Service Agreement & Policy

The Precise Balance LLC
Terms of Service

AGREEMENT TO TERMS
By accessing or using The Precise Balance LLC’s (“The Precise Balance,” “we,” “us,” or “our”) services or platform, you agree to be bound by these Terms of Service (“Terms”). If you do not agree, do not use our services. These Terms apply to all users, including customers, partners, and visitors.

1. Services

1.1. Bookkeeping and Financial Support Services

“We” in these Terms means the provider of Services listed in your Order Form — The Precise Balance LLC, a Wyoming limited liability company, headquartered at 5830 E 2nd St, Ste 7000 #27450, Casper, Wyoming 82609, USA.

Our core services include digital bookkeeping and financial organization, where we maintain your accounting books based on information you provide or authorize. Unless expressly agreed otherwise in writing, our Services and any related communications are not a substitute for, and do not include, legal, regulatory, tax, financial, real estate, or healthcare advice.

We deliver our Services through a professional team located in the Hashemite Kingdom of Jordan, under the supervision of The Precise Balance.

In addition to our direct services to businesses, we also provide Hub Services for accounting firms, auditors, and finance professionals in the U.S., GCC, and other global markets. These hub services include outsourced bookkeeping, audit assistance, financial consulting, feasibility studies, and other back-office support, enabling partner firms to expand capacity, reduce costs, and deliver high-quality results to their own clients.

For purposes of these Terms, ‘Order Form’ means the executed ordering document or online order confirmation between you and The Precise Balance LLC.

1.2. Certain Year-End Services

If you remain subscribed for the quarter following your fiscal year-end, we may perform year-end bookkeeping activities as part of your subscription. If you are not subscribed during that period, we will not be responsible for year-end bookkeeping activities and disclaim any liability resulting from their omission.

1.3. Use of QuickBooks® Online

We use Intuit Inc.’s QuickBooks Online as our exclusive bookkeeping software. If you do not already have an account, you authorize us to create one for you. Your and our use of QuickBooks Online will be governed by Intuit Inc.’s Terms of Service and Privacy Statement. By authorizing us to create or manage the account, you agree to those terms.

We may use AI or machine learning tools within the QuickBooks ecosystem to help organize, classify, and reconcile your transactions more efficiently.

1.4. Sole Bookkeeper

You agree that The Precise Balance will act as your sole bookkeeper for the purpose of maintaining your financial books. In providing these Services, we may import and classify transactions, reconcile accounts, and sync payroll data, among other tasks.

If you or another party makes changes to your books while our Services are ongoing, we may (i) delay any deliverables, (ii) charge additional hourly fees to resolve issues, and/or (iii) terminate your subscription with written notice and no refund of prepaid fees.

This clause does not restrict your use of QuickBooks for managing accounts payable, accounts receivable, or processing payroll.

1.5. Other Services

Certain Services are governed by additional provisions available upon request or via our website at www.theprecisebalance.com.”. If your Order Form references any of these terms, they are incorporated by reference into this Agreement.

• CFO Services Terms
• Tax Services Terms
• Additional Services Terms
• Hub Services Terms

1.6. We Provide the Services at the Direction and for the Benefit of Your Management

We provide Services at the request and under the direction of your management, which remains solely responsible for all management decisions and functions, including:

• Setting or accepting policies,
• Evaluating the adequacy of the Services and underlying assumptions,
• Implementing findings or recommendations.

You are responsible for the legality of any instructions given to us. We will rely on such instructions without further inquiry, provided we reasonably believe they were given by you or someone on your behalf.

Deliverables are intended solely for your internal use. We do not verify the accuracy or completeness of information you or third parties provide, nor do we update deliverables unless explicitly agreed to in writing. If you present deliverables to third parties, you do so independently and must remove any reference to The Precise Balance.

1.7. We Need and Rely on Information from You

You must provide timely and accurate information, access, and input necessary for our Services. We assume all information and data you provide is accurate and complete unless stated otherwise.

Delays, omissions, or errors from your side or your representatives (vendors, consultants, or staff) are not our responsibility and may result in delays, additional fees, or inability to deliver Services.

1.8. Unauthorized Uses of the Services

You agree to use the Services and The Precise Balance Platform in accordance with our Acceptable Use Policy. We reserve the right to suspend or terminate Services or access if we believe a violation of this Agreement (including misuse or illegal activity) has occurred, or if continued use may cause harm, legal exposure, or affect our relationships with service providers (e.g., Intuit Inc.).

1.9. Modifications to the Services

We may update, improve, suspend, or discontinue features or parts of the Services or The Precise Balance Platform at any time. This may include changes to our personnel providing the Services, which we manage at our discretion.

We may also incorporate AI or machine learning tools into our Service delivery to enhance efficiency, classification accuracy, and performance within the QuickBooks ecosystem.

1.10. The Precise Balance is Not a Certified Public Accounting Firm

The Precise Balance LLC is not a certified public accounting firm under Wyoming or federal law and does not provide any services requiring a CPA license.

Our Services do not include:

• Auditing, reviewing, attesting, or verifying financial statements,
• Providing legal, regulatory, or compliance advice,
• GAAP, IFRS, or tax standard assurance or certification,
• Representations for court, lending, or regulatory reporting purposes,

unless explicitly covered in an applicable Order Form and delivered through duly licensed professionals engaged separately.

We support licensed tax preparers and other professionals but do not hold out as providing CPA audit or attestation services.

1.11. Description of Services

The Services provided by The Precise Balance LLC include a full range of back-office financial, hub, and administrative support services tailored to business clients and accounting/audit firms across the United States, GCC, and other markets.

These services include, but are not limited to:

• Bookkeeping: Real-time classification of financial transactions, monthly/quarterly/annual financial closings, reconciliations, and financial reporting including P&L, Balance Sheet, and Cash Flow Statements.
• Tax Services: Preparation and filing of federal and state tax returns for all entity types, quarterly estimated tax calculations, year-end compliance reviews, IRS correspondence, and audit support.
• Fractional CFO Services: Strategic advisory, flux variance analysis, finance stack optimization, and internal controls implementation.
• Payroll Management: Setup and administration through QuickBooks Payroll, including jurisdictional tax compliance, automated pay runs, and year-end reporting (W-2s, 1099s).
• Accounts Receivable, Billing, and Collections: Invoice generation, payment reminders, integration with Stripe, PayPal, and ACH systems.
• Accounts Payable & Invoicing: Vendor bill entry, payment scheduling, and reconciliation of vendor accounts with preferred payment methods.
• Bank Reconciliation: Weekly or monthly reconciliation of all bank and credit card accounts, discrepancy resolution, and transaction audit tracking.
• Hub Services for Accounting & Audit Firms: Outsourced bookkeeping, audit assistance, feasibility studies, and financial consulting for partner firms in the U.S., GCC, and globally — allowing them to expand service offerings without increasing overhead. We do not provide any assurance, attestation, or clearance services; these remain the sole responsibility of the licensed CPA or audit firm engaging us.

The Services are delivered in compliance with relevant U.S. federal regulations, applicable Wyoming state laws, and financial services best practices. Service delivery cadence (e.g., weekly, monthly, annually) is tailored to each client’s operational needs and scope defined in the Order Form.

1.12 Compliance and Governing Law

This Agreement is governed by the laws of the State of Wyoming, without regard to conflict of law principles. Any legal action or proceeding arising under or relating to this Agreement shall be brought exclusively in the state or federal courts located in Natrona County, Wyoming, and each party irrevocably submits to the jurisdiction of such courts.

The Precise Balance LLC operates in compliance with applicable federal and state laws, including:

• Wyoming Limited Liability Company Act (W.S. § 17-29-101 et seq.) – Governs the formation, obligations, and business operations of Wyoming-registered LLCs.
• Wyoming Consumer Protection Act (W.S. § 40-12-101 et seq.) – Prohibits unfair and deceptive trade practices, including in the marketing and delivery of our services.
• Wyoming Data Privacy and Security Standards – We follow applicable Wyoming privacy and data protection rules for residents, alongside industry best practices for safeguarding client information.
• California Consumer Privacy Act (CCPA), Virginia Consumer Data Protection Act (VCDPA), and other similar state laws – Address consumer data rights for residents of those states, to the extent our services target or involve those individuals.
• Gramm-Leach-Bliley Act (GLBA) – Applies to certain financial data shared in the provision of bookkeeping, tax, CFO, and hub services, requiring safeguards for confidentiality and integrity.
• Fair Credit Reporting Act (FCRA) – Where background checks or credit-related services are provided to or for clients, we comply with FCRA as applicable.
• Federal Trade Commission (FTC) Act – General compliance obligations to prevent deceptive or unfair trade practices in the marketing and provision of our services.
• Internal Revenue Code (IRC) and IRS Publication 1075 – Relevant to the secure handling of taxpayer information and services involving IRS interactions.
• CAN-SPAM Act – Governs commercial email communications sent in the course of delivering our services or marketing to potential clients.

In addition to compliance with U.S. federal laws, The Precise Balance complies with Wyoming state privacy, corporate governance, and professional conduct laws. Our business practices and service delivery are designed to align with the expectations of customers across all U.S. states, and to support partner firms internationally through our Hub Services, while upholding the highest standards of confidentiality, integrity, and lawful conduct.

2 – Technology and Data

2.1 The Precise Balance Platform; Internal Software

To provide the Services, including Hub Services for accounting firms, professionals, and partner organizations in the U.S., GCC, and international markets, The Precise Balance may grant your authorized users (“Users”) access to its proprietary tools, platforms, websites, and cloud-based solutions (“The Precise Balance Platform”).

You are responsible for:

• Maintaining confidentiality of your Users’ credentials,
• Establishing safe and secure access controls and policies,
• Ensuring compliance with this Agreement and all applicable laws and regulations in the relevant jurisdictions where you operate.

The Precise Balance also utilizes internal technologies, including integrations with QuickBooks, automated workflows, encrypted file-sharing systems, and artificial intelligence or machine learning (“AI/ML”) tools (“Internal Software”). These tools may also be used in the performance of hub-related audit support, feasibility studies, and consulting engagements.

You agree to cooperate in enabling these tools and to promptly inform us of any material IT changes that may impact our Services.

2.2 Data Use

We handle Customer Data in accordance with this Agreement and The Precise Balance Privacy Policy. By using our Services, you consent to:

• Our use of Customer Data to deliver and improve Services, including Hub Services,
• Secure data exchange with authorized Third-Party Services (e.g., QuickBooks, document storage providers),
• Sharing Customer Data across subscribed services (e.g., bookkeeping to tax planning, or hub services to partner audit engagements),
• Aggregated, anonymized benchmarking analysis for internal research and service improvements.

When providing Hub Services to partner firms, we ensure that all data exchanges comply with applicable U.S. federal law, Wyoming privacy standards, and relevant foreign data protection laws in the jurisdictions where services are performed.

2.3 Intellectual Property Rights

You retain all rights to your Customer Data. You grant The Precise Balance and its subcontractors a limited license to use it solely for providing, maintaining, and improving the Services.

The Precise Balance retains all rights to its Platform and Internal Software, including any enhancements that may include AI/ML functionalities. You are granted a limited, non-exclusive, non-transferable license to use the Platform during the term of the Agreement.

Both parties warrant that they have all necessary rights and consents to grant the above licenses.

2.4 Professional Services Disclaimer

The Precise Balance LLC is not a certified public accounting (CPA) firm under Wyoming or federal law and does not offer audit, assurance, or representation services regulated by state boards of accountancy or the AICPA, Even when assisting CPA or audit firms through our Hub Services, The Precise Balance does not itself issue audit opinions, assurance reports, or clearance letters — these remain solely the responsibility of the licensed firm.

Our Services do not include legal, regulatory, or financial statement attestation, assurance, or any service regulated by a state board of accountancy unless explicitly stated in a separate, signed agreement and performed by the licensed professional engaged directly by you.

2.4 Third-Party Services
Our Services, Platform, Internal Software, and Hub Services for accounting firms may interface with third-party tools, most notably Intuit’s QuickBooks Online, as well as secure file-sharing and communication systems for collaborative support with partner firms in the U.S., GCC, and other global markets.

We make no warranties about such third-party services. You agree to:
• Maintain active QuickBooks subscriptions or other integrated service subscriptions as needed for your scope of work,
• Comply with their terms and indemnify us from violations,
• Reimburse us for third-party fees (e.g., QuickBooks, cloud hosting, secure communication platforms),
• Acknowledge that interoperability may be disrupted without liability to us.

2.5 Login Credentials
If you share credentials with us, you:
• Authorize The Precise Balance, LLC (a Wyoming limited liability company) and our approved team members to use them for integrations, account access, or coordination with Hub Services clients,
• Confirm your authority to grant such access,
• Acknowledge that credentials will be encrypted, stored securely, and only used as directed or per the Agreement.

2.6 Facilities and Data Transfer
We use secure facilities, encrypted storage systems, and compliant infrastructure for storing Customer Data and credentials.

By using our Services, including Hub Services for accounting firms, you consent to your data being transferred, processed, and stored in:
• The United States (including Wyoming-based servers),
• The Hashemite Kingdom of Jordan (for offshore operational support), and/or
• Other jurisdictions where The Precise Balance or its approved affiliates operate in compliance with applicable laws.

All offshore work is performed under the direction of The Precise Balance LLC and in compliance with Wyoming and applicable U.S. federal privacy standards.

All data handling follows applicable U.S. federal regulations, Wyoming state requirements, and industry-standard safeguards.

2.7 Feedback
You grant The Precise Balance, LLC a non-exclusive, perpetual, irrevocable license to use and commercialize any feedback you provide about our Services or Hub Services, without any obligation to compensate you. Feedback may be used to improve offerings for both direct business clients and accounting/audit firm partners globally.

2.8 – U.S. Data Privacy Compliance (Wyoming-Aligned & Multi-State Safe)

2.8.1 U.S. Data Privacy Compliance
This section applies to the extent you, as a customer, are subject to any U.S. state privacy law, including but not limited to the California Consumer Privacy Act (CCPA), the Virginia Consumer Data Protection Act (VCDPA), or similar legislation, and the Wyoming Consumer Protection Act (W.S. § 40-12-101 et seq.) and other applicable Wyoming privacy standards. The Precise Balance processes personal data or personal information as part of Customer Data (“Personally Identifiable Customer Data”).

