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Privacy Policy

Updated: February 16, 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 www.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.
  • 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.
  • Platforms: We use third-party platforms (such as HubSpot) to run our website, process form submissions, and measure website performance. They process information only as needed to provide those services.

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.
To exercise these rights, please contact us at info@plsbalancemybooks.com.

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 tracking technologies to help our website function properly, improve performance, and better understand how visitors use our site. Cookies may collect information such as your IP address, browser type, device information, and pages visited.

We also use analytics and marketing tools (including HubSpot) to measure site traffic, improve our content and user experience, and support communications and marketing efforts. You can adjust your browser settings to refuse cookies or alert you when cookies are being used; however, some parts of the website may not work properly if cookies are disabled.

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
info@plsbalancemybooks.com 
(918) 990-9414