We collect information you provide directly to us, such as when you fill out a contact form, request a quote, or communicate with us via email, phone, or text message. This may include your name, email address, phone number, and business details.
We use the information we collect to respond to your inquiries, provide the accounting services you requested, and send administrative or operational information such as invoices, contract updates, scheduling information, document requests, service updates, and account notifications.
If you provide your mobile phone number and consent to receive text messages from Balanced Ledger Solutions, we may use SMS messaging for conversational and informational communications related to our services and your relationship with us.
Message frequency varies. Message and data rates may apply. You may opt out of receiving SMS messages at any time by replying STOP. For assistance, reply HELP or contact us at casey@balancedledgersolutions.com.
Mobile information, including mobile phone numbers, SMS opt-in data, and consent, will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.
We implement appropriate technical and organizational measures to protect the personal information we collect and process. We do not sell your data to third parties.
If you have questions about this policy, please contact us at casey@balancedledgersolutions.com.