The Precise Balance LLC, a Wyoming limited liability company, processes such data strictly for the purpose of providing the contracted Services — including Hub Services for accounting and audit firms. Specifically:
• We do not sell or share Personally Identifiable Customer Data.
• We do not retain, use, or disclose Personally Identifiable Customer Data for any purpose outside the scope of this Agreement or our direct relationship with you.
• We do not combine this data with unrelated third-party data unless explicitly permitted by law or by your written consent.

Each of the parties agrees that:

1. Personally Identifiable Customer Data is disclosed solely for performance of this Agreement.
2. The Precise Balance and its authorized personnel shall comply with any applicable obligations under relevant U.S. state privacy laws, including Wyoming privacy and data security laws.
3. You may take reasonable steps to ensure our compliance with applicable privacy responsibilities.
4. If we determine we cannot meet our obligations, we will notify you without undue delay.
5. Upon such notification, you may take appropriate steps to stop and remediate unauthorized data use.
6. You are responsible for ensuring that your collection and use of Customer Data complies with all applicable privacy laws.

As used in this section:
• “Personally Identifiable Customer Data” means information that identifies, relates to, or could reasonably be linked to an individual, as defined under applicable privacy laws.
• “Sell” and “Share” carry the meanings assigned by applicable U.S. state laws, if and when applicable.

We do not actively offer or market services to individuals located in the European Union, European Economic Area, or United Kingdom. The General Data Protection Regulation (GDPR) does not apply to our Services. If your organization requires a Data Processing Agreement (DPA), we can provide a template for execution.

3 – Confidentiality

3.1. Definition of Confidential Information
“Confidential Information” refers to non-public information disclosed by one Party or its Affiliates to the other Party (“recipient”) that is marked as confidential or would reasonably be understood as confidential under the circumstances.

Your Confidential Information includes, without limitation, Customer Data, Hub Services client information, and Login Credentials. For avoidance of doubt, Confidential Information shared in Hub Services engagements with audit firms does not constitute public assurance work product unless explicitly designated as such by the licensed audit firm.

Confidential Information does not include information that:
• Was lawfully known to the recipient without a confidentiality obligation before disclosure,
• Was independently developed by the recipient without reference to the discloser’s Confidential Information,
• Was lawfully obtained from a third party without restriction, or
• Becomes publicly known through no fault or breach by the recipient.

3.2. Obligations of Confidentiality
Except as permitted by Sections 3.3 and 3.5, the recipient will:
• Use Confidential Information solely to fulfill obligations and exercise rights under this Agreement, including delivery of Hub Services for accounting and audit firms, and
• Use reasonable care to prevent unauthorized disclosure to any person or entity except to its “Delegates” (employees, contractors, legal advisors, or approved partner firms) with a need to know and an obligation to keep the information confidential under terms materially similar to this Section.
• See also the Confidentiality provisions of the Tax Services Terms for additional terms governing tax-related data. For Hub Services, you represent and warrant that you have obtained all necessary consents and authorizations from your clients to share their information with us for the purposes of delivering the Services.

3.3. Permitted Disclosures

3.3.1 General Disclosure
The recipient or its Affiliates may disclose Confidential Information:
• As required by law, regulation, or legal process (“Legal Process”) and subject to 3.3.2,
• With the discloser’s written permission, or
• As reasonably necessary to enforce rights or fulfill duties under this Agreement.

3.3.2 Legal Process Notification
Where legally permitted, the recipient shall use commercially reasonable efforts to notify the other Party prior to any required disclosure pursuant to Legal Process.

3.3.3 Opposition to Legal Disclosure
If the discloser seeks to challenge or oppose the Legal Process, the recipient will cooperate—at the discloser’s expense—with reasonable efforts to do so.

3.3.4 Production Costs
If:
• You request us to produce documents or provide personnel, or
• We are legally required (but not as a named party) to disclose documents or testimony regarding our Services,
You agree to reimburse us for reasonable professional time (based on then-current hourly rates) and associated legal or administrative expenses, including attorneys’ fees.

3.4. Injunctive Relief
You agree that a breach of confidentiality may cause irreparable harm not compensable by monetary damages alone. The injured Party is entitled to seek equitable relief (including injunctive relief) without the need to prove damages or post a bond.

3.5. Use of Third-Party Infrastructure
Our Services — including Hub Services provided to or on behalf of third-party accounting, audit, and consulting firms — operate over internet-based systems and third-party infrastructure that may be outside our direct control. While we apply reasonable safeguards, our confidentiality obligations under Section 3.2 apply only to networks, systems, and personnel under our direct control. Where Hub Services involve third-party infrastructure provided by CPA or audit firms, such infrastructure remains outside The Precise Balance’s operational control and is governed by the provider’s own policies.

We are not liable for delays, breaches, or data loss resulting from third-party networks or internet-based transmission outside our infrastructure.

4 – Fees and Payment

4.1 Fees
For Hub Services and other project-based engagements, fees will be as specified in the applicable Order Form or written proposal, and may be billed per project milestone or on a monthly basis, as agreed in writing. Our subscription fees are determined based on facts about your business that you provide. You agree to supply complete and accurate information to enable correct subscription pricing. If such information is incomplete, materially changes, or you request an expansion or change in your Services — including Hub Services for accounting, audit, or consulting firms — we may offer you an updated subscription plan that reflects the changes. Hub Services fees do not cover any CPA-regulated audit, attestation, or assurance procedures, which are billed and contracted separately by the licensed provider.

If agreement cannot be reached on the revised scope or fee, we reserve the right to terminate the affected Services or this Agreement without further liability.

Subscription fees, including any prepaid hourly Services, must be paid before or at the start of each subscription period and are non-transferable to future periods.

Any additional Services outside the subscription — whether hourly or project-based, including Hub Services engagements — will be billed at The Precise Balance’s then-current standard hourly rates as listed on our website. Display of a rate does not imply exclusion from any applicable subscription fees in your Order Form.

4.2 Fee and Scope Updates
We may periodically update our fees or change the scope of certain Services as we evolve. If:
• Subscription fees or usage-based charges increase, or
• There is a material change in scope,

We will provide at least 30 days’ prior written notice before your next Renewal Period. Your continued use of Services beyond that 30-day notice period constitutes acceptance of the revised pricing or scope.

Changes to hourly rates for out-of-scope work (including special Hub Services assignments) become effective immediately. We will use reasonable efforts to notify you of those updates in advance. Current hourly rates are always available on The Precise Balance website.

4.3 Payment
The Precise Balance collects all payments via the payment method you’ve authorized and have on file. You confirm that this payment method is tied to a business account and not primarily used for personal, household, or consumer purposes.

If you’ve authorized ACH transfers:
• You agree to the NACHA Operating Rules, and
• You authorize The Precise Balance and/or its processor to debit and, if necessary, correct errors by reversing any transactions from your business checking account on file.

If you pay by credit card:
• You must keep your card information accurate and up to date throughout the Agreement term.

We reserve the right to:
• Suspend Services if your account becomes overdue. Continued non-payment may result in termination under Section 5.3, and
• Request prepayment before initiating Services.

You agree to cover all fees due under this Agreement, including fees incurred by your Affiliates. All fees are exclusive of applicable taxes, which are your responsibility.

All payments are non-refundable, except as expressly stated in this Agreement (see Section 5.3) and in the Tax Services Terms, all fees are non-refundable and non-creditable.

If you fail to pay any owed amount, you are also responsible for all costs of collection, including legal fees and administrative charges.

5 – Term and Termination

5.1. Initial Term; Set Periods
This Agreement becomes effective as of the date you sign an Order Form or otherwise accept these terms (e.g., by online acceptance) (the “Effective Date”). Your initial subscription term (“Initial Term”) will begin on the subscription start date and continue:
• For the period for which subscription fees have been paid or are owed, or
• For the duration listed in your Order Form or until completion of the subscribed Services.

Subscription durations may vary by service type (e.g., bookkeeping vs. tax planning vs. Hub Services for accounting, audit, or consulting firms). For Hub Services involving audit support, The Precise Balance acts solely as a back-office resource to the licensed firm and does not itself perform CPA-regulated audit or attestation services.

Certain Services are tied to defined periods (“Set Periods”), such as a fiscal or tax year. To align operational timing, we may adjust your subscription start date to match the Set Period start, with a corresponding adjustment to billing dates. This adjustment will not increase your fees unless otherwise stated in the Agreement. Hub Services engagements with a fixed contract term will expire automatically at the end of the stated term, unless otherwise agreed in writing.

5.2. Automatic Renewal
At the end of each Initial Term or Renewal Term, your subscription will automatically renew for a term equal in length to the previous term (“Renewal Term”) unless:
• You provide written non-renewal notice to contact@theprecisebalance.com, or
• We notify you via the email on file.

Non-renewal notice must be given:
• At least 7 days before the end of a monthly or quarterly subscription, or
• At least 30 days before the end of an annual subscription.

This clause applies to all subscribed services, including Hub Services engagements where recurring support is contracted.

5.3. Termination; Withdrawal
Either Party may terminate this Agreement for cause if the other materially breaches and fails to cure within 30 days of written notice.

We may also withdraw from providing any or all Services at any time by notifying you via email. If we terminate for any reason other than your breach (e.g., unpaid fees, failure to provide required input, or unauthorized use), we will refund the unused portion of prepaid fees for the affected Services. For Hub Services, refunds will not apply to work already completed for the licensed CPA or audit firm, regardless of whether that work was used in the firm’s final deliverables.

Refunds apply only where we voluntarily withdraw and not for your breach or inactivity. If you stop using the Services voluntarily or we terminate the Agreement due to your breach, no refunds will be issued.

5.4. Effect of Termination or Expiration
If your bookkeeping Services end, we will offer to transfer “primary administrator” access for your QuickBooks Online account to you. You may choose to continue your subscription with Intuit or export your data.

For Hub Services, upon termination we will return or securely destroy all client files, working papers, and deliverables related to your engagements with third-party accounting, audit, or consulting firms. Where such deliverables involve audit support, they will be clearly marked as ‘prepared for use by Licensed Firm and will not be issued in the name of The Precise Balance LLC..

After termination:
• Any further support or document access is discretionary and may incur additional hourly charges.
• We do not guarantee document retention post-termination, except where retention is required by applicable law or described in our Privacy Policy.
• You are solely responsible for securing and archiving your records, including for audit, attestation, or regulatory purposes, which remain solely the responsibility of the licensed firm or regulatory body.

5.5. Survival
The following provisions will survive termination or expiration:
• Sections 2.2, 2.3, 2.4, 2.7, 5.4, 5.5, and Sections 8–13 (inclusive),
• Sections 2.8 and 3 will survive for three years,
• Section 6 will survive for the period defined within it.

6. Personnel Non-Solicitation

You acknowledge that The Precise Balance incurs significant costs to recruit, train, and retain personnel who provide Services under this Agreement, including but not limited to bookkeeping staff, tax professionals, Hub Services resources, and any subcontracted audit or consulting professionals engaged through us (who, in the case of audit work, are engaged solely under the authority of a licensed CPA or audit firm).

In consideration of those costs, you agree that during the term of the Agreement and for one (1) year following its termination, you will not, directly or indirectly, solicit for hire or contract—on your own behalf or for a third party—any current employee, subcontractor, or contractor of The Precise Balance or its affiliates who became known to you through your use of the Services (“Covered Personnel”).

This restriction applies whether the Covered Personnel were engaged for your own projects or through Hub Services arrangements with third-party accounting, audit, or consulting firms.

This restriction does not apply to generalized public job postings not targeted toward Covered Personnel.

As a reasonable estimate of damages, and not as a penalty, if you breach this provision, you agree to pay The Precise Balance $25,000 per Covered Personnel for bookkeeping services, and $40,000 per Covered Personnel for Hub Services, who resigns or ends their engagement as a result. This clause is intended to be enforceable to the fullest extent permitted under Wyoming law, and if any portion is deemed unenforceable, it shall be modified to the minimum extent necessary to remain valid.

7. Use of Services on Behalf of Others

If you access or use the Services—including but not limited to Hub Services for accounting, audit, tax, consulting, or related professional support (with audit activities performed only under the licensed CPA or audit firm’s authority) — on behalf of another entity or individual (the “End Client”), you represent and warrant that you have full legal authority to act on their behalf and to bind them to this Agreement.

You remain jointly and severally responsible for all obligations under this Agreement, including payment obligations, compliance with applicable laws and regulations, and adherence to The Precise Balance’s Acceptable Use Policy, regardless of whether the End Client is separately aware of or has agreed to these Terms.

This clause applies equally to:

• Direct clients of The Precise Balance LLC,
• Clients of third-party firms engaging us through Hub Services, and
• Any other party for whom you facilitate access to our Services.

8. Warranty Disclaimer

THE SERVICES, INCLUDING BUT NOT LIMITED TO BOOKKEEPING, TAX, FRACTIONAL CFO, PAYROLL, ACCOUNTS MANAGEMENT, HUB SERVICES, THE PRECISE BALANCE PLATFORM, AND INTERNAL SOFTWARE, ARE PROVIDED “AS IS” AND “AS AVAILABLE.”

TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE WYOMING OR U.S. LAW, THE PRECISE BALANCE LLC AND ITS AFFILIATES, SUBCONTRACTORS, LICENSORS, AND PROVIDERS (COLLECTIVELY, “PROVIDER ENTITIES”) MAKE NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

• NON-INFRINGEMENT,
• MERCHANTABILITY,
• FITNESS FOR A PARTICULAR PURPOSE, or
• THAT THE SERVICES OR RESULTS WILL BE ACCURATE, COMPLETE, ERROR-FREE, TIMELY, OR COMPLIANT WITH ANY LAW.

This warranty disclaimer applies equally to services delivered directly, through subcontractors, or as part of Hub Services for third-party firms, whether in the U.S., GCC, or other jurisdictions.

