Privacy Policy
How Perfect Balance handles information submitted through this website.
Effective date: September 10, 2026
Information we collect
We may collect information you voluntarily submit through contact forms or the Financial Clarity Assessment, including your name, company, contact information, and responses about your business needs.
How we use information
Information is used to respond to inquiries, prepare for consultations, and provide requested bookkeeping, tax, payroll, QuickBooks, reporting, or advisory services.
Financial and tax information
Do not submit Social Security numbers, bank credentials, tax identification numbers, payment card information, or sensitive tax documents through general website forms.
Sharing
We do not sell personal information. Information may be shared with service providers only as necessary to operate the website, communicate with you, or deliver requested services.
Contact
Questions about this policy may be sent to info@pbbats.com.