Privacy Policy

Last updated: November 8, 2026

This policy explains what information Sterling Balance Group ("we", "us") collects through sterlingbalancegroup.com and how we use it. This is a starting draft; have it reviewed by an attorney before relying on it.

Information you give us

When you request a consultation, you may give us your name, business name, email address, phone number, business type, current bookkeeping software, approximate monthly transaction volume, the services you are interested in, and a short message.

How we use it

• To respond to your inquiry and schedule a consultation.
• To prepare a proposal for bookkeeping services.
• To keep records of our communications with you.

We do not sell your information. We do not use it for advertising by third parties.

Please don't send sensitive data through the form

Do not include bank account numbers, Social Security numbers, passwords or tax identification numbers in the contact form. If we work together, we will agree on a secure way to share documents.

Sharing

We share information only with service providers that help us run this website and our business (for example, website hosting and email), and when required by law.

Hosting and technical data

This site is delivered through a hosting and content-delivery provider that may process technical data such as IP address and browser type to serve pages and protect against abuse.

Retention

We keep inquiry information for as long as needed to respond to you and maintain business records, then delete it.

Your choices

You can ask us to access, correct or delete the information you sent us by emailing hello@sterlingbalancegroup.com.

Scope of services

Sterling Balance Group provides bookkeeping services only. We do not provide tax, legal, audit or investment advice.

Changes

We may update this policy. The date at the top shows when it last changed.

Contact

Questions? Email hello@sterlingbalancegroup.com.