Privacy Policy

Introduction

Balanced 4 Success LLC is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, and disclose information when you use our professional bookkeeping services, process optimization solutions, membership services and digital products.

Information We Collect

We may collect personal information, such as your name, contact details, business information, and payment details when you subscribe to our services or purchase our digital products. We may also collect non-personal information such as website usage data and analytics.

We do not collect or store your payment card information. All payments for products, memberships, and services are securely processed by third-party providers (such as Stripe and QuickBooks Payments). We never have access to your full payment card details.

How We Use Your Information

We use the information we collect to provide you with our services, improve our offerings, communicate with you, and customize your experience. We do not sell your information to third parties.

Cookies and Tracking Technologies

We use cookies and similar technologies to support website functionality and analyze site usage through tools like Google Analytics and Facebook Pixel. These technologies help us understand how visitors interact with our site and allow us to improve our services. You can manage cookie preferences through your browser settings.

Data Retention and Your Rights

We retain your personal information only as long as necessary to provide our services, fulfill legal obligations, and resolve disputes. Information collected through our website (including forms and email lists) remains in our systems (such as GHL) unless you request deletion.


If you wish to access, correct, or delete your information, please contact us at [email protected], and we will respond promptly to your request.

Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Third-Party Services

We may use third-party services such as payment processors and analytics tools. These services have their own privacy policies, and we encourage you to review them.

Your Choices

You can choose not to provide certain information, but this may limit your ability to use our services or access certain features. You can also opt-out of receiving marketing communications from us.

Legal Compliance

We aim to comply with all applicable privacy regulations, including the California Consumer Privacy Act (CCPA) and the General Data Protection Regulation (GDPR), to the extent they apply to our business and customers.

Changes to this Privacy Policy

We reserve the right to update this Privacy Policy at any time. We will notify you of any changes by posting the new Privacy Policy on our website.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at [email protected].

Last updated: 06/26/2025

Balanced 4 Success© 2024+