinabalance.com, by email, or through other communication channels. This Privacy Policy explains how we collect, use, and protect your information.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Your name, email address, phone number, and business details were collected when you contact us or request services.
   
• Financial Information: Business financial data you voluntarily provide for bookkeeping or consulting purposes.
   
• Website Data: Non-personal data, such as your browser type, IP address, and pages visited, is collected via cookies or analytics tools.
   

We only collect information that is relevant to providing our services or improving our website experience.

2. How We Use Your Information

We use your information to:

• Respond to inquiries and provide bookkeeping services
   
• Prepare quotes, reports, or agreements
   
• Communicate important updates about your account or services
   
• Improve our website, offerings, and client experience
   
• Comply with applicable legal and accounting requirements
   

We do not sell, rent, or trade your information with any third parties.

3. Data Storage and Security

We store your data securely using trusted, encrypted systems and limit access to authorized personnel only.
Financial and bookkeeping data is stored in compliance with accepted accounting and data security standards.

If you use our contact form, your message may be stored in our secure email system to ensure follow-up.

4. Sharing Your Information

We may share your information only when necessary to:

• Work with software or service providers that help us operate our business (e.g., QuickBooks, email platforms), under confidentiality agreements
   
• Comply with legal obligations, court orders, or government requests
   
• Protect our legal rights or prevent fraud
   

5. Cookies and Analytics

Our website may use cookies to enhance your browsing experience and track basic analytics (such as page visits).
You may disable cookies in your browser settings.

6. Links to Other Websites

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

7. Your Rights

You may request to:

• Access or correct your personal information
   
• Ask us to delete your information (subject to recordkeeping laws)
   
• Withdraw consent to receive marketing communications
   

To make a request, contact us at rbennett@carolinabalance.com.

8. Data Retention

We retain bookkeeping and client data only as long as necessary to provide services and comply with tax and accounting regulations.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the updated effective date.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please get in touch with us at:

Carolina Balance Bookkeeping, LLC
✉️ Email: rbennett@carolinabalance.com
🌐 Website: www.carolinabalance.com