LEGAL
Privacy Policy
Information We Collect
At Hess True Balance Bookkeeping, we collect information that you provide directly to us. This includes personal and business details such as your name, contact information, business structure, and all financial records, receipts, and bank statements necessary for us to perform professional bookkeeping services.
How We Use Information
The data we collect is used solely to provide accurate bookkeeping and advisory services. This includes maintaining financial records, performing account reconciliations, generating custom monthly reports, and communicating with you regarding your financial status. We do not sell your information to third parties.
Cookies
We use cookies and similar technologies to ensure our website functions correctly, to analyze how users interact with our platform, and to provide a secure online experience. You can manage cookie settings through your web browser, though disabling them may limit some site features.
Data Security
Protecting your financial data is our highest priority. We implement industry-standard technical and organizational safeguards, including high-level encryption and restricted access protocols, to protect your information from unauthorized access, loss, or misuse.
Data Retention
We retain your personal and business records only for as long as necessary to fulfill the services defined in our agreement, and as required by the law and regulatory standards governing financial record-keeping in the United States and the State of South Carolina.
Third-Party Services
To facilitate our workflow, we utilize trusted third-party platforms, primarily QuickBooks Online for accounting and secure payment processors for billing. These services maintain their own privacy policies and security standards which we verify for compliance.
Your Rights
You have the right to access the personal and business information we hold about you. You may also request corrections to inaccurate data or ask for the deletion of your personal data, subject to local legal and professional record-keeping requirements.
Contact Information
If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact Hess True Balance Bookkeeping directly at hess.true.balance.bookkeeping@gmail.com. We are committed to ensuring your privacy and clear communication.
Terms of Service
1. Acceptance of Terms
By engaging the services of Hess True Balance Bookkeeping, you agree to be bound by these Terms of Service. These terms govern our professional relationship and your use of any digital resources, advisory sessions, or financial reporting delivered by our firm.
2. Services Provided & Disclaimer
We offer professional bookkeeping, account reconciliations, and financial reporting services. Important: These services do not constitute legal or tax advice. Hess True Balance Bookkeeping is not a law firm or a licensed tax accounting firm. For specific tax filings or legal planning, please consult a certified public accountant or a licensed attorney.
3. Client Responsibilities
The client is responsible for providing all necessary bank access, receipts, and supporting documentation in a timely manner. Our ability to provide accurate reports depends on the data provided. Delays in information delivery may result in deferred bookkeeping deliverables.
4. Accuracy of Information
Hess True Balance Bookkeeping relies on the documentation provided by the client as accurate and true. We do not perform audits or forensic verifications on the source data. The responsibility for the ultimate integrity of business records remains with the client.
5. Payment and Billing Basics
Fees are defined in your individual engagement letter. Invoices are issued electronically and are due upon receipt. Hess True Balance Bookkeeping reserves the right to pause ongoing services if an account remains unpaid past the agreed-upon terms.
6. Cancellation and Rescheduling
Ongoing services may be terminated with 30 days written notice by either party. Advisory appointments should be rescheduled at least 48 hours in advance. Cancellations made with less than 24 hours notice may be subject to a nominal administrative scheduling fee.
7. Limitation of Liability & No Guarantees
Hess True Balance Bookkeeping makes no legal guarantees regarding business profitability or audits from tax authorities. Our liability is limited to the fees paid for the services rendered during the specific period in question. We are not liable for incidental business losses.
8. Governing Law
These Terms of Service shall be governed by and construed in accordance with the laws of South Carolina, USA, without regard to its conflict of law provisions. Any legal action related to these terms shall be handled exclusively in South Carolina courts.