The responsibility for determining the adequacy and accuracy of the Services lies solely with you. Where limitations on implied warranties are not enforceable under applicable law, any implied warranties shall be limited to sixty (60) days from the Effective Date or delivery date of the applicable Service, whichever is earlier. For Hub Services, The Precise Balance disclaims any responsibility for the final deliverables, advice, or work product you provide to your own clients, even if our work product is used as part of your client engagement, and regardless of whether such engagement involves audit or attestation work performed under the authority of a licensed CPA or audit firm.

9. Limitation of Liability

IN NO EVENT SHALL THE PRECISE BALANCE LLC, ANY OF ITS AFFILIATES, OR ANY PROVIDER ENTITY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES—INCLUDING LOSS OF DATA, PROFITS, REVENUE, OR OPPORTUNITY—ARISING OUT OF OR RELATING TO THE SERVICES (INCLUDING HUB SERVICES), EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, and regardless of whether such Hub Services include support for audit or attestation work performed solely under the authority of a licensed CPA or audit firm.

EXCEPT FOR:

• PAYMENT OBLIGATIONS,
• BREACHES OF CONFIDENTIALITY, OR
• INDEMNITY OBLIGATIONS UNDER SECTION 10,

THE MAXIMUM CUMULATIVE LIABILITY OF EITHER PARTY UNDER THIS AGREEMENT—REGARDLESS OF THE THEORY OF LIABILITY—SHALL NOT EXCEED THE GREATER OF:

• THE TOTAL FEES PAID FOR THE SPECIFIC NONCONFORMING SERVICE (INCLUDING HUB SERVICES) IN THE TWELVE (12) MONTHS PRIOR TO THE CLAIM, OR
• ONE HUNDRED U.S. DOLLARS (USD $100).

These limitations apply equally to services provided directly by The Precise Balance LLC, through subcontractors, or as part of Hub Services for partner firms in the U.S., GCC, or any other jurisdiction. For Hub Services, our maximum cumulative liability shall not exceed the total fees paid for the specific engagement giving rise to the claim. The Parties agree these limitations are integral to the fee structure of the Services. If a broader liability were assumed, pricing would need to be significantly higher. This limitation is intended to be enforceable to the fullest extent permitted under Wyoming law, and if any portion is found unenforceable, it will be modified to the minimum extent necessary to remain valid.

Note: Some U.S. states or jurisdictions may not allow limitations on implied warranties or exclusions of incidental or consequential damages; in such cases, these limitations may not fully apply.

10. Indemnification

You agree to defend, indemnify, and hold harmless The Precise Balance LLC, a Wyoming limited liability company, its affiliates, employees, officers, directors, contractors, agents, and representatives (“Provider Entities”) from and against any and all claims, damages, liabilities, losses, judgments, settlements, expenses, and attorneys’ fees arising out of or related to:

• Your use of, or our provision of, the Services, including Hub Services (with audit or attestation work only performed under the authority of a licensed CPA or audit firm), or The Precise Balance Platform (unless caused solely by our gross negligence or willful misconduct),
• Your violation of the Agreement that results in harm to a third party,
• Any content, data, or material you provide,
• Any infringement of intellectual property or other rights by you, or anyone using your account. For Hub Services, you agree to indemnify and hold us harmless from any claims, demands, or actions by your clients or other third parties arising out of or relating to our work product, except to the extent such claims are caused solely by our gross negligence or willful misconduct, and acknowledging that any audit-related deliverables are performed under the licensed CPA or audit firm’s authority.

This indemnity applies equally whether the Services (including Hub Services) are delivered directly by The Precise Balance LLC, through subcontractors, or via cross-border operational arrangements for U.S., GCC, or other jurisdictional clients.

The Provider Entities reserve the right to assume the exclusive defense and control of any matter subject to your indemnity, in which case you agree to cooperate fully with our defense and assert any reasonable defenses available.

This indemnity includes claims related to subpoena response time, regulatory defense costs, and government information requests, as further outlined in the Tax Services Terms and any Hub Services compliance requirements applicable to accounting or audit firm engagements.

11. Dispute Resolution; Class-Action Waiver

11.1. Judicial Forum for Disputes
Except as provided in Section 11.5 (Arbitration), all legal proceedings arising from or related to this Agreement—including matters involving Hub Services provided to accounting, audit, or consulting firms, whether performed domestically or cross-border—shall be brought exclusively in the state or federal courts located in Sheridan County, Wyoming.

11.2. Notice of Disputes
If you have a dispute with us, you agree to send a written notice to our legal address as listed on your Order Form or, if not specified, to:

The Precise Balance LLC
Legal Department
5830 E 2nd St, Ste 7000 #27450
Casper, WY 82609, USA
Email: contact@theprecisebalance.com

We may send notice to the email or mailing address listed in your Order Form.

11.3. Governing Law
This Agreement shall be governed by the laws of the State of Wyoming and applicable U.S. federal law, including the Federal Arbitration Act (FAA), without regard to conflict of law rules.

11.4. Informal Resolution
Before filing a formal dispute, both Parties agree to attempt to resolve the issue informally using the notice process in Section 11.2. If the dispute remains unresolved after 30 days, either Party may pursue formal legal action or arbitration, as applicable.

11.5. Arbitration
Except for claims explicitly excluded in Section 11.6, both Parties agree to resolve any disputes related to this Agreement, the Services (including Hub Services — whether or not such services involve subcontracted audit or attestation work under a licensed CPA or audit firm’s authority), or The Precise Balance Platform through final and binding arbitration under the Commercial Arbitration Rules of the American Arbitration Association (AAA). Arbitration shall be governed by the Federal Arbitration Act and held in Casper, Wyoming, unless both Parties agree in writing to another location.

11.6. Exceptions to Arbitration
Either Party may seek immediate public injunctive relief on an individual basis to the extent permitted by law in the Wyoming state or federal courts, without prior arbitration or informal notice, to:

• Enforce Section 3.4 (Confidentiality),
• Prevent unauthorized use or abuse of the Services, Hub Services (including misuse of deliverables provided in connection with partner CPA or audit firm engagements), or Platform,
• Prevent infringement of intellectual property,
• Seek public injunctive relief or emergency equitable remedies.

In addition, disputes that qualify for small claims court may be brought directly in that venue without arbitration.

11.7. No Class Actions
TO THE MAXIMUM EXTENT PERMITTED UNDER WYOMING LAW AND APPLICABLE U.S. FEDERAL LAW, BOTH PARTIES AGREE THAT CLAIMS MAY ONLY BE BROUGHT IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS OR REPRESENTATIVE ACTION.

If a court allows a class or representative action, the following apply:

• The prevailing party may not recover attorneys’ fees or costs related to the class proceeding,
• You may not participate in any financial recovery resulting from such action.

11.8. 30-Day Opt-Out Period
If you do not wish to be bound by the arbitration or class action waiver provisions, you must email contact@theprecisebalance.com within 30 days of the Effective Date.
Opting out of these provisions will not revoke prior arbitration agreements, if applicable.

11.9. Batch Arbitration
If 50 or more similar arbitration claims are filed against us or our affiliates — including claims connected to Hub Services engagements by or with the assistance of the same legal representatives:

• AAA will organize them into batches of up to 50 claims,
• One arbitrator will be assigned per batch,
• A single filing fee per side per batch will apply,
• This does not permit class arbitration of any kind.

You agree to cooperate in good faith in implementing this process.

11.10. Future Changes to Dispute Resolution Terms
If we make future changes to Section 11 (Dispute Resolution), you may reject them by opting out under Section 11.8 within 30 days of the update.
You do not need to re-opt out if you’ve previously done so correctly.

12. Miscellaneous

12.1. Updates to These Terms
We may update these terms from time to time to reflect changes in Wyoming law, industry practices, or our Services (including Hub Services). Material changes will be notified via email or within The Precise Balance Platform. Continued use of the Services (including Hub Services) after notification constitutes acceptance.
If you object to a material change, notify us within 30 days. If we cannot accommodate your objection, the prior terms will remain in force for the duration of your current subscription; any renewal will follow the updated terms.

12.2. Severability
If any provision is deemed unenforceable, the rest of the Agreement remains valid and enforceable to the fullest extent permitted under the laws of the State of Wyoming.

12.3. Assignment
You may not assign this Agreement or any rights or obligations under it without our prior written consent. Any unauthorized assignment is void.
We may assign this Agreement freely, including to an affiliate, partner, or successor entity providing Hub Services for accounting firms, CPA firms, or other professional service providers, provided such assignment complies with applicable Wyoming law.

12.4. Electronic Notices
You consent to receive notices via the email associated with your account or via in-app notifications through The Precise Balance Platform. All official correspondence will be via contact@theprecisebalance.com; we do not provide phone-based legal notices.
You are responsible for maintaining accurate contact information.

12.5. Entire Agreement; Amendments
This Agreement constitutes the full agreement between the Parties, superseding all prior discussions or agreements.
Except as expressly stated, any amendments must be:

• In writing,
• State they amend the Agreement, and
• Signed or electronically accepted, as applicable.

Terms in a customer’s purchase order or any other order document (excluding Order Forms) are void.

12.6. Order of Precedence; Interpretation
If there is a conflict between these terms and an Order Form, the Order Form governs.
Headings are for reference only and not to be used in interpretation.
The Agreement shall not be construed against the drafter.

12.7. Third-Party Beneficiaries
The Provider Entities (other than The Precise Balance LLC), including any affiliates, hub-service partners, subcontractors, or licensed CPA/audit firms engaged through Hub Services (for which we provide only non-assurance, non-attest support), are intended third-party beneficiaries of Sections 8–10.
The Precise Balance LLC’s affiliates are also third-party beneficiaries if Services or Hub Services are provided through an affiliated entity.
All Services are intended solely for your internal business use, and no third party may rely on the deliverables or materials.

12.8. No Employment, Partnership, or Agency Relationship
Each Party is an independent contractor and acts solely in its own capacity. Nothing in this Agreement creates a joint venture, partnership, franchise, employment, or agency relationship between the Parties. For Hub Services, The Precise Balance acts solely as a subcontractor or outsourcing provider to your firm, and does not hold itself out as a CPA firm or provider of assurance/attestation services.
You agree not to represent our personnel (including Hub Services personnel) as your employees, officers, or agents, nor to request that they act in such a capacity.
The Precise Balance enters this Agreement as a principal, not as an agent of any affiliate or hub partner. No claims may be brought against any affiliate or hub partner of The Precise Balance LLC under this Agreement.

12.9. No Publicity
Neither Party may issue public statements about this Agreement or the Parties’ relationship that identifies the other Party without prior written consent.
However, while you are a customer, The Precise Balance may list your business name and logo alongside other customers in publicly available customer lists, unless you request otherwise in writing.

12.10. Compliance
The Services, Hub Services, Platform, and associated technology may be subject to U.S. and international export laws and regulations.
Each Party confirms it is not listed on any U.S. government restricted parties list and agrees not to allow use of the Services in the following prohibited regions:

• Russia, North Korea, Iran, Cuba, Syria, Crimea, Donetsk (DNR), Luhansk (LNR), or
• Any U.S.-embargoed areas, including Crimea, Donetsk (DNR), and Luhansk (LNR) regions of Ukraine.

You must notify us promptly if you require HIPAA compliance. We make no representation that our Services or Hub Services are HIPAA-compliant. We are not a CPA firm and do not provide audit, assurance, or attestation services in our own name; where Hub Services involve audit-related tasks, such work is performed solely under the authority and license of the engaging CPA or audit firm, and we are not responsible for any HIPAA obligations unless we have expressly agreed to them in writing.

The Precise Balance does not market or offer services to residents of the EU or UK. GDPR does not apply. If GDPR or a similar law becomes applicable due to your operations, you must notify us to establish a separate Data Processing Addendum (DPA).

12.11. Unfair Competition
You agree not to use the Services, Hub Services, Platform, or deliverables to:

• to build or enhance a competing bookkeeping, hub outsourcing, or back-office service (including services marketed as CPA, audit, or assurance without holding the proper licensure), or
• Benchmark the Services or Platform against products not provided by The Precise Balance.

12.12. Waivers
Any failure or delay in enforcing a right under this Agreement does not constitute a waiver.
All waivers must be made in writing and signed by the waiving Party.

12.13. Force Majeure
Except for payment obligations, neither Party shall be liable for delays or failure in performance under this Agreement caused by events beyond its reasonable control, including but not limited to:

• Acts of God (e.g., natural disasters, epidemics, pandemics),
• Acts of war, terrorism, civil unrest, labor disruption,
• Governmental action or regulation,
• Third-party service outages, cyberattacks, or similar events.

The affected Party shall use reasonable efforts to mitigate the impact of such delays.

12.14. Typographical Errors
If a Service or Hub Service is listed at an incorrect price due to a typographical error or inaccurate pricing information from a partner or supplier, The Precise Balance reserves the right to cancel the applicable Order Form.
If you have already paid, we will issue a full refund of the incorrect charge.

13. Definitions

“Offshoring Services” means outsourced back-office, operational, and technical services previously referred to as “Hub Services” in earlier versions of this Agreement. Offshoring Services include:

(i) white-labeled outsourcing support for accounting, audit, and consulting firms, and
(ii) direct offshoring services provided to end clients for bookkeeping, tax, payroll, or CFO support.

For clarity, any reference to ‘Hub Services’ in this Agreement or related documents shall be deemed a reference to ‘Offshoring Services.’ Offshoring Services expressly exclude audit, review, attestation, or assurance services requiring CPA licensure, which remain the sole responsibility of licensed CPA firms engaged by the client.

“Agreement” means these terms (including any CFO, Hub Services, or Tax Services Terms), your Order Form(s), and any other written agreement between the Parties regarding Services.

“Affiliate” means any entity that directly or indirectly controls, is controlled by, or is under common control with a Party.

“CCPA” refers to the California Consumer Privacy Act of 2018, including all amendments and related regulations.

“Control” means ownership or control of more than 50% of the voting rights or equity interests of an entity.

