TERMS OF USE
Last Updated: August 9, 2026
1. OWNERSHIP AND AGREEMENT
These Terms of Service constitute a legally binding agreement made between you and Balin Services LLC, a Massachusetts limited liability company doing business as DTI (Data to Insights) Bookkeeping Services ("Company", “we”, “us”, or “our”), concerning your access to and use of our website ://dtibookkeeping.com
2. PROFESSIONAL DISCLAIMER & NO ACCOUNTING ADVICE
The informational content, blog posts, calculators, and materials provided on this website are for general educational and informational purposes only. The information does not constitute formal financial, accounting, tax, or legal advice.
Your use of this website, or transmission of information via contact forms, does not establish a certified public accountant (CPA)-client, accountant-client, or bookkeeping-professional relationship between you and Balin Services LLC. Formal bookkeeping, reconciliation, and strategic financial services are initiated exclusively upon the mutual execution of a written Client Engagement Letter. You should consult with a qualified professional before making any critical financial or tax decisions.
3. EXTERNAL LINKS AND THIRD-PARTY MARKETING DISCLAIMER
Our website may contain hyperlinks to external websites, software platforms, client portals (such as Intuit QuickBooks), and promotional links marketing third-party businesses.
- No Control or Liability: These external links are provided solely for your convenience and marketing purposes. We do not investigate, monitor, control, or endorse the accuracy, reliability, or safety of any information, products, or services offered by these external websites.
- Affiliate & Marketing Disclosure: We may, from time to time, receive financial compensation, commissions, or referral incentives from third-party businesses that we market or link to on this website.
- Assumption of Risk: If you click on an external link and engage with another business, you do so entirely at your own risk. Your interactions with third parties are governed strictly by those independent companies' privacy policies and terms of use. Balin Services LLC assumes no responsibility or legal liability for any transactions, losses, damages, or data breaches occurring on third-party sites.
4. LIMITATION OF LIABILITY
In no event will Balin Services LLC, its managers, members, or employees be liable to you or any third party for any direct, indirect, consequential, exemplary, or incidental damages—including lost profits, lost revenue, or loss of data—arising from your use of this site, reliance on its content, or interaction with any third-party links hosted here.
5. GOVERNING LAW
These Terms shall be governed by the laws of the Commonwealth of Massachusetts. You irrevocably consent that the courts of Middlesex County, Massachusetts shall have exclusive jurisdiction over any disputes arising under these terms.
PRIVACY POLICY
Last Updated: August 9, 2026
1. INFORMATION WE COLLECT
We collect personal information that you voluntarily provide to us when you request a Financial Systems Audit, sign up for marketing updates, or contact us via info@dtibookkeeping.com. This includes names, phone numbers, email addresses, and introductory business metrics.
2. COOKIES AND AUTOMATIC DATA COLLECTION
We use cookies, web beacons, and tracking pixels to analyze website traffic, optimize your browsing experience, and measure the performance of our marketing campaigns or partner links. You can manage cookie preferences via your browser settings.
3. THIRD-PARTY CLIENT TOOLS & FINANCIAL DATA
To perform bookkeeping operations efficiently, we utilize professional software environments like Intuit QuickBooks.
- We do not store your core, institutional financial passwords or bank login credentials on our website servers.
- Any access to accounting databases is handled via encrypted, industry-standard authentication networks.
- We do not sell, rent, or lease your personal or business financial data to third-party marketing brokers.
4. EXTERNAL WEBSITES AND PROMOTIONAL LINKS
When you click an external link on our website that markets or directs you to another business, that third party may collect your personal data or deploy their own tracking cookies. This Privacy Policy applies strictly to ://dtibookkeeping.com. We do not have insight into, or control over, how external businesses collect, store, or process your personal data. We highly recommend reviewing the privacy policies of any third-party business you visit through our site.
5. DATA CONTROLLER IDENTITY & RIGHTS
The legal entity responsible for your data on this website is Balin Services LLC, operating under the registered trade name DTI(Data to Insights) Bookkeeping Services, located in Waltham, Massachusetts. You maintain the right to request access to, correction of, or deletion of the personal information you have submitted through our contact forms by emailing us at info@dtibookkeeping.com.
Contact us
Email us: info@dtibookkeeping.com
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(781) 226 4265


