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Privacy Policy

Effective Date: June 1, 2026.

PrimeBalance Bookkeeping Solutions LLC (“PrimeBalance,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide through our website.

This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website.

Information We Collect

We collect information that you voluntarily provide when you express interest in obtaining information about our services or submit information through our website forms.

This includes:

  • Personal Identifiers: Name, email address, and phone number.
  • Business Details: Industry, revenue estimates, and specific bookkeeping challenges submitted via our Discovery Call Form.
  • Automatic Data Collection: Like most website operators, we collect non-identifying information such as browser type, device type, and pages visited to improve our website’s functionality and user experience. This information may be collected through standard technologies such as cookies or analytics tools used to understand general website usage.

Notice at Collection

PrimeBalance Bookkeeping Solutions LLC collects the following categories of personal information to provide our services and improve your experience:

  • Identifiers: Name, Email address, and Phone number.
  • Business Information: Industry type, revenue estimates, employee counts, and bookkeeping challenges.
  • Internet Activity: Information about how visitors interact with our website. Such as website usage data, pages viewed, and browsing behavior.

Why We Collect This

We use this information to:

  • Fulfill your request for a Discovery Call.
  • Assess business alignment and prepare customized service proposals.
  • Improve website performance and security.

Your Privacy Rights

We do not sell or rent personal information to third parties. For more details about how we collect, use, and protect your information, please review our full Privacy Policy and Cookies Policy.

How We Use Your Information

We use the information we collect to maintain our high standard of service and professional structure. Specifically, we use your data to:

  • Review and respond to Discovery Call requests.
  • Communicate with you regarding our services and onboarding.
  • Analyze website usage to ensure our digital presence remains helpful and accessible.
  • Note: We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Cookies and Website Analytics

PrimeBalance Bookkeeping Solutions LLC may use cookies and similar tracking technologies (such as web beacons and pixels) to provide a secure and efficient user experience and to understand how visitors interact with our website.

What are Cookies? Cookies are small data files stored on your device that help us remember your preferences and understand how you interact with our website.

How We Use Them:

  • Essential Cookies: These cookies are necessary for the website to function properly, such as enabling page navigation, maintaining security, and allowing access to certain features.
  • Performance & Analytics: We may use analytics tools such as Google Analytics to collect anonymous information about website traffic, including which pages visitors access most frequently. This information helps us improve website performance and better serve our visitors.
  • Third-Party Cookies: Some third-party services used on our website (such as scheduling tools or social media platforms) may place their own cookies to track interactions with their features.

Your Choice

You have the right to decide whether to accept or reject non-essential cookies. You can set or amend your web browser controls to accept or refuse cookies. If you choose to reject cookies, you may still use our website, though some functionality may be limited.

Information Sharing & Third-Party Service Providers

We only share your information with third parties when necessary to operate our business or comply with the law. This includes:

  • Service Providers: We use trusted third-party platforms for scheduling (e.g., Calendly), email communication, and website hosting. Scheduling services used on our website may collect limited information necessary to facilitate appointment scheduling.
    These providers are required to maintain appropriate confidentiality and security standards.
  • Legal Obligations: We may disclose information if required to do so by law or to protect the legal rights of PrimeBalance.

Data Security

As a firm that values accuracy and integrity, PrimeBalance takes the security of your information seriously. We implement appropriate administrative and technical safeguards to protect your data. However, no method of transmission over the internet or electronic storage is completely secure.

Your Rights and Consent

By using our website, you consent to the terms of this Privacy Policy. Depending on your location, you may have the right to request access to the personal information we collect from you, change that information, or request that we update or delete that information.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The “Effective Date” at the top of this page will be updated accordingly.

Contact Us 
If you have questions or concerns regarding this Privacy Policy, please contact us at:

PrimeBalance Bookkeeping Solutions LLC 
Email: primebalancebookkeeping@yahoo.com
Phone: 410-929-2762