Privacy Policy & Terms of Service
Effective Date: November 19, 2025
At i-Balanced Bookkeeping Services, we understand the importance of your privacy and the confidential nature of financial information. This Privacy Policy explains how we collect, use, protect, and share information when you use our website and services.
About i-Balanced Bookkeeping Services
Business Name: i-Balanced Bookkeeping Services LLC
Owner: Toni Zalewski, MAcc
Mailing Address: 62 Dallas Shopping Center, Suite 148, Dallas, PA 18612
Phone: (570) 266-8575
Email: toniz@i-balanced.com
Website: https://www.i-balanced.com
We are a professional bookkeeping service operating in Pennsylvania, providing financial record management, QuickBooks setup and training, tax preparation support, and related accounting services to small businesses.
Information We Collect
Personal Information You Provide
- Contact Information: Name, email address, phone number, business address
- Business Information: Company name, industry, business structure, tax ID numbers
- Financial Information: Bank account details, credit card information, transaction records, receipts, invoices, payroll data
- Communication Records: Emails, phone call notes, meeting records, consultation notes
- Appointment Information: Scheduling preferences, meeting times through Calendly
Information Collected Automatically
- Website Usage: IP address, browser type, pages visited, time spent on site
- Device Information: Operating system, device type, screen resolution
- Cookies and Tracking: Session cookies, preference cookies, analytics data
How We Use Your Information
- Provide Bookkeeping Services: Process financial transactions, reconcile accounts, prepare financial reports
- Client Communication: Respond to inquiries, schedule appointments, provide updates on your account
- QuickBooks Management: Set up and maintain your QuickBooks Online account, data entry, system maintenance
- Tax Preparation Support: Organize financial data for tax preparers, provide necessary documentation
- Business Operations: Invoice processing, payment collection, service delivery
- Legal Compliance: Meet regulatory requirements, maintain required records
- Service Improvement: Analyze website usage, improve our processes and offerings
Third-Party Services We Use
QuickBooks Online (Intuit)
We use QuickBooks Online to manage your financial data. Your information is stored on Intuit’s secure servers and subject to Intuit’s privacy policy. We are certified QuickBooks ProAdvisors and follow all security protocols required by Intuit.
Calendly (Appointment Scheduling)
We use Calendly for appointment scheduling. When you book a consultation, Calendly collects your name, email, and appointment preferences. This information is used solely for scheduling and is subject to Calendly’s privacy policy.
Brevo (Email Marketing)
We use Brevo for sending newsletters, service updates, and promotional emails. You can unsubscribe at any time. Email addresses are stored securely and used only for authorized communications. Brevo’s privacy policy applies to this data.
WP Forms (Contact Forms)
Our website contact forms are powered by WP Forms. Information submitted through these forms is stored on our secure hosting servers and used only to respond to your inquiries.
Website Hosting & Analytics
Our website is hosted on secure servers. We may use Google Analytics or similar services to understand website usage patterns. These services may use cookies and collect anonymous usage data.
Data Security & Protection
We implement industry-standard security measures to protect your information:
- Encryption: All data transmission is encrypted using SSL/TLS protocols
- Access Control: Limited access to authorized personnel only
- Secure Storage: Financial data stored in QuickBooks Online’s secure cloud environment
- Regular Updates: Software and security systems updated regularly
- Professional Standards: We follow all professional accounting and bookkeeping confidentiality requirements
Information Sharing
We do not sell, rent, or trade your personal information. We may share information only in these circumstances:
- With Your Consent: When you authorize us to share information with your CPA, tax preparer, or other professionals
- Service Providers: With trusted third-party services (QuickBooks, Calendly, etc.) necessary to provide our services
- Legal Requirements: When required by law, court order, or regulatory agencies
- Business Protection: To protect our rights, property, or safety, or that of our clients
Data Retention
- Client Records: Financial records retained for 7 years as required by Pennsylvania law and IRS regulations
- Communication Records: Email and phone records retained for 3 years
- Website Data: Analytics and usage data retained for 2 years
- Marketing Data: Email lists maintained until you unsubscribe or request deletion
Your Rights
You have the right to:
- Access: Request copies of your personal information
- Correction: Request correction of inaccurate information
- Deletion: Request deletion of your information (subject to legal retention requirements)
- Portability: Receive your data in a portable format
- Opt-out: Unsubscribe from marketing communications
- Restrict Processing: Request limitations on how we use your information
Cookies Policy
Our website uses cookies to:
- Remember your preferences and login information
- Analyze website traffic and usage patterns
- Improve website functionality and user experience
- Provide personalized content and recommendations
You can control cookies through your browser settings. Disabling cookies may affect website functionality.
Terms of Service
Professional Services Disclaimer
i-Balanced Bookkeeping Services provides bookkeeping and financial record management services. We do not provide legal, tax, or investment advice. Always consult with qualified professionals for these services.
Limitation of Liability
Our liability is limited to the fees paid for services rendered. We maintain professional liability insurance as required by Pennsylvania law. We are not responsible for decisions made based on financial information we provide.
Client Responsibilities
- Provide accurate and complete financial information
- Maintain backup copies of important documents
- Review financial reports and ask questions about anything unclear
- Comply with all applicable tax and regulatory requirements
- Pay invoices according to agreed terms
Pennsylvania State Law Compliance
This privacy policy complies with Pennsylvania state privacy laws and regulations. We maintain all records as required by Pennsylvania Department of State regulations for professional services providers.
Children’s Privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. If we become aware of such collection, we will delete the information immediately.
Changes to This Policy
We may update this privacy policy as needed to reflect changes in our services, technology, or legal requirements. Updated policies will be posted on our website with the effective date. Continued use of our services indicates acceptance of the updated policy.
Contact Information
For questions about this privacy policy or to exercise your rights, contact us:
Toni Zalewski
i-Balanced Bookkeeping Services
62 Dallas Shopping Center, Suite 148
Dallas, PA 18612
Phone: (570) 266-8575
Email: toniz@i-balanced.com
Response Time: We will respond to privacy-related inquiries within 24 hours on weekdays, next business day on weekends and holidays.
This privacy policy and terms of service are designed to be transparent and comprehensive. If you have any questions or concerns, please don’t hesitate to reach out. Your trust is essential to our business relationship.