Privacy Policy

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Effective Date: August 1, 2026

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Found and Balanced Bookkeeping LLC ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and how we protect your information when you use our website or communicate with us by phone, email, or SMS text messaging.

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Information We Collect

 

We may collect information you voluntarily provide, including:

• Name

• Business Name

• Email Address

• Mobile Phone Number

• Appointment Information

• Information regarding your bookkeeping needs

• Communications you send to us

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We do not request passwords, Social Security Numbers, bank account credentials, or other highly sensitive financial information through SMS text messages.

How We Use Your Information

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Your information is used to:

• Respond to your inquiries

• Schedule consultations and appointments

• Provide bookkeeping services

• Send customer care communications

• Send appointment reminders

• Provide account-related updates

• Maintain business records

• Comply with legal obligations

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SMS Communications

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By voluntarily opting in, you agree to receive conversational customer care text messages from Found and Balanced Bookkeeping LLC.

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These messages may include:

• Responses to your questions

• Appointment scheduling

• Appointment reminders

• Customer support

• Account-related updates

• Bookkeeping service communications

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Message frequency varies.

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Message and data rates may apply.

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You may opt out at any time by replying STOP.

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For assistance, reply HELP or contact us at:

Phone: 505-744-7171

Email: megan@foundandbalancedbookkeeping.com

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Consent to receive SMS messages is not a condition of purchasing services.

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Mobile Information

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No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

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We do not sell, rent, transfer, or share consumer data, including mobile phone numbers or SMS consent, with any third party for marketing purposes.

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Consumer data is never used for any third party's independent marketing purposes.

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Information may only be shared when necessary to provide the services you request or when required by law.

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Mobile opt-in information and SMS consent are never shared.

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Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, disclosure, alteration, or destruction.

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Data Retention

We retain personal information only as long as reasonably necessary to provide our services, maintain business records, satisfy legal obligations, and resolve disputes.

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Your Rights

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You may request access to or correction of your personal information at any time.

To stop SMS communications, simply reply STOP.

For assistance, reply HELP.

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Contact Us

If you have questions about this Privacy Policy or our SMS communications, contact us at.

Found and Balanced Bookkeeping LLC

505-744-7171

megan@foundandbalancedbookkeeping.com

https://www.foundandbalancedbookkeeping.com