Balanced Path Financial Privacy Policy

Last updated: December 18, 2025

Balanced Path Financial LLC (“Balanced Path Financial,” “we,” “us,” “our”) respects your privacy and is committed to being transparent about how we collect, use, and protect your information.

This Privacy Policy explains what information we collect through our website, forms, scheduling links, client portal, and services—and how we use it.

1) Who we are

Balanced Path Financial LLC is a U.S.-based bookkeeping and tax support firm.
Contact: [email protected] | Phone: 603-892-8879

2) Information we collect

We collect information in three main ways: (A) what you provide, (B) what’s collected automatically, and (C) what comes from third parties you choose to connect.

A) Information you provide

When you fill out a form, book a call, sign up for services, or use our secure portal, we may collect:

Name, business name, email, phone number, and address

Information you submit in questionnaires/organizers and messages (including attachments)

Billing details and payment-related information (such as invoices, payment confirmations, and subscription details)

Access details you authorize for systems we work in (for example: accounting software access, bank/credit card statement access, merchant processor reports)

B) Information collected automatically

When you visit our website, we may automatically collect:

IP address, browser type, device information

Pages viewed, time spent on pages, links clicked, referring/exit pages

General location data (approximate, based on IP)

Cookies and similar technologies (see “Cookies & Analytics” below)

C) Information from third parties (with your permission)

If you connect third-party tools or provide access, we may receive information from platforms such as:

Accounting platforms (e.g., QuickBooks Online, Xero)

Document capture/receipt tools (e.g., Hubdoc or similar)

Client portal/secure document tools (e.g., TaxDome or similar)

Payment processors (e.g., Stripe, PayPal, or similar)

Marketing/analytics tools (e.g., Google Analytics, Meta ads, or similar)

3) How we use your information

We use information to:

Provide and manage our services (bookkeeping, clean up/catch up, setup, reporting, and tax support where applicable)

Communicate with you about onboarding, scheduling, updates, and support

Process payments and manage billing

Improve our website, workflows, and service experience

Maintain security, prevent fraud, and protect our business and clients

Comply with legal, tax, and recordkeeping obligations

We do not sell or rent your personal information.

4) Cookies & analytics

We use cookies and similar technologies to help the site function properly and to understand how visitors use our website.

You can control cookies through your browser settings. If you disable cookies, some parts of the site may not work as expected.

5) When we share information

We only share information when it’s necessary to operate our business and deliver services, including with:

Service providers that support our website, client communications, scheduling, and secure portals

Accounting, document, and workflow platforms you authorize us to use

Payment processors to collect payments and issue receipts

Professional advisors (like attorneys or accountants) when needed, under confidentiality

Law enforcement or regulators when required by law, or to protect rights/safety

A successor entity in the event of a business transition (merger, acquisition, or asset sale)

6) Data retention

We keep personal information only as long as needed to provide services, meet legal/tax requirements, resolve disputes, and maintain business records.

If you request deletion, we’ll honor it where possible—unless we’re required to retain certain information for legal or compliance reasons.

7) Your rights and choices

Depending on where you live, you may have rights to:

Request access to the personal information we hold about you

Request corrections

Request deletion (where applicable)

Opt out of marketing communications

Request a copy of your data (where applicable)

To make a request, email [email protected] with the subject line “Privacy Request.”

8) Email and SMS communications

If you submit a form, book a call, or become a client, we may send you service-related messages (like confirmations, reminders, and important updates). If you opt in, we may also send occasional marketing emails/texts (offers, updates, helpful resources).

Email: you can unsubscribe anytime using the link in the email

Text/SMS: reply STOP to opt out, HELP for help

Message frequency may vary. Message & data rates may apply.

9) Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information, including secure portals and reputable service providers. No system is perfect, and no method of transmitting or storing data can be guaranteed 100% secure.

10) Children’s privacy

Our services and website are intended for adults and business owners. We do not knowingly collect personal information from children under 13.

11) International visitors

We are based in the United States. If you access our website from outside the U.S., your information may be processed in the U.S., where privacy laws may differ from those in your location.

12) Changes to this policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last updated” date.

13) Contact us

Questions about privacy? Reach out anytime:
Balanced Path Financial LLC
Email: [email protected]
Phone: 603-892-8879

If you want, paste your Terms of Service too and I’ll make sure the language matches (and that the privacy + terms don’t contradict each other).