Legal
Privacy Policy
Last updated: April 2026
1 Who we are
Balance the Numbers ("we", "us", "our") is the data controller responsible for your personal data. We are a bookkeeping and accounting services provider based in Oxfordshire.
2 What data we collect
We may collect and process the following personal data:
Contact information: name, email address, phone number — when you submit our contact form or email us.
Technical data: IP address, browser type, operating system — collected automatically when you visit our website.
Cookie data: see our Cookie Policy for details.
3 How we use your data
We process your personal data for the following purposes and lawful bases:
| Purpose | Lawful basis |
|---|---|
| Responding to your enquiry | Consent |
| Providing our services | Performance of a contract |
| Website analytics | Consent (via cookie banner) |
| Legal and regulatory obligations | Legal obligation |
4 Data sharing
We do not sell your personal data. We may share your data with:
HMRC and other regulatory bodies where legally required.
Our hosting provider (IONOS) for website operation.
Professional advisers (e.g. legal, insurance) where necessary.
5 Data retention
We retain contact form submissions for up to 12 months after your last communication with us. Client financial records are retained for 7 years in accordance with HMRC requirements.
6 Your rights
Under UK GDPR, you have the right to:
Access your personal data
Rectify inaccurate data
Erase your data
Restrict processing
Data portability
Object to processing
To exercise any of these rights, contact us at info@balancethenumbers.co.uk. We will respond within one month.
7 Complaints
If you are unhappy with how we handle your data, you have the right to complain to the Information Commissioner's Office (ICO):
Website: ico.org.uk
Phone: 0303 123 1113
8 Changes to this policy
We may update this privacy policy from time to time. Any changes will be posted on this page with the updated date.