Privacy Policy
Effective Date: March 11, 2026
At P.S. Business Services Inc., we value the trust you place in us to manage your financials. Protecting your privacy and securing your sensitive data is our top priority. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website (psbkservices.com) or use our virtual bookkeeping services.
Information We Collect
To provide you with accurate and personalized bookkeeping services, we collect specific types of information. We only gather what we need to perform our duties effectively.
- Personal Identification Information: When you contact us or become a client, we collect your name, email address, phone number, and business address.
- Financial and Business Data: To manage your books, we collect financial statements, bank and credit card transaction data, tax account certificates, and relevant login credentials (securely stored).
- Website Usage Data: We collect basic analytics data when you visit our website, such as your IP address, browser type, and the pages you navigate, to help us improve your user experience.
How We Use Your Information
We use the information you provide strictly to deliver our services and support your business operations. Your data allows us to:
- Perform monthly reconciliations and prepare financial statements.
- Process accounts payable and handle sales and use tax compliance.
- Communicate with you regarding your account, missing transaction details, or strategic financial insights.
- Coordinate securely with your CPA, payroll providers, or insurance partners at your request.
- Improve our website and customer service offerings.
How We Store and Protect Your Data
In bookkeeping, precision and security go hand in hand. We maintain strict protocols to ensure your data remains confidential and protected against unauthorized access.
- Secure File Sharing: We use Dropbox equipped with military-grade encryption and HIPAA compliance for all document exchanges and storage.
- Credential Protection: We manage all client passwords and sensitive login details using 1Password Business, which features strict industry-standard encryption.
- Access Controls: Only authorized team members who require your information to perform their specific job functions have access to your sensitive financial data.
Information Sharing and Third-Party Services
We never sell your personal or financial information to third parties. We only share your data with trusted partners and software providers necessary to deliver our services.
- Service Providers: We integrate with secure, industry-standard platforms like QuickBooks Online (QBO) and Karbon to manage your books and communicate effectively.
- Authorized Partners: With your explicit permission, we share necessary financial reports directly with your CPA or tax advisor to facilitate smooth tax preparation.
- Legal Requirements: We will disclose your information if required to do so by law or in response to valid requests by public authorities.
Cookies and Tracking Technologies
Our website uses cookies to enhance your browsing experience. Cookies are small data files stored on your device that help us understand how you interact with our site. We use this information to analyze website traffic and optimize our content. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.
Your Data Rights
We believe you should have complete control over your personal and financial information. As a client or website visitor, you have the right to:
- Request a copy of the personal data we hold about you.
- Correct any inaccurate or incomplete information.
- Request the deletion of your personal data, subject to our legal and regulatory record-keeping obligations.
- Withdraw your consent for us to share information with your CPA or other partners at any time.
Contact Us
If you have any questions about this Privacy Policy, our data practices, or how we protect your information, we are here to help.
Email: ps@psbkservices.com
Phone: (615)440-7318
Your trust is the foundation of our partnership. P.S. Business Services remains committed to keeping your financials accurate, organized, and secure.
