Privacy Policy

Last updated: December 4, 2025

Books by Gala LLC (“BBG,” “we,” “our,” or “us”) provides bookkeeping, tax preparation, advisory, and financial-clarity services designed to help founders, solopreneurs, and individuals create cleaner systems and more confident decisions. This Privacy Policy outlines how we collect, use, protect, and share your information when you interact with our website, services, or communications.

Clarity is our ethos — including how your data is handled.

1. Information We Collect

We collect information to deliver our services with accuracy, transparency, and operational integrity.

Information you provide directly
Name
Email address
Phone number
Business name + entity details
Financial documents you upload or share (bank statements, receipts, accounting exports, tax forms)
Payment information when you engage our services
Any additional information shared during onboarding, calls, messages, or consultations

Information collected automatically
When you visit our website, we may collect:
IP address
Browser type
Device information
Usage patterns (pages visited, time on site, clicks)
Cookies and analytics data

This helps us improve site performance and ensure a smoother experience.

Information from platforms you integrate

If you connect with us through:
QuickBooks
Canopy
ShareFile
Zoom
Calendaring or invoicing tools

We may receive limited information necessary to onboard, communicate, or deliver services.

We only use what we genuinely need to serve you well.

2. How We Use Your Information

We use your data to create a stable, structured financial environment for you.

Specifically, we use your information to:
Provide bookkeeping, tax, and advisory services
Communicate scheduling, updates, deliverables, and support
Maintain accurate records for regulatory compliance
Improve our website, workflow, and client experience
Send transactional emails (confirmations, reminders, invoices)
Uphold security, fraud-prevention, and identity verification processes

We do not sell your information.
We do not share your data for advertising.
Your financial information stays within systems designed for confidentiality and compliance.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

3. How We Store and Protect Your Information

Your data is handled with the same precision we bring to your books:

Encrypted client portals (e.g., Canopy, ShareFile)
Secure accounting platforms (QuickBooks Online)
Encrypted communication channels where applicable
Access-restricted internal systems
Regular system updates and threat-prevention measures

Only authorized BBG personnel or contractors assisting in service delivery may access your data — and only when necessary.

We take your trust seriously.

4. When We Share Information

We may share your information in very limited cases:

Service providers who support BBG operations (e.g., software platforms, payment processors, secure document tools)
Professional partners assisting with tax preparation or advisory work, only with appropriate confidentiality measures
Legal or regulatory requirements, if compelled by law or tax authorities

We never share your data for marketing partnerships or third-party advertising. Ever.

5. Cookies + Analytics

Our website may use cookies and analytics tools (such as Google Analytics) to understand:

How visitors use our site
What pages are most helpful
How to improve performance and clarity

You can disable cookies in your browser at any time.

6. Your Choices + Rights

You may:

Request access to the personal data we hold
Request corrections
Request deletion (in compliance with tax-record retention laws)
Opt out of non-essential emails
Withdraw consent for analytics tracking

To make any request, reach out to:

info@booksbygala.com

We’ll respond with clarity and timeliness.

7. Data Retention

For tax and bookkeeping services, certain records must be maintained for legal and IRS compliance (typically 3–7 years depending on the document type).

We only retain what is required — nothing more.

8. Children's Privacy

Our services and website are not directed to individuals under 18.
We do not knowingly collect personal information from minors.

9. Updates to This Policy

We may update this Privacy Policy as our systems evolve or regulations shift.
When we update it, the “Last Updated” date at the top will reflect the change.

We encourage you to review the policy periodically for full clarity.

10. Contact Us

If you have questions, concerns, or requests about your data, contact us at:

Books by Gala LLC
info@booksbygala.com
971 US Highway 202N #5440
Branchburg, NJ 08876, USA

Clarity is a two-way relationship.
We’re here to support you — operationally, financially, and transparently.