Privacy Policy

Updated: July 20, 2026

PLS Balance My Books ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website plsbalancemybooks.com. Please read this policy carefully. By using our website, you agree to the terms outlined below.

1. Information We Collect
We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and any other information you provide when contacting us or using our services.

• Automatically Collected Information: When you visit our website, we may automatically collect technical and usage information such as your IP address, approximate location, browser and device type, operating system, referring page, pages visited, visit duration, and interactions with website content. The information collected depends on your cookie preferences and the technologies enabled on your device.

• Payment Information: We do not collect or store payment card information on our website or in our client portal. If you choose to pay us electronically, payment details are collected and processed directly by our billing provider (Ignition). We do not have access to or retain your full payment card information.

2. How We Use Your Information
We use the information we collect to:

• Provide, manage, and improve our bookkeeping services.

• Manage billing and send invoices (payments processed through our billing provider).

• Respond to inquiries, customer support requests, and feedback.

• Send updates, promotional materials, or service-related communications (you can opt out at any time).

• Enhance website security and user experience.

• Comply with legal and regulatory requirements.

3. How We Handle Your Information
We do not sell or rent your personal information for marketing or promotional purposes. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share information in the following cases:

• Legal Compliance: If required by law, court order, or to protect our rights, property, or safety.

• Business Transfers: In case of a merger, acquisition, or asset sale, your data may be transferred to the new entity.

• Service Providers and Platforms: We use third-party service providers to operate our website and deliver our services. These may include GoHighLevel for website hosting, forms, communications, and appointment scheduling; Google Analytics and Microsoft Clarity for website analytics; and Ignition for proposals, billing, and payment processing. These providers may process information on our behalf according to their respective agreements and privacy practices.

4. Data Security
We implement industry-standard security measures to protect your information. However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security, but we strive to use commercially acceptable means to protect your personal data.

5. Your Choices and Rights
You have the right to:

• Access, update, or correct your personal information.

• Request the deletion of your data (subject to legal and contractual obligations).

• Opt out of marketing communications.

• Manage optional cookie and analytics preferences when the cookie consent banner is presented, and delete or restrict cookies through your browser settings.

To exercise these rights, please contact us at [email protected].

6. Children's Privacy
Our website is not intended for children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will take appropriate steps to delete it.

7. Cookies and Tracking Technologies
We use cookies and similar technologies to operate our website, maintain security, remember consent preferences, understand website traffic, and improve the visitor experience.

Essential cookies are necessary for the website to function properly and cannot be disabled through our cookie preferences tool. Optional analytics cookies are used only according to the choices you make through our cookie consent banner.

We use Google Analytics to measure website traffic and understand how visitors use our pages. Google Analytics may process information such as browser and device details, approximate location, pages visited, referral sources, and visit activity. When analytics storage is not permitted, Google Analytics does not store its visitor identifier in the _ga cookie.

We also use Microsoft Clarity to better understand how visitors interact with our website through tools such as heatmaps, behavioral analytics, and session recordings. Clarity may process interactions such as page visits, clicks, scrolling, mouse movements, and similar activity. Clarity cookies are not set until the required analytics consent has been provided.

When the cookie banner is displayed, you may accept all cookies, allow essential cookies only, or customize your preferences. You may also control or delete cookies through your browser settings. Disabling optional cookies will not prevent normal access to the website, although some analytics and measurement features may be limited.

The cookie banner and cookie preferences may be configured separately for our main website and blog because they are managed as separate website components.

8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies before providing any personal data.

9. Changes to This Privacy Policy
We may update this policy from time to time. Changes will be posted on this page with the updated effective date. We encourage you to review it periodically.

10. Contact Us
If you have any questions about this Privacy Policy, please contact us at:

PLS Balance My Books LLC
12324 E 86th St N PMB 524
Owasso, OK 74055-2543
[email protected] 
(918) 990-9414