Privacy Policy

Introduction

Poised Books, LLC (“Poised Books,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at poisedbooks.com (the “Site”) and use our bookkeeping services (the “Services”).

By accessing the Site or using our Services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the Site or use our Services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

• Fill out a contact or inquiry form on our Site
• Book a discovery call or consultation
• Sign up for our email list or download resources
• Engage us for bookkeeping services
• Communicate with us via email or phone

This information may include your name, email address, phone number, business name, and any other information you choose to provide.

Financial Information

When you engage us for bookkeeping services, we will have access to your financial data, including but not limited to bank account information, credit card transactions, payroll records, invoices, and accounting software files (e.g., QuickBooks, Xero). This information is collected solely for the purpose of providing the bookkeeping services you have engaged us to perform.

Automatically Collected Information

When you visit our Site, we may automatically collect certain information about your device and usage, including your IP address, browser type, operating system, referring URLs, pages viewed, time spent on pages, and other diagnostic data. This information is collected through cookies and similar tracking technologies.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide our Services: Performing bookkeeping cleanup, setup, coaching, and related services as contracted.
• To communicate with you: Responding to inquiries, scheduling consultations, providing project updates, and sending service-related communications.
• To improve our Site: Analyzing usage data to improve the functionality, content, and user experience of our website.
• To send marketing communications: Sending newsletters, resources, and promotional materials only if you have opted in to receive them. You can unsubscribe at any time.
• To comply with legal obligations: Meeting regulatory, legal, or contractual requirements applicable to our business.

How We Protect Your Information

We take the security of your personal and financial information seriously. We implement industry-standard administrative, technical, and physical safeguards to protect your data, including:

• Encrypted connections (SSL/TLS) for all data transmitted through our Site
• Secure, encrypted access to client accounting files via cloud-based platforms (QuickBooks Online, Xero)
• Limited access to client data on a need-to-know basis
• Regular security reviews and updates of our systems and practices

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

• With your CPA or tax preparer: When you authorize us to coordinate with your accounting or tax professional as part of our Services.
• Service providers: With trusted third-party tools and services that help us operate our business (e.g., email hosting, scheduling software, cloud storage), subject to their own privacy policies.
• Legal requirements: When required by law, regulation, legal process, or governmental request.
• Business transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. You can control cookie settings through your browser preferences. Please note that disabling cookies may affect the functionality of certain features on our Site.

We may use analytics services (such as Google Analytics) to collect and analyze usage information. These services may use cookies and other tracking technologies to collect data about your use of our Site.

Your Rights and Choices

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate personal information
• Request deletion of your personal information
• Opt out of marketing communications
• Object to or restrict certain processing of your data

To exercise any of these rights, please contact us at elizabeth@poisedbooks.com.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Client financial records and work product are retained for a minimum of seven (7) years in accordance with standard accounting practices and IRS record-keeping requirements.

Third-Party Links

Our Site may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policy of every site you visit.

Children's Privacy

Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last updated” date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: