1. Who We Are

Stephanie Williamson operates Beautifully Balanced Books, including its educational brand, Bookkeeping Queen. We respect your privacy and are responsible for the personal information we collect in connection with our services, website, email communications and digital products.

2. Information We Collect

Depending on how you interact with us, we may collect:

• Your name, email address, telephone number and mailing address.

• Information you provide through enquiries, bookings, consultations or email subscriptions.

• Purchase details, course enrolment and information needed to provide digital product access.

• Financial and tax information needed for client services, including statements, receipts, tax slips, and, where necessary, your Social Insurance Number and date of birth.

• Information displayed or discussed during consultations and recorded feedback.

• Website and email usage information collected through enabled cookies, analytics or similar technologies.

We collect sensitive financial and identity information only where needed for the services requested. Please do not submit this information through newsletter signup forms or general website enquiries.

3. How We Use Information

We use personal information to:

• Respond to enquiries and manage bookings.

• Provide bookkeeping, consultation and tax preparation or filing services.

• Process purchases and deliver courses, downloads and customer support.

• Send requested resources and, with appropriate consent, educational emails, business updates and promotional offers.

• Maintain business records, protect our services and meet legal obligations.

4. Consent and Email Communications

We explain the purposes for collecting personal information and obtain consent where required. Consent to receive marketing emails is separate from engaging us for professional services.

You may unsubscribe from marketing emails using the link in those emails. Unsubscribing does not prevent us from sending necessary communications about an existing purchase or client engagement.

You may contact us to withdraw consent to other uses of your information, subject to legal and contractual restrictions. Withdrawal may affect our ability to provide a requested service. We may still need to retain certain records.

5. Service Providers and Disclosure

We do not sell personal information or provide it to other businesses for their own marketing.

We use service providers to operate our website, manage email subscriptions, process payments, deliver digital products, store records and provide client services. Depending on the service, these may include Wix, MailerLite, ThriveCart, payment processors, QuickBooks Online, Hubdoc, CloudTax Pro, Zoom and Loom.

These providers process information as needed to perform their functions. Some may store or process information outside Canada, where it may be subject to the laws of that jurisdiction.

We may also disclose information with your authorization, to your accountant or other authorized adviser as needed for agreed services, or where required or permitted by law.

6. Consultations and Recordings

Recorded feedback may include information visible in your bookkeeping records. We obtain your agreement before recording a live consultation or preparing recorded feedback containing your information.

Recordings are shared using available access restrictions. Please avoid sharing recording links with anyone who should not have access to the information.

7. Cookies and Usage Information

Our website and service providers may use cookies or similar technologies for site functionality and, where enabled, analytics or advertising. Email tools may also provide information about email delivery and engagement.

Where available, you can manage optional cookies through the website’s cookie settings. Browser settings may also allow you to block or delete cookies, although this can affect website functionality.

8. Safeguards and Retention

We use reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the information, including access restrictions and secure service providers. No method of storage or transmission is completely secure.

We retain information only as long as reasonably needed for the purposes described in this policy, applicable legal obligations and the handling of disputes. Retention periods vary by record type.

When information is no longer required, we take reasonable steps to securely delete, destroy or anonymize it. Limited information may be retained to respect unsubscribe requests.

9. Access, Corrections and Concerns

You may request access to your personal information, ask for corrections, or raise a privacy concern by contacting us. We may need to verify your identity before responding. Access and deletion requests are subject to applicable legal requirements and exceptions.

10. Policy Updates

We may update this policy as our services or practices change. The current version and its revision date will be posted on this page. Where required, we will provide additional notice or obtain further consent for new uses of personal information.

11. Contact Us

Privacy contact: Stephanie Williamson
Business: Beautifully Balanced Books / Bookkeeping Queen
Email: [INSERT YOUR BUSINESS EMAIL ADDRESS]
Website: www.beautifullybalancedbooks.ca