“Customer Data” means data you provide (or direct us to obtain) for use in providing the Services, including any outputs, reports, or records prepared for you.
It excludes: industry insights, anonymized data, platform logic, internal tools, and The Precise Balance’s own workpapers excluding internal drafts or proprietary templates, unless explicitly delivered to you.

“Delegates” means employees, agents, service providers, consultants, or professional advisors of a Party or its Affiliates.

“including” means including without limitation.

“Intellectual Property Rights” means all recognized rights under any jurisdiction relating to intangible creations, including patents, copyrights, trademarks, trade secrets, domain names, design rights, and know-how.

“Legal Process” includes any lawful request or mandate for information, including subpoenas, regulatory inquiries, court orders, or warrants.

“Order Form” means the specific ordering document (paper or online) that references these terms, or any custom scope of work.
It excludes any customer purchase order or similar form not issued by The Precise Balance.

“Party” means each of you (the customer) and us (the service provider).

“The Precise Balance” refers to The Precise Balance LLC, a Wyoming limited liability company, or its Affiliates, partners, or subcontractors engaged under Hub Services arrangements, depending on the provider listed on the Order Form.

“we”, “us”, “our” means the legal entity listed as the provider on the Order Form.

“Services” means the bookkeeping, hub outsourcing, back-office, and related services listed in your Order Form, including non-assurance support for CPA or audit firms through Hub Services, but excluding any audit, review, attestation, or other services requiring CPA licensure in our own name.

“Third-Party Service” means any non-affiliated product, platform, or tool not operated on behalf of The Precise Balance.

“VCDPA” refers to the Virginia Consumer Data Protection Act of 2021, including all amendments and related regulations.

“you”, “your” refers to the customer listed on the Order Form, or the person/entity that accepts these terms.
“You” includes your Affiliates only if (a) authorized by us in writing, or (b) we knowingly provide Services to such Affiliates.
In either case, you certify you have the authority to bind such Affiliates, who will be jointly and severally liable under this Agreement.

Additional Wyoming- and Compliance-Related Clauses

Governing Law (Stand-Alone Clause)
This Agreement shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of law principles.

LLC Liability Limitation
The Parties agree that all obligations of The Precise Balance under this Agreement shall be the sole responsibility of The Precise Balance LLC, a Wyoming limited liability company. No member, manager, employee, subcontractor, hub partner, or representative of the LLC shall be personally liable under this Agreement, including in relation to Hub Services engagements.

Global Delivery Notice
The Services under this Agreement, including Hub Services, may be provided by professionals operating from jurisdictions outside the United States, including but not limited to the Hashemite Kingdom of Jordan. You consent to such remote service delivery and data processing, subject to applicable U.S. data protection laws and the terms of this Agreement.

No Tax Advice Disclaimer
The Services do not constitute legal, audit, assurance, attestation, or tax advice unless expressly stated in writing in the applicable Order Form and performed under the proper professional licensure. You are solely responsible for complying with all applicable federal, state, and local tax regulations and filing requirements.

Affiliate Marketing Notice
The Precise Balance may earn referral fees or affiliate commissions from third-party products or services, including but not limited to Intuit’s QuickBooks Online, QuickBooks Payroll, and other integrated tools, when recommended or provided in connection with the Services. All recommendations are made in good faith based on service integration or operational necessity.

U.S. Consumer Protection Carve-Out
Nothing in this Agreement shall limit or exclude any rights you may have under applicable consumer protection laws that cannot be lawfully waived or excluded under the laws of your state, the State of Wyoming, or the United States.

Arbitration Opt-Out Notice Address
If you elect to opt out of the arbitration clause, as referenced in Section 11.8, written notice must be sent via email or physical mail to:

The Precise Balance LLC
Legal Department
5830 E 2nd St, Ste 7000 #27450, Casper, WY 82609
Email: contact@theprecisebalance.com

The Precise Balance CFO Services Terms

Thank you for subscribing to our CFO Services. These The Precise Balance CFO Services Terms (“CFOS Terms”) apply to our CFO Services and operate in addition to the terms of The Precise Balance Subscription Agreement, including any Hub Services Terms where CFO Services are provided alongside hub outsourcing support for accounting or consulting firms.
If there is an express conflict between these CFOS Terms and The Precise Balance Subscription Agreement, the CFOS Terms control.
Terms defined in The Precise Balance Subscription Agreement and used in these CFOS Terms without definition have the meaning given to them in the Subscription Agreement.

1. CFO Services

1.1 Strategic Consulting Services

We offer strategic financial consulting Services to help you manage and grow your business. The Services we provide to you are specified in your Order Form and may include: monthly engagement, annual budgeting, hub outsourcing coordination (including coordination of non-assurance support for partner CPA or audit firms), and assistance in preparing financial materials related to equity financings or other corporate transactions (“CFO Services”).

CFO Services (including any communications you may have with our personnel in connection with those Services) are not a substitute for, and do not include, legal, regulatory, tax, real estate, healthcare, or certified public accountingadvice. The Precise Balance LLC is not a public accounting firm under Wyoming or federal law and does not provide CPA-licensed services and does not directly provide any audit, review, attestation, or other assurance services in its own name. Where Hub Services are used to support audit firms, any assurance work is performed solely under the licensure of that firm. We are not acting as your agent, broker, fiduciary, or investment advisor.

CFO Services do not include, and you will not purport to rely on them for:
(i) accounting advice, audit opinions, review conclusions, or assurance reports,
(ii) legal or regulatory advice regarding any of your business practices, including with respect to their appropriateness or legality, or
(iii) tax advice or tax return preparation.

You should seek the services of a duly licensed professional in connection with any of the foregoing.

We are not responsible for notifying you of the need to prepare or file, or for actually preparing or filing, any notices, applications, or documents of any kind to comply with any applicable laws and regulations, or for your compliance with any requirements to qualify or register in any state or other jurisdiction.

Neither party shall be liable for delays caused by acts of God, pandemics, war, cyberattacks, utility failures, or government actions beyond its reasonable control.

1.2 Independent Consultants

CFO Services provided to you by our employees or agents are fractional services only. We and our employees, agents, hub partners, and subcontractors are independent consultants and have no fiduciary duties to you or your business in the way an in-house CFO would.

As such, you agree not to misidentify or misclassify us or our employees or agents as your “CFO” or “Chief Financial Officer” to any third party.

In providing the CFO Services, we act at your management’s direction, and all Deliverables are intended solely for your management and not for any third party. Use of any such analyses or deliverables for external purposes is at your discretion and by your management.

While we may suggest one or more courses of action, it is the responsibility of your management to determine the appropriate course of action in their business judgment, and we will not have responsibility for the business decisions made by you or for any business outcome.

2. Deliverables; Proprietary Rights

2.1 Deliverables

Unless otherwise agreed by the parties in writing and subject to Section 2.2 below, you shall own all right, title, and interest (including all intellectual property and other proprietary rights) in and to Deliverables (defined herein) upon payment in full therefor.

All Deliverables are works made for hire to the extent allowed by law and, in addition, we make all assignments to you necessary to accomplish the foregoing ownership.

“Deliverable” means any work product that is created, developed, or made by us specifically for you, or that is specified in an Order Form, and delivered to you by us during performance of the CFO Services (including any such deliverables prepared through Hub Services partners or subcontractors) (but expressly not including any Background Materials (as defined below)).

2.2 Background Materials

We (and our licensors, as applicable) shall retain all right, title, and interest in and to all Background Materials (including all intellectual property and proprietary rights therein).

To the extent that any Background Materials are included in any Deliverable, we grant you a nonexclusive right and license to use such Background Materials internally and solely in connection with, and as incorporated in, the Deliverable.

Except for the limited rights and licenses expressly granted hereunder concerning the Background Materials, no other license is granted and no other use is permitted.

“Background Materials” means all information, ideas, know-how, processes, software, templates, works of authorship, trade secrets, methods, and technologies, including all intellectual property and other proprietary rights embodied therein, that:
(a) are owned or developed by us (whether developed by or for us or otherwise acquired from a third party) prior to the performance of CFO Services under the Agreement or separate and apart from the performance of CFO Services under the Agreement, or that are in-licensed by us from a third party, including any changes or extensions thereto, or
(b) are created or developed by us in performing CFO Services under the Agreement, are generally applicable to the services that we provide, and do not include any of your Customer Data.

3. Limited Warranty

3.1 Services

We warrant that the CFO Services will be performed in a professional and workmanlike manner.

Any warranty claim under these CFOS Terms must be made by you in writing within thirty (30) days after performance of the nonconforming CFO Service.

Our sole obligation and your exclusive remedy in respect thereof is to reperform the nonconforming CFO Service (in which case, no refund will be provided) or, at our sole discretion, refund you the fees paid for the nonconforming CFO Service, which refund will in no event exceed the greater of:
(a) the amount you paid for the nonconforming CFO Service prior to the claim, or
(b) one-hundred (100) U.S. dollars, in line with Wyoming law limitations and the broader limitation of liability in the Subscription Agreement.

The Precise Balance Tax Services Terms

Tax Services Agreement

Thank you for selecting us to assist your business with tax-related services, which may be delivered in whole or in part through our Hub Services arrangements, including coordination with third-party licensed CPA or audit firms for services we are not authorized to provide.

This Tax Services Agreement is between the entity providing tax services indicated on the Order Form (“we,” “our,” “us”) and each business that subscribes to the Tax Preparation Services or Research & Development (“R&D”) Credit Services (each as defined below) (the “Company,” “you,” “your”).

The written Order Form(s) executed by you and us, including any scope(s) of work appended thereto (the “Order Form”), together with this Tax Services Agreement, are referred to collectively as the “Agreement.”
The Effective Date of this Agreement is the date the first Order Form has been signed by both you and us.
If the Order Form contains additional terms and conditions, those terms and conditions govern to the extent they conflict with this Agreement.
The purpose of this Agreement is to establish the terms of our engagement and the services we will provide.

Neither party shall be liable for delays caused by acts of God, pandemics, war, cyberattacks, utility failures, or government actions beyond its reasonable control.

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Important Regulatory Disclosures

No CPA or Legal Services

The Precise Balance LLC is not a public accounting firm under Wyoming or federal law, does not directly issue audit, review, attestation, or other assurance reports, and does not provide services requiring a CPA license. Our tax services do not include legal representation or licensed tax opinions and should not be considered a substitute for advice from a duly licensed tax professional or attorney. Where hub outsourcing supports licensed CPA or audit firms, all assurance work is performed solely under that firm’s licensure.

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IRS Regulation 26 C.F.R. § 301.7216-3 Consent to Disclosure and Use

You acknowledge and consent to the following:
We may perform any or all of our obligations hereunder through:

• A third-party tax service provider or a third-party R&D tax services provider (each a “Service Provider”), including their Affiliates,
• Our own Affiliates,
• Subcontractors engaged by us, the Service Provider, or their Affiliates.

Some or all of these parties may operate from outside the United States, including our offshore service hub in the Hashemite Kingdom of Jordan, which operates in compliance with applicable U.S. data protection laws.
We remain responsible to you for any nonperformance of this Agreement caused by an act or omission of the applicable Service Provider.

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Your Consent Covers:

1. Disclosure to Service Providers – The Precise Balance LLC and/or its Affiliates may disclose your information necessary to perform the tax services (the “Required Information”) to Service Providers, Affiliates, and subcontractors. Required Information may include, for example:
   1. Your financial and business information,
   1. Entity and ownership details,
   1. Complete tax return(s) in our possession,
   1. Other tax return information communicated through our systems.
2. Use of Information – We, our Affiliates, and Service Providers may use the Required Information solely to provide the tax services, including through Hub Services arrangements, subcontractors, and service integrations with partner CPA firms where applicable.
3. Cross-Border Data Transfer – The Required Information may be accessed or processed outside of the United States to facilitate service delivery.
4. Return Delivery – We may disclose your complete tax return(s) and other tax information to The Precise Balance LLC systems to share with you securely.
5. Service Improvement – The Precise Balance may use anonymized or aggregated versions of your data for service improvement, operational analysis, and partner evaluation.
6. Legal Disclosures – We may disclose Required Information in response to state subpoenas, grand jury subpoenas, or other lawful demands, subject to providing you notice to the extent permitted by law.

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Consent Duration
This consent applies for:

• The initial subscription period,
• Any renewal periods,
• And for service improvement purposes, as long as we have a legitimate business purpose for using the data.

For other uses and disclosures, consent remains valid until the statute of limitations to assess any tax by the IRS or other applicable state agency for the applicable tax return has expired.

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Confidentiality Safeguards
We shall maintain, with all Service Providers and subcontractors, written agreements requiring them to protect your information under confidentiality terms substantially similar to those contained in this Agreement, including data handling safeguards compliant with Wyoming law and applicable U.S. federal regulations.

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I. Services

Tax Preparation Services

If you purchase our tax preparation services (as reflected on your Order Form), we will perform the following services (the “Tax Preparation Services”):

• Preparation of Returns – Prepare the federal, state(s), and local income tax returns (excluding any returns that require a CPA license to prepare or sign under applicable law, which will be referred to licensed firms through our Hub Services where applicable) with supporting schedules, based on financial statements that accurately represent the financial activity of the Company, provided by the Company.
• Scope of Included Returns – Unless otherwise specified in your Order Form, Tax Preparation Services include preparation of one federal and one state business income tax return. You are responsible for:
  • Providing complete and accurate information,
  • Reviewing all filings,
  • Identifying any special reporting obligations (e.g., foreign bank accounts, cryptocurrency, pass-through ownerships).
• Additional Returns – Any additional tax returns or other government filings for the Company not included in the Order Form must be:
  • Requested in writing by the Company, and
  • Accepted in writing by us.
    Once accepted, they will be added to the Order Form and subject to this Agreement.
• Excluded Filings – Except as specifically provided in an Order Form, this engagement does not include any returns other than income tax returns (including, without limitation, sales or use tax returns) and does not extend to determining the Company’s filing requirements or nexus in any taxing jurisdiction. Upon request, we may assist you in preparing such filings following the same written request and acceptance process.
• Penalty and Compliance Disclaimer – Please note there are substantial governmental penalties — and in certain cases personal liability — for noncompliance with applicable tax obligations. You acknowledge that The Precise Balance LLC is not responsible for penalties arising from incomplete, inaccurate, or late information provided by you.

