Privacy Policy

Last Updated: April 3, 2026

At Beyond Balancing the Books, we are committed to protecting your professional and personal information. This policy explains how we handle data collected through our website and our scheduling partner, Acuity Scheduling.

1. Information We Collect When you interact with our site or book a discovery call, we collect:

• Contact Details: Your name, email, and phone number.

• Appointment Data: Information provided during the booking process via Acuity Scheduling to help us prepare for our consultation.

• Business Insights: Any high-level financial or operational details you choose to share in our intake forms.

2. How We Use Your Information We use this data specifically to:

• Facilitate and confirm your appointments.

• Provide professional financial analysis and bookkeeping services.

• Ensure we are prepared to address your specific business "blind spots" during our call.

3. Data Security & Third Parties

• Acuity Scheduling & Squarespace: Your booking data is processed through Acuity Scheduling. They maintain industry-standard encryption to keep your details secure.

• No Sale of Data: We never sell or share your information with outside marketers.

• Confidentiality: As a Certified QuickBooks ProAdvisor, I adhere to strict professional standards regarding the privacy and integrity of your financial records.

4. Cookies & Analytics We use standard cookies to analyze website traffic and improve your user experience. You can manage these through your browser settings.

5. Your Rights You may request to view, update, or delete your personal information at any time by contacting us directly.

6. Contact Us: Beyond Balancing the Books Temecula, CA hello@beyondbalancingthebooks.com