Effective Date: September 13, 2025
Last Updated: September 24, 2025
Balanced Books and Beyond, LLC (“Company,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website https://www.balancedbookspros.com and when you engage with us through our services, forms, or communication systems, including phone, SMS/MMS text messaging, and tools powered by our CRM and marketing automation provider, GoHighLevel.
By submitting your information, scheduling an appointment, or otherwise interacting with us, you consent to the practices described in this Privacy Policy.
Personal Identifiable Information (PII)
Information you voluntarily provide, including:
Name
Email address
Mobile phone number
Company name
Any other information submitted through forms or communication tools
Automatically Collected Data
We (and our third-party service providers) may collect:
IP address
Browser type
Pages visited
Device identifiers
Referral source
Timestamp and usage information
Location data (if enabled)
We collect information in the following ways:
When you fill out contact or inquiry forms
When you schedule an appointment or request services
When you provide your mobile number to receive updates, reminders, or marketing text messages
When you interact with automated messages or campaigns through GoHighLevel
Via cookies, analytics scripts, and session tracking technologies
Some forms and automations are powered by GoHighLevel, which may store the information you provide on secure servers under our account.
We use your information to:
Respond to inquiries or service requests
Send appointment reminders, service updates, and promotional text messages (message frequency varies; message & data rates may apply; you can opt out at any time by replying STOP)
Send follow-up emails, newsletters, or marketing communications (with opt-out options)
Deliver content and recommendations
Improve our website functionality and performance
Maintain security, compliance, and system integrity
By providing your mobile phone number and opting in (for example, by submitting a form that includes your phone number or selecting a consent checkbox), you agree to receive SMS or MMS messages from Balanced Books and Beyond, LLC.
Message frequency may vary.
Msg & data rates may apply.
You may opt out at any time by replying STOP to any text message we send.
For help, reply HELP or contact us at [email protected].
Your consent is not a condition of purchase.
We utilize trusted third-party platforms to operate our business, including:
GoHighLevel: CRM, forms, appointment scheduling, and SMS messaging
Google Analytics: Website traffic analysis
Payment processors (if applicable): Invoice payments and transaction tracking
Email or marketing platforms: Newsletter distribution and automated campaigns
These providers implement secure data handling and comply with applicable privacy standards such as GDPR and CCPA.
We use cookies and similar technologies to:
Monitor and analyze website performance
Improve your browsing experience
Deliver personalized content
You may adjust your browser settings to refuse cookies, but this may affect site functionality.
Where appropriate, we or our service providers (such as GoHighLevel or connected platforms) may use Two-Factor Authentication (2FA) to protect access to sensitive systems. However, no authentication method is completely foolproof. Users are encouraged to use strong, unique passwords and take appropriate security precautions.
We retain personal data only for as long as is necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. You may request deletion of your data at any time by contacting us.
We implement reasonable administrative, technical, and physical safeguards to protect your personal data. This includes SSL encryption, password-protected accounts, and platform-based security measures through trusted providers such as GoHighLevel and Google Workspace.
However, no system can guarantee absolute security. You use this website and communicate with us at your own risk.
Depending on your location, you may have the right to:
Request access to your personal information
Request correction or deletion
Object to or restrict data processing
Withdraw consent to marketing
Request a copy of your data in a portable format
To exercise these rights, contact us at [email protected].
This website is not intended for children under 13, and we do not knowingly collect data from anyone under this age.
We may modify this Privacy Policy at any time. Updates will be reflected by a new “Last Updated” date. Continued use of the website or our services constitutes your acceptance of any revised terms.
Balanced Books and Beyond, LLC
📧 Email: [email protected]
🌐 Website: https://www.balancedbookspros.com