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Application of Professional Judgment

We and any designated Service Provider must use professional judgment in resolving questions where the tax law is unclear or where there are conflicting interpretations between taxing authorities and other supportable positions. We and the Service Provider may apply the “more likely than not” reliance standard or other applicable professional standards (excluding CPA professional standards unless performed by a licensed CPA firm through Hub Services) when advising you on return positions in order to reduce penalty risk for the Service Provider as a return preparer.

As a condition of receiving Tax Preparation Services, you agree to follow our reasonable directions — and those of the Service Provider — regarding disclosures needed to avoid or mitigate penalties.

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Filing Requirements in Additional Jurisdictions

During the course of the Tax Preparation Services, it may become apparent that you have filing obligations in additional jurisdictions, including foreign jurisdictions. Where such filings require CPA licensure or local representation, we may coordinate with licensed providers through Hub Services rather than perform them directly.

While we will inform you if this comes to our attention, you remain solely responsible for:

• Identifying all filings you want us to prepare,
• Accepting any related costs,
• Bearing any liability and expenses arising from a decision not to file recommended returns or forms.

You must inform us promptly of any new or expanded activities that could trigger new filing requirements, including:

• Acquiring property,
• Hiring employees or contractors in a new state or country,
• Gaining ownership in a partnership, LLC, trust, or other pass-through entity with multi-state or foreign operations.

We will not prepare or file U.S. Department of Commerce reports or surveys unless expressly stated in your Order Form.

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Management’s Responsibilities

Management is solely responsible for:

• Proper recording of transactions,
• Safeguarding company assets,
• Ensuring the substantial accuracy of financial records,
• Reviewing all prepared returns before signing and filing them.

We do not electronically file returns that require CPA credentials unless such filing is completed by a licensed CPA firm engaged through Hub Services.

Your tax returns may be audited by taxing authorities, and any proposed adjustments may be subject to appeal.

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Nature of Tax Returns

Because of their special purpose, nature, and format, income tax returns:

• Do not constitute financial statements prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP),
• Should be used only for income tax purposes,
• Must not be used as a substitute for financial statements.

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Foreign Account and Asset Reporting

U.S. citizens, residents, and certain nonresidents who have a financial interest in, or signature or other authority over, foreign financial accounts must file separate reports (e.g., FBAR) if the aggregate value of these accounts exceeds $10,000 at any time during the year.

Filing obligations also apply to persons with direct or indirect control over an entity with foreign financial accounts, even if they do not hold accounts individually.

We can assist in preparing these filings if you order them either at the outset or later through the “additional services” process. You are responsible for identifying the need for these filings.

The Precise Balance LLC does not directly file FBAR or FATCA forms unless engaged through an arrangement with a licensed tax professional under our Hub Services.

Please note: there are substantial IRS and other governmental penalties for noncompliance.

R&D Credit Services

If you purchase our R&D tax credit services (as reflected on your Order Form), we will perform the following services (“R&D Credit Services”):

1. Eligibility Guidance – Provide guidance to identify and determine which of the Company’s expenses may qualify for the R&D tax credit for United States federal income tax purposes. Where CPA licensure is required for such determination or signing, services will be coordinated through licensed providers via our Hub Services.
2. Credit Calculation – Calculate the amount of the Company’s qualifying R&D expenses and provide such calculation to the Company.
3. Supporting Documentation – Prepare supporting technical and financial substantiation documentation required for IRS Forms 6765 and 8974, including but not limited to:
   1. Documentation of research time, and
   1. R&D payroll expenses.

Together with the credit calculation, this is referred to as the “R&D Tax Credit Study.”

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Professional Judgment

We and any designated Service Provider (including any licensed CPA firm engaged through Hub Services where required) will use professional judgment in resolving questions where the tax law is unclear or where taxing authorities’ interpretations conflict with other supportable positions. We and the Service Provider may apply the “more likely than not” reliance standard to avoid penalties that might be assessed against the Service Provider as a return preparer.

As a condition of receiving R&D Credit Services, you agree to follow our reasonable directions — and those of the Service Provider — regarding disclosure of return positions to avoid or mitigate penalties.

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Company Responsibilities

The Company is responsible for:

• Proper recording of transactions in its accounts,
• Maintaining the completeness and substantial accuracy of all financial, personnel, and R&D records,
• Reviewing all related tax returns carefully before signing and filing them.

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Limitations & No Guarantee

• We do not guarantee that taxing authorities will accept your R&D activities as qualifying or that all claimed R&D expenditures will be approved.
• Tax returns may be audited, and any proposed adjustments may be appealed.
• If purchased, we will assist in identifying eligible expenses and filing IRS Forms 6765 and 8974 (directly or through licensed partners under Hub Services if required).
• Refunds: Full refund if no credit is found; partial refund if less than the quoted credit is awarded.
• No guarantee is made regarding IRS or state approval of the R&D credit claim.

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Consent to Disclosure

By using our R&D Credit Services, you consent to the use and disclosure of tax return information as permitted under 26 C.F.R. § 301.7216-3, including disclosure to:

• Our affiliates,
• Subcontractors, and
• Service providers (including CPA firms engaged via Hub Services)

for the purposes of tax preparation, R&D Credit Study support, and compliance with applicable laws. Some or all of these parties may operate from outside the United States, including our offshore hub in Jordan.

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Record Retention

• Tax workpapers will be retained for seven (7) years from the due date of the applicable return (including extensions).
• After this period, they may be securely destroyed unless required otherwise by law.
• Your original records will be returned at the end of the engagement.
• Working papers and files we or the Service Provider maintain are not a substitute for your originals; you are responsible for secure storage of your original records.

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Additional Filings & Fees

• Additional filings (e.g., multi-state returns, cryptocurrency disclosures, foreign asset reports) may result in additional fees.
• Payment is due in advance via business ACH unless otherwise agreed in writing.
• Services may be suspended for non-payment.

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Indemnification

You agree to indemnify and hold us harmless against claims, penalties, or liabilities resulting from:

• Delayed, inaccurate, or incomplete information you provide,
• Late signatures, or
• Non-payment of tax balances.

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Third-Party Providers

If your tax filings are prepared by a third-party provider, The Precise Balance LLC and its affiliates are intended third-party beneficiaries of this Agreement.

The Precise Balance Hub Services Terms

Thank you for subscribing to our Hub Services. These Hub Services Terms (“Hub Terms”) apply to our Hub Services and operate in addition to the terms of The Precise Balance Subscription Agreement. If there is an express conflict between these Hub Terms and The Precise Balance Subscription Agreement, these Hub Terms control.

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1. Hub Services

1.1 Scope of Services
We provide outsourced back-office, operational, and technical support services (“Hub Services”) to accounting, auditing, and consulting firms.

Hub Services may include, as specified in your Order Form:
• Bookkeeping support (data entry, reconciliations, trial balances, reporting)
• Preparation of audit workpapers and schedules under your instructions
• Research and compilation of supporting documentation
• Confirmation and data collection assistance
• Document management and secure digital filing
• Drafting of templates, trackers, and standard reports
• Other agreed-upon administrative and operational support

For audit firms, Hub Services may include assistance in preparing client-provided schedules, gathering supporting evidence, and formatting audit files, strictly as administrative and operational support and always under your supervision. We do not perform any activities that require CPA licensure under Wyoming law, and we do not provide assurance, attestation, or clearance services.

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1.2 No Public Accounting or Audit Opinion
We are not a licensed CPA firm under Wyoming or federal law and do not:
• Issue audit opinions, review reports, attestation reports, or any assurance report under PCAOB, AICPA, IFAC, or any other professional standard,
• Sign, submit, or authorize any audit, attestation, or assurance report on your behalf, or
• Make final determinations of audit evidence sufficiency, appropriateness, or compliance.

The hiring audit firm retains full responsibility for compliance with all applicable auditing and ethical standards, and for reviewing and approving all work before use in an audit engagement.

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1.3 Independent Contractor Role
We act solely as an independent contractor. All Hub Services are performed under your direction, instruction, and final review. You are solely responsible for determining scope, methodology, professional compliance, and final acceptance of all deliverables. All regulatory, licensing, and professional responsibilities remain exclusively with your firm.

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2. Deliverables & Intellectual Property

2.1 Ownership
All Deliverables created for you during the Hub Services will belong to you once paid in full.

2.2 Background Materials
We retain rights to pre-existing templates, tools, and methods (“Background Materials”), granting you a license to use them as incorporated into Deliverables for your internal purposes.

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3. Fees & Payment
As specified in your Order Form. Payments are due in advance via business ACH unless otherwise agreed in writing. Late payments may result in suspension of services.

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4. Confidentiality & Data Protection
Section 3 of The Precise Balance Subscription Agreement applies mutatis mutandis with these clarifications:
• Client data remains your property.
• We will maintain confidentiality and only disclose data to subcontractors engaged to perform Hub Services, under written confidentiality obligations.
• Some subcontractors may be located outside the United States, including at our offshore hub in Jordan, and may assist in performing Hub Services. You consent to such cross-border processing and storage in compliance with applicable U.S., Wyoming, and foreign data protection laws.

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5. Indemnification
You agree to defend, indemnify, and hold harmless The Precise Balance LLC, its affiliates, employees, officers, contractors, and subcontractors from and against all claims, liabilities, penalties, costs, and expenses (including attorneys’ fees) arising from:
• Your use of our Hub Services in connection with audit, assurance, tax, or regulated professional engagements,
• Any allegation that our work product was incomplete, inaccurate, or non-compliant where such issues arose from your firm’s failure to review, supervise, approve, or modify the work before its use in any engagement,
• Any breach of applicable auditing, accounting, or professional standards by your firm or your personnel.

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6. Limitations of Liability
Our maximum cumulative liability for any claim relating to Hub Services shall not exceed the total fees paid for the specific services giving rise to the claim. We are not liable for indirect, incidental, or consequential damages, including loss of profits or business opportunities.

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7. Governing Law
These Hub Terms are governed by the laws of Wyoming, U.S.A., excluding its conflict of laws rules.

The Precise Balance Additional Services Terms

Thank you for subscribing to our Services. These Additional Services Terms (“Additional Terms”) apply to the Services described below and operate in addition to the terms of The Precise Balance Subscription Agreement (“Subscription Agreement”). If there is an express conflict between these Additional Terms and the Subscription Agreement, these Additional Terms control. Terms defined in the Subscription Agreement and used in these Additional Terms without definition have the meaning given to them in the Subscription Agreement.

Neither party shall be liable for delays caused by acts of God, pandemics, war, cyberattacks, utility failures, or government actions beyond its reasonable control.

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1. Payroll Processing Services

If mutually agreed in an Order Form, we will assist you in accessing and using a third-party payroll processing platform that has been mutually agreed to by the parties (the “Payroll System”). You authorize us to access, interact with, and relay your instructions to the Payroll System to facilitate payroll processing based on the information you provide and at the cadence you designate. You agree to provide sufficient access for us to perform the payroll assistance Services. You will refrain from changing the Payroll System without our prior written consent.

1.1 Acknowledgements

You acknowledge and agree that:

1. We are not a fiduciary of your company or any benefit plan.
2. We are not the employer or joint employer of your employees.
3. We will act solely on your instructions regarding all payroll matters and will assume all information you provide is true, accurate, and complete. You are responsible for providing all necessary instructions and information (including hours worked, time off, start/end dates, earned commissions, bonuses, garnishments, etc.) in a timely manner, allowing at least two (2) business days for us to act so you can meet applicable payroll deadlines.
4. We are not responsible for your compliance with any federal, state, or local statutes, regulations, or ordinances, including but not limited to the Fair Labor Standards Act or any wage and hour laws.
5. You are solely responsible for all determinations regarding your employees, including:
   • Worker classification (employee vs. independent contractor)
   • Overtime exemption status
   • Accuracy and completeness of employee information and tax withholding forms (e.g., Form W-4)
   • Paid or unpaid leave designations
   • Taxability of fringe benefits
   • Expense reimbursement decisions
6. We are not responsible for any errors by, or defects in, your systems, including your HR information system and the Payroll System, or for any data loss or integrity issues related to integrations between your systems.
7. You are responsible for periodically (no less than quarterly) reviewing your payroll records to identify potential issues, investigating them, and implementing any remedial action. We will use commercially reasonable efforts to cooperate with you in implementing remedial actions to the extent they impact the payroll assistance we provide.
8. You are responsible for retaining payroll records for the legally required retention periods.

1.2 Processing of Payroll Funds

Payroll payments will be processed via the Payroll System in accordance with that third party’s applicable terms and conditions. We will not receive or have control of your payroll funds as part of providing payroll assistance. You are solely responsible for ensuring sufficient funds are available in your designated accounts, and for any liability resulting from insufficient funds.

1.3 No CPA, Audit, or Assurance Services

These Payroll Processing Services do not constitute audit, review, compilation, or any other assurance service as defined by the AICPA, PCAOB, or the Wyoming Board of Accountancy. The Precise Balance LLC is not a licensed CPA firm under Wyoming law, and you retain full responsibility for compliance with all applicable laws and professional standards.

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2. Sales Tax Remittance Services

If mutually agreed in an Order Form, we will provide sales tax report preparation and assist with your sales tax remittance obligations (“Sales Tax Services”). You authorize us to prepare your sales tax reports based on the information in your designated point-of-sale system of record (“Point-of-Sale System”), to submit such reports to applicable sales tax authorities, and to submit your corresponding tax liability payment instructions to such authorities. You agree to provide sufficient and timely access for our personnel to the Point-of-Sale System so that we are able to provide the Sales Tax Services in accordance with required deadlines.

