Privacy Policy

CS Balanced Books LLP is committed to protecting your privacy. This policy explains how we collect, use, and store your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

CS Balanced Books LLP
Registered in England and Wales
Company No: OC456232
Registered Office: 1 Dean Close, Raunds, Wellingborough, Northamptonshire, NN9 6BD
Email: hello@csbalancedbooks.co.uk
Data Controller: Stacey Sharp

2. What Data We Collect

We may collect:

Name, address, email, and phone number

Financial and tax information

Business information (e.g., company name, UTR, VAT number)

Website usage data (via cookies and analytics)

3. How We Use Your Data

To provide bookkeeping and tax services

To comply with legal obligations (e.g., HMRC reporting)

To communicate with you about our services

To improve our website and services

4. Sharing Your Data

We do not sell your data. We may share it with:

HMRC, as required

Software providers (e.g., Xero, QuickBooks), under data processing agreements

Professional advisors (e.g., accountants, legal)

5. Your Rights

You have the right to access, correct, or delete your data. Contact us at hello@csbalancedbooks.co.uk for any requests. You also have the right to complain to the Information Commissioner’s Office (ICO).

6. Data Retention

We retain financial records for at least 6 years, as required by law.

7. Cookies

We may use cookies to enhance site experience. You can adjust your browser settings to disable cookies.

8. Updates

This policy may be updated periodically. Last updated: 12 May 2025.

2. Terms of Service (Client Agreement Overview)

Terms of Service

By engaging with CS Balanced Books LLP for bookkeeping and tax services, you agree to the following terms:

1. Services

We provide agreed-upon services such as bookkeeping, tax preparation, payroll, and financial reporting. Scope and fees will be confirmed in writing prior to engagement.

2. Fees and Payment

Fees are set out in your engagement letter or invoice. Payment terms are typically 14 days from invoice date. Late payments may incur interest.

3. Responsibilities

We rely on clients to provide accurate and timely information. CS Balanced Books LLP is not liable for errors resulting from incomplete or delayed data submission.

4. Confidentiality

All client data is treated as strictly confidential, in line with UK GDPR.

5. Termination

Either party may terminate services in writing. Any outstanding fees will be payable up to the date of termination.

6. Limitation of Liability

While we strive for accuracy and professionalism, our liability is limited to the total fees paid for the services provided.

7. Governing Law

These terms are governed by the laws of England and Wales.

3. Registrations & Certifications 

ICO Registration:
CS Balanced Books LLP is registered with the Information Commissioner's Office (ICO) under registration number ZB887551

Professional Body Memberships:
AAT (Association of Accounting Technicians)

Xero certified advisor