2.1 Acknowledgements

You acknowledge and agree that:

1. You are solely responsible for obtaining and maintaining a valid seller’s permit (or similar sales tax registration) in all jurisdictions where you are required to collect and remit sales tax.
2. You must inform us of all jurisdictions (including states, counties, municipalities) where you have sales tax obligations and the required remittance cadence in each jurisdiction (e.g., monthly, quarterly, annually).
3. We will prepare sales tax reports using the financial information in your Point-of-Sale System as it exists at the time we prepare the report. You must promptly notify us if such information is incomplete, inaccurate, or outdated.
4. You must provide us with all additional relevant information necessary for preparing the sales tax report that is not reflected in the Point-of-Sale System (for example, inventory withdrawn for personal or business use).
5. You must provide us with current and accurate account access credentials and any other required information for all accounts with sales tax authorities that you use for remittance.
6. You authorize us to submit payment instructions to sales tax authorities in accordance with the amounts shown on your approved sales tax reports. We will use this information solely for the purpose of paying sales tax (and any applicable processing fees charged by the sales tax authority) and for no other purpose.

2.2 Funds Flow

We will not receive or hold any sales tax funds from you in connection with providing the Sales Tax Services. All sales tax funds will be remitted directly from your designated account to the appropriate governmental account(s). You are solely responsible for ensuring sufficient funds are available in your account, and for any liability resulting from insufficient funds.

2.3 No CPA, Audit, or Assurance Services

The Sales Tax Services do not constitute audit, review, compilation, or any other assurance service as defined by the AICPA, PCAOB, or the Wyoming Board of Accountancy. The Precise Balance LLC is not a licensed CPA firm under Wyoming law, and you retain full responsibility for compliance with all applicable tax laws and reporting requirements.

Acceptable Use Policy

Capitalized terms have the meanings given to them in the Subscription Agreement.

You agree not to misuse the Services or The Precise Balance Platform, or help anyone else do so. Without limitation, you must not (and must not attempt to):

• Use the Services:
  (a) to violate any applicable U.S. federal, state, or Wyoming law, statute, ordinance, or regulation (including those governing export control, consumer protection, unfair competition, anti-discrimination, or false advertising), including but not limited to transactions relating to counterfeit goods, stolen goods, illegal or controlled substances, substances that pose a risk to consumer safety, illegal online gambling/wagering, escort services, pyramid schemes, counterfeit goods, the unlicensed sale of firearms, or any type of money laundering; or
  (b) in connection with any of the foregoing.
• Process false or inaccurate transactions.
• Probe, scan, or test the vulnerability of any system or network.
• Breach or circumvent any security or authentication measures.
• Use the Services for personal, family, or household purposes.
• Transmit, store, or process protected health information subject to HIPAA.
• Abuse referrals or promotions.
• Sell the Services or The Precise Balance Platform unless specifically authorized.
• Harass or abuse The Precise Balance or our personnel, representatives, or agents performing services on our behalf.
• Represent our personnel, or request our personnel to act, as your employee, officer, signatory, agent, or fiduciary.

Except as expressly authorized in the Agreement or by The Precise Balance prior to each instance, you must not:

• Access, tamper with, or use non-public areas or parts of The Precise Balance Platform, or shared areas of The Precise Balance Platform you have not been invited to.
• Provide The Precise Balance Platform to any third party other than your Users, use The Precise Balance Platform as a service bureau, or otherwise violate or circumvent any use limitations or restrictions set forth in the Agreement or The Precise Balance Platform.
• Derive the source code of, or use tools to observe the internal operation of, or scan/probe/penetrate, The Precise Balance Platform.
• Copy, modify, or make derivative works of The Precise Balance Platform.
• Frame or mirror the Services, The Precise Balance Platform, or any part thereof.
• Use The Precise Balance Platform:
  (a) to send spam, duplicative, or unsolicited messages in violation of applicable laws or regulations;
  (b) to send or store material that violates the rights of a third party;
  (c) to send or store material containing viruses, worms, Trojan horses, or other harmful code; or
  (d) for any other illegal or unlawful purpose.

You may not knowingly facilitate or aid a third party in any of the foregoing activities.

No CPA / No Assurance Services Disclaimer
The Precise Balance LLC is not a licensed Certified Public Accounting firm under Wyoming or U.S. federal law. The Services do not include audit, review, compilation, or other assurance services, and no opinion or assurance is provided under any applicable professional standards.

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The Precise Balance, LLC Privacy Policy

The Precise Balance, LLC (“The Precise Balance,” “we,” “us,” or “our”) is a Wyoming-registered limited liability company that provides back-office business services, including bookkeeping services, hub outsourcing services for accounting and audit firms, controller services, tax preparation and planning (non-CPA), fractional CFO services, and related software-as-a-service solutions (collectively, our “Services”).

This Privacy Policy (“Privacy Policy”) explains our personal information processing practices in the context of:

• Marketing and selling our Services to prospective customers and local partners.
• Providing our Services to our customers and local partners.
• Operating and improving our business.

We collect, use, and disclose information only for the purpose of marketing, selling, and providing services to businesses and other organizations in the United States, not to individual consumers.

If we process personal information about an individual (“you”), it is for the purpose of:
(a) marketing and selling to the organization which employs you (or with which you are affiliated); and/or
(b) providing our Services to that organization; and/or
(c) operating or improving our Services.

We do not knowingly process the personal data of individuals under eighteen (18) years old.

If you are:

• A job applicant → see our Job Candidate Privacy Policy.
• A visitor to our offices → refer to the privacy notice provided upon check-in.
• A service provider representative → see our Privacy Policy for Service Providers.

Questions about this Privacy Policy or our practices, or California/Virginia privacy rights requests, may be sent to:contact@theprecisebalance.com.

Personal Information Category	Example	Source(s)
Website visitor; Event attendee; Referral, lead purchase, or other marketing; Representative of prospective customer purchasing Services; Representative of prospective partner
Identifiers	  Name   Business email address   Business phone number   Business address	  You, if you choose to provide your name and contact information   Someone else in your organization if they provide us with your name and business contact information   An acquaintance of yours who thinks your organization could use our Services may provide us with your business contact information   Our third-party data enrichment vendors   Publicly available information   Social media sites   Promotional partners   Integration partners   Lead sellers
Employment-related information	  Your employer’s name   Your job title	  You, if you choose to provide this information   Someone else in your organization if they provide us with your name, title and the company where you work   An acquaintance of yours who thinks your organization could use our Services may provide us with your business contact information   Our third-party data enrichment vendors   Publicly available information   Social media sites   Promotional partners   Integration partners   Lead sellers
Website visitor; Representative of prospective customer purchasing Services; Representative of prospective partner
Identifiers	  Internet protocol (IP) address   Cookie identifier	  Our tools for measuring activity on and use of our website collect your IP address and set Cookies on your browser   Our tools for identifying the organization with which you are associated based on your IP address collect your IP address   Our tools for monitoring the effectiveness of our advertising and sales campaigns, which include the use of Cookies
Internet activity information	  Information about your visit to our websites, including referring pages and your navigation through our websites   Information about your interactions with our marketing emails	  Our tools for managing email campaigns   Our tools for measuring activity on and use of our website and engagement with email marketing efforts, which include the use of Cookies   Our tools for monitoring the effectiveness of our advertising and sales campaigns, which include the use of Cookies
Inferences from personal information	  Analysis of effective ways to position our products by sales personnel based on communications with you and/or your engagement with our website or marketing materials	  Sales and marketing service providers that provide scoring and analytical tools
Geolocation data	  IP address	  Our tools for measuring activity on and use of our website collect your IP address
Event attendee
Other	  Dietary restrictions (for example, if you attend a live event)	  You
Referral, lead purchase, or other marketing
Identifiers	  Mobile ad ID	  Our tools for monitoring the effectiveness of our advertising and sales campaigns
Event attendee; Representative of prospective customer purchasing Services; Representative of prospective partner
Audio and visual information	  Recording of your voice and likeness in calls or videoconferences with our sales and service delivery personnel   Recording of your voice and likeness at events, if you attend an event, such as a virtual event, and ask a question that is recorded	  You, with your consent as required by law

How We Use Your Information

We collect and process personal information for the business purposes of marketing and selling our Services. We process your personal information with the goal of entering into an agreement to provide our Services to your employer, organization, or business with which you are affiliated.

Our Services include bookkeeping, hub outsourcing for accounting and audit firms, controller services, tax preparation and planning (non-CPA), fractional CFO services, and related software-as-a-service solutions. We do not offer CPA, licensed public accounting, or any assurance services.

This includes, for example:

• Sending you marketing communications such as emails or newsletters to:
  (1) make you aware of, or provide you with information you have requested about, our Services or the services of our partners;
  (2) engage with you; and
  (3) analyze and improve our marketing efforts based on your engagement with our marketing communications, including analyzing whether you opened an email and how you interacted with it.
• Communicating with you during the sales or partnership process, including via email, SMS, call, or videoconference.
• Creating, managing, and maintaining lead lists.
• Collecting information about your visits to our websites to:
  (1) learn about your organization’s needs and your position within your organization;
  (2) determine how to optimize our sales efforts with respect to your organization;
  (3) measure and improve the effectiveness of our website; and
  (4) measure the effectiveness of our marketing efforts, including targeted marketing efforts and offline advertising. See “Operation of Our Corporate Website” below for more details.
• Advertising through offline marketing and measuring the effectiveness of these efforts.
• Analyzing our interactions with you to optimize our sales and partnership processes.
• Improving our sales and marketing processes, including training our sales personnel and updating strategies and initiatives.
• Conducting market research and product research and development.
• Conducting surveys for marketing or product development purposes, such as assessing industry needs.
• Managing event registrations and attendance, including communicating with you about the event.

Legal Bases for Processing (GDPR / UK GDPR Notice)

If you are located in the European Economic Area (EEA) or the United Kingdom (UK), we process your personal information only when we have a legal basis to do so. These legal bases may include:

• Consent — when you have given explicit permission.
• Contractual necessity — to perform a contract or pre-contractual steps.
• Legitimate interests — such as improving our Services or preventing fraud, except where such interests are overridden by your rights and freedoms.
• Legal obligations — where processing is required by law.

Important Notes

As part of our marketing efforts, we may offer to assist prospective customers that meet certain criteria with a compliance filing. To prepare the form for an eligible company, we may receive personal information regarding certain individuals associated with the company. This may include name, address, birthdate, and government identification details (including identification number).

We only use the information required to prepare the filing. We generally retain it for one (1) year, after which it is subject to our deletion policies, except:

1. In our email or file storage systems (retained under our email retention policy as a record of service).
2. Where a longer retention period is required by law.

During the sales process, you may provide samples of your business’s financial data or access to repositories containing financial data so we can determine the appropriate Services to quote you. While this data may contain personal information, we only use it in connection with evaluating financial transactions to prepare a quote.

Operation of Our Corporate Website

Cookies and Tracking Technologies
In accordance with applicable Wyoming and U.S. law, The Precise Balance, our service providers, and other third-party website services providers whose services we use on our corporate website use commonly-used tools to recognize your visit and track your interactions with our corporate website (including subpages) such as cookies, web beacons, pixels, local shared objects, local storage, event trackers, and other tracking technologies (collectively, “Cookies”).

We use this tracking data to operate our corporate website. For example, we use Cookies to personalize and improve your experience on our corporate website and to record your preferences. If you identify yourself on our corporate website, for example, by completing a web form, we match (using a service provider) your identifying information with a Cookie associated with you (but which does not identify you by name, email, or phone number) to analyze the effectiveness of our marketing efforts (such as measuring the results of marketing campaigns), communicate with you and provide you relevant information, and determine sales efforts to apply to your company.

We also use Cookie information to measure the effectiveness of our offline advertising. If you view our offline advertising and then visit our website, for some advertising campaigns we will attempt to match (using a service provider) online information about you (such as Cookie information, browser information, and/or IP address) with data collected about interactions with an offline advertising campaign (for example, mobile ad ID data of people who may have seen one of our billboard advertisements).

We also combine data about your visit to our corporate websites collected from Cookies with that of other website visitors to improve your and other website visitors’ experience.

We use Hotjar in order to better understand our users’ needs and to optimize this experience. Hotjar is a technology service that helps us better understand our users’ experience (e.g. how much time they spend on which pages, which links they choose to click, what users do and don’t like, etc.) and this enables us to build and maintain our website, and manage our sales and marketing efforts, with user feedback. Hotjar uses cookies and other technologies to collect data on our users’ behavior and their devices, including tracking individual user visits (which can be recorded and reviewed by The Precise Balance), as well as aggregating data from multiple user visits. This includes a device’s IP address (processed during your session and stored in a de-identified form), device screen size, device type (unique device identifiers), browser information, geographic location (country only), and the preferred language used to display our website.

Hotjar stores this information on our behalf in a pseudonymized user profile. Hotjar is contractually forbidden to sell any of the data Hotjar collects on our behalf. For further details, please see the ‘about Hotjar’ section of Hotjar’s support site.

Third-party website services providers like those that we use for online advertising purposes (for example, to track the effectiveness of our marketing campaigns) may collect personal information from visitors to our websites for their own purposes.

We also use Google Analytics to analyze how visitors interact with our corporate website. When you visit one of our websites that has Google Analytics enabled, the URL of the webpage and your internet protocol address are sent to Google so that Google can provide us its analytics services. Google also reads Google Analytics Cookies that are placed on your browser when you visit our corporate website. Please refer to the Google Privacy & Terms for more information.

Social Media Features
Our corporate website uses social media features, like buttons that enable you to share content on our corporate website on social media platforms (“Social Media Features”). These Social Media Features may collect your internet protocol address and which page you are visiting within our corporate website, and may set a Cookie to enable the feature to function properly. Social Media Features are either hosted by a third party or hosted directly on our corporate website. Your interactions with these features are governed by the privacy policy of the company providing the relevant Social Media Features.

Links to Other Sites
Our corporate website includes links to other websites whose privacy practices may differ from those of The Precise Balance. If you visit or submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any website you visit.

Re-Targeted Advertising
Re-targeted advertising or behavioral advertising uses information about an individual’s web browsing behavior such as the webpages they have visited or the searches they have made. This information is then used to display more relevant ads. The information collected is linked to a cookie ID (alphanumeric number).

The information used for targeted advertising either comes from The Precise Balance or through third party website publishers.

If you would like to opt out of re-targeted advertising from The Precise Balance that occurs when visiting third party websites, please visit the opt-out pages of Network Advertising Initiative, here, and the Digital Advertising Alliance, here, or if located in the European Union, click here.

If you are located in California or Virginia, or if you are a Wyoming resident and your state privacy rights are applicable, you may also opt out of our tag manager placing targeting Cookies on your browser when you visit our corporate website, by clicking the “Do not sell or share my personal information” link at the bottom of our corporate website.

You can also control Cookies by adjusting the Cookie and advertising preferences settings in your browser. Please note this does not opt you out of being served advertising. You will continue to receive generic ads.

How Long We Retain Information for Prospective Customers
We retain your business contact information and related sales and marketing activity in our systems for purposes of:

• Maintaining a record of our relationships with customers, prospective customers, partners, and prospective partners.
• Analyzing and improving our sales and marketing efforts and Services (including developing new Services based on feedback you may share with us in the course of our interactions with you in the sales and marketing context).
• Complying with legal obligations.
• Resolving disputes.
• Enforcing our agreements.
• Completing any outstanding transactions.
• Detecting and preventing fraud.

We generally retain this information until the earlier of your request that we delete your information and our determination that we no longer need your information for the purpose of marketing and selling our services to your employer, organization, or business with which you are affiliated.

We may retain your business email address indefinitely to keep a record of email marketing opt-out or deletion requests.

If you have not identified yourself on our website, the primary marketing tools that we use to monitor website and email marketing activity delete records of your visit or email engagement starting 90 days or 365 days after your last activity in accordance with their retention policies.

Retention of internet activity information collected by third party website services providers is determined by the applicable third party.

INFORMATION FOR CUSTOMERS

How We Use Customer Data

We process Customer Data on behalf of our customers or Partner Customers (including partner accounting and audit firms we serve under our hub outsourcing model, without providing any CPA, licensed public accounting, or assurance services) for purposes of providing Services to them and maintaining and improving our Services.

For example, we process Customer Data:

To Provide, Monitor, and Improve Our Services

We process Customer Data to provide, monitor, and improve our Services. For example:

• Reviewing reconciliations of transaction data to prepare financial reports and statements on behalf of our customers.
• Creating automated rules that increase efficiency in tasks such as categorizations based on learnings from Customer Data.
• Testing, analyzing, and deploying new features of our Services intended to improve efficiency or enable customer insights into their financial information. These activities may include processing of Customer Data.
• Making product development investments based on trends in customer behavior.

To Manage Our Relationship With Our Customers

We monitor a customer’s transactions, bank balances, and other indicators to ensure appropriate pricing, monitor account health, and contact customers to discuss their subscription needs.

To Provide Customer Service and Technical Support

We process Customer Data in connection with customer or partner support requests, including those from partner audit firms under our hub outsourcing model (with no assurance or CPA services provided).

For Research

We may share anonymized or aggregated data (in a manner that does not identify any customer or person) with third parties for research, marketing, or promotional purposes. For example, we may disclose trends such as commonly used vendors or average expense patterns.

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How Long We Retain Customer Data

• We retain Customer Data relating to tax preparation (if part of the contracted Services) for at least seven (7) years from the due date (including extensions) of the related tax filing.
• We retain other Customer Data for as long as necessary to support former customers with transitional needs, to comply with legal obligations under applicable U.S. federal, state, and Wyoming law, resolve disputes, enforce our agreements, and prevent fraud.
• Customer credentials are queued for deletion 120 days after termination.
• Standard backups of QuickBooks Online account data are retained for seven (7) years post-termination unless otherwise required by law.
• Reconciliation rule data that cannot be tied to specific customers may be retained indefinitely in compliance with applicable law.

Important Note:
To assist eligible customers with compliance filings, we may receive personal data (e.g., name, birthdate, government ID) of individuals associated with the company. This data is used only for filing purposes and stored in our secure email/file systems for one (1) year unless legally required to retain longer.

We are not a financial institution under the Gramm-Leach-Bliley Act (GLBA), but we align our data handling practices with its privacy safeguards where applicable, particularly when handling sensitive financial or personally identifiable information.

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Business Record Data

Business Record Data includes communications, instructions, records, and workpapers exchanged or produced during the delivery of our Services. This may include:

• Emails and messages with customer representatives.
• Meeting notes and scheduling data.
• Financial statements.
• Support call transcripts or summaries.
• Audit trails or logs used in internal workflows.

We collect and process Business Record Data for our own business purposes, which include:

• Managing and documenting our engagements.
• Providing an audit trail for quality assurance, security, and compliance purposes.
• Improving internal processes and training.
• Defending legal claims or enforcing our agreements.
• Coordinating with partner audit firms when we act as a hub service provider (without issuing audit opinions, review reports, or any assurance service).

Also an additional information which includes:

Personal Information Category	Example	Source(s)
Identifiers	  Name   Business email address   Business phone number   Business address	  Individual points of contact of our customers or partners who correspond with us as we provide our services.   Customer or partner points of contact provide personal information about additional points of contact.
Employment-related information	  Your employer’s name and your job title	  Individual points of contact of our customers or partners who correspond with us as we provide our services, for example, a job title commonly appears in an email signature.   Customer or partner points of contact provide personal information about additional points of contact.
Audio and visual information	  Recording of your voice and likeness in calls or video conferences with our personnel (for example sales and service delivery personnel)	  Individual points of contact of our customers or partners who participate in calls or video conferences, with their consent
Inferences from personal information	  Customer or partner satisfaction survey results	  Individual points of contact of our customers or partners who respond to customer satisfaction surveys

To Provide Our Services and Operate Our Business

We process Business Record Data to provide our Services and customer support to our customers and partners (including partner accounting and audit firms under our hub outsourcing model, without providing CPA, licensed public accounting, or assurance services) and for our business purposes, including service delivery management, analysis and improvement, new product and process development, and recordkeeping.

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Customer Service and Technical Support

We may offer various internet chat services, for example, to speak with a The Precise Balance support representative. A transcript of the chat session may be retained to resolve questions or issues related to our Services.

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Fraud Monitoring and Financial Risk Disclaimer

The Precise Balance does not provide fraud monitoring, embezzlement detection, CPA services, assurance services, or financial risk assurance services unless explicitly contracted in writing. You are solely responsible for regularly reviewing financial activity for irregularities and implementing your own internal controls, oversight mechanisms, and independent audits. Any use of our deliverables should not be construed as a substitute for independent financial review or professional assurance services.

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Retention of Business Record Data

We retain Business Record Data for the purposes of:

• Maintaining documented customer and partner instructions and approvals.
• Keeping a record of our relationships with customers and partners and the work we performed.
• Complying with legal obligations.
• Resolving disputes.
• Enforcing our agreements.
• Completing any outstanding transactions.
• Detecting and preventing fraud.

We retain this data for as long as we may have a legal or business reason to keep it, which is at least up to the end of the longest applicable statute of limitations period under Wyoming law. We may delete this data earlier if we determine that it is not necessary to retain for the purposes mentioned above.

Customer Data may also be included in emails, messages, call recordings, or other Business Record Data. To the extent Customer Data exists in these records, it is incidental to our business purpose for retaining Business Record Data, and we process this Customer Data only for recordkeeping and legal purposes, and only in the context of our business relationships with customers or partners (including partner audit firms under our hub outsourcing model, without providing CPA, licensed public accounting, or assurance services).

The retention period for service fulfillment partners providing The Precise Balance Tax Services is governed by the service fulfillment partners’ privacy policy and data governance practices.

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Retention of Source Documents

You are responsible for maintaining original copies of source documents including receipts, bank statements, payroll confirmations, and tax filings. Unless explicitly contracted in writing, The Precise Balance does not store, archive, or maintain your original financial documentation. Our records are limited to digital files and metadata necessary for service delivery.

Personal Information Category	Example	Source(s)
Identifiers	  Name   Business email address   Business phone number   Business address   Internet protocol address   Cookie identifiers	  You, if you choose to provide this information   Individual points of contact of our customers or partners who correspond with us as we provide our services.   Customer or partner points of contact provide personal information about additional points of contact   The Precise Balance’s systems collect identifiers like internet protocol addresses and Cookies automatically
Employment-related information	  Your employer’s name and your job title	  You, if you choose to provide this information   Our third-party data enrichment services
Internet activity information	  Information about a user’s navigation through our application   Your responses to a customer satisfaction survey included in the email signatures of correspondence related to The Precise Balance Services	  Our tools for measuring activity on and use of our application, which include the use of Cookies
Inferences from personal information	  Analysis of effective ways to improve our services for all customers	  Our analysis of metadata that we collect about the use of our products and services

Use of QuickBooks® Online

We exclusively use Intuit Inc.’s QuickBooks® Online for all bookkeeping services. If you do not already have an account, you authorize us to create one on your behalf using your business information. You are responsible for maintaining an active QuickBooks Online subscription and will be billed directly by Intuit. By using our services, you also agree to Intuit’s Terms of Service and Privacy Policy.

Built-in machine learning features within QuickBooks may be used to improve transaction categorization and reconciliation. Data shared with QuickBooks is strictly limited to what is necessary for bookkeeping. We do not control Intuit’s independent data handling practices.

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Use of Proconnect® (Tax Preparation Software)

For tax compliance, we use Intuit® ProSeries® Pay-Per-Return software. This tool is only used to prepare and file returns based on data you submit. By engaging our tax services, you consent to this use and acknowledge that your data will be subject to Intuit’s Terms of Service and Privacy Policy.

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Use of Avalara® AvaTax

If you subscribe to our sales tax or nexus tracking services, we may use Avalara® AvaTax to enable multi-state tax automation, rate calculation, and reporting. Your data is only shared to fulfill your tax tracking obligations. You agree to Avalara’s Terms of Use and Privacy Policy.

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Use of Fathom®

If you use our Fractional CFO services, we may use Fathom® for KPI dashboards, variance analysis, and scenario planning. Your financial data is securely integrated solely for analytics purposes. You agree to Fathom’s Terms of Use and Privacy Policy.

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Use of QuickBooks Payroll

Payroll services are provided via QuickBooks Payroll. You must maintain an active subscription and will be billed directly by Intuit. By using this service, you agree to Intuit’s Payroll Terms and Privacy Policy. We may access and configure your account as needed for service delivery.

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How We Use Administrative Data

We collect and process Administrative Data for our business purposes, including but not limited to:

• Account Registration – We may use your name, business address, business phone number, and business email address to register an account for you for certain Services and to communicate important information to you.
• To Provide Our Services and Operate Our Business – We may use your personal information to operate our business, including providing our Services to your employer or partner audit firms under our hub outsourcing model (without providing CPA, licensed public accounting, or assurance services), and protecting our Services, including to combat fraud and to protect your information. For example:
  • Collecting usage information to facilitate proper, efficient, and secure operation of our Services.
  • Collecting IP addresses to monitor access regions, comply with U.S. trade restrictions, and meet Wyoming regulatory obligations.
  • Using Cookies to remember your preferences and provide a consistent user experience.
• Customer Service and Technical Support – Using your contact and interaction data to provide support and follow up on service inquiries.
• Communicate with You and Tell You About Other Services – Notifying you about our Services or those of Integration Partners, subject to your marketing preferences.
• To Improve Services and Develop New Services – Analyzing usage data, reviewing anonymized session data, and incorporating feedback to enhance our offerings.
• Research – Using aggregated, anonymized Administrative Data for marketing, promotional, academic, or business research purposes.

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How Long We Retain Administrative Data

We retain Administrative Data as long as necessary to fulfill business obligations, meet legal requirements under U.S. and Wyoming law, prevent fraud, complete transactions, enforce agreements, and develop and improve our Services. We generally maintain:

• A record of a customer’s or Partner Customer’s account (including billing and credentials) indefinitely, unless legally required to delete.
• Communication rights and relevant data unless opted out by the individual or deleted upon request, unless retention is otherwise required by law.

When your account is closed, we may continue to contact you with business or marketing updates, unless you opt out of such communications.

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General Information

Call Recordings – We record calls and video conferences in sales, service delivery, partner audit firm collaboration, and partner management contexts. Recordings may include participant identifiers (e.g., name), audio, and visual data. They are used for training, service optimization, documentation, and research, and retained for up to three years unless a lawful deletion request is made.

How We Disclose Your Personal Information – We may disclose personal information as follows:

• Acceptable Use and Suspension Rights – We may suspend or terminate access without notice if your activity violates our terms, creates risk, or harms our reputation.
• Service Providers – To operate our Services, subject to confidentiality obligations consistent with Wyoming and U.S. law.
• Service Fulfillment Partners – To deliver contracted services, including through hub outsourcing partners (e.g., audit firms), with customer consent.
• Integration Partners – To exchange relevant business contact and usage data with mutual consent.
• Promotional Partners – With attendee consent for events or promotions.
• Third-Party Website Services Providers – For analytics, advertising, or measurement, each with their own data practices.
• Response to Legal Requests – To comply with lawful processes.
• Protection of Rights – To enforce terms, prevent fraud, or protect users or our business.
• Affiliates – For service delivery within The Precise Balance corporate group.
• Business Transfers – In mergers, acquisitions, or other structural changes.
• Professional Advisors – Under confidentiality.
• Per Customer Instructions – As directed by authorized customer representatives.
• With Your Consent – For other disclosures not otherwise covered.

De-identified and Aggregated Data – Once de-identified, data is no longer personal and may be used for any lawful purpose.

International Data Transfers – We may transfer data outside the U.S. for service fulfillment, including to service providers and hub partners, applying appropriate safeguards and legal bases.

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Your Rights and Managing Your Privacy

• Updates and Access – You may request access, correction, or deletion of your personal information as permitted by law.
• Marketing Communications – You may opt out of marketing emails; service-related communications will still be sent.
• SMS Communications – You may opt out of sales SMS by replying “STOP”; service messages may still be sent.
• Cookies – You can manage preferences in your browser.
• Do Not Track – Our site does not respond to DNT signals.

Privacy Rights Under State Laws – We honor valid deletion and access requests by Wyoming residents. If the CCPA or VCDPA applies, you may have rights to access, delete, correct, opt-out of sale/sharing, and be free from discrimination for exercising those rights. Requests should be sent to contact@theprecisebalance.com.

Category of Personal Information	Category of Third Party to Whom Disclosed
Identifier (cookie or internet protocol address)	Third party web services providers
Internet activity information	Third party web services providers
Geolocation data (to the extent that is determinable from your internet protocol address)	Third party web services providers

The purpose for selling or sharing the information above is targeted advertising and marketing.

In the last twelve months, we have disclosed the following categories of personal information to the following categories of third party:

Information for Prospective Customers:

Personal Information Category	Categories of Third Parties (not Service Providers) to whom Disclosed for Business Purpose (see “General Information – How We Disclose Your Personal Information” section)
Website visitor; Event attendee; Referral, lead purchase, or other marketing; Representative of prospective customer purchasing Services; Representative of prospective partner
Identifiers	  Integration partners   Promotional partners
Employment-related information	  Integration partners   Promotional partners
Website visitor; Representative of prospective customer purchasing Services; Representative of prospective partner
Identifiers	– Third party website services providers
Internet activity information	– Third party website services providers
Geolocation data	– Third party website services providers
Event attendee; Representative of prospective customer purchasing Services; Representative of prospective partner
Audio and visual information	  Promotional partners   Publicly on our website

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Information for Customers – Business Record Data

Personal information Category	Categories of Third Parties (not Service Providers) to whom Disclosed for Business Purpose (see “General Information – How We Disclose Your Personal Information” section)
Identifiers	  Service fulfillment partners   Integration partners
Employment-related information	  Service fulfillment partners   Integration partners

Additional Disclosures and Opt-Out Rights (CCPA and VCDPA)

For additional disclosures required under California Civil Code §§ 1798.110(c) and 1798.115(c)(2) of the California Consumer Privacy Act (CCPA), and further information about our data processing in our capacity as a “business” under the CCPA, please refer to the relevant tables and explanations outlined in this Privacy Policy.

If you are a resident of California, you have the right to opt out of the “sale” or “sharing” (as defined under the CCPA) of your personal information. If you are a resident of Virginia, you have the right to opt out of targeted advertising as defined under the Virginia Consumer Data Protection Act (VCDPA).

To exercise this right:

• Click the “Do Not Sell or Share My Personal Information” link located at the bottom of our website; or
• Adjust your browser’s cookie and advertising preference settings.

To our knowledge:

• The Precise Balance LLC has not sold or shared personal information of consumers under the age of 18.
• The Precise Balance LLC does not use or disclose sensitive personal information beyond the purposes explicitly authorized under 11 CCR § 7027(m) of the California Consumer Privacy Act Regulations. These permitted purposes include:
  • Delivering requested services;
  • Ensuring security and preventing fraud;
  • Maintaining the safety of individuals;
  • Short-term use that does not involve profiling;
  • Performing essential service operations on behalf of the business;
  • Verifying or maintaining the quality of our Services; and
  • Related uses not involving inference-based profiling.

If you authorize an agent to submit a privacy request on your behalf, The Precise Balance LLC will require proof of your written authorization and may require you to directly confirm the agent’s authority or verify your own identity.

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Job Candidate Privacy Policy

We are excited that you are interested in The Precise Balance LLC (“The Precise Balance,” “we,” “us,” “our”)! This Job Candidate Privacy Policy (“Policy”) outlines how we collect, use, disclose, and retain personal information obtained in the course of our recruiting and hiring processes.

This Policy applies to individuals who:

• Apply for a position with us directly or through a third-party platform;
• Are sourced by us through recruiting tools (e.g., LinkedIn, referrals, recruiters); or
• Otherwise interact with our recruiting team during the hiring process.

Our general Privacy Policy describes how we handle personal information collected through our corporate website (www.theprecisebalance.com) and applies to web pages linking to it.

This Policy Covers:

1. What Personal Information Do We Collect?
2. How Do We Use Personal Information?
3. To Whom is Job Candidate Personal Information Disclosed?
4. How Long Do We Keep Personal Information?
5. How Can You Access Your Personal Information?
6. Changes to This Policy
7. How Can You Contact Us?

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1. What Personal Information Do We Collect?

We collect personal information you voluntarily provide during the recruiting process, including but not limited to:

• Contact details (name, phone number, email, address);
• Employment and education history;
• Licenses, certifications, and qualifications;
• Resume/CV and cover letter contents; and
• Information contained in application forms or communications with us.

We may also collect information from third-party sources, such as:

• Recruiters who submit your profile;
• Referrals from professional contacts;
• Professional networking platforms (e.g., LinkedIn);
• Publicly available sources;
• Former employers, references, or educational institutions; and
• Licensing bodies or consumer reporting agencies (for lawful background checks).

During the application and interview process, we may generate additional personal information, such as:

• Interview notes;
• Skills or aptitude test results;
• Internal evaluations or assessments relevant to the hiring decision.

Unless prohibited by law, we may combine the personal information you provide with information from other sources to evaluate your candidacy.

Job Candidate Privacy Policy

We are excited that you are interested in The Precise Balance LLC (“The Precise Balance,” “we,” “us,” “our”)! We collect and process a variety of personal information from and about you as a job candidate to manage our recruiting and hiring processes. This Job Candidate Privacy Policy (“Policy”) outlines how we collect, use, disclose, and retain personal information obtained in the course of our recruitment efforts.

This Policy applies to individuals who interact with The Precise Balance’s recruiting function or are sourced as potential candidates (“you”), including through direct outreach, job application submission, and the interview process. Our general Privacy Policy describes how we handle personal information collected through our corporate website (www.theprecisebalance.com) and applies to web pages linking to it.

This Policy contains the following sections:

1. What Personal Information Do We Collect?
2. How Do We Use Personal Information?
3. To Whom is Job Candidate Personal Information Disclosed?
4. How Long Do We Keep Personal Information?
5. How Can You Access Your Personal Information?
6. Changes to This Policy
7. How Can You Contact Us?

1. What Personal Information Do We Collect?

We collect personal information you voluntarily provide during the job application or recruiting process. For example, when you submit an application through our careers page, complete a form with personal details, or include employment information in communications with us.

We may also collect information about you from third parties. For instance, recruiters may send your information for a role that may interest you, or acquaintances may refer you to us. We also source potential candidates through platforms such as LinkedIn or other sourcing tools to identify names, contact details, and qualifications (e.g., employment and education history).

Other sources of information may include prior employers, references, educational institutions, licensing bodies, and consumer reporting agencies (for background checks, in accordance with applicable law). During the application and interview process, we may generate additional personal information such as interview assessments, notes, and skill evaluations used in our hiring decisions.

The subsections below outline the categories of personal information we may collect directly or from external sources—typically over the last twelve months. Details on how we use this information are covered in the section titled “How Do We Use Personal Information?”

Personal Information You Provide to Us

Category	Examples
Identifying Information	Legal name, preferred name, previous last name, date of birth, postal address or location, email address, phone number, last four digits of Social Security number (you provide your full Social Security number to our background check provider), driver’s license number (which you provide to our background check provider)
Educational and Professional Background	Work history, academic, and professional qualifications and other information you include in your resume, responses to interview questions and assessment results, as applicable, and cover letter; whether you would seek to work for another employer while working at The Precise Balance
Third Party Identifying Information	Name and contact information of references that you provide
Criminal history	With your consent, background check results
Employment eligibility	Whether you would need The Precise Balance to sponsor visa now or in the future
Health information	If you request a reasonable accommodation, we collect disability information in accordance with applicable law and to the extent needed to evaluate and, as applicable, provide reasonable accommodation

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Personal Information We Obtain from Other Sources

Category	Examples
Identifying Information	Legal name, preferred name, email address, phone number
Educational and Professional Background	Work history, academic, and professional qualifications and other information you include in your resume or professional social media network profile
Recruitment information	Job interview notes, responses to screening questions, test scores and other assessment results, as applicable, information from reference checks, and any other information we gather from third parties in connection with the recruitment process
Inferences drawn from personal information	A profile reflecting your preferences, characteristics, predispositions, behavior, attitudes, abilities, and aptitudes

Job Candidate Privacy Policy

The categories of personal information we collect during recruitment are described in the tables and explanations above. In addition, you may provide other personal information through public sources (e.g., social media, professional networks, or the news) that may come to our attention and be used for the purposes described below.

2. How Do We Use Personal Information?

We use your personal information for the following purposes:

General Recruiting Purposes

• Recruitment & Application Management – To evaluate your qualifications, schedule and conduct interviews, communicate with you, and maintain application records.
• Pre-Employment Screening – To perform background checks and reference verifications, as permitted by law.
• Recruiting Analysis & Improvement – To improve hiring strategies, candidate experience, and recruiting processes.

Compliance

• Recordkeeping – To comply with U.S. and Wyoming legal obligations and maintain required recruitment records.
• Fraud Prevention – To detect and prevent misuse of our recruiting systems.
• Legal Requirements – To comply with applicable laws and protect our legitimate business interests.

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3. To Whom We Disclose Job Candidate Personal Information

We may share candidate information with:

• Service Providers – Recruiters, technical screening vendors, background check agencies, and applicant tracking system providers.
• Third-Party Services – Job boards or platforms used for posting and managing applications.
• Affiliates and Subsidiaries – To facilitate recruitment and HR functions.
• Government Authorities & Legal Matters – In response to legal process or where required by law.
• Professional Advisors – Including attorneys, auditors, and compliance consultants.
• Business Transfers – In the event of a merger, acquisition, or similar transaction.
• At Your Direction – As instructed by you in writing or electronically.

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4. Retention of Personal Information

We retain candidate information for as long as necessary to:

• Fulfill recruitment and compliance purposes; or
• Until we receive a valid deletion request and no legal obligation prevents deletion.

Unless otherwise required by law, candidate information may be kept indefinitely to maintain accurate historical recruitment records.

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5. Access, Correction, and Deletion Rights

You may contact us at contact@theprecisebalance.com to:

• Access, correct, or request deletion of your personal information;
• Obtain details on categories, sources, and purposes of collection; and
• Request disclosure of third parties who have received your information.

California Residents (CCPA) – You may exercise the following rights, subject to legal limits:

• Disclosure of categories/sources/purposes of collection;
• Access to specific pieces of personal information collected;
• Correction or deletion of your personal information; and
• Non-discrimination for exercising these rights.

We have not “sold” or “shared” candidate data under the CCPA. All application processing functions are performed by service providers.

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Modifications and Enhancements

We may modify our recruitment process or technology (including the introduction of AI or automation tools) without reducing core rights or protections. Continued use of our recruitment channels after modifications indicates acceptance.

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6. Changes to This Policy

We may update this Policy periodically. The “Last Updated” date will reflect the latest version. If material changes are made, we may notify you by email or through other reasonable channels.

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7. Contact Us

📧 Email: contact@theprecisebalance.com

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Children’s Privacy

Recruitment activities are intended only for individuals 18 years of age or older. We do not knowingly collect personal information from minors. If we discover such data has been collected, we will delete it promptly.

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Security Measures

We implement commercially reasonable safeguards, including:

• Encryption in transit;
• Role-based access controls;
• Audit logging;
• Multi-factor authentication;
• Regular vulnerability assessments.

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Business Continuity

We maintain disaster recovery and business continuity measures to minimize disruption in the event of:

• Cybersecurity incidents;
• Natural disasters;
• Regional outages;
• Vendor failures.

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Limitations

While we aim to ensure uninterrupted operations, The Precise Balance cannot guarantee error-free or disruption-free systems and is not liable for outages beyond our control.

Cookie Policy

The Precise Balance LLC (“The Precise Balance,” “we,” “us,” or “our”) uses cookies and similar tracking technologies in connection with your use of our website and online platform (collectively, the “Services”). This Cookie Policy explains what these technologies are, why we use them, and your choices related to them. For information on how we collect and handle your personal data, please review our Privacy Policy.

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What Are Cookies?

Cookies are small text files stored on your device by your browser when you visit a website. They allow websites to recognize your device, remember preferences, enhance performance, and track user activity. Related technologies like web beacons, pixels, and tags are also used and are collectively referred to as “cookies” in this policy.

Why We Use Cookies

We use cookies to:

• Ensure the proper functioning and security of our website
• Save your preferences and settings
• Analyze website performance and improve user experience
• Support our marketing and advertising initiatives

Types of Cookies We Use

1. Strictly Necessary Cookies – Enable core functions like navigation and access to secure areas. These cookies cannot be disabled via our settings interface.
2. Functional Cookies – Allow the website to remember choices (e.g., location, login preferences) and provide enhanced features.
3. Performance Cookies – Collect anonymous usage data (e.g., via Google Analytics) to help us understand how visitors use the site.
4. Targeting Cookies – May be placed by advertising partners to build user profiles and display relevant ads across websites. These cookies do not directly identify you.

Children’s Privacy and Cookies

Our Services are intended solely for users aged 18 years or older. We do not knowingly use cookies to collect personal data from children under the age of 18. If we become aware that cookies have been used to track a minor’s activity on our website, we will promptly remove the related data.

If you believe that a child under 18 has accessed our Services or that we have collected information inadvertently, please contact us immediately at:
📧 contact@theprecisebalance.com

How to Manage Cookies

You can control cookie behavior through the following options:

• Browser Settings – Adjust settings to block or delete cookies.
• Global Privacy Control (GPC) – Enable GPC in your browser to opt out of cross-context behavioral advertising.
• Ad Preferences:
  • Google Ad Settings
  • Analytics Opt-Out Tool
  • NAI Opt-Out

⚠️ Blocking cookies may affect the functionality of certain features on our website.

Cookie Consent and Re-Consent

We present a cookie banner to capture your consent during your first visit. You can revisit and update your preferences at any time from the footer of our website.
Note: If you delete your cookies, switch browsers, or use a different device, your preferences may need to be reset.

Policy Updates

We may revise this Cookie Policy periodically. We will update the “Last Updated” date and may provide additional notice for significant changes.

Contact Us

If you have any questions or concerns, or if you would like to exercise your privacy rights under applicable law:

📧 Email: contact@theprecisebalance.com